RunSignUp Help Guide

Transcription

1 RunSignUp Help Guide

2 P a g e 1 Help Guide Table f Cntents Basic Dnatin Setup Basic Fundraising Setup Frced Fundraising Fundraiser Milestnes Fundraiser Refunds Default Fundraiser Messages Display Settings Other Basic Settings Advanced Fundraiser Setup Fundraiser Types Fundraiser Custmizatins Fundraiser Rster Reprt Fundraiser Questins Charities Charity Settings & Set-up Charity Management (Admin) Charity Management (Charity) Charity Dnatin Checkbx Dnatin & Fundraising Reprts Dnatin Reprts Matching Gifts Fundraiser Reprts Fundraiser List Reprt Fundraiser Reprt Generatr Fundraiser Minimum Reprts Managing Fundraiser Pages (admin) Dnatin Summary Set-up Pledges Pledge Set-up Pledge Reprts Manual Dnatins Entering Dnatins Imprting Dnatins Cmmunicatin Send s Fundraiser Templates My Fundraisers Accessing Fundraising Management Fundraiser Management Permissins

3 P a g e 2 RunSignUp HwT Vides RunSignUp als prvides extensive HwT Vides and Guides n ur website. The vides are easily accessible and always available t help educate race directrs, charity rganizatins and fundraisers. Basic Dnatin Setup Basic Fundraising Setup Advanced Fundraiser Setup Charities Dnatin & Fundraising Reprts Pledges Mange Yur Fundraising Page RunSignUp Dnatin and Fundraising Webinars Dnatin Webinar Fundraising Webinar Additinal RunSignUp Resurces RunSignUp Dnatin Blgs RunSignUp Fundraising Blgs

4 P a g e 3 RunSignUp Dnatin & Fundraising Manual 2017 This is a cmprehensive verview f RunSignUp s dnatin and fundraising features. Screen shts with a blue shadw shw are f the race directr/back-end view in RunSignUp Screen shts with an range shadw are f the fundraiser/frnt-end view in RunSignUp Races can access RunSignup s dnatin and fundraising settings frm the dnatin tab n the Race Directr Dashbard. Set-up: The Setup tab is brken dwn int 4 different areas: Basic Setup Dnatin Summary Setup Advanced Fundraiser Set-up Fundraiser Questins Basic Dnatin Set-up: RunSignUp allws yu t set up a dnatin sectin within yur race page, giving yu the ability t enable fundraisers, fundraising teams, pledges, waived event fees based n fundraising minimums and mre. The first step is t select yur Dnatin Prcessr (this manual is nly cvering the RunSignUp integratin, but please be aware we d ffer limited integratins with FirstGiving and Crwdrise) Additinal infrmatin abut the RunSignUp and Crwdrise integratin can be fund here: Additinal infrmatin abut the RunSignUp and FirstGiving integratin can be fund here: After selecting RunSignUp as the dnatin prcessr, the race can cmplete these additinal fields r enable these ptins: Accept Dnatins Starting (this is the date the race wuld like t start accepting dnatins)

5 P a g e 4 Accept Dnatins Until (this is the last date the race wuld like t accept race dnatins. If yu wuld like t accept dnatins indefinitely, just leave this field blank. Overall Gal Descriptin/Additinal Infrmatin fr yur rganizatin- the descriptin will appear at the tp f the dnatin page t let registrants and dnrs knw mre abut the race, cause and rganizatin. We HIGHLY recmmend that races custmize this infrmatin as dnrs are mre likely t make a dnatin when they knw where the mney is ging and wh is benefiting frm their dnatin. Gal Thermmeter (this will display the Gal Thermmeter n the main dnatin page t shw current dnatin amunts and verall gal) Dnr List Optins Shw Scrlling list f ALL Dnatins Shw Scrlling list f tp dnatins/fundraisers fr tp 25 dnatins, individual fundraisers and team fundraisers

6 P a g e 5 Dnatin Levels races can add as many dnatin levels as they wuld like. These ptins will appear as selectin blcks n the main dnatin page t prmpt certain levels f dnatins. Users will als be given the ptin t enter their wn custm dnatin amunt. Dnatin levels will be srted by amunt

7 P a g e 6 Basic Fundraising Set-up: With the use f RunSignUp s fundraising tls, races can maximize their dnatins by allwing users t becme fundraisers and create fundraising teams. Here is an verview f the different fundraising settings that RunSignUp currently ffers: Allw Users t becme Fundraisers users will be able t sign-up as fundraisers regardless f whether r nt they are registered fr the race. Allw users t set-up new fundraiser teams fundraiser teams are grupings f fundraisers- each team can wrk twards a cllective gal. If this ptin is nt enabled, users will still be able t jin any teams that have already been created, but they wn t be able t create NEW teams. If this ptin is nt enabled, a race directr still has the ptin t create a fundraising team n the back-end f the system. Require that individual fundraisers jin r create a fundraising team sme races dn t want t allw registrants t fundraise individually, s everyne is tied t a fundraising team. If yur race has a need fr this ptin, make sure t enable this setting: When this ptin is enabled, RunSignUp will nt allw individual fundraisers D NOT allw new fundraisers withut a registratin this setting allws races t ensure that nly registered participants can fundraise fr the race/event. When this ptin is enabled, registrants will have the ptin t create a fundraising page during registratin r after registratin frm their registratin recrd in their RunSignUp prfile. When this ptin is turned ff, registrants will still have the ptin t create a fundraising page during/after registratin. Hwever, nn-registrants will als have the ptin t becme a fundraiser frm the Becme a Fundraiser buttn/tab n the RunSignUp race and dnatin pages. If a registrant selected an event that requires a fundraiser, hide the setup frm and autmatically create their individual fundraiser

