As the event organizer, you have the ability to customize your event's checkout flow, change your event’s duration, track offline donations, manage your leaderboard and message event members directly. We’ll walk through those steps here.
But first, how do you access your event page once it’s been created? Easy! To login, select LOGIN in the top right-hand corner. Then, click your name and "Managed causes" on your user account dropdown menu. You’ll see all of the campaigns you’ve organized listed here.
Click "Manage" to the right of the campaign you are interested in working on.
Once you’re on your event page, it’s time to review the tools to effectively manage your event. You will use your event page’s dashboard to toggle between these tools.
Check out How to Make Your Event Fundraising Page Awesome to learn all about the Page Editor options.
You’ll know a participant has started to create a campaign or team by clicking “Campaigns” on the left-hand dashboard at any time. Here, you’ll be able to see all event members who have joined, when they started their campaign and the status of their campaign:
This is a great way to track if any teams or fundraisers get “stuck” during the setup process so you can email them to ask if they need help.
Download Campaign List
Looking to capture all the event’s data to add to your CRM? Simply click on the download symbol on the right side:
This will export the campaign data such as name, email, date joined, etc. into an Excel spreadsheet so you can easily track their information.
Remove A Campaign From The Leaderboard
Did an event member create duplicate campaigns? Did someone decide to drop out? You can remove campaigns in the "Campaigns” section of your event. Simply click the grey “x” shown in the screenshot below to remove them from the leaderboard. This will not delete their campaign, but it will remove them and any donations they received from your event!
Message Event Members
To message your event members, simply select the individuals you would like to message using the checkboxes on the left hand side, and then select the mail icon on the right side of the report:
Add a subject line, a note, and click “Send Message” to send the note to all of the selected event members.
This tool is a great way to keep up engagement and keep those competitive juices flowing. Use this feature to remind event members who’s on top of the leaderboard, why it’s important for your event to hit their goal, and any other milestones along the way!
Click on “Participants” on the left-hand dashboard to get started. Participants allows you to invite new members to your event and review all individuals that are actively participating in your event.
Invite New Event Members
Once you’ve set up your fundraiser template (see more on that below!), it’s time to invite your event members.
To invite event members, simply click the plus sign on the right side of the page.
A popup will open. Here you can add the email addresses of those you’d like to invite separating them with a comma. After clicking "Send Invite," you’ll get a message letting you know who you have invited and asking if you’d like to invite anyone else:
You can invite new event members at any time!
Message Team Members
In addition to messaging your event members through your "Campaigns" tab, you can also message them through your "Participants" tab. To message event members through your "Participants" tab, use the left-hand checkboxes to choose the members you want to message. Once you have selected those members, click the “Message All Members” button.
Add a subject line, a note, and click “Send Message” to send the note to all of the selected event members.
Download Member List
Looking to capture all the event's data? Simply click the “Download Member List” button.
This will export your participants data into an Excel spreadsheet so you can easily track the information.
You can track your donation information by individual fundraiser, team fundraiser, or for the event as a whole. Simply click “Reports” on the left-hand dashboard.
You can scroll through the list of donations or narrow your search by selecting the campaign you’d like to view from the dropdown menu. You can also customize the date range for the donations.
You can export any of the donations report views as a Spreadsheet by clicking “Download this range.”
You can also filter your event by General Fund or view all fundraisers.
Adding Offline Donations
As the event organizer, you may want fundraisers to include checks and cash (or money from sponsorships) into your event’s (and campaign's) total reflected on the campaign goal bars. We call these 'offline donations.' You can add offline donations to general funds or allow fundraisers to include them on their own fundraisers by following these steps:
To add an offline donation to your event’s total click “Donation Report” on the left-hand dashboard. Then, click the grey “Add Offline Donation” button:
Add the details of your offline donation here:
Selecting a member allows you as the event organizer to assign the offline donation to a particular team or fundraiser page.
A matching grant can make all the difference in the success of your campaign. You can easily display a matching grant for your event by selecting "Matching Grants" under your Reports submenu.
Your Event Settings are divided up into three key tabs:
- General Settings
- Fundraiser Template
- General Fund
You can either set your event to be limited to invite-only or allow anyone to join. Invite-only is a great option for events that want to control the number of event members and the message on their fundraisers.
By default, anyone will be allowed to join your event on ColoradoGives.org. To change this, underneath the section titled “Event Customization” in your General Settings tab, click the radio button next to the selection you’d like: Invite Only or Anyone Can Join.
Customize the image and text social media networks use when someone shares your page. You can update this through out your event.
When you create your page, your page will automatically be given a URL. It’s a boring series of letters and numbers. But you can jazz things up and make your page more memorable, customized, and shareable by giving it a Custom URL. Keep it short and make sure it’s relevant to your page. Please note, you are only able to update the URL once, so be sure to plan ahead. If you plan to host your event annually, you may wan to add the year at the end of your URL. This makes it easy to create a unique URL for the same event year over year.
You may have had some eager fundraisers that started collecting funds a bit too early. In this case, you might want to start tracking donations made to fundraisers before your event started. To do this, scroll to the section titled “Page Metrics” — then just change the start date to whatever you’d like!
This is also a great option for events who plan to use the same event page year over year. You can change your metrics to only include this year’s funds raised. This is an easy way to ensure you’re not “reinventing the wheel” each year, and fundraisers will only need to update their information, rather than creating a whole new page!
Offline Donation Tracking
As the event organizer, you may want fundraisers to include checks and cash in your event’s total. To allow offline donations, scroll to “Offline Donation Tracking” and choose 'Include offline donations.'
