Learn how to set up fundraising teams in this step-by-step guide. This help guide will demonstrate how to set up fundraising teams through the admin portal in Neon Fundraise.
Recommended Reading Before You Start
Content
Instructions
Creating a Fundraising Team
Neon Fundraise gives administrators the ability to add and edit teams, including creating a team name, setting a goal, and choosing a team captain.
Let’s say you want to create a healthy competition between fundraisers by creating several teams. When you create a team, you also create a team fundraising page where donors can make donations. The good thing is that donors can still go to the individual fundraising pages to donate, and the donation will also count toward the total team goal.
- To access this record, select the campaign from the campaign list.
- Next, select the People tab.
- From the sidebar, select Teams.
- Select Add to add a new team.
- Enter a Team Name. If the Team Captain has already registered for your campaign, you can select them as the Team Captain from the dropdown. The team captain will have access to editing the content of the team page through their fundraising dashboard.
You can also enter a description of the team and set a fundraising goal. The goal is a required field.
Note: This information can be changed as your teams take shape.
Enter a custom URL to direct donors to the fundraising page.
Select the checkbox to allow all members to receive emails associated with this page.
Lastly, upload a team image. When finished, select Save.
- To make changes, double select the team name from the team list page. The details from the team display. Here, you can edit the team information, view recent emails, add members, merge teams, or delete a team.
- Once you’ve created your team, when fundraisers create their pages, they can select a team to join. You can also assign a fundraiser to teams individually by editing the Team Info section of their individual registration record.
To do this, select Registrants from the left sidebar.
- Then select the registrant’s record.
- Select Edit.
- Under Team Info, select the In team checkbox. Then select the team from the dropdown. Then select, Save.