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.

Select Back to Initiatives above the header to return to your initiatives list.

Header shows:

Initiative name and fund type — see Fund types below
Description and industry tags
Initiative logo or fund-type icon
Current status badge
On behalf of and the organization or project name, for an attributed initiative
Actions: View Public Page (opens the initiative on the public crowdfunding site in a new tab), Edit attribution (see Change an initiative's attribution), Settings, and the More menu (⋯)

Overview tab — a financial summary with the current balance, amount raised against the goal, percent funded, and sponsor count, followed by the Funding goals for the initiative (when set), each showing its goal, amount donated, and amount spent. Below it, About this Initiative shows the full description with its formatting (headings, bold, lists, and links). A Recent donations sidebar lists the five most recent donations with the donor, date, and amount.

Financials tab — total received, total expenses, and balance, followed by the Donations received and Expense breakdown tables. Use Load more to page through either table.

Edit an initiative

Open an initiative from the View Initiatives page.
Select Settings in the initiative header to open the Initiative Settings drawer.
Update fields across the settings tabs:
- Initiative details — name, elevator pitch, topics, website URL. The elevator pitch uses a rich-text editor (headings, bold, italic, underline, strikethrough, lists, and links) and is limited to 500 characters of text. If heavy formatting makes the pitch too long to save, the field shows an error; remove some formatting or shorten the text.
- 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
Select Save 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 changes button.

Change an initiative's attribution

An initiative can be attributed to you personally, to an organization, or to a project or foundation. An attributed initiative shows that organization's or project's name and logo on its public page. In LFX Self Serve, the initiative header shows it as On behalf of followed by the name, and the initiatives list shows a building (organization) or folder (project) icon next to the initiative name; hover over either for details. Personal initiatives show neither.

Only the person who created the initiative can change its attribution, and only while the initiative is Submitted. Once it moves on, the attribution is fixed. Edit attribution appears only when you open the initiative from Crowdfunding → Initiatives in the Me lens, not from a lens-scoped Initiatives page.

Open a Submitted initiative from the View Initiatives page.
Select Edit attribution in the initiative header.
Choose Personal, On behalf of an organization, or On behalf of a project or foundation.
If you chose an organization or a project, select it from the list. The list shows the organizations where you've been granted a role, and the projects and foundations where you've been granted access directly.
Select Save.

Note: Changing the attribution is separate from the settings drawer and its Save button. The change takes effect as soon as you select Save in the Edit attribution dialog. If the save is rejected, the dialog explains why, for example when you aren't affiliated with the organization or project you chose.

Archive an initiative

Archiving an initiative changes its status to Hidden. The initiative no longer appears publicly and stops accepting new donations. All active recurring donations to the initiative are cancelled, so donors are not charged again. This cannot be undone: if you later reactivate the initiative, donors must subscribe again. See Manage Recurring Donations for how donors manage a subscription.

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

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. Recurring donations cancelled while it was archived are not restored.

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

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

Note: The More menu is only available for Published or Archived (Hidden) initiatives. Initiatives with a Pending, Submitted, or Declined 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 it from accepting new donations and cancels all active recurring donations to it. Donors are not charged again, and they must subscribe again if you reactivate the initiative.

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. Declined initiatives have no status-change actions.

View Initiatives — browse and filter your full list of initiatives
Lens-scoped Initiatives — initiatives run on behalf of a project, foundation, or organization
Donations — view your donation history and manage payment methods