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 mightycause.com/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 to access the page.

Once 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 the “Campaigns" tab 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 button 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 your team members' information.

Remove A Fundraiser From The Leaderboard

Did a team member create duplicate fundraisers? Did someone decide to drop off the team? You can remove a fundraiser in the "Campaigns” section. Click the vertical ellipsis as shown in the screenshot below. Then click "Delete" to remove a fundraiser from the leaderboard. This will not delete the fundraiser, but will remove it and any donations it 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 side, and then select the "Message" button above of the report:

Add a subject line, a note, and click “Send” 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. The Campaigns report tracks the fundraiser pages. The Participants report tracks the fundraiser owners. 

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.

Click "Invite" next to the "Download" button to invite team members to build a fundraiser page.

Add the emails you’d like to invite, separating emails with a comma. Click "Send Invite."

Once you send an invite you’ll get a message listing who you 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 created a 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. You can then email a supporter to offer help and offer a reminder that a fundraiser must be published to show up on the leaderboard and join the competition!

Download Member List

Looking to capture all the team’s data? Simply click the “Download” button. 

This will export your fundraiser’s data, like name, email, date joined, etc. into an Excel spreadsheet so you can easily track team member information.

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, a note, and click “Send” to send the note to all of the selected team members.

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 “Reports” on the left dashboard and then "Donation Report."

Please note, by default, the previous 30 days are displayed on the Donations Report. Use the "Time period" filter to view additional timeframes. To view the donation information for a particular fundraiser, use the "View by" filter to select the fundraiser. You can also filter your team by General Fund or view All Fundraisers. 

You can export any of the donations report views as a Spreadsheet by clicking the “Download" icon on the right of the report.

 

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 Donor 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), select “Reports” on the left dashboard and then "Donation Report." Then, click the grey “Add offline donation” button in the upper right corner of the report page. 

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. 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.]

If you would like to allocate the offline donation to a specific fundraiser, use the dropdown in the "Select Member" section.

 

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
• Beneficiary Settings

General Settings

Membership Permissions

Here you manage the "Join this Team" button on your Team fundraiser.  Selecting "Anyone can join" adds the button to your Team page. Selecting "Invite-only" removes the "Join this Team" button. You can still invite team members to join your team through the "Participants" tab as described above. 

Social Sharing

Customize the image and text social media networks use when someone shares your page.

URL Customization

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 Settings

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, 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 team 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 offline donations to be counted toward your team and fundraiser goals, select "Include offline 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.

If you select "Ignore offline donations," offline donations entered on the team page or a fundraiser page will not be counted in the page metrics. The offline donation will only show in the reporting not seen by donors. 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.

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.

Team Status

Verify here that your team is published. 

Team Admins

You can add multiple admins to your Team page. Each admin can edit your page and all dashboard tabs, view and download reports, and add offline donations. Having an additional admin (or two) can help you manage your page when you need an extra pair of hands. 

Change Team Owner

Initially, the owner of the Team page is the creator of the page. However, if you are creating a team page on behalf of another supporter, you can make the supporter the new owner here. 

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

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 team page, they’ll be prompted to choose which fundraiser they’d like to support:

To turn off the option to donate to a General Fund, simply 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. 

Suggested Donations, Dedications and Designations, and the Thank You Page

These sections provide 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, check 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 and Designations

Dedications are made in honor or in memory of another person. You can enable dedications in the donation process by toggling on the “Show the option to make a dedication with their donation” option.

When a team has turned on dedications, the donor will be able to select "Add a dedication to your donation" after selecting a donation amount in the checkout process. 

 

Thank You Page

This section 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 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.

Need Help?

Do you have further questions on your team fundraiser? Our support team is here to help Monday through Friday, 9 -5 pm EST! Email them at support@mightycause.com