8 P a g e 7 When this ptin is enabled, the fundraising page creatin prcess will be skipped DURING registratin and a page will autmatically be created fr every registrant in a frced fundraising event. The registrant will receive a fundraiser created ntificatin with a link t their page and instructins t access and manage their page. If fundraising teams are enabled abve, the registrant will see the ptin t set-up a fundraising team page during registratin. If a team is created, the individual page will autmatically be created and everyne in that transactin will be placed n the team. If the race is using frced fundraising with waived registratin fees, DO NOT enable this ptin. Frce new RACE race teams t create new fundraising teams. This setting shuld nly be enabled if the race is using RunSignUp s grup/team features, which can be enabled under Participants>>Grups/Teams>>Setup. If the race is nt using race teams, but still wants fundraising teams- please use the fundraising team ptin abve. If the race is utilizing race teams because f a need fr team specific pricing, minimum/maximum number f team members, etc- then this ptin can be enabled. When this ptin is enabled, it will frce a race team captain t als create a fundraising team page- s the race will have the same number f race teams and fundraising teams. If the secnd ptin is enabled belw, RunSignUp will nly allw race team captains and members t jin a fundraising team, s individual registrants will nly have the ptin t fundraise individually. Frce fundraisers t select a charity (if charities are set up). This is a great feature fr races that have multiple charities integrated with their registratin. If this ptin is enabled and user chses t fundraise, RunSignUp will frce the fundraiser t select the charity they are fundraising fr when they are creating their fundraising page. If this ptin is nt enabled, registrants will have the ptin t d generic fundraising, which means the dnatins g directly t the race. S, these dnatins can be split up by the race later and paid ut t specific charities at the race s discretin.

9 P a g e 8 Frced Fundraising: RunSignUp has the ptin t require fundraising n a per-event basis. In the Waived Event Fee Settings (Optinal) table, each event is listed in a new rw. The race can decide, by event, if they are ging t require that all participants becme a fundraiser by checking the bx in the Require Fundraiser clumn. Require Fundraiser when this ptin is enabled, everyne registering fr that event will be frced t create a fundraising page during registratin. If the race wuld like each registrant t have a fundraising page, but wuld like it hidden during registratin- make sure t check the If a registrant selected an event that requires a fundraiser, hide the setup frm and autmatically create their individual fundraiser ptin abve. Fundraising Minimum (Fee NOT Waived) If an amunt is entered in this clumn, registrants will be frced t agree t the minimum amunt during the fundraising page creatin prcess. Use this clumn if the race wants registrants t agree t the minimum fundraising amunt and pay the registratin fees fr the event. Fundraising Minimum (Fee NOT Waived - If an amunt is entered in this clumn, registrants will be frced t agree t the minimum amunt during the fundraising page creatin prcess. Use this ptin if the race wants registrants t agree t the minimum fundraising requirement in exchange fr a FREE race registratin. Dnatin Deadline fr Waived Event Fee this is the deadline fr reaching the minimum fundraising requirement fr the Fundraising Minimum (Fee Waived) ptin. If fundraisers have nt met the minimum by this date, RunSignUp des NOT autmatically remve them frm the race. Hwever, we d prvide a reprt and a simple way fr the race t bulk-remve these registrants if they chse t. This reprt can be fund in the Fundraisers Tab. Click the green REPORTS drp-dwn menu and select Fundraiser Minimums. Fundraisers wh have met their minimum can be hidden and anyne wh is left can be remved by selecting the Remve Registrants actin in the Select an Actin drp-dwn menu.

10 P a g e 9 Number f Guaranteed Fundraiser Entries This is the number f guaranteed fundraiser entries that yu wuld like t allw fr each event in yur race. RunSignUp lks at the number f registrants that have had their fee waived, up t this guaranteed number. Be careful when using this setting, as it culd verride participant caps that yu have set-up fr an event, which wuld result in slightly verselling an event. Fundraiser Milestnes: RunSignUp gives races the ptin t add milestnes that will display at the tp f fundraiser pages nce they reach a certain dnatin amunt. RunSignUp als has the ptin fr fundraiser BADGES, which can be enabled n the Advanced Fundraiser Settings page after the basic milestnes are set-up. Milestne Amunt This is the amunt that the fundraiser needs t raise in rder fr the milestne STAR and Milestne text t appear N. f Stars This is the number f stars that the race wuld like t appear next t each milestne test. RunSignUp has the ptin f 0 Stars 5 Stars. Milestne Text This is the milestne text that the race can custmize s it appears at the tp f the fundraising page next t the stars. Milestne Badges: If a race wuld like t utilize the milestne badges, they can set them up n the Advanced Fundraiser Settings Page under Dnatins>>Set-up>>Advanced Fundraiser Set-up. Milestne badges appear n a fundraising page, nce the fundraiser has met the set milestne. Milestne badges are used t mtivate and encurage fundraisers as they cntinue t recruit dnatins and supprt yur rganizatin.

11 P a g e 10 Milestne Clumn This clumn shws the milestne text set-up by the race n the basic fundraiser setup page Badge Here the race can uplad a custm badge fr each milestne that has been reached. If badges are used, the badge will appear INSTEAD f the milestne text and the milestne stars n the fundraising page. Fundraiser Refunds: RunSignUp gives races the ptin t ffer refunds nce a fundraiser reached a certain threshld fr their assciated fundraiser page. Registrants wh set-up a fundraiser will need t select a checkbx indicating that they want the refund if they reach gal. The refund amunt and threshld can be setup n a per event basis: Dnatin Amunt at which the Registrant Will be Refunded This is the amunt that the fundraiser needs t raise in rder fr a refund t be initiated fr this event. Fr instance, a race might want a fundraiser t raise $750 in rder fr their half marathn registratin fee t be refunded, $500 fr the 5K and $100 fr the 1 mile event. Refund Amunt This is the amunt f the registratin fee that will be refunded Ensure Registratin Balance This is the net amunt f the registratin fee that the race wants t keep fr this event. In this scenari, the half marathn registratin fee is $125. The race wants t make sure that they keep $25 fr every half marathn registratin, s they are ffering a $100 refund. Hwever, if this fundraiser riginally used a $10 cupn cde when they registered, RunSignUp wuld nly refund them $90 if they hit the $750 fundraising threshld.

