Fundraisers & Teams allows your organization to add fundraisers manually, add fundraisers and teams to campaigns, customize messages to be sent to your fundraisers, and more.

In this article we will discuss:

SETTING & MESSAGING

Fundraiser Messaging
Teams Messaging

FUNDRAISERS & TEAMS

Fundraiser Information & Statistics
Team Information & Statistics
Manage Fundraisers
Create a New Fundraiser
Manage Teams
 

SETTING & MESSAGING

Click the “+” to expand to Setting & Messaging

FUNDRAISERS MESSAGING

1. Accept Fundraisers:  You may choose whether to accept Fundraisers for your organization.  The default selection is to accept Fundraisers.  Uncheck the box if you do not wish to accept Fundraisers.
2. Automatic Approval:  You may set this to automatically approve anyone who clicks the “Become a Fundraiser” button for your organization.  If you would rather screen those who wish to Fundraise for your organization, uncheck the box and you will receive an email when anyone clicks “Become a Fundraiser”.  Their status will be Pending, and you may approve or reject them under Fundraisers Information & Statistics.
3. Default Target:  Set the default target for your Fundraisers.
4. Profile Activity History:  Select if the total raised that shows in the Fundraiser’s progress bar is for only Active Campaigns, or includes amount raised in Campaigns that are Inactive.
5. Allow Thank You message customization:  You may enter a Thank You message for donations received via a Fundraiser for your organization.  Checking this box allows the Fundraiser to customize the message for their donors.
6. Default Fundraiser Thank You Message:  Enter the default Thank You message for donors.
7. Default fundraiser profile message:  If you choose to enter a default Fundraiser profile message, it will show on the fundraiser’s profile.  Fundraisers may customize theirs message in their Fundraiser portal.
8. Show Relationships:  When selected a dropdown menu will be added to each Fundraiser’s donation form allowing their donors to specify if they are related to the Fundraiser. 

       

1. INTERNAL NOTIFICATION:  When enabled you will receive an email when a Fundraiser signs up with your organization/campaign.  Add email addresses to the Internal Email List separated by a semicolon

10. UPDATE:  Remember to click UPDATE when you have completed changes to the settings.

MESSAGES
You may customize email correspondence that will be sent to your Fundraisers and your donors.  Some messages, and the subject lines, have been created for your use and may be customized for your organization.  A list of wild-card texts that may be used in the body of the email are provided at the top of the screen.  Messages included in this section are:

• Default Fundraiser Thank You Message
• Default Fundraiser Profile Message
• Fundraiser Welcome Email
• Inactive Fundraiser Email
• Internal Notification Email

TEAMS MESSAGING

1. Accept Teams:  You may choose whether to allow Fundraisers to create Teams. This option is selected by default.
2. Allow Thank You message customization:  You may enter a Thank You message for donations received via a Fundraiser for your organization.  Checking this box allows the Fundraiser to customize the message for their donors.
3. Default Team Thank You Message:  Enter the default Thank You message for donors.
4. INTERNAL NOTIFICATION:  When enabled you will receive an email when a Fundraiser requests to join a Team.  Add email addresses to the Internal Email List separated by a semicolon
5. UPDATE:  Remember to click UPDATE when you have completed changes to the settings.

MESSAGES
You may customize email correspondence that will be sent to Team members and your donors.  Some messages, and their subject lines have been created for your use and may be customized for your organization.  A list of wild-card texts that may be used in the body of the email are provided at the top of the screen.  Messages included in this section are:

• Default Team Member Thank You Message
• Team Welcome Email
• Pending Approval Email
• Reject Email
• Inactive Status Email
• Internal Notification Email

FUNDRAISERS & TEAMS

On the Dashboard click Fundraisers & Teams in the menu on the left.

1. Page Size:  You may choose to view 10, 20, 30, 40, 50, or all fundraisers in a single page.
    
2. To view or edit Fundraiser information, click on the Fundraiser’s first name.  You may reorder the names alphabetically by clicking on the title First Name.  If you do not see the name of the fundraiser, you are looking for, go to #3.
    
