Manage Initiatives

This article explains how to edit, archive, and activate crowdfunding initiatives you own in LFX Self Serve. Select an initiative from the View Initiatives page to open its detail page, where you can review financials, edit settings, and change the initiative's status.

Before you begin

Sign in to LFX Self Serve at app.lfx.dev with your Linux Foundation account.
You must have created at least one crowdfunding initiative. These steps apply to initiative owners only.

Initiative detail page

The detail page is organized into a header and two tabs.

Header shows:

Initiative name and fund type — see Fund types below
Description and industry tags
Initiative logo or fund-type icon
Current status badge

Overview tab — sponsors, financial summary, and announcements.

Financials tab — detailed funding goals, distribution breakdown, and transaction history.

Edit an initiative

Open an initiative from the View Initiatives page.
Select Edit Initiative to open the settings drawer.
Update fields across the settings tabs:
- Initiative Details — name, description, topics, website URL
- Branding — logo image
- Beneficiaries — add or remove by name and email
- Funding — goal amount and distribution percentages across Development, Marketing, Meetups, Bug Bounty, Travel, and Documentation
- Sponsorship Tiers — choose a donation option (open amount or tiered), then configure the goal and benefits for each enabled tier
- Announcements — add, edit, or delete announcements shown to sponsors on the initiative's Overview tab
Save your changes.

Note: The Announcements tab isn't part of the drawer's shared Save step. Each add, edit, or delete uses its own Add, Save, or delete-confirmation action and takes effect right away, independent of the drawer's Save button.

Archive an initiative

Archiving an initiative changes its status to Hidden. The initiative no longer appears publicly and stops accepting new donations. Existing recurring donors are not automatically notified and their subscriptions are not cancelled — they will need to cancel their recurring donations manually. See Manage Recurring Donations for how donors can cancel a subscription.

Open a Published initiative from the View Initiatives page.
Select the More menu (⋯) in the initiative header.
Select Archive Initiative.
Confirm the action.

The initiative moves to the Archived group in the initiatives list.

Activate an archived initiative

Activating an initiative changes its status back to Published. The initiative becomes publicly visible and resumes accepting donations.

Open an Archived initiative from the View Initiatives page.
Select the More menu (⋯) in the initiative header.
Select Activate Initiative.
Confirm the action.

The initiative moves to the Active group in the initiatives list.

Note: The More menu is only available for Published or Archived initiatives. Initiatives with a Pending or Submitted status do not have status-change actions available.

Fund types

Each initiative has a fund type that describes its purpose:

General Fund — supports the project's general development and operating expenses
Security Audit — funds a third-party security review or penetration test of the project's code
Mentorship — funds a mentorship program that trains new contributors to the project
Event — funds a conference, summit, or community event organized around the project

Frequently asked

What happens to recurring donors when I archive an initiative? Archiving an initiative stops the initiative from accepting new donations, but it does not automatically cancel the recurring subscriptions of existing donors. Donors who have an active recurring donation to the initiative will continue to be charged until they cancel their subscriptions manually.

Can I reactivate an archived initiative? Yes. An archived initiative can be reactivated at any time by selecting Activate Initiative from the More menu (⋯). The initiative will return to Published status and resume accepting donations.

Why can't I see the More menu on my initiative? The More menu for archiving and activating is only available for initiatives with a Published or Archived (Hidden) status. Initiatives that are Pending or Submitted are still under review and cannot be manually archived or activated until the review is complete.

View Initiatives — browse and filter your full list of initiatives
My Donations — view your donation history and manage payment methods