Your fundraisers have registered, and you now have a team of awesome people ready to help you raise funds for your campaign. You’ll need to know how to manage your fundraisers and troubleshoot common situations.
We will go over important information found in your:
- Sub-campaign menu
- Approving or denying sub-campaigns
- Pausing, finishing, or deleting sub-campaigns
- Fundraiser menu
- Switching sub-campaign team members
- Registration fee payment prompts
- Where do I view my fundraisers’ custom registration details?
- Transactions menu
- Attributing and re-attributing contributions
- Communications Centre
- Messaging your fundraisers
Important: Our tables are ‘smart tables,’ meaning they will remove columns if you are zoomed in close on your internet browser rather than squishing them together. If you cannot see a column you believe you should see, zoom out of your browser.
Part 1: Sub-campaign menu #
This menu lets you manage all of your sub-campaigns, be they individuals or teams.
STEP 1 – Click ‘Sub-campaigns’ in the sidebar menu. The number is how many you have.
STEP 2 – Click ‘Sub-campaigns’ again to view your list.
a) Approving or denying sub-campaigns
From this menu, you can approve or deny your sub-campaigns. This feature will always be available, even if you set up in the registration menu that sub-campaigns do not require approval to launch.
There are three ways to approve or deny:
1. Directly in the list under the ‘Vetting’ column:
2. In the cog/gear icon on the far right of each line item (under the ‘Actions’ column)
3. Click on the expander icon to the far left of the line item to open all options.
A campaign CAN be switched between ‘Approve’ and ‘Deny’ more than once.
b) Pausing, finishing or deleting sub-campaigns
From the Action column in the sub-campaign menu, click the cog/gear under the ‘Action’ column for the options to Pause, Delete, or Finish a sub-campaign. If it is already paused, you’ll also see the ‘Restart’ button appear here. Finished campaigns CANNOT be restarted.
Important: Campaigns that have funds attached CAN NOT be deleted. Please reallocate the contribution (see Part 3 of this article) before deleting the campaign.
Part 2: Fundraiser menu #
View all of your fundraisers, no matter which team they are on (or whether they’re on a team or fundraising individually), via this menu.
This menu is below the sub-campaign menu in the sidebar of your main campaign:
a) Switching sub-campaign team members
This is fairly common – two fundraisers decide to join forces and fundraise together. Or perhaps someone accidentally signed up for the wrong team. It happens. It’s no problem at all.
STEP 1 – Click on the double-arrows in your Fundraiser menu:
STEP 2 – In the new open window, choose the team to transfer the fundraiser. Type it in if you cannot immediately see the team/individual’s name.
STEP 3 – Click ‘Transfer.’
b) Registration fee payment prompts
A fundraiser’s sub-campaign (if an individual or creating a team) will be created before they pay any registration fees. The first thing they will see with regards to fees is at the end of their registration process:
Fundraisers can close this window and hold off on paying the registration fee.
This is by design – perhaps your fundraiser didn’t realize there would be a fee, and they don’t have their payment details ready. The goal is to have as many successful registrations as possible so we remove certain roadblocks. By allowing the sub-campaign to be created without paying the fee, we encourage commitment to return and pay the fee and continue with their fundraising.
When your fundraiser returns to their sub-campaign, they will see their payment prompt appear:
This prompt will appear every time our buddy Dave views his sub-campaign until the fee is paid.
You can turn this prompt off if you have approved Dave not paying the fee.
Look under the ‘Payment prompt’ column for Dave – if it currently says ‘Yes,’ that means Dave is currently receiving this prompt. Click ‘Change,’ which will switch this setting to ‘No,’ meaning Dave will no longer receive this prompt.
c) Where do I view my fundraisers’ custom registration details?
As this is all custom information, you will not find the information in the Fundraisers table itself. You must download the spreadsheet (in CSV or XLS format) to view this information. The information you put in the ID fields of your custom registration form will be these column headers.
Note: You will likely have to scroll to the right of your spreadsheet before seeing these custom columns.
Part 3: Transactions menu #
You can view your campaign transactions in either the main campaign (which will hold all transactions for every campaign) or in the individual sub-campaigns. This is usually the last option in the sidebar menu:
a) Attributing and re-attributing contributions
It’s not uncommon for a contribution to be mistakenly attributed to the wrong team member. Your supporters can attribute their contribution to a specific team member by following a link shared by that team member’s user profile (attached to the reference code in their URL) or manually in the contribution check-out flow.
But fingers slip, names look similar, or your friend thought your name was something entirely different than what it is (<– based on a true story), so sometimes we need to re-attribute a contribution to the proper team member.
This is very easy to do since all of your funds are headed toward the same accounts anyway.
STEP 1 – Click the Add icon (Head-silhouette with a plus sign next to it) or the name under the ‘Attributed to’ column of the table.
STEP 2 – Type in or select the proper name/team in the drop-down menu.
Sometimes the whole list is not shown at once, so you might need to type in the person or team. *Only users who are on the campaign team or a sub-campaign team can have contributions attributed to them.
STEP 3 – Click ‘Save’
Part 4: Communications Centre #
The Communication Centre is where you can message all of your fundraisers at once.
a) Messaging your fundraisers
STEP 1 – Click ‘Communications’ in the sidebar menu.
STEP 2 – Under ‘Compose’ in the new sidebar menu, you’ll see the message form. Click ‘Add recipients’ to see the options.
STEP 3 – Click ‘Sub Campaign Teams’ as your recipient(s)
STEP 4 – Write your message, then choose ‘Save,’ ‘Discard,’ ‘Preview,’ or ‘Send’ (bottom-right corner).
Note: If you choose ‘Save,’ your message will sit in the ‘Draft’ section of your sidebar menu.