12 P a g e 11 The participant paid $115, s RunSignUp will ensure that the registratin balance desn t g belw $25. Ntes: The ptin t apply fr a fundraiser refund is nly available while registratin is pen, s fundraisers can t receive a fundraiser refund if they meet the fundraising threshld after the race has passed. The prcessing fee fr the registratin is NOT refunded If a registrant did nt select that they want t be eligible fr a fundraiser refund during the registratin prcess and later wants t pt-in, this is smething that the race can help with by editing the setting in their fundraising page:

13 P a g e 12 Default Fundraiser Messages: RunSignUp has an ptin fr race directrs t enter a default fundraiser message. This message will ppulate n each new fundraising page that is created fr individuals r teams. Fundraisers will have the ability t edit, delete r add t this default message nce their page is created. We recmmend that races take the time t custmize this setting when fundraising is turned n. There are a surprising number f fundraisers that dn t take the time t custmize their page, s having a default message makes the page lk nicer, gives charities mre cntrl ver their branding, and mre peple will be willing t make a dnatin t a fundraising page when they knw where the funds are ging and what they are supprting! The default fundraising message will appear n a fundraising page in a frmat similar t this:

14 P a g e 13 Offline Payment Instructins: Mst rganizatins still accept dnatins by check, s RunSignUp gives races an easy way t facilitate these check dnatins s they can be tracked alng with verall race dnatins. Yu can enter ffline payment instructins fr dnrs wh wuld prefer t mail in a dnatin r dnate in persn by cash/check. Once the ffline dnatins are received by the rganizatin, they can be manually entered r batch imprted under Dnatins>>Manual. Offline dnatins must be entered by a race admin r a charity cntact (we dn t have a way t allw fundraisers t enter their wn ffline dnatins n their fundraising page)

15 P a g e 14 Display Settings: There are a few different display settings that races can chse frm when setting up their dnatin and fundraising pages. At the bttm f the page, expand the Display Settings sectin: Dnatin Page Text By default, the race name shws at the tp f the dnatin page. Races can update this text s ther text will appear instead f a race name. Dnatin Descriptin/Additinal Text Lcatin When races use a certain cmbinatin f settings, smetimes the dnatin descriptin will appear at the bttm f the dnatin age, instead f the tp. Races can use this setting if yu want t make sure that the descriptin always appears at the tp f the dnatin page: Dnatin Page Image Here races can uplad an image that will appear at the tp f the dnatin page, instead f yur race lg. This will als appear n each fundraising page when a fundraiser des nt uplad a persnal image

16 P a g e 15 Dnatin Tab Text Races can use this field if yu wuld like the main DONATE buttn t display different text, fr instance SUPPORT US! On Behalf Of Display Text when making a dnatin, dnrs will have the ptin fr their dnatin t shw their name, annymus r they can use the n behalf f filed if they wuld like t make a dnatin n behalf f smene else. Sme races wuld prefer that the On Behalf f text say smething different, like In Memry Of r In Hnr Of - which can be custmized in this field Menu Item Placements There are a few different ptins that will appear n the race menu, when certain dnatin and fundraising settings are enabled. RunSignUp allws yu t custmize hw yu wuld like these fields t display n the race page. These ptins are available fr these tabs: Becme a Fundraiser Tp Fundraisers Tp Charities Individual Fundraisers Team Fundraisers If these settings apply t the dnatin and fundraising settings that are enabled, races can chse if they want these items t be: Tp Level Menu Items Sub-Menu under Dnate ( fly-ut menu ptin under the dnate tab) Hidden frm the Menu

17 P a g e 16 Tp Fundraisers Display by default each individual fundraiser and fundraising team will have it s wn Blck n the dnate page. The dnatin blcks lk like this: Races can chse t shw a single clumn list f fundraisers instead f these blcks with the ptin Instead f shwing tp fundraisers as a series f blcks, shw them as a singleclumn list. With this setting, the page lks like this: Charity Display If a race has nly ne charity integrated with the registratin prcess, RunSignUp will default t hiding the charity infrmatin n the main dnatin page. Usually the race will custmize the descriptin with infrmatin abut the charity. Hwever, there is an ptin t still shw the charity infrmatin- even if nly ne charity is tied t the race. Custmizatin There are a few different s that are sent thrugh RunSignUp fr dnatins and fundraising. These s are dependent n the features that are enabled and if

18 P a g e 17 the ntificatins are turned n. Yu can custmize each f these s by fllwing the links in the display settings sectin: Dnatin Cnfirmatin This is the that is sent t the dnr after a dnatin is made. Usually, races will want t custmize this t include rganizatin name, rganizatin address, tax ID and sme thank yu text. Dnatin Cancellatin In RunSignUp, dnrs have a 15 minute windw where they can vid a transactin. If this CLEAR buttn is used, the system will send the dnr an t cnfirm the cancellatin. Fundraiser Creatin This is the that is sent t each fundraiser nce their page has been created. The includes infrmatin n hw t access and edit their fundraising page settings. Fundraiser Deletin This is sent ut if a race deletes a fundraising page. Fundraiser Dnatin This is sent ut the fundraiser t let them knw when a dnatin has been made t their page. Fundraiser Dnatin Cancellatin This is sent t the fundraiser if a dnr clears/vids their dnatin within the 15 minute time windw Fundraiser Gal Reached This is sent t a fundraiser if they have set a gal fr their fundraising page and they REACH it! Fundraiser Minimum Reminder Fr races with required fundraising minimums, this can be used t remind fundraisers f the amunt they have cmmitted t, let them knw hw far they are frm their gal and remind them f their fundraising link s they can keep recruiting dnatins. HEPDATA We have dne an integratin with HEP DATA t prvide an easy way fr dnrs t find ut if their cmpanies ffer a matching gift prgram and hw t prcess thse matching gifts. Here is a blg with mre infrmatin n hw t use this feature:

19 P a g e 18 Other Basic Settings: Tax Deductin Rules If dnatins r registratins fr yur race are tax deductible, races can enter that infrmatin and RunSignUp will calculate the deductible amunt fr dnrs and registrants. Dnatin Percent Registratins here yu will enter the amunt f the registratin fee that is NOT tax deductible. The system then calculates the percent that is tax deductible after any ther discunts, cupns, r adjustments have been made during the registratin/payment prcess. It is pretty rare fr races t use this setting, s please read carefully if yu are setting this up. External Dnatin Websites RunSignUp gives races the ability t link t external websites fr dnatins. If yu are using Crwdrise r FirstGiving fr dnatins, yu wuld enter thse links in this sectin: Custmizing Prcessing Fee Text and Display RunSignUp gives races the pprtunity t prmpt registrants t pay the prcessing fee fr stand-alne dnatins. While the number f dnrs that select this ptin is relatively small, it is still a great feature designed t save charities mney. G t Financial>>Pricing>>Prcessing Fee Type Select the ptin fr Give dnrs the ptin t pay the prcessing fee when making a standalne dnatin. In additin, races can add a custm prmpt specific t their rganizatin t encurage dnrs t pay the fee

