Fundraising hub - Your Fundraiser's Experience
When the setting is enabled, you can expect to see changes to the following pages:
- Event Home Page
- Fundraising Hub Home Page
- Fundraising Page
- Solicited Page
- My Fundraising Page
- Manage Sponsors Page
- Get Sponsors Page
- Thanks Sponsors Page
- Manage Cash, Cheque & Lump Sum Donations Pages
- Sponsor Yourself
- Tell-A-Friend
- Personal Page
- Team Page
Let's Learn
Event Home Page Features
- Global header above your header image. Visible on all pages with embedded social media widgets
- Global footer below your footer image (if applicable). Visible on all pages.
- Thermometer
- Scoreboards
Fundraising Hub – Home Page Features
This page is first seen by your fundraisers when they register and login in to your event.
- Fundraiser name and sign out icon (X)
- Left side navigation
- Charity Messages (customizable in Widgets)
- Coaching Tips (customizable in Widgets)
- Call to action buttons
- Scrolling media player
Fundraising Hub – Fundraising Page Features
This page appears when your fundraiser selects the Fundraising menu item.
- Click to get sponsors, view and thank sponsors and visit your own fundraising page
- Individual fundraising progress table & chart
- Personal page title & message editing
- Upload images & videos
- Thermometer selection
- View a list of those you have solicited. See if they have read your email or donated.
- Enable your Facebook Fundraising page and share on social
View of a public facing fundraising page:
Fundraising Hub – Team Page Features
This page appears when your fundraiser selects the Team menu item.
- Click to recruit team members and get sponsors, view and thank sponsors, and visit your own team page
- Team fundraising progress table & chart
- Team coaching
- Team member list: includes number of emails sent, personal goal and amount raised
- Team page title & message editing and images
- Thermometer selection
- See your email KPI's for those you have invited to join the team
View of a public facing team page:
Fundraising Hub – Get Sponsors Page Features
- Manage email through an event address book
- Choose from a variety of admin defined Get Sponsors email templates
- Rich text email editor
- Share through social media
Fundraiser Address Book
Participants have the ability to manage their contacts through the fundraising hub eliminating the need to import a list of contacts each time they want to email their friends and family.
The Address Book can be accessed by clicking on the address book icon from any of the pages where participants can send out emails from (i.e. Get Sponsors, Tell-A-Friend, Recruit Team Members, etc…).
From the Address Book, you can add new contacts in to predefined groups, manage existing contacts and import a list of contacts from any of the following sources:
• Mac Address Book (Mac only)
• Microsoft Outlook
• Yahoo
• Windows Live (including Hotmail and MSN)
• Gmail
• AOL
• Plaxo
Once you have added your contacts, simply place a check mark next to the each person that you want to email and then click on Use Selected Contacts.
Previous Donor Address Book
Step 1: Login to your participant fundraising account and click on the "Get Sponsors" button
Step 2: Click on the address book icon
Step 3: Select the donors which you would like to email and click "Use Selected"
Note, previous donors will appear at the top of the contact list and will be categorized under the "Previous Sponsors" heading. Imported contacts will appear below this list.
Step 4: Customize the Get Sponsors email as desired and then click "Send Email"
How to Import Contacts
Step 1: Login to your participant fundraising account and click on the "Get Sponsors" button
Step 2: Click on the address book icon
Step 3: Click Import Contacts and then follow the instructions on-screen to complete the import
Step 4: Select the donors which you would like to email and click "Use Selected"
Note, previous donors will appear at the top of the contact list and will be categorized under the "Previous Sponsors" heading. Imported contacts will appear below this list.
Step 5: Customize the Get Sponsors email as desired and then click "Send Email"
Offline Donations – Best Practices
The Manage Cash & Cheque feature allows registrants to receive cash and cheque donations from friends and family and enter then into the system as Individual or Lump Sum offline pledge donations. If this is enabled along with the ability to pay-in the cash and cheques donors may then use their credit card to pay in some or all of the donations that they have collected.
Offline donations may also be called pledges until they are verified. Offline donations until paid-in will show as unverified (in relationships tab, exports and reports). An offline can be verified one of three ways:
- Via the donor paying-in the offline donation with their credit card (if enabled): tax receipts may be issued dependent on set up (see offline content and settings below)
- Via the relationships tab: tax receipts can be subsequently pushed out dependent on set up (see offline content and settings below)
- Via the data entry tab: tax receipts can be issued if the batch is posted and tax receipts are set up for the batch and in the event
Offline donations can be enabled in an event by selecting the event > Event Settings > Enable Cash & Cheque tracking. If you also wish to allow registrants to pay these donations in by credit card you will need to enable the event setting > Enable payment of Cash & Cheque Pledges by credit card.
Once you have enabled the manage cash and cheques feature you can edit the following pages within your event in the Content tab.
In order for an individual offline (cash and cheques) donation to be receipted the following conditions must all be met.
- Receipts are enabled for the event (under email tab > Tax Receipt – Solicited Donation
- Donations is successfully paid in (by registrant) and show as verified in the database
- Donor first name
- Donor last name
- Donor email address
- Donor full postal address
Lump sum offline donations will not be receipted by design. Examples of non-receiptable “lump sum” pledges include: Proceeds from offline events like a bake sale or a workplace donation from a group of coworkers. When a “lump sum” pledge is collected, a single tax receipt recipient does not exist.
Tip: Scoreboards, Thermometers and Donor Listings can be configured to show Verified or Total Amount Raised (verified & pledged)
Additional ways to verify offline donations:
- Relationships Tab: Search the donor in question and update the Donation Status to Verified
- Data Entry
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