How to set up national teams

National teams allows organizations to aggregate and display fundraising efforts of teams and fundraisers across campaigns towards one national goal.

Overview

National teams are implemented in 2 steps:

1. Create the national team in your Admin and/or apply it to a campaign or group
2. Associate local teams on a campaign with the national team

Creating a national team adds it to the organization’s library of national teams, making it available to be applied to any entity in the organization, and also automatically applies it to the entity in which it was created.

Applying a national team to an entity (the entire organization, a group, or an individual campaign) allows local teams in a campaign within that entity to be associated with that national team, and makes the national team page accessible on all campaigns within that entity. National teams that are not applied to a campaign will not be available to associate with local teams in that campaign, and its page won't be accessible on that campaign.

Associating a local team (and in some configurations, a fundraiser) to a national team allows the local team’s fundraising efforts to roll up to the national team and be displayed on its page. These efforts include amount raised, team members, and recent donations.

Create a National Team

To create a national team, follow these steps:

1. Log into the Admin at admin.rallybound.com
2. Navigate to the entity (organization, group, or campaign) to which you'd like to add a national team. Click here to learn more about inherited settings.
3. Click the “People” tab
4. Click “National Teams”
5. To add a national team, click the plus button
   • If this is the first national team being added to the organization (or if all existing national teams are already applied to the current entity), you will be presented with the national team creation form (skip to step 7).
   • If there are existing national teams in the organization that are not currently applied to the current entity, you will be presented with the organization’s national teams library, which lists all existing national teams not already applied to the current entity.
6. In the national teams library, you can:
   • View and search for national teams to apply to the current entity
   • Apply an existing national team to the current entity by clicking the green plus button. To undo this immediately, click the red minus button. (An applied national team can be removed from an entity later as well.)
   • Navigate to the national team creation form by clicking the “New Team” button
7. In the national team creation form, follow these steps to create a new national team:
   • Fill in the relevant fields:
     1. National team name
     2. Custom URL
     3. Description (optional)
     4. Goal Amount
     5. Type (optional): this is a freeform field which you can use if teams should be categorized in any way
   • Click the Create button

Associate a Local Team with a National Team

Fundraisers who join a local team have their fundraising efforts contribute to the local team’s goal. For those efforts to also contribute to a national team goal, the local team must be associated with the national team.

To associate an existing local team with a national team, follow these steps:

1. Once logged in to the Admin, navigate to the campaign in which the relevant local team resides
2. Click the “People” tab
3. Click “Teams” in the left navigation
4. Locate the team to associate with a national team and double-click it
5. In the dropdown labeled National Team, select the national team with which you’d like to associate this local team. Only national teams applied to the current campaign will appear in this list.
   Note: we recommend including the campaign or city name at the end of the local team name if not already included. This will help each local team easily identify their team on the national team page. Example: “Neon One” becomes “Neon One - Chicago”.
6. Click “Save”

The local team is now associated with the national team. The fundraising efforts of fundraisers within this local team will roll up to the local and national team goals.

Local teams may also be associated with national teams when they are created in the Admin, using this same flow.

Note: in our default national teams configuration, only administrators may associate local teams with national teams. If desired, national teams can be configured so that local team captains may associate their team with a national team in the role registration process.

Remove a National Team from an Entity

Removing a national team will make it unavailable to be associated with a local team on a given campaign.

To remove a national team from an entity, follow these steps:

1. In the Admin, navigate to the entity (organization, group, or campaign) from which you’d like to remove the national team
2. Click the People tab
3. Choose National Teams in the left navigation
4. Click Remove to the right of the relevant national team

Removing a national team makes it unavailable for local team associations going forward; all existing associated local teams retain their association until it is manually removed in the local team record in the Admin (see below). Fundraisers may continue to register and fundraise for a local team that was previously associated with this national team and any new fundraising activity will still roll up to the national team. Additionally, the national team page will continue to be accessible on any campaign that has any active national team activity/associations.

National teams cannot be deleted. Once removed from the entity, it remains listed in the national team library, and can be reapplied to the entity from which it was removed, or any other entity in the organization.

Change or Remove a National Team Association

National team associations can be changed or removed by changing or deleting the contents of the National Team field in the local team record in the Admin.

Removing a national team association from a local team removes all its fundraising activity from the national team. The national team’s current goal progress will be adjusted to exclude this team’s fundraising efforts.