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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Fundraisers: the Basics

Signing Fundraisers Up

Fundraisers Profiles

Managing Fundraisers' Profiles

Bulk Profile Importing

Communicating to Fundraisers

FAQ

Fundraisers: the Basics

Fundraisers are people who dedicate their time to raising money for a charity. They may join a Peer to Peer Campaign, where they take on a challenge and gather donations from friends and family, or start their own fundraising campaign through a Community Hub with unique ideas. Charities rely on supporting and encouraging fundraisers to grow. Raisely helps charities set up these campaigns and hubs, giving fundraisers a personalised webpage to collect donations and providing communication tools to motivate their efforts.

Signing Fundraisers Up

The first step to supporting fundraisers is to gather fundraisers. Raisely’s Sign up Form is an online form enabling a fundraiser to enter their details and preferences, and in turn creates an account & a unique personalised Profile for them. Their account details are stored in the Raisely Supporter Management Tool, though their campaign Profile can be accessed within the Campaign itself (as well as the Supporter Management Tool). 

ADDING A SIGN UP FORM

1. From the campaign sidebar, select Pages. You can choose the Home page or another custom page, though we recommend using the Sign up Page as it keeps the form on a separate page you can then link to
2. Select the + symbol on the bottom-right, choose Add a Block, and search for Sign up
3. Click the block and place anywhere on the page

The form captures basic user details (name, email) in the first step, followed by campaign preferences (donation goal, profile name, fundraising reason). Optionally, fundraisers can join a team or add a self-donation or registration fee.

Form settings can be customised in Settings from the sidebar or within the block's settings on the page.

Fundraiser's Profiles

When a fundraiser completes the Sign Up form, Raisely stores their details and uses them to populate their Profile Page and Dashboard.

The Profile Page is a dynamic template that automatically updates with the fundraiser’s information and is visible to their audience via a unique shareable link.

The Dashboard, accessible after login, allows the fundraiser to edit their profile and track their campaign progress.

Managing Fundraisers' Profiles

There are a few things you can do to manage the Fundraisers Profiles. Let’s explore:

Bulk Profile Importing

There may be times where you will want to upload Profiles on behalf of your fundraisers. It may be a repeat campaign with the same fundraisers or you have collected sign up information offline. Raisely provides the option of importing new Profiles and Team Profiles in bulk via CSV file. 

Below you can find sample CSV files containing ALL the required fields you'll need to import. Use these as a template for creating your imports, making sure to view each column in the spreadsheet.

Sample Individual Profile CSV

Sample Team Profile CSV

To bulk upload Profiles, simply:

1. Select Profiles from you campaign sidebar, then select the Import button up the top

2. 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. 
4. 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
5. You can add Tags, and select Continue when ready. Tags are a great way to segment your audience later on. 
6. Turn switcher to ON if you wish to activate your automated messages for new sign ups, then select Complete Import

BULK PROFILE EDITING

The Profile Importer can also enable you to bulk edit Team & Individual Profiles. For example, say you want to change the Team Profile owner, you’d simply change the names & email in the CSV, re-import, and the changes will take place. 

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:

Note: You'll want to take note of any spaces/special characters when entering in the Organisation/Team name. If they are not an exact match, the Organisation/Team will not be assigned during the bulk import process.

• 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 

Raisely provides automatic messages that are sent to Fundraisers at different times in the Campaign. The messages can be fully customised and enabled/disabled if needed. Explore these guides for more information on how to use Messages for a great Fundraiser experience:

Default Messages Explained

Getting Started with Messages

FAQ’s

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