3. Search for your Fundraisers by entering three or more letters of their name.  When you see them in the list, click on their first name.

2.  Click on Fundraiser’s First Name to see the following.

FUNDRAISER INFORMATION & STATISTICS

1. 1. ADD PAYMENT:   When you click the ADD PAYMENT button you will be taken to the Virtual Terminal where you may enter a manual payment (CC, check or cash) for the Fundraiser.  The Fundraiser's name is prefilled in the Fundraiser field.
   2. Fundraiser information includes fundraiser name, total funds raised for all Click & Pledge organizations they are a fundraiser for, and the date they first became a fundraiser.
   3. Fundraising Information & Statistics:  Here you may edit the First Name, Last Name, Email and Organization Wide Status.  The Fundraiser Alias is also listed but may not be edited.
   4. Fundraiser Campaigns:  Add fundraisers to or remove fundraisers from Campaigns.
   5. Fundraiser Notifications:  Check the box to send emails to fundraisers.  Text may be modified.
   6. Click Update to save changes

TEAM INFORMATION & STATISTICS

1. ADD PAYMENT:   When you click the ADD PAYMENT button you will be taken to the Virtual Terminal where you may enter a manual payment (CC, check or cash) for the Fundraiser.  The Team Name and Fundraiser's name are prefilled in the Team and Fundraiser fields.
2. Fundraiser information includes fundraiser name, total funds raised for all Click & Pledge organizations they are a fundraiser for, and the date they first became a fundraiser.
3. Fundraising Information & Statistics:  Here you may edit the First Name, Last Name, Email and Organization Wide Status.  The Fundraiser Alias is also listed but may not be edited.
4. Teams:  Add teams to or remove teams from Campaigns.
5. Team Notifications:  Check the box to send emails to fundraisers.  Text may be modified.
6. Click Update to save changes

4. MANAGE FUNDRAISERS

1. 1. Page Size:  You may choose to view 10, 20, 30, 40, 50, or all fundraisers in a single page.
   2. Select Campaign(s) you wish to see Fundraisers for.
   3. If you do not see the Fundraiser you are looking for, Search for your Fundraisers by entering three or more letters of their name. 
   4. If you still do not find the Fundraiser you are looking for, click ADD FUNDRAISER
      
      
      1. Enter the Fundraiser’s email address and click ADD FUNDRAISER.

1. 1. 2. Enter the Fundraiser’s First Name.
      3. Enter the Fundraiser’s Last Name.
      4. Enter the Fundraiser’s Alias.  The alias will be used for any Click & Pledge Account and Campaign the Fundraiser is part of.  This may not be changed.
      5. Select the Campaign you wish to add the Fundraiser to
      6. Click ADD FUNDRAISER.

1. 5. Select the Fundraisers you wish to add to a Campaign by adding a check mark to the box by their name or Select All. 
   6. Click on the Campaign you wish to add the Fundraiser(s) to and click the arrow to move the Campaign to the “Selected Campaign(s)” section.
   7. Check the “Send welcome email” box if you wish to send a welcome email to the Fundraisers you have just added to a Campaign.
   8. Click ADD SELECTED FUNDRAISERS to save your changes.

5. MANAGE TEAMS

1. 1. Page Size:  You may choose to view 10, 20, 30, 40, 50, or all fundraisers in a single page.
   2. You will see the Team Name, Amount Raised and Status
   3. Click the blue “+” to view Team Information which includes Campaign(s) the Team is part of, the Team Captain name, the number of Members in the Campaign, the Team Target, the Total Raised by the team and View the Team page URL
   4. You may change the Status of the team to Active or Inactive as you need to.
   5. CREATE TEAM:  This allows your organization to create teams rather than having the fundraisers create teams.
   6. Click UPDATE TEAM(S) to save changes.