Using Your CrowdRise Dashboard

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Basil Ward
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Using Your CrowdRise Dashboard NOTE: This document is OPTIONAL and is not necessary to set up and manage a successful Personal Fundraising campaign.

1 Using Your CrowdRise Dashboard NOTE: This document is OPTIONAL and is not necessary to set up and manage a successful Personal Fundraising campaign. This guide provides step-by-step instructions on how to use your campaign dashboard on CrowdRise. Step 1 - Log in to Your Page Log in by going to and selecting your fundraising page under MY FUNDRAISERS from the drop-down menu at the top, right side of the screen. Step 2 Understand Your Dashboard The page you are on will have a Welcome to CrowdRise title and orange banners. This page is your dashboard, a place where you can make edits, see donations, and send updates. Essentially, it is the back-end of your personal fundraising page. Note: The Create, Explore, and Find options listed on this orange banner are for additional actions on CrowdRise and are not relevant to this campaign. 1

2 On your dashboard you will see a left menu bar, to the right is your current photo and the link to your page. In the middle is a center menu bar with a chart that will show different information relating to the steps you take and donations you receive. Step 3 Personalize Your Page Screen Shot: Overview of Dashboard If you didn t get the chance to personalize your page when you joined your team, selecting Edit on the left menu bar is the best way to get started. The first section is where you can upload and re-order your photos and videos. Screen Shot: Left menu 2 Screen Shot: Photo upload section

Screen Shot: Goal and story edit section These are great steps to take to personalize

3 The next section is where you add a personal fundraising Goal, and the last section is where you can edit the Campaign Story field to add a personal message. Screen Shot: Goal and story edit section These are great steps to take to personalize your page, for detailed instructions on these steps please use the Page Set Up Guide on CrowdRise. 3

4 Step 3 - Review the Center Menu Bar The Center Menu Bar is the light gray box in the middle of the screen where the charts are displayed. It looks like this: Raised lets you see charts of how much money you ve raised, this will be visible once some donations post to your page, and is always cumulative. Donations lets you see charts showing daily donation amounts. Traffic shows activity, or visitors to your page, based on the day Set Up shows the steps you ve taken and provides quick links for some actions. Under the Set Up option you will find different actions you can take to update and share your page, including some of the same steps you can take in the Edit section discussed previously. Screen Shot: Center menu bar Description lets you update the personal message you have on your page. Photo is a quick way to edit/add photos on your page. You can upload a few pictures to store and switch them when you want. Share provides quick links for sharing your page via , Twitter and Facebook. The message cannot be edited, but the social media updates are editable. Goal lets you add/update your personal fundraising goal. As you complete each step a check-mark will appear and the % to complete icon will update. Follow each step to get your personal fundraising page ready to go! 4

5 Step 4 - Share Your Page Using the tools on the Share tab you can start reaching out to your network. Screen Shot: Share tab You can choose to share your page through , Twitter or Facebook. A great first step is to access the option to contact your supporters. Just click on the icon and add up to ten addresses. This will send the link to your page with the message Please check out my fundraising campaign on CrowdRise. To send, select I m not a robot and follow the prompts on the picture selection. A green checkmark appears once you finish, then you can hit Send and close the screen. Screen Shot: Sharing via To send a personal , just copy the link provided here into your own messages. You will also receive a welcome with the same link included after you register on CrowdRise. You can find sample messages to use in the toolkit available on CrowdRise. Follow similar steps to share on other social platforms. 5

6 Step 5 - Explore Additional Options Back on your dashboard, below all the options listed by the charts is the Post Update tool. Screen Shot: Post update This lets you send out an instant update that appears on your fundraising page. Updates are a great way to let everyone know about important milestones, new donations, and other campaign progress. You can add a photo and change some of the text options. Click on the Preview button to see what it will look like. If you are satisfied with your update, hit Publish to send it out. Once you post the update it will show up on your page like this: On the left menu bar on your dashboard you will see some more options: My Fundraisers shows any fundraising pages you have set up, if you have joined multiple teams. View lets you see what your page looks like to everyone else. Edit lets you change the information you added when you first set up your page. Team lets you use a template to invite additional people to join your team. Remember, you are a team member, so anyone you invite would also join as a team member and create their own fundraising page. Select Invite Team Members from this screen, then click SELECT TEXT to copy and paste the message into an . The link to your team s fundraising page will be included. Advanced lets you access a Report Center where you can run a Screen Shot: Left menu bar Donation Report for all donations to your page. This is a great tool for sending thank-you messages. 6

7 You can also access the My Fundraiser Widget from here. This is a great tool for inserting into a website or blog post, just click on the red text anywhere in the box to copy and paste the html coding. The widget looks like this: Screen Shot: My fundraising widget Step 6 Review Your CrowdRise Profile At the very top of your page, where you logged in, you will see some additional options in the drop-down menu. Screen Shot: CrowdRise admin menu MY FUNDRAISERS shows you what team s you ve joined. MY PROFILE shows you what fundraisers you have set up, lets you add a profile picture, start a new fundraiser, and shows you how to use your impact points from CrowdRise.* ACCOUNT lets you update your address, change your password and use some additional features. LOG OUT is also available on this menu. *Impact points are a reward program through CrowdRise and is not affiliated with the Red Cross. Please go to to find more information Thank you again for fundraising for the American Red Cross, we truly appreciate all of your efforts! Reach out to us with any questions at sta.p2p@redcross.org The American Red Cross 7

Navigating Your CrowdRise Dashboard Team Member Guide

Navigating Your CrowdRise Dashboard Team Member Guide Once you have set up a fundraising page and added some pictures, it s time to explore more options available on your Dashboard. Step 1 - Log in to