Set up Team Fundraising

Enable Team Fundraising

1. Log in to the Nonprofit Admin Portal and click on the "Campaign Pages" link in the left-hand navigation bar.

2. Select the Campaign Page for which you would like to enable Team Fundraising. Be sure to look within the “Active” tab of current Campaign Pages. If needed, use the search tool to pull up results only within that tab. Search results will include the desired term, whether it is all or part of a word or phrase in the campaign name or slug.

3. Click the “Manage” button to the right of the Campaign Page link.

4. On that campaign's dashboard, choose the “Campaign Name, Description, and Goal” button.

5. Scroll down and check the “Enable Team Fundraising” box and then click the "Save" button.

6. To confirm that you have enabled Team Fundraising, choose "< Back To Campaign Home" at the top left of the page you are on and then click “Visit Page” to view your campaign page (to the right of the campaign name at the top of the page). On the Campaign Page, hit the “Start a Fundraiser” button.

7. This will take you to the "Choose a Fundraising Option" webpage, where you should see two boxes: "Fundraising as a team?" and "Fundraising on your own?" These contain three buttons: "Join a Team," "Create a Team" and "Create my own page." Each button in the "Fundraising as a team?" box launches a process that will be followed by team leaders or team members. Share the direct link to this page so your community can access the "Choose a Fundraising Option" webpage directly. Fundraisers can only be on one team per Campaign.

8. Additionally, you can access all your Team Fundraising pages by clicking “Team Fundraising” in the left-hand navigation bar:

Remove individual fundraisers from teams

Nonprofit admins have the ability to remove most individual peer-to-peer fundraisers from teams, even if those fundraisers have raised money through the team. Only the team leader can’t be removed.

To do this:

• Log in to the Nonprofit Admin Portal and click the “Peer-to-Peer Fundraising” link in the left-hand navigation bar.
• Select the individual fundraiser you would like to remove. Be sure to look within the “Active” tab of current Peer-to-Peer Fundraising pages. If needed, use the search tool to pull up results only within that tab. Search results will include the desired term, whether it is all or part of a word or phrase in the fundraiser name or slug.
• Click the “Manage” button to the right of the fundraising page link.
• Click “Team” in the tab on the left.
• Click the “X” to the right of the team from which you would like to remove the fundraiser.

Should the removed fundraiser wish to join a different team for that campaign, they can now do so.

Remove a Team Fundraising page

Nonprofit admins can remove Team Fundraising pages through the Nonprofit Admin Portal. This is only possible if the page has one team member (the team leader) and no donations. Once the team leader associated with the Team Fundraising page has received a donation, the page can no longer be removed by the nonprofit admin. However, if a page has additional team members but no donations, the Team Fundraising page can be removed after the additional individual Peer-to-Peer fundraisers are removed using the process described above.

To remove a Team Fundraising page with no donations and only one team member:

• Log in to the Nonprofit Admin Portal and click the “Team Fundraising” link in the left-hand navigation bar.
• Find the Team Fundraising page you would like to remove. If needed, use the search tool to pull up results. Search results will include the desired term, whether it is all or part of a word or phrase in the Team Fundraising name or slug.
• Click the “X” to the right of the Team Fundraising page you would like to remove.