Peer to Peer Fundraiser Approval

Your community can require admin approval of Peer to Peer Fundraisers. After employees create fundraisers in the CSRconnect community, admins can approve or decline those fundraisers using the Fundraisers Manageror the Approvals Manager in the CSRconnect Admin Portal.

Fundraiser approval is an optional feature. Contact your CSM to enable this feature for your community.

If fundraiser approval is enabled, new peer to peer fundraisers will go into the Pending Approval state upon creation. Pending fundraisers:

  • Cannot receive donations.

  • Will not appear in fundraiser search results.

  • Cannot be viewed by anyone other than the fundraiser creator and admins with fundraiser edit permission.

If a pending fundraiser is approved, it will publish automatically and become active. If the fundraiser is declined, the fundraiser creator can make changes and resubmit the fundraiser for approval.

Note: If the fundraiser approval feature is turned off while a fundraiser is pending, it will remain in the pending state and will require admin approval to publish.

You can make changes to pending fundraisers, but any changes to an approved or declined fundraiser will return the fundraiser to the pending state and the fundraiser will be submitted for approval again.

Tip: The currency and charity cannot be changed after the fundraiser is created.

Fundraiser creators can review the status of their fundraisers from the My Fundraisers page.

Admins can approve or decline pending fundraisers from CSRconnect Admin Portal, Fundraisers, Fundraisers Manager. You must have the Can Approve Fundraiser permission. See Roles and permissions.

Tip: You can also approve pending fundraisers from the Approvals Manager.

Key features:

  • Manage Email Settings: Configure email notifications for Fundraisers Manager admins. You can set the Email Frequency for all admins and enable or turn off emails for individual admins.

  • Select All and checkboxes: Select multiple fundraisers to approve or decline in bulk.

  • Message Fundraiser Creator: Contact the fundraiser creator via email.

  • Message to Employee: When approving or declining a fundraiser, submit a message or feedback to the fundraiser creator (maximum 600 characters). The message will appear in the email notification to the fundraiser creator.

    • For declined fundraisers, the creator can also view this feedback by selecting the Declined status for that fundraiser from My Fundraisers.

    Tip: To set default Message to Employee text, see Fundraiser communication settings.

Fundraiser creators can receive email notifications during the fundraiser approval process. You can enable or turn off these notifications from Fundraiser communication settings. To view examples of these emails, see the Email Library.