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Step 2: Fundraiser Options

When completing Step 2, it is important to read Create Team Hierarchy in a Fundraiser Part.

On the Fundraiser options screen, you define join options for individuals and teams.

To create hierarchical teams with multiple levels for the Fundraiser, click Add Level in the Team Levels frame. A grid appears so you can create team levels.

In the Display Name column, enter the name of the team. For example, enter “Corporate Sponsor.”

To allow site users to join the level, select Allow Join. You must select at least one Allow Join checkbox in your existing rows.

The program does not support solicitors reporting to solicitors.

To allow site users to create a team on this level, select Allow Create.

It is important to understand that unless you select Allow Create in the top row, you are permitting participants the right to create a team that is a sublevel of the previous row. For information about team hierarchy in Team Fundraising, see Create Team Hierarchy in a Fundraiser Part.

In the Max Participants column, enter the maximum number of participants for the team. If there is no maximum number, leave the field blank.

If the maximum number of participants is met, the Join button is disabled for website users on the Team Fundraiser search page. In addition, the team does not appear in the Create team under field when a participant selects Create a new team. Also, if the maximum number of participants is met, the Add New [ ] Member link is disabled for participants on the team captain dashboard.

If the maximum number of participants is met, you can still add participants on the Solicitors tab on The Raiser's Edge fund record to increase the number of participants for a team. To update Blackbaud NetCommunity, synchronize The Raiser's Edge and the Fundraiser. For information about synchronizing data, see Step 1: The Raiser’s Edge Fund and Administrator Roles.

To remove the level from your site, click Remove in the Action column.

Repeat steps a. through e. to add more team levels. Each new level represents a sublevel of the previous team level. You can add up to 10 team levels. For more information about team hierarchy in Team Fundraising, see Create Team Hierarchy in a Fundraiser Part.

To allow site users to join as individuals, select Allow Join as Individual. This allows the user to participate in your organization’s fundraiser without being a member of a team.

To allow participants to create unique teams that do not follow the team hierarchy defined in the Team Levels frame, select Allow Independent Teams. When you select this checkbox, participants can also create sublevel teams not defined in the Team Levels frame.

In the Minimum Goal field, enter the minimum amount a solicitor must raise for your cause.

In the Suggested Goal field, enter the goal for solicitors to raise for your cause. Suggested goal amounts add up to the total team goal amount. When a participant joins the Team Fundraiser, the Suggested Goal amount defaults in the Individual Goal field on the signup web page.

In the Constituent Code field, select a constituent code to add for anyone not already in your database who joins. Your website users do not view this information. For information about constituent codes, see Constituent Codes.

To display a progress status bar for the user to view during the Team Fundraiser registration, select Display Progress Indicator. If the Fundraiser part does not include an event, a three-step progress bar appears at the top of each Team Fundraiser for the website user.

Review the following information for registration details.

Step 1: Register — This is the registration page. If you select Require Waiver, waiver information is included on this page. If the user is a member of your website, this page does not appear.

Step 2: Join Options — The individual goal amount for a participant appears at the top of the second page. The amount defaults from the Suggested Goal field. Join options also appear. For example, Create a new team appears.

Step 3: My Dashboard — After the user completes the first two registration steps, the participant dashboard page appears. For information about this page, see Manage Participant or Solicitor Pages.

If the Fundraiser part includes an event, a seven-step progress bar appears at the top of each Team Fundraiser for the website user. For information about including events for the Fundraiser, see Step 8: Create Links to one or more Events.

Review the following information for registration details.

Step 1: Register — This is the registration page. If you select Require Waiver, waiver information is included on this page. If the user is a member of your website, this page does not appear.

Step 3: Event Options — If you include an event in this Fundraiser part, the Event Options page appears. If you select Exclude the first Event Info/Selection page from registration for the event, one Step 3: Event Options page appears. If you do not select the checkbox, two Step 3: Event Options pages appear. For more information, see Step 8: Create Links to one or more Events.

Step 4: [Participants/Unit Label] — This page includes event details for the website user and any additional event registrants. For example, if included for the event, the user can view price information. In addition, the user selects event attributes on this page. The name you enter in the Participants/Unit Label field appears on the page in the progress indicator. It also appears as the page header name. For more information, see Step 8: Create Links to one or more Events.

Step 5: Payment — This page includes Billing Information and Payment Information for a user to submit. If the event is free, the Payment Information section does not appear on the page.

Step 6: Confirmation — A summary of the user’s billing and payment information appears on this page.

Step 7: My Dashboard — After the user views the Step 6: Confirmation page, the participant dashboard page appears. For information about this page, see Manage Participant or Solicitor Pages.

In the Participant Settings frame, to prevent participants from editing their individual goal on the Fundraiser Dashboard, do not select Editable Goal. Selecting this checkbox permits participants to change their goal on the dashboard.

