To create a Fundraiser part, you must perform several steps in different areas of the program.
Step 1: Designate individuals for your participant, supporter, The Raiser's Edge user, and Blackbaud NetCommunity web designer roles. See Team Fundraising Roles.
Step 1: Designate individuals for your participant, supporter, data entry user, and Blackbaud NetCommunity web designer roles. See Team Fundraising Roles.
Step 2: Plan your fundraiser and educate everyone involved about your plans. During the planning phase, determine the team and level hierarchies for your fundraiser.
Step 3: The web designer creates necessary parts, pages, email templates, and notifications needed for the Fundraiser part. For example, if the Fundraiser Page Elements for the Fundraiser do not exist, the web designer creates them. See Pages, Parts, Fundraiser Page Element Parts, and Email.
Warning: In Site explorer, we recommend you do not add more than one Fundraiser part on a page.
Step 4: The web designer creates and designs the Fundraiser part. See Design the Fundraiser Part.
Step 5: Participants (solicitors) or individuals sign up on your website as team captains or team members. See Step 2: Fundraiser Options.
Step 6: Participants solicit peers via an email appeal. The email includes information about your organization, the fundraiser you are hosting, and a link to the participant’s page on your site. See Step 4: Create Email Designs.
Step 7: Supporters, people who respond to the participant’s email, visit your website. They learn about your cause and your fundraiser. Supporters often become motivated to participate. A supporter can sign up as team captain of a new team or team member and can make a donation on your site. These people become constituents in your database.
Step 8: A user downloads transactions to The Raiser's Edge.
First, Sign-ups download to either link the participant to an existing constituent record in the database or a new constituent record is created for the participant.
Next, Fundraiser transactions download to The Raiser's Edge to store solicitor and team member information.
If the site user signed up for an event, event registrations are then downloaded.
If a solicitor updates the record of an assigned individual, a profile transaction is downloaded.
Lastly, donations are downloaded. For information about how to download transactions to The Raiser's Edge, see Changes in The Raiser's Edge.