Note: This feature only applies to campaigns with peer-to-peer features enabled.
If a participant joining a peer-to-peer campaign wants to take full advantage of fundraising tools and have the ability to edit and personalizes their page, they will need access to the fundraising page through a Pledge It account. In most cases, the individual participating in the fundraising campaign will enter their own email to create an account and manage their own fundraising page.
However, there are some scenarios where fundraising pages are needed for children or individuals who do not have email addresses. Pledge It's managed fundraiser page feature allows one individual (such as a parent) to manage multiple fundraising pages under one Pledge It account, using the same email address for each fundraiser.
This article will review a participant's experience of creating a managed fundraiser page and how they are able to navigate between managed fundraiser profiles so that your organization can be familiar with how it works from a participant perspective. It will also review what you see in your campaign's Dashboard when fundraiser pages are being managed by others.
Note: Managed fundraiser pages can only be created by a supporter during registration, as they get tied to the user's Pledge It account. Admins cannot create managed fundraiser pages on behalf of users.
How Participants Create a Managed Fundraiser Page
When registering for any peer-to-peer based campaign, individuals proceeding through the registration workflow will see an option to register themself or register someone else. When electing to register someone else, they will be able to create a fundraising page for that person.
After entering the participant's fundraising goals, there will be a prompt allowing them to add the fundraising page to their account. Toggling this option on will allow give the user completing registration the ability to manage the participant's fundraising page under their Pledge It account.
Note: By default, the option to create a managed fundraiser page is turned off. When this feature is not enabled, the individual that was registered would receive an email at the unique email address provided for them. That email would include a link to claim their page and start their fundraising journey. Their fundraising profile would be self-managed.
If an individual has registered someone else and selected to manage their fundraising page, the individual completing registration will see a "Managing" flag on the registration or ticket added to their order. This is a signal to them that this page is going to be managed under the user's Pledge It account.
Navigation Tools for Managed Fundraiser Pages
Upon completing registration, participants on peer-to-peer campaigns are immediately taken to their fundraising page to customize the page and share it with donors. If an individual has selected to manage multiple fundraiser pages, they will be able to toggle between the different fundraising profiles they are managing to edit each page or complete actions for each managed fundraiser page.
The fundraiser selection toggle will appear throughout the campaign as the manager navigates through different features. Every time an action is performed on a fundraiser's behalf, such as posting an update or inviting donors, the platform will confirm which profile the action is being completed for.
What Admins Can Expect
There may be fundraising pages on your campaign that are managed under one Pledge It account. This is most likely on campaigns where youth participants are being registered and parents are opting to manage their profiles under one parent's account, but it may happen in other scenarios as well.
When pulling up a participant's profile in your campaign's Dashboard, you will see a "Managed by" category on the right side panel under the About section. This will indicate the Pledge It account of the person who registered the participant and is managing their page.
When editing a managed fundraiser profile, you will also see a flag informing you who is managing the account, as the email address affiliated with the participant will be under the manager's email.
Frequently Asked Questions
Can admins create multiple fundraising pages for a family from the admin dashboard and use the same manager's email for all multiple pages?
No. Managed fundraising profiles must be created by the person who wishes to manage the profiles. Admins cannot create managed fundraiser pages on behalf of users, though can they create self-managed pages. When creating participants through your dashboard, you will be unable to enter an email address that is already in use by a fundraiser on your campaign.
How do notifications work for managed fundraiser pages?
All fundraising notifications and messages sent via the campaign will go to the email address of the Pledge It account that is managing the fundraiser pages. This allows the manager to get updates about all the pages they are managing under one email address.
Can someone manage multiple fundraiser pages for participants that are on different fundraising teams?
Yes. The manager will be able to toggle between the Team Dashboard for each user if participants are on different teams.
Can someone manage multiple fundraiser profiles when minimum fundraising commitments are required?
Yes. If fundraising commitments are required on a campaign, the manager will be prompted to review the minimum fundraising commitment required of each participant during registration and will place a single credit card on file that will be tied to each managed page. When toggling between each page, they will be able to see the monitor the commitment progress of each participant.