fundraiserEdit

Creating a Fundraiser

Adding in your fundraisers is the first thing you should do as a Manager user, navigate to the Fundraisers tab and click on 'New Fundraiser'.

Enter the following information at a minimum

  • Name
  • Username prefix
  • Email
  • Pin Code/password
  • Mobile phone number (enter the number with the country code at the beginning. Example: 0049 for Germany)

When you have successfully added in the new Fundraiser, an SMS will be sent to the mobile number provided for that Fundraiser with their Username and Password. All they will need to do is pick up an iPad or tablet and log in to manage.evergiving.com.

User Reference
The fundraiser code is usually used to record some kind of code associated with that fundraiser. This may reflect an employee or payroll number, or even a pay grade. Every pledge captured by that fundraiser will be tagged with the code entered here at the moment of pledge capture. Please N.B. subsequently changing the code will not change the code assigned to the pledge. This can be done from the edit pledges page.

Restrict a fundraiser to a Campaign Manager
If you select a Campaign Manager, then no other campaign manager will be able to setup this fundraiser on a team and assign them to a campaign.

Promote a Fundraiser to also be Campaign Manager
Fundraisers can be promoted to Campaign Managers so that they can be set up teams and have those teams' statistics recorded against them as a Campaign Manager. This is all managed via the edit User page.

Restrict this Manager from editing pledges or running exports.
This option is only visible for fundraisers that are also Campaign Managers. If this option is checked, the Campaign manager won't be able to update any pledge, or trigger an export.

Adding Fundraisers to Teams
Before a Fundraiser is able to access a campaign form, you must first allocate them to a Team:

Go to Teams and select 'Add a new team'.

  1. From the drop down list, select the Campaign you want to allocate the team to.
  2. Select a Campaign manager
  3. Click on Add a new Team Member and select a fundraiser to add them to the team. Set one of the fundraiser as the Team Leader.
  4. Add in the optional fields Interaction Category, Method of Fundraising or Locations if needed.
  5. Click Save Changes.