Security Campaign Builder - 2 - Company Details
Choose an existing organization that you created or create a new one.
To create a campaign where you will be raising money on behalf of a company, you will need to Create a new company profile. If you’ve already created a company through your user profile, you will see it available as an option on this step of the campaign builder wizard, along with green check-marks in the menu tabs above indicating which sections have been completed. You will be able to select the existing company and continue. If you have not yet created a new company, you can click to create one here.
To Create a new company profile, you will need to provide some information about your company that will be used to help build the campaign and any regulatory filings required for it.
Your Company Legal Name is the official name under which you have established the company on when you filed the formation documents with, for example, a State or local government. This name might be something like “My Company, Inc.” and contain specific punctuation or abbreviations. It’s important to replicate the name in this field exactly as you see it on the company formation documents you filed originally.
If the company was created to be a for-profit entity, select “profit” as the type. If the company is a non-profit, select “non-profit” and specify which class of non-profit it is. If you don’t see your specific classification of non-profit listed, let us know by contacting us at support@umergence.com.
Upload a banner image to be used for your company profile. This image will be displayed when someone views your company information. Upon uploading an image, the shaded region can be used to illustrate what part of the image will be displayed within the banner window. You can resize this region by clicking and dragging any of the blue squares around the edges of the shaded region. To prevent images from becoming distorted, the aspect ratio cannot be significantly changed from a rectangular region.
Typically, the thumbnail image for a company profile will be a version of the company logo. It will not be large, so it should be clear and not overly complex. Upon uploading an image, the shaded region can be used to illustrate what part of the image will be displayed as the thumbnail. You can resize this region by clicking and dragging any of the blue squares around the edges of the shaded region.
The Short description is meant to be a one sentence summary of the company. Think carefully about this field because it is limited to 160 characters.
The Description field is a place for a more detailed description of the company and its business. This will be the main description displayed for the company within its profile.
Adding Links can be done by copying their url in this section. Be sure to include all the characters of the url, such as http://www.mysite.com – This will insure that the link will be clickable for anyone.
Everything on Umergence can be searched specifically with the search function, but pages can also be located by indirectly searching for tags. Adding a few Company Tags to a company profile will make it easier for others to find.
You can continue this tutorial for the next section of the campaign builder here.