Fundraisers

Settings for the Fundraisers section of Donor Portal

The Fundraisers section of the Donor Portal displays any active or paused Fundraisers for that supporter. Each entry displays the name of the Fundraiser, its goal and progress, and the number of days remaining until the supporter’s fundraising goal date. Selecting an entry opens the dashboard for the Fundraiser.

Editing a fundraiser

 
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From the Donor Portal page for their fundraiser, a supporter can modify certain properties related to that fundraiser by clicking Edit fundraiser. They can make edits as described below.

  • Display name: the fundraiser name, as it will be displayed in the Checkout modal, on a Campaign Page and in other places.
  • Fundraiser photo: the profile image used for the Fundraiser. It is most visible in the Checkout modal and Campaign Page, where it is displayed with the fundraiser’s Display name and donation goal.
  • Fundraiser goal: this option enables a supporter to increase or decrease the goal amount for their fundraiser. Modifying this amount is helpful when a supporter exceeds their goal but wants to continue fundraising, or if they decide that their goal far exceeds the amount that they are likely to raise.
  • Your message: when a supporter creates fundraiser, they are prompted to include a 120-character description of why they are fundraising. This description, labeled Your message in the Donor Portal, can then be updated at any time by the supporter.
  • End date: this is the date that a supporter anticipates they will reach their fundraising goal. It is originally configured when the supporter creates their fundraiser. Modifying it in the Donor Portal is useful if a supporter wants to extend their fundraising period.

Fundraiser metrics

 
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The first section on the dashboard page for a Fundraiser displays three metrics:

  • Amount raised
  • Number of page views (the number of people who viewed the fundraiser’s Checkout modal or Campaign Page)
  • Number of donations the Fundraiser has received

Below the fundraising metrics, an interactive map is displayed that shows the origin points of donations made to the fundraiser.

A progress bar also displays the supporter’s fundraising goal and their progress towards it. As donations are made to the fundraiser, they appear as segments in the progress bar. Hovering over the segments will display a tooltip with information about the donation and the supporter who made it.

Sharing tools

 
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The sharing tools in the dashboard for a Fundraiser enable a supporter to access the direct link to their fundraiser. This link can be copied and pasted to another location or shared to a social media platform using the included social sharing buttons. A Share via email button enables supporters to send a link to the fundraiser using a precomposed email. Selecting the button will launch the supporter’s default email application.

The supporter can also download a QR code image that includes a link to their fundraiser. When scanned, the QR code will launch the Fundraiser on the website set by the Donor destination URL configured in the Fundraisers settings view of a Campaign.

Donations

 
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The Donations section of a Fundraiser dashboard displays a table of donations made to the Fundraiser. The table includes columns for the name of a supporter contributing to the Fundraiser, the amount of their donation, the date of the donation, the supporter’s general geographic location, and if the supporter included a comment with their donation, a speech bubble indicator that when hovered over displays the text of the comment.

The donations table can be sorted by recent donations or top donations using the toggles displayed above the table. Sorting the table by top donations will rank the entries from greatest to least donation amount. By default, the table is sorted by recent donations.

Team performance

 
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When multiple supporters are participating in a Fundraiser, their profiles are displayed in the Team performance section of a Fundraiser’s dashboard. The section includes the name of the team member, the total donations they have raised by dollar amount and count, their role as set in the Fundraise Up dashboard. The Team performance section is shown even when only one supporter is participating in a Fundraiser.

Team members can be invited to join a Fundraiser using a link displayed in the footer of the Team performance section. Accessing the link will launch the Fundraiser onboarding screen on the website set by the Donor destination URL configured in the Fundraisers settings view of a Campaign.

 

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