When participants create a fundraising page and choose to join a fundraising team on Pledge It, they have access to a private Team Dashboard. This is a space designed to help the team connect and reach their goals together.
Note: Because the Team Dashboard is private to teams, it is not visible to campaign admins. The summary and tutorial video below can help you understand this feature.
Team Dashboard Features
Team members can:
Get a snapshot of their team's progress and latest activity
View all their team members and any updates they’ve shared
Post on the team’s message board to share tips or advice, celebrate a fundraising milestone, or plan a meetup
Monitor incoming donations
Team captains have the added ability to:
Invite new team members (and re-invite past team members if they’ve recreated their team)
Thank donors who have given to the team
Download an export of the team’s donors
Pin important posts to the message board
Track if team members have completed actions likely to increase the team's success (such as inviting donors, making a self-donation, or posting an update)
Below are the menu options in the Team Dashboard and what team members can find in each section:
Overview: See a visualization of fundraising progress and view team members
Activity: See updates when new members join, when donations are received, and when team members post updates
Message board: Communicate with team members about fundraising plans, share tips, and celebrate goals together. Posts sent via the Message Board
Team updates: See what photos, media, and stories team members are sharing with their donors and the Community
Donations: See a full list of donors and who they've supported on your team
Team Dashboard Video Tutorial
This video is designed to be shared with team captains and fundraisers on teams to help introduce them to the Team Dashboard. It may be helpful to watch to understand the different features.
Frequently Asked Questions
Can non-fundraising participants that are on teams use the Team Dashboard?
Accessing the Team Dashboard requires logging into a fundraising page on Pledge It. If someone did not create a fundraising page, they won’t be able to visit the Team Dashboard. However, they will receive messages sent to the team if they provided an email address during registration.
How can team captains download their team’s donation data?
Team captains can visit their Team Dashboard and go to the Donations tab. There will be a button labeled Download that will allow them to export their donation data. They must be logged into Pledge It to access their Team Dashboard.