Creating a Fundraiser in Simple Raise
Depending on your user permissions level, you can create a new fundraiser in Simple Raise from either the Organization’s Dashboard using the ‘Start New Fundraiser’ button or from the Fundraisers Dashboard. This action will trigger the create fundraiser workflow.
Step 1: Select Fundraiser Type
You will first be asked to select the fundraising type - either Team /Combined Goal or Individual/Participant Goal. These are defined as follows:
Team Oriented/Combined Goal - you set one singular goal for the fundraiser that is collectively shared by ALL of your fundraising participants. Everyone is working towards a common financial objective.
Individual Oriented/Participant Goal - you set a specific financial goal for EACH of your fundraising participants. This allows you to set different financial amounts based on need or fundraising ability.
Managing Multiple Fundraising Organizations?
Keep in mind, if you are an Enterprise Administrator overseeing multiple Organizations in Simple Raise, you will need to select the applicable Organization from the drop down list located under the desired goal type.
Step 2: Complete Fundraiser Details
Once you’ve selected your fundraising goal type, you will see a screen with entry fields for you to enter the remaining details for your fundraiser:
- Goal Amount (number in $ currency with no commas or spaces)
- Fundraiser Title / Name (letters only, CANNOT have any special characters).
- Description (there is a 154 character minimum in order to publish)
- Fundraiser Assistant - you can invite a specific helper such as a teacher, booster club volunteer, school secretary, etc. (this field is optional).
Important Note - Once you ‘name’ your fundraiser, the title CANNOT be changed. The primary reason for this technical limitation is that the title you authored is now part of the fundraiser URL that has gone out to your participants and donor contacts. If you alter, it will break the link ;)
- Invitations to Participants
- Default setting is for ‘Send Instantly’ where invitations are automatically sent to your fundraising participants when your fundraiser is published/launched
- You can uncheck this option if you prefer invitations to ‘Send Later’ manually at a later time once the fundraiser is published.
- Fundraiser Dates (select your start and end dates from the calendar picker) - by default:
- Fundraisers will automatically publish at 12:01am on the start date
- Fundraisers will automatically unpublish at 11:59pm on the end date
- Time is based on Central Standard Time Zone (UTC-6:00)
- Multimedia
- Upload a promotional banner or photo to help convey what your fundraiser is about / who its for (This is required. Formats supported: JPG, PNG, JPEG Max size: 10MB (150x60px size)
- You can upload multiple images to create a Photo Gallery display on your Fundraising Page
- Add a YouTube URL to display a video about your fundraiser. This is optional, but HIGHLY recommended to encourage donor contributions. Consider video of a performance, testimonials of your participants and previous donors, be creative!
- Review all of your entries to ensure there are no spelling errors or omissions.
- Click on the Create Fundraiser button and voila, you will see your Fundraiser Dashboard appear!
Need More Inspiration?
View our Frequently Asked Questions article.
Get more Fundraising Promotional Tips from our website.