Manage Participant or Solicitor Pages
When you add a Fundraiser part to a page on your website, participants or solicitors can their own web pages. The Home page dashboard provides a central location for them to manage these pages.
The action bar on the Home page dashboard allows participants to navigate between tasks, monitor and update data, edit the Fundraiser page, send email, maintain email contacts, add and view offline donations, and manage the Fundraiser team.
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My Home - To manage the Fundraiser, participants or solicitors can click My Home. From the My Home page, participants can click links to design and visit their web pages, send email, or view and enter offline gifts. Status bars on the page display the progress of the participant and team (and subteam, if one exists). This page also displays statistics about the number of visits a personal Fundraiser page receives, the date of the last visit, the number of email messages a participant sends, and the number of have that are opened. |
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My Activity - To view statistics about email messages, participants or solicitors click My Activity. To view a list of email messages, participants select “Emails” on the action bar of the My Activity page. For each message, details appear about the number of times it was sent, the recipients, and whether it was opened or forwarded. Participants can sort email messages according to whether they were opened, unopened, forwarded, or delivered unsuccessfully. To view a list of contacts who received email messages and offline donors, participants can select “People” on the action bar. For each contact, details appear about the number of messages received and whether they opened or forwarded messages. For each offline donor, details appear about when and how much they donated. Participants can sort contacts and offline donors according to a variety of criteria, including whether they opened email messages, forwarded email messages, were asked to donate, donated, or were thanked. From the My Activity page, participants can also click View Email to read the original email messages. |
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My Page - To preview the personal page, participants or solicitors click My Page. In the Friendly URL frame, they create a friendly URL for the personal page. To select a page template, add pictures, edit text, or adjust settings such as the color for a Thermometer page element, participants click Edit My Web Page. Participants manage their personal pages from the My Page page, but team captains can manage the main Team Fundraiser page from the My [Team Name] page. |
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Send Email - To generate email messages, participants or solicitors click Send Email. Participants can select contacts from the address book or create contacts to add to the address book. After participants select the contacts, a preview screen displays the names, email addresses, and greetings that will be used. From this screen, page owners can change greetings or click contact names or email addresses to change contact information. Participants can select email templates and create the content on the Send Email page. Team captains can also send team email from the My [Team Name] page. Email messages sent from the team captain dashboard do not use an email template and are generated “on the fly” by team captains. These email recipients do not appear when team captains select People on the action bar of the My Activity page, but email statistics for these messages appear when team captains select Emails. |
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Send Thanks - To generate acknowledgement email messages, participants or solicitors click Send Thanks. A grid displays donors who have not been thanked for contributions to the participant’s Fundraiser page. Participants can change email addresses and greetings in the grid. The changes are saved to the address book. To exclude individuals from an acknowledgement, participants can clear the checkboxes beside the names. To remove individuals from the list, participants can select the checkboxes in the Already Thanked column. Participants can select email templates and create the content on the Send Thanks page. After an acknowledgement is sent, the recipients are removed from the grid. |
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Send Invoices - When Support Performance-based Fundraising is selected on the Step 2: Fundraiser Options screen, participants can raise donations based on per-unit performance such as miles walked in a walk-a-thon. To generate pledge invoices, participants or solicitors click Send Invoices. This button appears only when Activity Closed and Pledge Processing are selected on the Step 2: Fundraiser Options screen and a total is entered in the My Details frame on the My Home page. A grid on the Send Invoices page displays donors who made per-unit pledges. Participants can change email addresses and greetings in the grid. The changes are saved to the address book. To exclude individuals from an invoice, participants can clear the checkboxes beside the names. To remove individuals from the list, participants can select the checkboxes in the Already Collected column. Participants can select email templates and create the content on the Send Invoices page. After an invoice is sent, the recipients are removed from the grid. |
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Address Book - To store email addresses and contact information for solicitations, reminders, and acknowledgements, participants or solicitors click Address Book. To add contacts, participants click New Contact. To use *.csv files to import email addresses from programs such as Outlook or Eudora, participants click Import Contacts. Anyone who joins a team or makes a donation through a participant’s Fundraiser page is also added to the address book. In addition, contact information added on the Send Email, Send Thanks, or Offline Donations pages is saved to the address book. The address book displays up to 10 contacts per page, and the number of contacts and number of pages appear below the grid. The action bar above the grid controls how contacts appear. To display all contacts, participants click ALL. If there are more than 10 contacts, participants can use the links below the grid to navigate to additional pages. To view contacts in alphabetic groups, participants click the letters in the action bar. Contacts are organized by last name and by organization name, which means contacts can appear twice and participants can search by last name or organization name. To select a contact, participants select the checkbox beside the name. To select all contacts on a page, participants select the checkbox beside the Name column. To select all contacts in the address book, participants select the checkbox beside the Name column and then click the link that appears above the grid. To delete a contact, participants select the contact and click Delete on the action bar. |
Note: If a participant of a previous Fundraiser signs up for a Fundraiser, that participant’s address book automatically imports to the new Fundraiser. This includes individuals added manually to the address book and those assigned to the participant (or Class Agent).
