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 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 from the Share This Page public link.

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.

Key features:

  • Manage Email Settings: Configure email notifications for Fundraisers Manager admins. Admins can set the Email Frequency for all admins and enable or disable 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: You can also approve pending fundraisers from the Approvals Manager.

The following emails can be sent to fundraiser creators during the fundraiser approval process. Contact your CSM to enable these email notifications for your community. To view examples of these emails, see the Email Library.

  • Fundraiser submitted for review

  • Fundraisers to be reviewed

  • Fundraiser approved

  • Fundraiser declined