20 Links Races can view the link t their fundraising page under Dnatins>>Links P a g e 19

21 P a g e 20 Advanced Fundraiser Set-up: There are quite a few advanced fundraising features that are nt used by a large number fundraising races. Hwever, RunSignUp has a very easy way fr yu t enable these features when they are needed. Fundraiser Types: If a race wants t be able t categrize their fundraisers, they can add fundraiser types fr individuals, teams r bth. Fundraising types are mst cmmnly used by races that give ut prizes fr different types f fundraising teams. Sme fundraising types might include: Crprate, Friends and Family, Hspitals, Cmmunity Teams, Cllege Teams, etc. Races can set-up their fundraiser types and chse if they want t set a default type When a fundraiser is creating a fundraising page, they will have the ptin t create r jin a new team- similar t this: Races can chse wh shuld be chsing a team type during the fundraising prcess (teams, individuals, individuals and teams). It is nt very cmmn fr individuals t select a fundraising type, s it mst cases- races will want t chse Team fundraisers frm the drp-dwn menu.

22 P a g e 21 Fundraiser Custmizatins: By default, RunSignUp refers t individual fundraisers as Fundraisers and grups f fundraisers as Team Fundraisers. Hwever, there are certain events where this terminlgy des nt always fit perfectly. S, there is a way fr a race t replace the term fundraiser and team fundraiser with verbiage that is mre specific t their needs. Fr instance, a jg-a-thn might replace fundraiser with student and team with classrm s it makes mre sense t dnrs and parents. Races can als custmize the text that appears in the fundraising page header, the Create r Jin a Fundraising Team prmpt, and give specific instructins t prmpt fundraisers t create r jin a team.

23 P a g e 22 Fundraiser Rster Reprt: RunSignUp gives races the ptin t allw team captains t view their team rster reprt. In additin, if captains are allwed t view their rster- the race can chse which fields a captain shuld be able t view. This can be enabled at the bttm f the Advanced Fundraising settings under Dnatins>>Setup>>Advanced Fundraiser Set-up: When the fundraiser rster reprt is enabled, fundraising team captains will be able t view their rster frm their fundraising settings and dwnlad a CSV f their team members and infrmatin: Fundraiser Questins: Fundraiser Questins can be enabled under Dnatins>>Set-up>>Fundraiser Questins. Fundraiser Questins are asked t fundraising team captains ONLY. If yu have a questin that yu want asked f every registrant, nt just fundraising captains- yu will want t set-up the questin under Race>>Registratin>>Questins.

24 P a g e 23

25 P a g e 24 Charities: Races can add a charity r multiple charities t the dnatin prcess. Charities can be added under Dnatins>>Charities. Charity Settings & Set-up Click the ADD CHARITY buttn t add each charity and custmize their unique page Enter Charity Name Uplad Charity Lg Enter Charity URL Add Charity descriptin Cnfirmatin this gives a race the ability t set a specific dnatin cnfirmatin message based n the charity that the dnatin was made t. This way, the tax ID and thank yu message will be specific t each charity, instead f at the verall race level. Default Fundraiser Message similar t the default fundraiser message n the basic fundraising set-up page, charities can add a default message specific t their fundraisers. This way, if a fundraiser chses t fundraise fr Charity A- their fundraising page will display text that make sense fr their charity. Charity Gal

26 P a g e 25 Charity Management (ADMIN) Charity Management (ADMIN Settings): There are als a few ADMIN settings that the race can chse frm as they add each charity Offline Dnatins- a race can allw a charity t enter their wn ffline dnatins thrugh their charity management dashbard. This ptin is nly available if yu are granting the charity direct payment access. T enable this ptin, check the bx fr If set up with direct charity payment (belw), allw the charity t enter ffline dnatins fr yur race Display Charity n RSU, but dn t accept dnatins- There are a few different circumstances where a charity might need t be displayed t dnrs and/r during the registratin prcess, but they aren t able t accept dnatins thrugh RunSignUp. One example f this is a natinal charity that has their wn registratin prvider- they still want t appear s registrants are aware that they are part f the race. Hwever, they can nly accept dnatins thrugh their platfrm. If a race has a charity with a similar situatin, they can be added t RSU as a charity and the race can check the bx fr D nt accept dnatins n RunSignUp fr this charity. Instead, this charity will link t the Charity URL listed abve. This way, the charity is still clearly listed as a charity partner and they can accept dnatins thrugh their wn platfrm. Hide Charity frm the public this setting is rarely used, but it is cnvenient if a race has a charity partner that drps ut mid-way thrugh registratin. In this case, the race wuldn t want t delete the charity because dnatins have already been made t the rganizatin. With this ptin, the race can hide the charity t prevent future dnatins and still have detailed accunting recrds fr the existing dnatins. Direct Payment Set-up (Optinal) Races have the ptin t grant each charity access t a charity management dashbard. This ptin is nly available t a charity if they will receive direct payments fr dnatins. Enter Cntact Name Enter Cntact Click SAVE CHARITY Once the cntact infrmatin is entered, the charity cntact will receive an with instructins t claim their accunt and access their charity management dashbard.

27 P a g e 26 Charity Management (Charity Access) Charity Access When a charity is granted direct payment access, they will als have access t their wn charity management dashbard s they can view their dnatins, payments, and fundraisers. This is a great feature fr races t utilize, since it allws races and charities t have fully integrated dnatin and fundraising reprting, while als taking wrk ff f the races plate! Charity Management Dashbard - After a charity cntact is added, they will receive an invitatin t accept the access and set-up their payment infrmatin. Once they have set-up their user accunt and claimed access, they will see this Dashbard: Dnatin Summary Each charity will be able t see a quick summary f the dnatins they have received fr each race they are tied t. They can als click the DOWNLOAD DONATIONS buttn t view a full dnatin reprt with dnr infrmatin. View Payments This reprt gives a quick summary f the charity payments. The charity can click n PAYMENT DATE link t see a detailed list f each dnatin in that payment with the dnr infrmatin and payment amunts. Access Cntrl - This is where a charity admin can grant access t ther charity administratrs. They can give smene full access r read nly access. Payment Set-up - This is where the charity will set-up the payment inf/address fr the charity payments. Payment Optins - Charities can put payments n-hld if they want t wait until a certain date t receive funds. (Sme charities dn't want t receive the funds until the race has passed) Offline Dnatins- If access is granted by the race, charities will have access t enter their wn ffline dnatins and assign them t a fundraising page. The charity can click n Offline Dnatins, then click n the Race Name and they will see the ptin t enter the dnatin infrmatin and tie it t a fundraisers.

