Managing Fundraisers
Supporting and encouraging your fundraisers throughout your campaigns may be one of the most significant areas in campaign success. In this guide, we’ll explore all areas of managing your fundraisers so they are supported and encouraged! Let’s explore…
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Managing Fundraisers: an Overview
Signing Up Fundraisers
ADDING A SIGNUP FORM
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- From the campaign sidebar, select Pages. You can choose the Home page or another custom page, though we recommend using the Signup Page as it keeps the form on a separate page you can then link to
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- Select the + symbol on the bottom-right, choose Add a Block, and search for Signup
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- Click the block and place anywhere on the page
Fundraiser's Profiles
Managing Fundraisers' Profiles
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# Archive a Profile
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- To archive a profile, select Profiles from the campaign sidebar, then select into the profile you want to remove:
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Click the red
Archive button in the top right-hand corner:
Doing this will remove the profile from your live site and your reports, and make it publicly inaccessible to anyone-- effectively deleting it from your campaign.
Note: if you archive a group page while the group still has members, the members won't be able to leave the group or join any others. To prevent a poor user experience for your participants, make sure to reassign the members to the campaign or a new group first! - 3
- If you need to restore the profile at a later date, go to Profiles and click the Archived toggle to see a list of your archived profiles:
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- Then, select the profile you want to restore and click the Unarchive button in the top right-hand corner.
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# Change a Profile's Team
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- Find/Search/Select the Profile within Profiles, and select Edit
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- A window will appear with all the profile's details. Scroll down to the Select a team field. Type in the new team's name and then select it when it shows up.
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- If you'd like someone to be part of no team, select the Campaign Name as their team.
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- When you're done, select Save Profile
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# Change a Profile's Owner
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- To edit a profile's owner, go to Profiles from the navigation bar on the left-hand side of the admin panel while inside your campaign, then click into the profile you want to edit:
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- Next, click on the Edit button at the top right of the screen.
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- In the window that opens, scroll down to the field called "Select a profile owner". Search for the new owner by name or email and wait for results to show. When they do, select the owner you'd like to use.
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- Hit "Save Profile" to finish, and confirm the change is reflected under the profile's Owner.
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# Update Profile Fields
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# Moving a Donation
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Bulk Profile Importing
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- Select Profiles from you campaign sidebar, then select the Import button up the top
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Choose whether you’ll be uploading Team Profiles or Individual Profiles.
Note: If you are placing Individuals into Teams, the Team Profile must be created first. - 3
- Drag In or Search for your CSV file, and select Continue.
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- You can then map your fields to the Raisely defaults. Be sure to view the samples above to understand each field. You can utilise any Custom Field available in Person or Profile. Once done, select Continue
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- You can add Tags, and select Continue when ready. Tags are a great way to segment your audience later on.
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- Turn switcher to ON if you wish to activate your automated messages for new signups, then select Complete Import
BULK PROFILE EDITING
Note: the Page URL is the unique identifier for Profile records, therefore it must match the original otherwise a new profile will be created. An example of this would be "james-smith" for an individual fundraiser with the following url: https://campaignsite.raiselysite.com/james-smith. So in this instance, you would only enter james-smith into the column.
Assigning Child Profiles (e.g. Individual/Team profiles) to Parent Profiles (e.g. Team/Organisation profiles)
When importing your profiles, you may want to sort your profiles into their various teams/organisations. You need to first ensure that the Team/Organisation Profiles have been created within the Raisely campaign. Once that is done, you'll need to ensure you have the following fields and data added to your CSV file for the assignment:
- If assigning Individual profiles to Team profiles
- Column Name: Team Name
- Value: Name of the Team Profile (e.g Team 1)
- If assigning Team profiles to Organisation profiles
- Column Name: Organisation Name
- Value: Name of the Organisation Profile (e.g Organisation 1)
Communicating to Fundraisers
FAQ’s
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# How do I permanently delete Profiles?
If you need to delete a profile entirely, contact us. Doing this will permanently remove all information relating to a profile, and it is not reversible.
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# Can I edit the Thank You messages from Fundraisers that appear in the donation stream?
Yes you can! Within your campaign, from the sidebar select Donations. You will see a Heart icon next to donations that have received a thank you message. Simply expand the donation to view and edit the message.
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