Navigating Your CrowdRise Dashboard Team Member Guide

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Marylou McDonald
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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.

com/americanredcross and select your fundraising page under MY FUNDRAISERS from the drop-down menu at the top right side of the screen.

1 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 Your Page Log in by going to and select your fundraising page under MY FUNDRAISERS from the drop-down menu at the top right side of the screen. Step 2 - Navigate to Your Dashboard Select the Dashboard option on the far left side, you will be directed to a page with an orange banner across the top. This page is your Dashboard, a place where you can make edits, see donations and send updates. You will see your current fundraising page to the far right and lots of menu options throughout the screen. Note: The options listed on this orange banner are for additional actions on CrowdRise and are not relevant to this campaign. 1

2 Step 3 - Review the Menu Bar Your menu bar is the light gray box in the middle of the screen. 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. Let s explore some of the actions under Set Up. Description lets you update the message you have on your page. Photo is a quick way to edit the photo(s) 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 update your fundraising goal. 2

3 Step 4 - Share Your Page Using the tools on the Share tab you can start reaching out to your network. 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. 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 then close the screen Tip: the custom link to your page is listed here Follow similar steps to share on other social platforms. 3

4 Step 5 - Explore Additional Options Back on your dashboard you can see the updates to your page in the module on the far right. Your fundraising title will be here Your updated photo will be here Your personal URL link will be here Tip: If you click anywhere on your URL it will automatically copy the link Directly below all the options in the light grey menu bar is the option to 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: 4

On the left side of your campaign dashboard you will see some more options: My Fundraisers shows any fundraising pages you have set up, if you have joined multiple teams.

5 On the left side of your campaign 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 Donation Report for all donations to your page. This is a great tool for sending thank you messages. You can also access the My Fundraising 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: 5

6 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. 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 6

Using Your CrowdRise Dashboard

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