This is helpful for events that want to encourage fundraisers to only fundraise online, or for events with a lot of fundraisers where it may be difficult to track cash and check donations. If you allow offline donation tracking, that fundraiser’s offline donations will be included on their total on the leaderboard.
Turning off Discoverability will hide your fundraiser so only supporters with a direct link can access your page, and it won’t show up in our Search.
Turn off Donations (option can only be viewed with Published Event)
Turning off donations disables the donate button for your Event. Please note that donations will also be disabled for any teams or individual fundraising pages participating in your event.
If your campaign is no longer relevant or active and you'd like to point visitors to a newer page instead, you can use this feature to display a redirect suggestion to all visitors. To do so, simply add the new URL within the textbox.
One of the best first steps to take in managing your event is to set up a template to make it easy for new fundraisers to get setup with just a few clicks.
To set up your fundraiser template select the "Fundraiser Template" tab at the top of your Event Settings section. Then, just fill out the following sections and click “Save”:
- Suggested Fundraiser Title — this will be used as the default name for fundraisers that join your event
- Funding Goal — how much do you want each fundraiser to raise?
- Fundraiser Image — this is a default image for fundraisers who don’t want to personalize their page
- Short Story — use this as a brief, one-sentence preview of the fundraiser
- Story — provide more details about the fundraiser, the organization, and the event!
Don’t forget to click the blue “Create template” button below the Story section to save your template!
When fundraisers create their fundraiser, they’ll be prompted to choose to use the template or to personalize their own page. If they choose to use the template, they will still have the option to customize their page.
Your General Fund
Donors have the ability to give to the “General Fund” — this is a great option for donors who want to support the organization, but aren’t familiar with a person or a fundraiser listed on the leaderboard.
When donors click the “Donate” button on your event page, they’ll be prompted to choose which fundraiser they’d like to donate to or if they would prefer the general fund:
To turn off the option to donate to a General Fund, simply visit your “Settings” select the "General Fund" tab at the top of the page, and then toggle off the "General Fund."
Donations to the general fund will not be counted towards the leaderboard, although they will show on on your display total. This option is available only for events that support certified charities and is not available for events that support personal fundraisers.
This section provides you the ability to craft the checkout process for donors.
This tool allows you to customize the suggested amounts displayed when a user clicks on the Donate button, and also allows you to add descriptions of those amounts. Setting custom donation suggestions makes it easier for donors to choose how much to donate by pre-loading options for them, and helps push donors to these levels.
To add custom donation levels select “Use custom donation suggestions” and leave the “Add amount descriptions” box unchecked. If you wish to use both donation suggestions and amount descriptions, click both boxes, and enter the information. You must click “Save” to insert these customized fields into your checkout process.
You are limited to four custom donation suggestions, to avoid offering too many options (which negates the purpose of offering suggested amounts) and to keep the look of the window clean, user-friendly, and uncluttered. You also have a 60 character limit for the amount descriptions.
Users will always have the option of entering custom amounts if they do not wish to use a suggested donation amount. (The minimum donation is $5; there is no upper limit.)
Event organizers have the option of allowing donors to dedicate their donation. If the nonprofit organization has inputted designation options through their profile page checkout flow, the event organizer will also have the option to show that in the checkout.
These are optional for event organizers. (You do not have to allow dedications or designations.) You can turn on the options you’d like to offer using the check boxes. You can turn on both, one individually, or leave both unchecked if you do not wish to allow dedications nor designations.
Donors will choose whether to leave a dedication or designation at the beginning of the checkout process.
When a donor leaves a dedication or designation, a column will be added to your Donation Report indicating their choice to ensure you can properly account for their wishes.
Dedications are made in honor or in memory of another person. You can enable dedications in the donation process by checking the box that says, “Show the option to make a dedication with their donation.”
When an event has turned on dedications, the donor will be able to select "Add a dedication" in the first section of the checkout process. This is what your donor will see.
The dropdown menu for “Dedicated To” looks like this:
Post-Checkout and Thank You Page
The Post-Checkout allows event organizers to customize what happens after a donor completes the checkout process.
When a donation is completed, donors will be sent to a Thank You Page that contains a customized message from your event. You can build your custom message in a simple text editor that allows you to add links, videos, images and more.
(Please note that all video must be uploaded to YouTube or Vimeo.)
You can also make use of a CTA button that allows you to link to any page you choose, whether it’s your organization profile page, your website’s homepage, your blog, your Facebook page, etc.
You can click the "View this page" button to view your customized Thank-you Page.
Ongoing Event Engagement
For a more streamlined experience, there is an “Activity Feed” featured on the event page, which includes all shares, comments, and donations in one stream:
As the event organizer, you can reply to comments on the Activity Feed at the bottom of the campaign page. You can also remove any comments from the feed that may have been accidentally posted publicly. This is also a great way to see how many people are sharing the event page or teams and fundraisers so you can send a message to your supporters to encourage them to ask donors to share more!
The "Updates" tab is a great way to engage your teams, donors and other supporters. To add an update, just click the “Updates Tab” from the "Page Editor" section on the left-side dashboard.
Click "Start New Update" and begin typing!
Some updates you may consider posting: celebrate when you are halfway to your goal and when you hit your goal, highlight who’s in the lead on the leaderboard or how close the competition is, note any changes to the timeline (i.e., “We’ve Extended the Campaign for One More Week!”), and share anything else you feel your supporters need to know.
Once you click “Post,” the post will be added to your "Updates" section. "Updates" are best used for major announcements you want to share with everyone. You can add multiple "Updates" and each will be archived in the Page Editor.
Do you have further questions on your event? Our support team is here to help Monday-Friday 8-4:30 MT! Contact us here.