Once a participant has joined your campaign and created a fundraising page, they are able to edit and customize their fundraising page if they want to change the photo, story, goals, or more. During registration, participants will be guided through the process of updating their fundraising page’s content from the default content provided, but they can also edit their profile at any time.
You also have the ability to edit the fundraising page of any participant. If a fundraiser needs assistance with their fundraising page, you can make changes for them by editing their fundraising profile.
Steps
Visit your campaign’s Dashboard.
Go to the Recruit tab and search the Participants table for the fundraising participant you want to edit.
While viewing the Participants table, click on the three dot menu and select Edit Participant. Alternatively, you can click on their participant record and use the three-dot menu to select Edit Participant
In the pop-up that appears, you will find a menu of options that review their information and allow you to make updates. Work through the Fundraising, Story, and Profile tabs to make any adjustments.
After making changes, click Save.
Note: Some edit options will only appear when certain features are enabled. For example, the option to edit a participant's activity goal is only available when Activity Tracking is turned on.
Tip: If you’re viewing your public-facing campaign while logged in with your admin account, you’ll see a Manage button in the top right on any team or fundraiser page that you view. Clicking this will take you directly to their team or fundraiser profile where you can open the edit options.
Edit Options
The edit menu will have three sections (Fundraising, Story, and Profile) you can review to make any needed changes for participants. When participants edit their own profile, they see the exact same menu options.
Fundraising: Change the fundraising goal, activity goal (if activity tracking is enabled), fundraiser page vanity URL, or set a public display name
Story: Edit their page title, banner image, the text of their fundraising story, or add new sections to their page to feature additional content like more photos, videos, or additional text
Profile: Change the fundraiser's profile picture or edit contact information like mailing address or phone number (if collected)
Note: If a participant is managing their own account, their name and email are unique to their Pledge It account and can only be edited through their account dashboard. If a fundraiser was registered by someone else but has not yet claimed their fundraising page, the name and email can be edited. This may be necessary only if they were registered under the wrong email and you need to reissue their fundraising page invitation to them.
Frequently Asked Questions
A participant registered under the wrong ticket. How do I edit their profile to change their ticket type?
You can edit the ticket type for any registered participant by pulling up their participant record and editing the ticket under the Registration > Ticket Info section of their profile. This is edited separately from the public-facing content on their fundraising page. Follow these instructions to change a participant's ticket type.
A participant entered the wrong information when answering a custom question. How do I edit their custom question response?
You can edit the custom question responses for any participant by pulling up their participant record and editing responses under the Registration > Details section of their profile. This is edited separately from the public-facing content on their fundraising page. Follow these instructions to edit a participant's custom question responses.