In this section, we demonstrate Team Fundraising hierarchy in an example where participants can create and join teams under one of three corporate sponsors. Each corporate sponsor is at the highest level (Level 1). Participants cannot join or create teams at that level. Teams and participants are at the second level (Level 2). Participants can join and create teams at this level.
Note: Refer to the information in this section for Step 2: Fundraiser Options.
In The Raiser’s Edge, corporate sponsors, a team, and a participant were added on the Solicitors tab in the fund record.
Based on data in this example, team hierarchy on the Fundraiser site will be:
|
Level 1 |
Company A |
Company B |
Company C |
|
Level 2 |
Team #1 |
Janet Smith |
|
Team Fundraising participants can sign up on your Fundraiser site, or you can add team levels and participants on the Solicitors tab in the fund record.
Note: Solicitors are assigned to constituents in The Raiser’s Edge on the Relationships tab. For information about this process, see The Raiser’s Edge Solicitors chapter in The The Raiser's EdgeConstituent Data Entry Guide.
After you add team levels for participants in Step 2: Fundraiser Options, in the Team Levels grid, “Corporate Sponsor” is added in the first row of the Display Name column. Participants cannot join or create teams at this level. In the second row of the Display Name column, “Team” is added. Participants can join and create teams at this level.
Based on the Blackbaud NetCommunity data in this example, team hierarchy on the Fundraiser site will be:
|
Level 1 |
Corporate Sponsor |
|
Level 2 |
Team |
Participants can define unique teams and sublevel teams that do not follow the team hierarchy defined in the Team Levels grid. To allow this, select Allow Independent Teams in Step 2: Fundraiser Options.
When registering, if a participant selects to join an existing team, the search results grid appears under the participant search field. These search results depict the team hierarchy created in Step 2: Fundraiser Options.
In the above graphic, Janet Smith is a member of Team #1. Both Janet and Team #1 are under corporate sponsor, Company A. Joseph Greene joined through the Fundraiser site as an individual participant. He is not on a team. Individual participants do not fall under a corporate sponsor, for example, participants do not fall under a Level 1 hierarchy. After downloading Fundraiser information from the NetCommunity page to The Raiser’s Edge, Joseph Greene will appear on the Solicitors tab in the fund record. A current user on this screen who wants to join an existing team can join Team #1.
While your use of Team Fundraising may vary from this example, the search results grid defaults the following information on your Fundraiser site.
|
Name |
Level 1 |
Level 2 |
|
Participant name (can be an individual name or a group team name) |
Displays highest level team name the participant belongs to |
Displays team name the participant belongs to |
The column hierarchy continues to the right of the page for as many team levels as you create.