Skip to main content

Fundraiser & Team Account View

Stefania Bracho Liberatore
  • Updated

In this article, we'll go over the fundraiser and team account setup and navigation

Fundraiser & Team Dashboard Training Video

Follow along while Nicole walks you through the navigation of your Fundraiser Dashboard!

Fundraiser and Team Account Set Up

Once you've accepted the invitation or joined as an individual or as a team, you'll be able to set up your profile within the campaign. 

You'll be asked to add a profile picture (optional):

fund1.png

After that, you'll be asked to confirm your fundraising goal. It will pre-populate with what you set up when creating your account:

fund2.png

Once you've confirmed your goal, you can add your story and share with donors why you are fundraising for this specific campaign:

fund3.png

You can also share any pictures or videos that you want to be seen on your profile:

fund4.png

 

Fundraiser and Team Account View

After you've finished setting up your account, you'll be able to see a progress bar of the donations to your fundraiser. You can also edit your fundraiser goal at any time there:

fund5.png

 

You have a button to accept donations through there and you also have a button to share the link to your contacts. 

Dashboard

The Dashboard is essentially a place where you can see an overview of the donations and see how much has been donated to your organization and your progress.

To access the Dashboard, you'll need to click on Dashboard at the top right corner:

fund6.png

Once you are there, you'll see the overview of your fundraiser to the campaign:

fund7.png

If you are joining as a team, your dashboard will look a little bit different:

fund11.png

You'll be able to see how much has been donated to your fundraiser and you'll see how your team is doing as well. 

Email Templates

From the Dashboard, you can also access Email Templates where you can see a template that was created from Keela when creating this campaign, and this template can be copied and pasted to your email so you can reach out to your contacts for donations:

fund8.png

 

Personal Settings

To access Personal Settings, click on your name in the top-right hand corner to access the drop down menu. Click on Personal Settings:

fund9.png

You can upload a Profile Photo from there, update your Email Settings and then you can also edit your Personal Information from there.  

 

Team Settings

To access Team Settings, click on your team's profile picture in the top-right hand corner to access the drop down menu. Click on Team Settings:

mceclip0.png

From here, you can upload a new profile picture, manage your team member and access some handy Email Templates.