Setting Up Fundraiser Participants in Simple Raise

Fundraiser Participants are the individuals from your program’s organization that solicit contributions from donors. Good news, you can invite as many participants as you like for each of your fundraisers!

After logging into Simple Raise, select the specific fundraiser to which you wish to add participants.

Next, select the "Add Participants" button located on the right side of your screen.

You will now choose the method by which you wish to enter participant information into the fundraiser:

• Sync participant information into Simple Raise from CutTime
• Manually enter participant information into Simple Raise
• Import participant information using a file

Syncing and Inviting Participants into Simple Raise from CutTime

If you are a current CutTime customer and logged into Simple Raise with your CutTime user credentials, you will see the option to sync rostered participants from your existing CutTime Group member data. 

To initiate the CutTime sync, first select the fundraiser to which you wish to add participants. Next, navigate to the “Goals” or “Participant Invites” section and click on the “Add Participants” option. You will then be prompted to select the Program Season, followed by choosing either “All Students” or one of your existing Groups from the dropdown menu.

Once you have selected your groups, you will see it appear in the “Select Value” field. 

You can check a box to have your student’s outstanding balances serve as their individual fundraising goals. This action will override the initial individual goals you may have set for your fundraiser when it was created.

Then, select the expiration window for your invitation. A dropdown menu will appear, allowing you to choose an expiration period of 5, 10, or 15 days, or you may leave the default option of "No expiration" selected. 

Click on “Send Invites” to queue invitations for each of your participants. The timing of the invitation depends on whether you elected to have invitations sent automatically upon the fundraiser publication or opted to do this task manually.

View all of your participant invitations under the "Participant Invites" section at the top of your screen.

Once a participant accepts the invitation to the fundraiser, their information will appear in a list with multiple ‘status’ filter options (Accepted, Needs Donors, Goal at Risk) under the “Goals” page. 

Manually Inviting Participants To A Fundraiser

If you are not a CutTime Connected user, you will have three options for adding participants to your fundraisers: email, phone, or file upload. First select the fundraiser to which you wish to add participants. Next, navigate to the “Goals” or “Participant Invites” section and click on the “Add Participants” option. You will then see the three ways you can add participants to your fundraiser. 

You will also see a drop down field that allows you to choose the expiration window of 5, 10, or 15 days or leave the ‘No expiration’ default option set for your invitation.

Import Participant Information To A Fundraiser Using A File

If you prefer to invite participants using a file, start by downloading the CSV template from the form. Enter the participant data, save the file, and then upload it using the “Send Invites” button.

You should then see all of your invited participant names appear when you click on the ‘Pending Participants’ tab. In this table view, you can see the name, contact email, date invite was sent, fundraising goal amount, and status of their invitation.

Your participants will receive the invitation to join your fundraiser. The timing of the invitation depends on whether you elected to have invitations sent automatically upon the fundraiser publication or opted to do this task manually.

Managing Your Fundraiser Participants

From the ‘Participants Invite’ tab within your Fundraiser dashboard, you can search by name, email, and phone number if you need to locate a specific individual. You can also filter the participant list by invitation status - Queued, Delivered, Failed, or Not Sent. 

You can use the Edit button to update/correct a Participant’s email address or phone number, along with the method of invitation you wish to use. Click update to accept your changes. There is a Delete button available if you need to remove a participant from your fundraiser.

While the fundraiser is active, you can continue to add and invite new participants by clicking the ‘Add New Participants’ button and using the by phone, email, or file method.

Click on the ‘Goals’ tab to see more details about each of your Participants such as:

• Number of donor contacts
• Specific fundraising goal amount
• Status of their invitation (either Joined Date or Invitation Sent Date)

You can click on the participant name to view more details about their donor contacts. You can search by name, email, and phone number if you need to locate a specific participant individual. You can filter the participant list by invitation status - Queued, Delivered, Failed, or Not Sent. Plus, there are additional filters to help you see which participants need donors (‘Needs Donors’) or who is falling behind on their fundraising goals (‘At Risk’).

Creating Fundraiser Participant Groups

You have the option to create and place your fundraiser participants into groups for competition or other oversight purposes. These group assignments are specific to Simple Raise. If you are a CutTime connected user, these groupings will not alter/modify your existing Groups within your CutTime Program account.