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When you create a Fundraiser, if you select the Display Solicitor Assignments checkbox in Step 2: Fundraiser Options, the solicitor assignments appear in the address book. Individuals in this list integrate from The Raiser’s Edge Solicitors tab in the fund record. If you show solicitor assignments, the View field appears in the address book. Using this field, users can select to view Personal Contacts or Assigned Constituents. When a solicitor (also called a Class Agent for higher education) visits the address book, the latest list of assigned solicitors from the fund record in The Raiser’s Edge updates to the address book. |
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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 Constituent Data Entry Guide. |
Tip: You can update the assigned solicitors from The Raiser’s Edge with solicitor address books by synchronizing the fund for the Fundraiser. For more information, see Step 1: The Raiser’s Edge Fund and Administrator Roles.
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Offline Donations - To enter cash or check donations, participants or solicitors click Offline Donations. When Allow Offline Donation Entry is selected on the Step 2: Fundraiser Options screen, an Enter Offline Gifts link appears on the My Home page and an Enter New Donation button appears on the Offline Donations page. Offline gifts count toward participant and team goals. A grid on the Offline Donations page displays offline donations. For each donation, details such as donor name, amount, and payment method appear. Participants can edit or delete donations from the grid, and they can sort according to whether they are pending, accepted, or rejected. When contact information is added on the Offline Donations page, it is saved to the address book. However, when participants change contact information on the Offline Donations page, the address book is not updated. |
Note: If an offline donation has a status of “Accepted,” participants cannot change it from the Offline Donations page. The “Accepted” status means a user in The Raiser's Edge downloaded the offline donation. To request a change in The Raiser's Edge, a call must be made to your office.
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My [Team Name] - To manage Fundraiser teams, team captains click My [Team Name]. This button displays the participant’s team name. It appears only for participants or solicitors who are designated as team captains. From the My [Team Name] page, team captains can click links to design and visit the main Team Fundraiser page, send email to the team, or add team members. Status bars on the page display the progress of the team (and subteam, if one exists) and team members. The buttons beside the team members allow captains to resend Guest Registration emails or remove team members, but team captains cannot remove members added through an event registration form. The My [Team Name] page also displays statistics about the number of visits the Fundraiser page receives and the date of the last visit. |
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When Allow team captains to add new team members via their dashboards is selected on the Step 2: Fundraiser Options screen, the Add New [ ] Member link appears on the My [Team Name] page. This link directs team captains to the Add New Member screen, where they can enter a first name, last name, and email address and click Add Member. |
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If all three fields match an existing member of the Fundraiser, then team captains cannot add the member. |
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If the name and email address fields match an existing website user who is not a member of the Fundraiser, then the new member is linked to the user record. The Guest Registration email takes the user directly to the Participant Login page instead of the New User Login page. |