Managing My Fundraising Headquarters Guide

Transcription

1 Managing My Fundraising Headquarters Guide After you register for the Polar Plunge, you will automatically be logged into your fundraising Headquarters account and brought to your fundraising landing page (see below). While donors won t be able to log in as you or edit your fundraising page with the HQ (Headquarters) link located in the bottom left gray box of the below screen, this is what donors will see when they are making a donation to your fundraising efforts. As you can see, the below page needs to be spruced up with pictures and detail on your involvement with Special Olympics Massachusetts and the Polar Plunge! Keep reading for details on how to access your fundraising Headquarters so you can edit your fundraising page, prospective donors, download reports, check your fundraising progress, change your fundraising goal, edit your fundraising settings, share your fundraising page on social media, and edit your registration information. Accessing Your Fundraising Headquarters (HQ). P. 2 Editing Your Fundraising Page P. 3 Sending an to Donors.. P. 4 Pulling Donor and Donation Reports. P. 5 Edit Registration Information.... P. 6 Event Contact Information. P. 6 pg. 1

2 Accessing Your Fundraising Headquarters You can access your fundraising Headquarters with either the link sent to you in your event registration confirmation or by going to the Polar Plunge website and logging in with your username and password you created during your Polar Plunge event registration. Now that you re logged in and on the fundraising landing page (image shown on P.1 of this document), click the My HQ (this means my Headquarters ) link in the gray box located in the bottom left corner of the screen of the landing page. The below is what your fundraising Headquarters looks like. Your fundraising Headquarters is an easy way to access the highlights of your fundraising progress. You can access all the other tabs necessary to manage your fundraising. These will be reviewed in detail later in this document Access the Fundraising with Friends fundraising app download (preferably download directly on your iphone). This is a app designed to easily, connect with your donors via text Edit your login information Get an overview of your stats s sent, visits to your page, and number of donations Change your fundraising goal, especially if you already reached it! View your donation reports See a customized chart of your fundraising progress Post your fundraising efforts on social media pg. 2

3 Editing Your Fundraising Page To edit your fundraising page, click the My Webpage tab in your fundraising Headquarters. As you can see, in this My Webpage tab you can edit the title of your fundraising page, upload a new picture, edit your picture s caption, edit the text for your fundraising page, preview your page, and finally submit/save your changes. You can edit the title of your fundraising page. Make sure the title makes it clear which event you re participating in and who you are Click here to upload your own picture Always preview your page before you submit/save! Don t forget to click Submit when you re done editing! You can edit the caption for your picture Here you can edit the text shown on your fundraising page. We recommend including why you are participating in the event and more about your connection to Special Olympics Massachusetts Once you re done editing your page, your fundraising page should look something like the below: pg. 3

4 Sending an to Donors By clicking the tab in your fundraising headquarters, you ll have the ability to upload and edit your contact list, add a greeting and subject, include a personalized text, and send the . Add and edit your contact list Put your greeting here Hey Julie that corresponds to the person s [email protected] Select the type of prewritten you want to send, or write your own Add an engaging subject and highlighted message. Use the highlighted message section to highlight the important message in your . This section will be displayed in bold at the top of your . pg. 4

5 Pulling Donor and Donation Reports By clicking on the Reports tab, you can create a report with donor or donation information. Click on the Choose Columns link to select the types of information you d like to include in your report. View your current donations Pull a report to view donor and donation information. pg. 5

6 Edit Registration Information On the Tools tab you can update your registration information (name, address, contact information, emergency contact), indicate if you want to receive an sent each time someone donates to you, and control if you want to show your fundraising status publicly on your fundraising page. Edit and update personal contact information Control if you want the money you ve raised to date to show on your fundraising page Control if you want s sent to you each time someone donates Contact Information The Polar Plunge Team 512 Forest Street Marlborough, MA x212 pg. 6