As team organizer, you have the ability to change your team’s goal, track offline donations, manage your leaderboard and message team members directly. We’ll walk through those steps here.
But first, how do you access your team page once it’s been created? Easy! Just login at ColoradoGives.org/login and click the user icon in the top right-hand corner. Then, click "Managed causes" on your user account dropdown menu. You’ll see all of the campaigns you’ve organized listed here.
Click "Manage" on the team page you are interested in working on.
Once you’re on your team page, it’s time to review the tools to effectively manage your team. You will use your team page’s left-side dashboard to toggle between these tools.
Campaigns
Click on “Campaigns" on the dashboard. This section will give you a quick overview of all the fundraisers that have been created for your team page. Here, you’ll be able to see all the team members who have joined, when they started their fundraiser and the status of their fundraiser:
This is a great way to track if any fundraisers get “stuck” during the setup process so you can email them to ask if they need help and let them know they must be published to show up on the leaderboard and join the competition!
Download Campaign List
Looking to capture all the team's data to add to your CRM? Simply click on the download symbol on the right hand side:
This will export the campaign data such as name, email, date joined, etc. into an Excel spreadsheet so you can easily track your team members' information.
Remove A Fundraiser From The Leaderboard
Did a team member create duplicate fundraisers? Did someone decide to drop out of the team? You can remove fundraisers in the "Campaigns” section. Simply click the grey “x” shown in the screenshot below to remove them from the leaderboard. This will not delete their fundraiser, but will remove them and any donations they received for your campaign!
Message Team Members
To message your team 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 team members.
This tool is a great way to keep up engagement and keep those competitive juices flowing. Use this feature to remind team members who’s on top of the leaderboard, why it’s important for your team to hit their goal, and any other milestones along the way!
Participants
Click on “Participants" on the dashboard. You can track team member’s progress and data from here as well as communicate with your team members.
Invite New Team Members
Once you’ve set up your fundraiser template (see more on that below!), it’s time to invite your team members.
To invite team members, simply click “Participants” on the dashboard and then click the plus sign at the top right to “Invite Team Members.”
Add the emails you’d like to invite, separating them with a comma.
Once you send an invite you’ll get a message letting you know who you have invited and asking if you’d like to add anyone else:
You can invite new team members at any time!
You’ll be able to see that a supporter has started to create their fundraiser within this section. The "Status" column will tell you what step your team members are on:
This is a great way to track if any supporters get “stuck” during the setup process so you can email them to ask if they need help and let them know they must be published to show up on the leaderboard and join the competition!
Message Team Members
In addition to messaging your team members through your "Campaigns" tab, you can also message them through your "Participants" tab. To message team members through your "Participants" tab, use the left-hand checkboxes to choose the members you want message. Once you have selected those members, click the “Message All Members” button on the right.
A message box will open up. Add a subject line and a note, and click “Send Message” to send the note to all the selected fundraisers.
Download Member List
Looking to capture all the team’s data? Simply click the “Download Member List” button.
This will export your fundraiser’s data, like name, email, date joined, etc. into an Excel spreadsheet so you can easily track the information.
Reports
Donation Report
With team fundraising on Mightycause, you can track your donation information by individual fundraiser or for the team as a whole by using your Donations Report. Simply click “Report” on the left-side dashboard.
To view the donation information for a particular fundraiser, use the "Choose One" filter to select that fundraiser. Use the date range filter if needed.
You can export any of the donations report views as a Spreadsheet by clicking “Download this range.”
You can also filter your team by General Fund, or view all fundraisers.
Adding Offline Donations
As the team organizer, you may want fundraisers to include checks and cash (or money from sponsorships) into your team’s total or leaderboard. If you would like the ability to include offline donations for your team, you'll want to enable offline donations. Go to "Settings" on your team page dashboard and scroll down to "Offline Donation Tracking." Select "Include offline donations."
