To encourage fundraisers to take steps to make their campaign more successful, the fundraiser dashboard features a list of admin-configurable tasks employed by successful fundraisers. The tasks include:
- Upload profile image
- Update fundraising goal
- Custom URL for fundraising page
- RSVP (registration to attend) — not applicable on Role Registration campaigns
- Team builder (join, switch, or create team)
- Personalize fundraising page
- Import contacts
- Send a fundraising email
- Share your page to a social network
- Donate to own goal
- Update account details
- Import from past campaign
- Update Endurance Goal (only displays to the fundraiser if an Endurance Challenge is configured on the relevant campaign)
- Log endurance activity (only displays to the fundraiser if an Endurance Challenge is configured on the relevant campaign)
- Connect endurance integration (only displays to the fundraiser if an Endurance Challenge is configured on the relevant campaign)
- Add a livestream to fundraising page (only displays to the fundraiser if livestreaming is enabled on the relevant campaign)
- Create a Facebook Fundraiser
Administrators can edit which tasks are displayed, as well as the order in which they are displayed. To edit the fundraiser task list, follow these steps:
- Log into the Admin at admin.rallybound.com
- Navigate to the entity (organization, group, or campaign) on which you'd like to configure this setting. Click here to learn more about inherited settings.
- Click the "Fundraising" tab
- Click "Task List" in the left sidebar
- Enable the tasks you want to include, and drag them into the order they should appear.