28 P a g e 27 View Fundraisers - Charity cntacts can click n the "View Fundraisers" link t see a list f their fundraisers, links t the fundraising pages, fundraiser cntact infrmatin and ttals raised.

29 P a g e 28 Charity Dnatin Checkbx Races can add a quick dnatin ptin n the checkut page. This is meant t be simple and quick, which is why the setting can nly be enabled fr ne charity and a fixed dnatin amunt. If enabled, the registratin checkut page will include a checkbx t add a fixed dnatin amunt twards the selected charity. The checkbx appears right belw the credit card number and, as mentined abve, can be set fr a single charity and a fixed dllar amunt. In rder t add the checkbx, the race must have at least ne charity set-up under Dnatins>>Charities. The race can enable it with a simple checkbx, set the amunt and pick the charity (if there are multiple). If the race nly has ne charity and fundraising is nt enabled, the dnatin page will be skipped during the registratin prcess and nly the checkbx will shw n the checkut page. If the race wuld like the dnatin step t shw, they can turn n the setting Always shw Dnatin Step in the charity checkbx settings: If the race has mre than ne charity, the dnatin page will shw during registratin in additin t the checkbx n the checkut page. If a registrant makes a dnatin t the charity n the dnatin page, the checkbx will nt appear fr them n the checkut page. This is by design t prevent duble dnatins.

30 P a g e 29 Reprts RunSignUp ffers a variety f dnatin, fundraising and pledge reprts. These reprts can be viewed directly in the back-end f RunSignUp r dwnladed as CSV files. Dnatin Reprts Races can view dnatin reprts under Dnatins>>Reprts>>Dnatin Reprts. Dnatin Ttals the main dnatin reprt page gives a clear utline f the fllwing infrmatin: Ttal Number f Dnatins Ttal Amunt f Dnatins Ttal f dnatin prcessing fees paid by the race Ttal amunt f dnatins after prcessing fees Charity Ttals the main dnatin reprt page als gives a clear breakdwn f dnatins brken dwn by charity, if charities are enabled fr the race. Dnatin Amunts RunSignUp prvides a graphical reprt and a summary f the dnatin amunts fr the race. This allws races t view a quick summary f dnatin ttals and see if there are certain dnatin amunts that are trending. Dnr Infrmatin there is a quick display f dnr infrmatin that appears at the bttm f the main dnatin reprt page. RunSignUp shws basic dnr infrmatin n this page, but prvide a way t dwnlad a CSV reprt with additinal dnr infrmatin. Dnatin Editing - Frm the dnr infrmatin grid, a race can click the EDIT buttn n the far right f the dnatin if they need t update the On behalf f infrmatin, assign the dnatin t a different fundraiser, r make the dnatin annymus. If multiple charities are enabled fr a race, the race des nt have the ability t mve the dnatin frm ne charity t anther- this is fr financial reasns as the dnatin might have already been paid ut t the charity, etc.

31 P a g e 30 Dnatin Refunding It is very rare, but races d have the ability t refund a dnatin if they need t. The nrmal $1 refund dnatin fee des apply in this situatin. Dnr Infrmatin Dwnlad Underneath the dnr infrmatin grid, the race can click the Dwnlad All as CSV link full a detailed dnatin reprt. Dnatin Filtering Races can easily search and filter fr specific dnatins when needed. The filtering fields als allw races t run custmized reprts fr certain dnatin perids, charities, date ranges r dnatin amunts. Races can filter by: Dnr First Name Dnr Last Name Address Dnatin start date Dnatin end date Dnatin Perid (this allws races t search fr previus year dnatins) Dnatins Greater Than Dnatins Less Than Dnatin Status (active, cleared, refunded) Charity Once the filter is cmpleted, the race can dwnlad the reprt by chsing the Dwnlad Current Reprt as CSV ptin in the ACTIONS drp-dwn menu. Dnatin Year Over Year Summary Races that are renewed n RunSignUp have a quick reprt t view a year ver year dnatin summary. This reprt allws them t see the dnatin ttals fr multiple years, s they can track hw dnatins are trending:

32 P a g e 31 Matching Gifts In the dnr infrmatin sectin, a race can keep track f matching gifts n a per dnr basis. In the dnr reprt, the race can click the EDIT buttn in the matching gift clumn f the dnatin t recrd matching gift infrmatin. When a matching gift is entered, it will appear n the ttal list f fundraisers and create a manual dnatin entry fr easy reprting. The additinal funds will update the fundraiser s ttal if assciated with a specific fundraiser r fundraiser team.

33 P a g e 32 Fundraiser Reprts Fundraiser List Reprt The fundraiser list reprt can be fund under Dnatins>>Fundraisers. Dnatin Perid races can filter by dnatin perid, which is helpful fr renewed/repeat races n RunSignUp Fundraiser Type Search by individual fundraiser pages, team fundraiser pages r any fundraiser type. Name Search type in a fundraiser name r a team name fr a quick search Fundraiser Infrmatin Grid by default, the grid will display these fields: Fundraiser Name Fundraiser Type (individual r team page) Linked registratin ID Captain Name Charity Name Gal Ttal number f dnatins Ttal Cllected Included Fundraisers clicking n the SEE LIST buttn will bring up a pp-up windw where each team member is displayed with a link t each fundraising page

34 P a g e 33 Fundraiser Reprt Generatr - this is a very rbust reprt that allws races t view tp fundraiser reprts, tp team reprts and als filter by team size r dnatin ttals. This reprt can be fund under Dnatins>>Reprts>>Fundraiser Reprts. Select Dnatin Perid Select Reprt type (Captains r Tp Fundraisers) Captains This prvides captain cntact infrmatin fr all teams r just certain team types. Tp Fundraisers Once yu select this reprt type, yu will be able t filter by fundraiser type, team type, team cunt and dnatin ttals Select Fundraiser Type these are the fundraiser types that are set in advanced fundraiser settings Select Individual r Team Srt By Team Size r Dnatin Amunt Number f Tp Fundraisers chse frm 5, 10, 25 r 100 Filter by Participant Questin Respnse This setting allws yu t filter the reprt based n answers t participant questins. These are the questins set-up under Race>>Registratin>>Questins, nt the fundraiser questins. Only YES/NO questins are applicable fr this unique type f filtering. Click PREVIEW REPORT t view the result n the device Click GENERATE REPORT t dwnlad a CSV file with the results