Once you have enable offline donations, you can add offline donations to the general fund or allow fundraisers to include them on their own fundraisers by following these steps:
To add an offline donation to your team’s total (this might be a check or cash from sponsors or hosts), click “Donation Report” on the dashboard. Then, click the grey “Add Offline Donation” button:
The offline donation input box will appear. You will be able to enter key information such as the donor name, email address, the source (ie. cash, check, corporate, match, etc.), and notes about the donation. The information provided will be viewable in the downloaded offline donations report.
If you would like to allocate the offline donation to a specific fundraiser, use the dropdown in the "Select Member" section.
Be sure to click “Complete Donation” to add it to your display!
[The External Tracking Id is an optional value that can be provided to assist in reconciling and tracking your offline donations with other internal systems. This can be a string of any characters or text and will be included on your offline donation reporting. Text limit is 255 characters.]
To download a detailed report of your fundraiser's donations, click "Download this range" at the top of your donations report.
Matching Grants
A matching grant can make all the difference in the success of your campaign. You can easily display a matching grant for your team by selecting "Matching Grants" under your Reports submenu.
Settings
Your Team Settings are divided up into three key tabs:
- General Settings
- Fundraiser Template
- General Fund
General Settings
Social Sharing
Customize the image and text social media networks use when someone shares your page.
Custom URL
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 obviously make sure it’s relevant to your page.
Event Status
If your team is part of an event, you will see that here. If you need to connect your team to an event, simply add the url of the event and select "Continue."
Progress Calculation
You might 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 team started. To do this, visit “Settings” and scroll to the section titled “Metrics” — change the start date to whatever you’d like!
This is also a great option for teams who plan to use the same team 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 team organizer, you may want fundraisers to include checks and cash in your team’s total on the display counter. To allow fundraisers to add their own offline donations, click “Settings.” Then, scroll to “Offline Donation Tracking” and choose to ignore or include offline donations that fundraisers add to their own pages:
This is helpful for teams that want to encourage fundraisers to only fundraise online, or for teams with a lot of fundraisers where it may be difficult to track cash and check donations. If you allow offline donation tracking, a fundraiser’s offline donations will be included on that fundraiser's goal bar, the team's goal bar, and the team's leaderboard.
Please note, if you are a part of an event, you will not be able change this area. Only the Event organizer can specify including or not including offline donations.
Discoverability
Turning off Discoverability will hide your fundraiser so only supporters with a direct link can access your page, it won’t show up in our Search.
Turn off Donations
Turning off donations disables the donate button for your Team. Please note that donations will also be disabled for any individual fundraising pages participating in your team.
Visitor Redirect
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 in the new url within the textbox.
Fundraiser Template
One of the best first steps you can take in managing your team on Mightycause is to set up a template. This makes it easy for new fundraisers to get setup in just a few clicks.
To set up your fundraiser template, click the “Fundraiser Template” tab at the top of the page. Then fill out the following sections and click “Save”:
- Suggested Fundraiser Title — this will be used as the default name for fundraisers that join your team
- 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 team!
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.
Beneficiary Settings
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 below the display counter on your team page, they’ll be prompted to choose which fundraiser they’d like to donate to:
To turn off the option to donate to a General Fund, simply visit your “Settings” select the "Beneficiary Settings" 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 teams that support certified charities on Mightycause. This is not available for teams that support personal fundraisers.
Checkout Steps
This section provides you the ability to craft the checkout process for donors.
Please note, the changes you make in this area will only affect the checkout steps for the general fund. It will not update the checkout flow on individual fundraising pages.
Suggested Donations
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 for your donors to see. 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 on Mightycause is $5; there is no upper limit.)
Dedications
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 a team has turned on dedications, the donor will be able to select "Add a dedication" in the first section of the checkout process.
The dropdown menu for “Dedicated To” looks like this:
Post-Checkout and Thank You Page
The Post-Checkout allows team 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 campaign. 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 videos 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 Mightycause page, your website’s homepage, your blog, your Facebook page, etc.
You can click the Preview button to view your customized Thank You Page.
Need Help?
Do you have further questions on your team fundraiser? Our support team is here to help Monday through Friday, 8-4:30 pm MT! Contact us here.