Participation Journal Entries

Use participation journal entries to track information about which accounts participate in your fundraisers. A participation entry is automatically created for each constituent and team account that registers for your fundraiser through your fundraiser site. You can also manually add participation entries to an account's journal.

Warning: Each participant and team's fundraising page on the fundraiser site is linked to their constituent or team participation entry. If you delete a constituent or team's participation entry, their page, text, and image is also deleted from your fundraiser site.

Participation journal entries show:

• Fundraiser - This field shows the fundraiser in which the constituent participated. When a fundraiser ends, mark the fundraiser as disabled so that it can't be selected for future entries. Constituents and teams can only have one participation journal entry per fundraiser. When you enter a new participation entry for the same account, you select a different fundraiser.

• Date - This shows the date when the account registered for your fundraiser. If you manually enter participation entries, we recommend you enter the current date or the date when the constituent indicated they wanted to register.

• Goal - This shows the amount the constituent or team wants to raise.

  Although participation entries on the team and the team member’s accounts are linked, you can enter different information in the goals for each account.

• Display name - For constituent accounts, this shows the page name the participant entered for their fundraiser site.

• Note - This shows any notes regarding the constituent's participation in the fundraiser.

• Participation User-Defined Fields - To customize the information that you track about a constituent's participation, create user-defined fields. For example, create a user-defined field to track t-shirt sizes. You can use participation user defined fields to appear as questions when constituents register on your fundraiser site.

  Although participation entries on the team and the team member’s accounts are linked, you can enter different information in the values for user-defined fields for each account.

• Members - For team accounts, this shows which constituents are part of the team, who is team caption, and how much the constituents have raised in sponsorship donations for the fundraiser.

  • To manually add a constituent to a team, click Add. Then search for and select the constituent account. Click Save. A linked participation entry is created on the constituent's account.

  • To manually remove a constituent from a team, select the constituent and click Remove. Click Save. The linked participation entry is deleted from the constituent's account.

  • To change the team captain, select Team Captain next to the constituent name of the new captain. Click Save.

• Team - From a linked participation entry on a constituent account, this shows the name of the team for which the constituent is a member. To open the team's linked participation entry, click the team link under Tasks.