A fundraiser is an individual supporter who raises money for your organisation with a personal page. They share their page with friends and family, and the money they raise rolls up to your campaign. Every fundraiser page ties directly to a specific campaign.
Before you start
You need the Fundraisers permission. Go to Fundraising → Fundraisers to check your access.
Add a Fundraiser
Go to Fundraising → Fundraisers.
Click Add a Fundraiser.
Fill in the fundraiser's details.
Name. Required, marked with an asterisk.
Email. A green Email Available notice confirms the address is free to use.
Phone Number.
Address. Start typing to search, pick a match, or click Enter manually.
Save your changes.
You'll see the confirmation Fundraiser added at the top right, and the new record appears at the top of the list.
Invite and approve fundraisers
Go to Fundraising → Fundraisers to see your list.
Approve or decline sign-ups from the approval queue.
Review sign-ups from the approval queue, and use the action buttons to change the status.
Approval states
- Pending. The fundraiser awaits review.
- Approved. The fundraiser is active.
- Rejected. The fundraiser is declined.
You can approve sign-ups automatically. Go to Settings → Fundraising, find the Auto Approve section, and turn on Auto Approve Fundraiser Pages.
Some configurations prevent users from creating fundraiser pages. If you disable the fundraiser creation option in the campaign settings, donors won't see the option to start a page.
Import fundraisers
Bring fundraisers in from a spreadsheet. Use the import tool to upload a CSV file. The system includes tools to tidy up duplicates after an import.
The fundraiser page
Each fundraiser has a unique page with a financial goal. You can choose to show the fundraising bar, the main campaign information, and the linked team on their page. Go to Settings → Fundraising to toggle these page settings.
Good to know
You configure per-fundraiser price points and page privacy options.
Group fundraisers together with a team. See Teams.