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 your name in the top right-hand corner. Then, click "My Campaigns" on your user account. You’ll see any teams you’ve organized listed here.
Click "Manage" on the team fundraiser you are interested in working on.
Once you’re on your team fundraiser’s page, it’s time to review the tools to success to manage your team effectively. You will use your team page’s dashboard to toggle between these tools.
Click on “Campaigns" on the left-hand sidebar dashboard. This section will give you a quick overview of all the fundraisers that have been created for your team page.
Remove A Fundraiser From The Leaderboard
Did a team member create duplicate fundraisers? Did someone decide to drop out of the team? You can also remove fundraisers in the "Campaigns” section. Simply click the grey “x”, show 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 from your campaign!
Click on “Participants" on the left-hand sidebar dashboard. You can track team member’s progress and data from here, and 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” from the left-hand sidebar. Then, just click the plus sign at the top “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 know a fundraiser 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 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!
Message Team Members
To message team members, use the left-hand checkboxes to choose the members you want message. Once you have selected those members, click “Message All Members” button.
A message box will open up. Add a subject line and a note, and click “Send Message” to send the note to all the fundraisers on your team.
Download Member List
Looking to capture all the team’s data to add to your CRM? Simply click “Download Member List” button.
This will export your fundraiser’s data, like name, email, data joined, etc. into an Excel spreadsheet for you so you can easily track their information.
This tool is a great way to keep up engagement and keep those competitive juices flowing. Use this feature to remind fundraisers 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!
With team fundraising on Mightycause, you can now 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-hand sidebar menu.
Then, just choose which fundraiser you’d like to view donation information for from the dropdown menu, and select the timeframe:
You can export any of the donations report views as a Spreadsheet by clicking “Get detailed report for this range” in the lower right-hand corner of the report.
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 fundraiser, 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 general funds 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 left-hand sidebar. Then, click the grey “Add Offline Donation” button:
Add the details of your offline donation here:
You'll be able to type in the details of your offline donation. You can input the donors name (write Anonymous if you want to keep that information private), donation amount, donation date, email address, and source (ie. check, cash, match, sponsor, etc.)
If you would like allocate the offline donation to a specific fundraiser, use the dropdown in "Select Member."
Then just click “Complete Donation” to add it.
This will be added to your fundraiser’s display thermometer and leaderboard.
To download a detailed report of these donations, fill in the desired fields and click "Download this range".
Your Team Settings are divided up into three key tabs:
- General Settings
- Fundraiser Template
- General Fund
Customize the image and text social media networks use when someone shares your page.
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.
If your team fundraiser is part of an event, you will see that here. If you need to connect your team fundraiser to an event, simply add the url of the event to blank space and select "Continue."
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, just visit “Settings” and scroll to the section titled “Metrics” — then just 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 into 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, that fundraiser’s offline donations will be included on their total on the leaderboard.
Please note, if you are a part of an event, you will not be able change this area. Only the Event organizer can.
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 Team)
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.
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.
One of the best first steps to take to manage your team on Mightycause is to first set up a template to make it easy for new fundraisers to get setup in just a few clicks.
To set up your fundraiser template, click “Fundraiser Template” on the left-hand sidebar. Then, just fill out the following sections and click “Save”:
- Suggested Fundraiser Title — this will be used as the default name 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 where you type the Story 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.
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” and scroll to the section titled “General Fund” — then just toggle it on or off:
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, and is not available for teams 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 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 in your own custom donation level select “Use custom donation suggestions” and leaving 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 still 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 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 choose whether they’d like to dedicate their donation on the first page of the checkout process. On the next screen, the will be able to enter the information for their dedication.
The dropdown menu for “Dedicated To” looks like this:
Team Organizers on Mightycause have the ability to collect additional information from donors beyond their name and email address. You can now opt to collect their mailing address, company, age, gender and phone number to help your team collect demographic information about your donors as well as contact information that will help you follow up more effectively.
You can choose from five different Data Collection options. There is no limit to the number of options you can turn on at one time, however, we recommend limiting your Data Collection fields to information that is most crucial to your campaign
You opt into adding a Data Collection field to your checkout process by toggling the button on.
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 customize message from your campaign. You can build your custom message in an 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 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.
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 firstname.lastname@example.org