35 P a g e 34 Fundraiser Minimum Reprt - If a race has enabled frced fundraising with minimum fundraising requirements, this reprt can be utilized t view wh has met their minimum requirement, send reminders t recruit dnatins r send invices t fundraisers wh didn t reach the minimum amunt by the fundraising deadline. T access this reprt g t Dnatins>>Fundraisers. In the green reprts drp-dwn menu, select Fundraiser Minimums. Hide Fundraisers that have met their requirement select this ptin t shw nly fundraisers wh haven t their minimum in the reprt. This will nly shw peple wh have a Remaining Amunt Required f greater than $0.00. Hide Fundraisers whse team has met their requirement a team fundraising requirement is calculated by adding up all f the fundraising minimums fr each persn n the fundraising team. Sme races will ignre individual fundraising requirements if the team, as a whle, has met the team minimum. If the race is accunting fr team fundraising minimums, they can select this ptin.

36 P a g e 35 Shw Team Details If this ptin is checked, the reprt will refresh and include 3 additinal clumns: Sum f Team Minimums, Team Remaining Amunt, Number f Team Members Fundraiser Minimum ACTIONS Once the reprt is filtered, the race can select all fundraisers n the page r manually select specific fundraisers. There are three actins the race can chse frm fr these fundraisers: Reminders RunSignUp will send the Fundraiser Minimum Reminder t remind the fundraiser that they haven t yet reached the minimum amunt they cmmitted t. The will include a link t the fundraising page s they can easily recruit mre dnatins. Remve Registrants RunSignUp will remve the checked registrants wh haven t met the minimum fundraising requirement frm the race when this actin is selected. Invice Registrants RunSignUp will send invices t the selected registrants fr the Remaining Amunt Required. The race will be able t keep track f any paid invices under Financial>>Invicing>>View Invices, s they can enter these invice payments as manual dnatins t update each fundraiser s dnatin ttal. Managing Fundraiser Pages Race admins have the ability t edit, view and delete a fundraising page directly frm this fundraiser GRID. Race admins can als ADD a new fundraising page at the bttm f the page. EDITING race admins have the ability t change the fllwing fields: Fundraiser Name Fundraiser Gal Gal Thermmeter Display Scrlling Dnr List Display Charity Minimum Requirement Individual r Team setting Fundraiser URL Captain Linked Registratin ID Persnal Fundraiser Message Fundraiser Image Fundraiser Refund Opt In Persnal Fundraiser Message Fundraiser Image VIEWING race admins can click the VIEW buttn t view the fundraising page display DELETING Fundraisers dn t currently have the ptin t delete their wn fundraising page, s if necessary a race admin wuld need t delete the fundraising page n the back-end f the system. A race admin can click the DELETE buttn frm the fundraiser grid t remve a fundraising page frm the race.

37 P a g e 36 ADDING When fundraising is enabled, fundraisers can create their wn fundraising pages during, after r utside f the registratin prcess (depending n the race settings). Hwever, there are sme situatins where a race admin might need t manually create a fundraising page fr smene. This can be dne under Dnatins>>Fundraisers. At the bttm f the page, click the ADD A FUNDRAISER buttn and enter the fundraising page infrmatin. IMPORTING If a race needs t create mre than a few fundraising pages, they can imprt the fundraising page infrmatin frm a CSV file. This can be dne under Dnatins>>Fundraisers. At the bttm f the page, click the IMPORT FUNDRAISERS buttn and chse yur CSV file with the apprpriate fundraiser fields.

38 P a g e 37 Dnatin Summary s Races have the ability t set up autmated reprts based n specific dnatin ranges. Fr example, the executive directr f a nn-prfit rganizatin might want a ntificatin if smene dnates ver $1,000. Hwever, anther persn in the rganizatin might want t be ntified when smene dnates ver $250, s they can quickly reach ut and send a persnal thank yu. These summary s can be custmized under Dnatins>>Set-up>>Dnatin Summary Set-up. The settings, subject, frequency, delivery time and recipients are cmpletely custmizable fr each race. There is nt a limit t the number f dnatin summary s that can be set-up fr a race. Yu can set-up the summary s with these steps: Enter the Message Subject Chse Frequency (Daily r weekly n a certain weekday) Chse Delivery Time Set minimum dnatin amunt fr the Set maximum dnatin amunt fr the Enter Recipient Names and s Save Settings The will include summary f dnatins that have prcessed in the specified range during the selected time perid.

39 P a g e 38 Pledges RunSignUp ffers an advanced dnatin pledging system. Many fundraising events have sme type f pledge cmpnent t them where dnrs prmise t supprt fundraisers based n the number f laps r miles cmpleted. Smetimes dnrs will als pledge a fixed amunt, but they dn t cmmit t make the actual dnatin until cmpletin f the race r event. The wide variety f pledge settings and ptins makes this a very flexible slutin fr mst events with a pledge cmpnent. Pledge Setup Races can nw turn n Pledges under Dnatins>>Set-up>>Advanced Fundraiser Set-up. At the bttm f the page, the race will see the ptin t enable Dnatin Pledge Settings. **Nte the pledge sectin des nt appear r wrk unless the race enables it first. Here is an verview f the different settings that can be enabled when pledges are accepted fr an event: Pledge Type races can chse a per lap, per mile, fixed amunt r custm text ptin. When using these per settings- nly whle numbers can be entered and pledged. Minimum & Maximum Per Values If a pledge is nt a fixed dnatin amunt, fundraisers will need t enter the minimum and maximum number f laps/miles the think they will cmplete. Races can set the minimum/maximum values t prevent a fundraiser frm entering an extremely small r large number f laps/miles.

