Manage fundraiser settings, participants, and results
Open a campaign to update its settings, follow participant progress, and review results. Available actions depend on your SimpleRaise role.
Open a campaign
Go to Campaigns, choose Active, Archived, or Drafts, and select the campaign.
Review the dashboard
Dashboard cards vary by campaign type:
Event tickets
Products and services
Donation fundraisers
Calendar fundraisers
Common cards show revenue, Angel Fund totals, donation counts, participants needing attention, videos awaiting approval, and participants without videos. Select a card when available to see more details.
The Sales section lists recent purchases and lets you filter them.
Track goals and rankings
The Goals tab shows the amount raised and progress toward the goal.
Group and participant rankings show names, amounts raised, sales counts, and profile setup status.
Manage campaign participants
The Participants tab lists participants and provides filters.
You can add participants, resend unaccepted invitations, remove participants, or open their profiles.
The table includes contact details, registration and invitation status, profile photos, videos, supporter counts, and donations. Select View > Copy personal store link to copy a participant's sharing link.
Update campaign settings
Open Campaign Settings to edit the campaign.
- Basic Information: Review the campaign's basic details and description.
- Goal Configuration: Adjust the goal type and amount.
- Media & Fundraiser Settings: Add images or a YouTube link; change start, end, and auto-publish dates; manage checkout questions.
- Additional Settings: Assign categories.
Product and ticket options
For products and tickets, Product Options lets you manage variants and the maximum quantity per purchase.
Choose attributes such as color, material, weight, size, ticket type, or donation amount, or create your own.
Set any additional cost and photo for each variant.
Use the Visible toggle to hide a variant from sale.
Under Inventory Management, enter available quantities. Inventory updates as purchases are made.
To stop showing a campaign in the store, select Archive on the Campaigns page. You can also adjust its end date.
Preview a campaign
Open the campaign's Campaign Settings and select Preview Campaign to review it before it goes live.
Clone a campaign
On Campaigns, find the campaign and select Clone Campaign beside Archive.
You can also open Campaign Settings and select Clone Product.
Give the copy a name, review its dates, prices, and options, then save your changes. The copy appears in your campaign list.
Hide a variant
In the campaign's variant settings, turn off Visible for the option you want to hide.
View participants across your store
The campaign's Participants tab shows people in that campaign.
For everyone in your store, open People > Participants.
Search or filter to review invitation acceptance, supporters, sales, money raised, and campaign participation.
Select View to see a person's invitation status, contact issues, setup progress, and personal store link.
Their profile also shows campaigns, videos, sales, and goal progress.
Manage supporters
Open Supporters to find contacts by name, email, or phone. You can add or edit contacts and review invitation delivery.
If an invitation failed, correct the contact information before sending it again. For bulk imports, follow Import supporters from a CSV file; Support must enable that feature.
Export orders
Open Transactions > Orders to review sales and export results, including participant information and checkout responses. Follow Export orders and view checkout responses for the current download process.
User roles and permissions
Use this table to compare SimpleRaise roles.
| Permissions |
Organization Owner |
Organization Admin |
Fundraiser Assistant |
Fundraiser Participant |
Fundraiser Donor/Supporter |
|
|
Group leader or Program Director |
Program Assistant or Booster Leader |
Program Assistant or Booster Volunteer / Helper |
Students / Program Members |
Parents-Guardians, Family Members, Friends, Neighbors, Community |
|
|
Single person |
Multiple people |
Single person |
Multiple |
Multiple |
| Edit Organization |
✅ |
❌ |
❌ |
❌ |
❌ |
| add/delete Organization Admin |
✅ |
❌ |
❌ |
❌ |
❌ |
| Create Fundraiser |
✅ |
✅ |
❌ |
❌ |
❌ |
| View Fundraisers |
All in Organization |
All in Organization |
Only ones they are a part of |
Only ones they are a participant of |
N/A |
| Edit Fundraiser |
✅ |
✅ |
✅ |
❌ |
❌ |
| Monitor Fundraiser |
✅ |
✅ |
✅ |
✅ |
❌ |
| Request Payment |
✅ |
❌ |
❌ |
❌ |
❌ |
| Create Groups |
✅ |
✅ |
✅ |
❌ |
❌ |
| Add Donor Contacts |
✅ |
✅ |
✅ |
✅ |
❌ |
| Share Donor Link |
✅ |
✅ |
✅ |
✅ |
✅ |
CutTime permissions don't automatically apply to SimpleRaise fundraising assistants. Assign their SimpleRaise permissions separately.
Fees and optional tips
SimpleRaise currently does not deduct a platform fee from organization proceeds for these transactions. Supporters can leave an optional tip to help support processing costs and the platform. Any applicable fees or charges appear on the product or checkout page.