Fundraiser Management Experience in Simple Raise
Table of Contents
Managing a Fundraising Campaign From the Campaign Dashboard
Participants and Supporters/Contacts
Accessing the Fundraising Reports
Fundraisers can be managed by Organization Admins and Fundraiser Assistants, both are considered ‘user roles’ within Simple Raise. User access permissions will vary depending on the role. User access permissions will vary depending on the role. You can view a summary/chart of the User Permissions here.
Managing a Fundraising Campaign From the Campaign Dashboard
From the main dashboard screen, go to the Campaigns Page and select your fundraising campaign from either the Active, Archived, or Drafts Tabs. From there you can view all of the activity associated with your fundraiser.
Dashboard
This page will have all of your campaign's statistics:
- Total Revenue (the total funds raise.)
- AngelFund (the total funds raised and deposited into the AngelFund from this campaign.)
- Donations (the number of donations so far.)
- Participants (individuals who have not accepted their invitations or entered less than five donor contacts.)
- Videos to Approve (the total number of participants who still need to have their video approved so it can be added to their participant page.)
- No Videos (the total number of participants who still need to add a video to their participant page.)
There will also be a listing of recent sales that you can apply various filters to in order to sort through recent purchases towards this campaign.
Goals & Participants
This page will list all of your participants, which you can sort through by using the various filters.
You can also Add Participants, Resend Unaccepted Invites and Review Pending Invitations.
In the table, you can see:
- The Participants' names and contact info.
- Invitation status.
- The number of supporter/donor contacts (reflects the total active and pending supporter/donor contacts invited to contribute).
- Performance (number of donations).
- And their personal participant link.
Settings
Click through on the Campaign Settings tab to make any changes to this campaign. There are various pages of information that you can edit. ALL Campaign types have the following pages that you can edit:
Basic Information
- Change the name of your campaign, the subtitle, and the description of this campaign.
Goal Configuration
Adjust the goal to a collective or individual fundraising goal, as well as the goal amount.
Media & Fundraiser Settings
- Upload images for your campaign.
- Add a Youtube URL link.
- Adjust the Fundraiser Start and End Dates, as well as the Auto-Publish Date.
Adjust and add Custom Checkout Fields, including hiding them from the store checkout.
Additional Settings
Assign this Campaign to a Category or add a new one to the store.
If you have setup a Product Type or Event Ticket Campaigns, you will also see the following additional Campaign Settings Options:
Product Options
- This is where any product options, such as variants can be found. You can either edit the current variants/delete variants or add new ones.
- The Categories can be Color, Material, Weight, Size, Ticket Type (for the Campaign Type, Event Tickets), Donation Amount.
Add whatever the value should be, or for color, adjust the color in the box.
Product Variants
For each variant you setup, you will need to choose if there is an additional cost associated and if you would like to upload a photo.
Inventory Management
- Add the number of available items per variant.
Your inventory will auto-update as purchases are made to reflect how many are available for purchase.
Important Note - you are NOT able to delete a fundraiser, but you can remove it from your store by clicking "Archive" on the Campaigns Page. You can modify to either shorten the end date or extend the end date for accepting donations if needed. Also keep in mind that once you ‘name’ your fundraiser, the title CANNOT be changed. The reason for this limitation is that the title is part of the fundraiser URL that has gone out to your participants and donors ;)
Participants and Supporters/Contacts
Participants
Participants are those students/members that are participating in your fundraising campaigns and raising funds through sending their personal links to potential donor contacts for them to donate to.
To see the list of specific participants in a campaign, click through on that Campaign and go to the Goals & Participants tab.
To view the full list of Participants across your store campaigns, go to the People Page > Participants tab.
You can see more information, such as invitation acceptance percentage, how many participants have contacts, and which participants have sales.
Use the filters to search for a specific participant.
In the table, you will see the participant and their contact info, if they have accepted their participant invitation, how many contacts they have setup on their participant page, the number of sales and amount raised, how many products/fundraising campaigns that they have been added to, and their participant link.
Supporters/Contacts
Supporters/Contacts are those who have been added by Participants in their participant profiles as a potential donor towards that Participants's fundraising goals.
Go to the Supporters tab to see a full list of these donor contacts and search for them by name, email, or phone.
You can also add contacts, edit them and add any missing contact details.
If a Participant or Supporter/Contact reached out to you to ask why a Supporter/Contact didn't receive their invitation to donate, you can check the status of their invitation delivery from this page. If the status is failed, you can edit the contact info and update it to send their invitation again.
Accessing the Fundraiser Reports
From the Dashboard, click on the Transactions Page > Orders tab, and then look for and click on the "Export Orders" button located on the left side of your screen. This action will trigger a download of a .csv file with all of your donation transactions to that point in time.
The exported report file contains the following column fields:
- Your program's Store name
- Amount
- Total Cost
- Donor Name
- Donor Email Address
- Payment Status
- Donation On Date
- Stripe Payment ID
- Product/Fundraising Campaign
- Quantity
- Order Number
- Participant Name
- Campaign Questions
User Role Permissions within Simple Raise:
The table below illustrates the various permission levels for users within Simple Raise:
| Permissions | Organization Owner |
Organization Admin |
Fundraiser Assistant |
Fundraiser Participant |
Fundraiser Donor Contact |
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 | ✅ |
✅ |
✅ |
✅ |
✅ |
Important Note for CutTime Connected Users - User Permission settings in CutTime are NOT automatically applied to your Fundraising Assistants in Simple Raise. The Organization Administrator will need to manually assign Simple Raise specific user permissions to each Fundraising Assistant per the table above.
Fees with using Simple Raise
Exciting news! Simple Raise is now working for tips! This means that YOU and your program can relish the freedom from fees!
We are eliminating the 10% platform fee, and we will also cover the 3.5% convenience fee that is assessed by our payment processor when a donation is made to your fundraisers, or when a product or event tickets are purchased.
Your donors do have the option, however, to help us cover that processing fee by adding on a tip at checkout. This tip will help support the upkeep of our platform in addition to their donation to your program.