40 P a g e 39 Allw Fundraiser t manually add pledges t their fundraiser when this ptin is enabled, fundraisers will be able t add and manage their wn pledges. This is a nice feature t turn n s race admins dn t have t manually imprt/enter each pledge. Include pledges in publicly listed dnatin ttals and dnr lists if this ptin is enabled, pledges will be added t the fundraiser ttals when the pledge is entered. If the race wuld prefer t wait until the actual check is received befre the dnatin is added t the fundraising page, they will want t leave this ptin ff and use the setting belw. Allw Fundraisers t mark that they received manual payment fr a pledge and include fundraiser received pledges in publicly listed dnatin ttals and dnr lists this settings will allw fundraisers t mark when they have received manual payments fr a pledge, s they are cnfirming that the check/cash is in hand befre the dnatin wuld appear n the list r the dnr is included in the scrlling list display. Autmatically send s t dnrs with instructins t cmplete their pledge after a participant enters their final number f laps/miles/km/etc- when the race r event is cmplete, a fundraiser can view their fundraising page thrugh the My Fundraisers sectin f their prfile t enter the final number f laps/miles cmpleted. Once the final number is entered, RunSignUp will autmatically send pledgers an letting them knw the amunt wed and include a link t cmplete the pledge. *If all manual dnatins haven t been entered by the race and tied t fundraisers and existing pledges, pledgers culd receive these links in errr. As such, it is imprtant fr the event t enter r imprt any manual dnatins and tie them t existing pledges as sn as pssible. Expected Dnatin Date this is the date when yu expect t receive actual dnatins fr all pledges. Allw Fundraisers t update the expected dnatin date n pledges this setting is useful fr fundraisers as a pledger might tell the fundraiser the date they turn in their check/cash. This allws the fundraiser t enter that specific date and keep track f pledge dates when they differ frm the event date. Offline Payment Instructins If a race/event accepts pledges ffline, enter instructins n where t send checks and the infrmatin that shuld be included (pledger name, fundraiser name, pledge ID, etc.)

41 P a g e 40 Once the dnatin pledge settings have been enabled, the race will want t enable pledges fr fundraisers. T enable pledges, g t Dnatins>>Fundraisers Click n the ACTIONS menu Select Enable Pledges fr Fundraisers Once pledges are set-up in the race and enabled fr all fundraisers, here is an verview f hw the pledge prcess will wrk fr pledgers: On each fundraising page that has pledges enabled, there will be a small header that says Dnatin Pledges and prmpts the pledger t click the link: On the pledge page, the pledger can select a per X amunt r a fixed dnatin. They can als set a maximum dnatin- just in case the fundraiser des mre laps than expected r budgeted. The pledger will see a cnfirmatin page cnfirming the pledge details with a link t cme back and cmplete the pledge, which will cnvert it int a dnatin.

42 P a g e 41 The pledge link will als be ed t the pledger and they can access it directly frm their RunSignUp prfile under My Pledges in the Financial Links sectin. When the dnr clicks the link t cmplete the dnatin, they will have the ptin t change the amunt they finally dnate. Pledge Reprts There is cmplete pledge reprting and management fr bth race admins and fundraisers. Race Admin Pledge Reprts - When pledges are enabled, pledge details will shw in the fundraiser list reprt in the ther details clumn. The race/event can als search fr specific pledges by name/ r drill dwn int the pledges with a summary reprt that displays: Number f pledges Maximum Dnatin amunt fr all pledges Maximum dnatin amunt nt cllected

43 P a g e 42 Fundraiser Pledge Reprts Fundraisers can view a reprt f their pledges frm their fundraising page in the Pledge tab. This is the same place that fundraisers can edit an expected dnatin date r mark that manual pledge has been received. The fundraiser can als dwnlad this pledge reprt as a CSV r add mre manual pledges n this page if the setting has been enabled by the race/event. Pledge Editing Edit Pledge - The details f specific pledges can als be edited by the race, in case the infrmatin was entered incrrectly r the pledger requests that the race make a change t their pledge details. Update Final Cunt Frm the fundraiser reprt, the race can update the final cunt f laps/miles r they can let each participant d this frm their fundraising management page. If there are a large number f fundraisers r if the race wants t make sure that every fundraiser has a cmpleted lap cunt, the race can uplad the cunts under Dnatins>>Fundraisers>>ACTIONS>>Imprt Final N. f Miles. Pledge Cmpletin s If the setting is enabled, RunSignUp will autmatically send ut pledge reminder s nce the final number f laps/miles has been entered fr a fundraiser. If autmated s are nt enabled, race admins can als send ut these s manually. T send the s, fllw these steps: G t Dnatins>>Fundraisers Select ACTIONS drp-dwn menu Select Send Pledge Cmpletin s Click the PREPARE S buttn Pledge cmpletin/reminder s will be sent ut t anyne that made a pledge, but hasn t cmpleted the pledge with a dnatin. A pledge can be cmpleted manually with an ffline dnatin. When the ffline dnatin is entered, it can be tied t a pledge ID. This will cmplete the pledge s the pledger wn t receive any pledge reminder s. Dnatin already entered and nt tied t the pledge? Yu can update the pledge by fllwing these steps: Use the dnatin reprt t search fr the dnatin Nte the dnatin ID G t Reprts>>Dnatin Pledges Search fr the pledge and click EDIT PLEDGE buttn Enter the dnatin ID Click UPDATE PLEDGE buttn

44 P a g e 43 Manual Dnatins This will tie the dnatin t the pledge, s the pledger desn t receive future pledge reminder s if they are sent ut manually. Races can enter manual ffline dnatins under Dnatins>>Manual. Dnatins can be entered neby-ne r imprted frm a CSV File. Entering Dnatins On the manual dnatin page, click the ADD MANUAL DONATION buttn In the pp-up windw, the race can enter the basic dnatin infrmatin and additinal fields. Then click the SAVE DONATION buttn The required fields are: Dnr First Name Dnr Last Name Dnr Address Dnatin Amunt On Behalf Of infrmatin The additinal/ptinal fields are: Bib Number - if bib numbers have already been assigned, the race can enter the participant bib number and the rest f fundraiser/dnr infrmatin will ppulate Fundraiser if fundraising is enabled, the race will be able t tie a dnatin t a fundraiser s the dnatin will shw in the fundraiser reprts and the ttal will update n the fundraising page Charity- this is fr reprting purpses nly. Funds fr manual dnatins will nt be sent directly t the charity. Please nte that if the charity is set-up with direct payment, the race can give the charity the ptin t enter their wn ffline dnatins. Dnr Address, City, Cuntry, Zip Cde and State