10.

To allow a participant to enter offline donations on the participant dashboard, select Allow Offline Donation Entry. An Enter Offline Gifts link appears on the participant dashboard. The participant clicks the link to enter a cash or check donation. If you do not select this checkbox, a View Offline Gifts link appears on the participant dashboard.

Note: For information about offline donations and The Raiser's Edge, see Offline Donations for a Team Fundraiser.

11.

In the Add New Member Settings frame, to include an Add New [ ] Member link on the team captain dashboard, select Allow team captains to add new team members via their dashboards. This allows a team captain to add team members on the team captain dashboard. For more information, see Manage Participant or Solicitor Pages.

To include guest registrants as team members, select Add non-anonymous attendees to registrant’s team during event registration. For example, Lynn Adamson registers for Team Blue. When she registers, she includes her husband and son as guest registrants. If you select this checkbox, her husband and son also become Team Blue members.

12.

To include a waiver solicitors must agree to before participating, select Require Waiver.

In the Title field, enter a title for the waiver section on the web page.

In the Agree Caption field, enter the text for the waiver acceptance checkbox. For example, enter “I agree to the waiver policies.”

In the Statement box, enter your organization’s waiver information.

13.

To raise donations based on participant performance, select Support Performance-based Fundraising. For example, if your Fundraiser is based on raising $1 for every mile a participant walks, select this checkbox.

If the Support Performance-based Fundraising checkbox is disabled for an existing Fundraiser part, a performance-based donation already exists for that Fundraiser.

In the Unit Name field, enter a name for the measure to rate performance. For example, you can enter “Miles Walked” for a walk-a-thon.

When the fundraiser is over, select Activity Closed to prevent participants from updating final performance-based values.

To download pledges based on performance, select Pledge Processing.

For more information about how download donations, see Donations.

14.

To provide solicitors with the ability to update profiles for constituents in The Raiser’s Edge, select Display Solicitor Assignments. When a solicitor updates a profile on the Fundraiser, the transaction is processed as a profile transaction. For more information, see Profile Updates.

In the Type of Profile field, select the type of constituents who use the profile form. You can select Individual or Organization.

If you select Organization, the Message to display when there are no organization records box appears. In the box, enter the message to appear when website users who navigate to a page with the profile form part do not have an organization record or are not a relationship type with Edit Org Profile selected on the Settings tab in Sites & settings. For example, enter “There are no organizations associated with your record.”

In the Section field, select the type of profile design to create. You can select “Bio,” “Preferred Address,” “Business,” “Phones and Email,” “Spouse,” “Constituent Attributes,” “Primary Alumni,” and “Education Attributes.”

Each Section field option includes fields from the corresponding area in The Raiser’s Edge. For example, if you select “Spouse,” spouse fields from The Raiser’s Edge appear. When a user enters spouse information on your website, you can download the information directly to the spouse fields in The Raiser’s Edge.

If you select “Constituent Attributes,” the constituent attributes that appear on your User Profile Form can have multiple values. For example, if your constituent attribute is “Mentor,” a Mentor field appears with a drop-down arrow on the profile form on your website. The values from the list are the table entries set up for the attribute in The Raiser’s Edge. For Mentor, the values could be “Algebra,” “Painting,” or “Construction.”

For constituent attributes to have multiple table entries on the profile form on your website, you must first make them accessible from The Raiser's Edge. To do this, in Blackbaud NetCommunity, select the Settings tab in Sites & settings. For more information, see Attributes settings.

In the Heading field, enter the text to appear at the top of your profile design. For example, enter “My Biographical Page” for your biographical profile.

Select the checkboxes in the grid to include on your profile design. For more information about the grid, see Chart: Display Profile Update and Display Giving History.

15.

To display a giving history for your solicitor, select Display Giving History.

The Fundraiser giving history can include soft credits.

In the List Name field, enter the name for the giving history list for your website.

In the Message box, enter the message to appear below the giving history name on your site.

In the Filtering Options frame, click Modify to select the filters for your giving history. You can narrow your results by Gift Types, Campaigns, Funds, and Appeals.

To include soft credit gifts in the giving history, select Include Soft Credits.

In the Descriptive Text field, enter the text to indicate a soft credit gift in your giving history. For example, enter “soft credit.”

16.

In the Notifications frame, to create a notification for a solicitor, click Create New Notification. You can use the default text provided or enter different text. For information about how to create a notification, see Notifications.

Note: A solicitor can select to receive notifications when he receives a new donation. A solicitor can also select to receive notifications when his team receives a new donation or a new participant signs up for the team.

To edit an existing notification, select the notification and click Edit in the Action column.

To prevent solicitors from receiving a notification, select the checkbox in the Active for this Part column for the notification.

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