We're excited to share with you some improvements to the fundraiser dashboard that we've been working on. Our fundraisers, and especially team captains, are at the forefront of our fundraising efforts, and they deserve the best and most intuitive flows we have to offer. To that end, we are continuing to improve upon the fundraiser email flow and team management tools.
Fundraiser Email Flow
Fundraisers are now able to view and manage email recipients when choosing a dynamic audience. For example, if a team captain chooses to email their team members, they will be presented with the list of their team members, at which point they can remove individuals from the list by clicking the trash icon on the relevant row (image 1), and/or add them back by clicking the "Select Recipients" button, checking the relevant rows, and clicking "Add Selection" (image 2).
This functionality is already available for dynamic team audiences, and will be extended to the dynamic donor lists in the next few weeks, providing fundraisers more control over who is receiving which emails.
Click here to learn more about the fundraiser email flow.
Image 1
Image 2
Team Page Redesign
The team page within the fundraiser dashboard has been completely redesign to provide a cleaner look that is easier and more intuitive to navigate. On the page, captains can view number of team members (broken down by active/pending)1, amount raised (broken down by online/offline)2, national team association (not shown), endurance challenges3, and member list4.
Captains can also manage the team by clicking the "Manage Team" button5, which allows captains to:
- Change team name
- Update team goal
- Invite team member
- Download team report (if applicable)
- Visit team page
By clicking on the ellipses icons on the various records6, captains can manage their endurance challenge goals and team members.