45 P a g e 44 RunSignUp des nt send ut a dnatin cnfirmatin fr these individual ffline dnatins, but these dnatins are included in the race dnatin and fundraising reprts and nted as ffline. Imprting Dnatins On the manual dnatin page, click the IMPORT MULTIPLE DONATIONS buttn When imprting frm a spreadsheet, RunSignUp will prvide a page t align clumns frm the spreadsheet t the database. In the pp-up windw, the race can enter the basic dnatin infrmatin and additinal fields. The final step f the imprt is t shw the data n the screen, s it can be cnfirmed r adjusted befre imprting. Once cnfirmed, click the IMPORT DONATIONS buttn

46 P a g e 45 Pledge ID - If pledges are enabled, the race can tie a dnatin t a pledge ID which will mark that pledge as cmpleted. Fundraiser ID r Name - If Fundraisers are enabled, the race can tie a dnatin t a fundraiser (either by name r fundraiser ID) which will add the dnatin t the fundraising ttals Dnatin Cnfirmatin s - If the Send a dnatin cnfirmatin t the dnr fr each dnatin abve ptin is checked, RunSignUp will send ut a dnatin cnfirmatin at the time f the imprt.

47 P a g e 46 Cmmunicatin Fundraisers can use RunSignUp s marketing capabilities, since we have custmized the system fr use with dnatins and fundraising. Fundraisers can nw dnrs when they are lgged int RunSignUp frm their My Fundraisers Tab. In rder fr fundraisers t use the tls, the cmmunicatin sectin needs t be enabled by the race. Send s G t Dnatins>>Cmmunicatin>>Send s The first time visiting this page, the race will need t set-up a new SendGrid accunt in rder t use the dnatin cmmunicatin tls. (This accunt is separate frm the main marketing accunt in the race under Marketing). Cnfirm Race and Cntact infrmatin n the set-up page Click the SUBMIT buttn Upn creating the accunt, the race will easily be able t dnatin and fundraising grups: Current Dnrs Current Fundraisers Previus Dnrs Previus Fundraisers Any Custm list that is added under Dnatins>>Cmmunicatin>>Manage Lists The rbust marketing system als prvides a few ther features fr races, very similar t the main marketing cmpnent f RunSignUp Ability t Insert yur wn HTML cde Send Immediately Schedule fr a future time, with dynamic list capabilities Uplad an attachment Exclude a list f recipients frm receiving certain s

48 P a g e 47 Fr s sent frm the race level, races can custmize the Frm Name and Reply T address under Dnatins>>Cmmunicatin>>Manage Settings. Races can als chse if they wuld like the race lg t appear in the tp right crner f the . They can enable this setting here:

49 P a g e 48 Fundraiser Templates RunSignUp Fundraisers nw have the ability t send s frm the system. One f the advantages f this is that yu can set-up default fundraiser templates fr fundraisers t use. We see races have success with this, since it makes recruiting dnatins a little bit easier and als gives the race cntrl ver their branding and messaging that is sent ut t dnrs. In rder t allw fundraisers t send s, races must have the ptin enabled under Dnatins>>Cmmunicatin>>Manage Settings: Once enabled, races can set-up default templates under Dnatins>>Cmmunicatin>>Fundraiser Templates. This requires frmatting and inputting HTML cde, but yu can design a very nice lking s: Races can add multiple templates n the race directr dashbard in three different areas: Dnatin Request Templates Dnatin Thank Yu Templates Fundraising Team Recruitment Templates

50 P a g e 49 Once the templates have been added t the race, fundraisers will be able t send s and select any f the templates the race has created: Once the template is selected, fundraisers have the ability t add their wn custmizatins r verbiage t the . This gives yur fundraisers the ability t add their wn persnal tuch, while still including the race branding and missin. Optins n the left hand menu, yu can see that fundraisers have sme menu ptins t help guide fundraisers t the different capabilities f RunSignUp and the ptins available. Send s this is where fundraisers can send an , chse a template and custmize it t make it their wn Manage Cntacts this is where fundraisers can view their existing cntacts, existing lists, and manually remve certain cntacts if necessary Imprt Cntacts this is where fundraisers can add cntacts r uplad a spreadsheet f dnr infrmatin fr future s. Fundraiser Settings Frm Name s sent frm a fundraiser will have the Frm Name f the fundraisers First and Last Name.

51 P a g e 50 Frm s sent frm a fundraiser will cme frm nreply@runsignup.cm, as RunSignUp des nt have permissin t send n a fundraiser s behalf. RunSignUp uses this as the frm address t maximize deliverability rates. Reply T s sent frm a fundraiser will have the reply t address that is tied t the fundraising accunt. My Fundraisers Accessing Fundraising Management Fundraisers can access their fundraising page directly frm their RunSignUp user prfile. T access their page, they can g t their PROFILE and click MY FUNDRAISERS under the Runner Links sectin. This will shw a list f any fundraising pages they have created in RunSignUp. In this example, the fundraiser has an individual page and a team page. The fundraiser can click EDIT FUNDRAISER t manage the fundraising page

52 P a g e 51 Frm the EDIT FUNDRAISER page, the fundraiser has access t: Change the Fundraising Page name Update the fundraising gal (if a minimum fundraising amunt was require fr the race, the system wn t let the fundraiser update the gal t an amunt belw the minimum) Update the Fundraiser URL Update the Persnal Display Message Update the Fundraising Page Image Create r Jin a New Fundraising team The fundraiser will nt have access t update their charity r delete their fundraising page. This is smething a race admin wuld need t assist with n the back-end under Dnatins>>Fundraisers. Frm the VIEW DONATIONS page, the fundraiser can see a list f their dnatins and dnr cntact infrmatin. Frm the PLEDGES page, the fundraiser can manage and enter pledges, depending n the pledge settings that are enabled fr the race Frm the LINKS/SHARING page, the fundraiser can quickly ut the link t his fundraising page r embed a dnatin widget int their persnal website. Send s, Manage Cntacts, Imprt Cntacts- if fundraiser s are enabled, the fundraiser will be able t access the templates and manage cntacts here TEAM PAGES team captains will see tw additinal settings that dn t appear fr individuals: View Rster (if enabled under Advanced Fundraiser Settings) which will allw them t see a list f their team members and cntact infrmatin Fundraiser Captains Sectin- here team captains can add additinal team captains, if they wuld like t grant captain access t anther persn.