Fundraiser Participant Experience in Simple Raise

Table of Contents

• Step 1: Accept Fundraiser Invitation
• Step 2: Create A Participant Profile
• Step 3: Add Supporters/Donor Contacts
• Step 4: Promote Your Fundraiser
• Step 5: Monitor and Manage Your Fundraiser
  • Add a Video to Fundraisers You Are a Part Of

Fundraiser Participants are the individuals (typically students) from your program’s organization that solicit contributions from donors/Supporters. They will receive either an email or text message invitation to your fundraiser depending on the method you used to add and invite them - either through self-registration or manually adding them to a campaign.

As a Participant for Simple Raise, you are an essential part of raising funds for your program! You’ll start out by receiving an invite from your fundraising leader, this can be your coach, band director, teacher, booster club volunteer, or anyone else that might be helping put the fundraiser together.

Step 1: Accept Fundraiser Invitation

If your Program's Administrator added you manually as a Participant, then you should have received a welcome invitation via an email or text. Click the "Create an Account" or "Accept Invitation" button to log in and join the fundraiser:

Email invite example:

Text invite example:

Step 2: Create a Participant Profile

Next, you will need to complete a form with the following information:

• First Name, Last Name, and Preferred Nickname
• Email or Phone Number (depending on which one is missing)
• Password - must contain at least:
  • 8 characters
  • 1 letter, 1 digit
  • 1 special character (e.g., @#$%^&*)
  • NO spaces
  • Password entries must match exactly

Participants have the option to upload a headshot photo as part of their profile.  While optional, this is HIGHLY recommended to help boost recognition and encourage contributions with potential donors/supporters. When finished entering the profile information, click the "Sign Up" button to save.

You will then see the screen refresh and your Participant Fundraiser Dashboard will appear:

Step 3: Add Supporters/Donor Contacts

To get the best results and raise the most funds, it's best to add as many Supporters/donors (family and friends that you invite to support you) as you can.

Begin by clicking the prompt to "Add More Supporter" at the top or by finding the or the Supporters section.

You will see a list of ideas of who to add to your Supporters List (grandma, the neighbor, etc.) and once you decide who to add, you will see a form to add that Supporter/donor. Enter the name, select their relationship to you, and enter either their email address and/or phone number to add them to your Supporters list. 

Continue adding Supporters/donors following the same steps. To get the best results, we recommend you add at least 9-15 Supporters/donors.

Step 4: Promote Your Fundraiser

From your Participant Dashboard, under the Active Campaigns section, you can view all campaigns in which you are actively participating to raise funds.

You will find a QR Code (and link) that you can share for Supporters to quickly donate to your fundraising efforts for this Campaign.

You can also use the Share Message section to send a request for potential donors to support your fundraising efforts.

Step 5: Monitor and Manage Your Fundraiser

Each campaign listed in the Active Campaigns section allows you to track important metrics, such as the total funds raised and how you are meeting your fundraising goals.

Click through on the name of the Campaign to see more details, including your goal progress, your Supporter Activity and Sales.

You will also find a QR Code (and link) that you can share for Supporters to quickly donate to your fundraising efforts for this Campaign.

Add a personal video to the Campaign Video section. This is a great way to help Supporters connect with your cause and build excitement for your program. Click the "Upload Video" button and follow the on-screen instructions to submit your video file for review and approval.

Your video will be published and appear on your personal Fundraising Page. Simple Raise will also notify you if your initial video submission was rejected. Fear not! You can make a new video and resubmit it for approval.  Talk to your Organization’s Admin or Assistant (Teacher or Booster Leader) for feedback on why your initial video submission was rejected before re submitting.

Managing Your Fundraiser Supporters/Donor Contacts

From the Supporters section of your Participant Dashboard, you can perform the following actions:

• Use the "Edit" button to edit a Supporter/donor contact.
  • On the Supporter Edit Page, you can use the "Delete" button to remove a Supporter.

While the fundraiser is active, you can continue to add and invite new Supporters/donors by clicking the "Add More Supporters" button and entering the Supporter/donor's phone number or email address.

Message Sending to Supporters/Donor Contacts

When an SMS message fails, Simple Raise will automatically attempt to resend the message to the mobile phone number on file up to 3 instances.

Participant Notifications During the Fundraiser

During an active fundraiser, a participant may receive the following notifications from Simple Raise:

• Invitation to Join (sent because an admin/assistant added them as a participant)
• Forgot Password (sent because the participant requested to reset their password)
• Reminder to Add Supporters/Donors (sent because the participant has not added any)
• Reminder to Add More Supporters/Donors (sent because the participant has <5 supporters/donors)
• Reminder to Add a Personal Video (sent because the participant has not yet uploaded a video for approval)
• Video Approved (sent because the Organization’s Admin has approved the participant’s video and it is now published)
• Video Denied (sent because the Organization’s Admin has rejected the participant’s video and a new one will need to be submitted for approval)
• Donor Contact Status Update (sent to show the participant what their donors are doing and if any donors are not receiving messages about the fundraiser)