Online Help

 Help Table of Contents

Working in the Company Areas of the Participant Center

As the coordinator for the teams associated with or supported by your company, you can work in the Company Page and Team Progress sections of the Participant Center to customize the company page, send emails to the participants on your company teams, and view a report about the progress of the fundraising efforts.

For Versions 6.0 and higher: If you are using the newer Participant Center (or, PC2), click here for updated procedures.

Click one of the following links to learn more about:

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Accessing Your Participant Center

You must be a Team Captain in order to view the Company and Team Progress areas of your Participant Center. This means you must have formed a team.

To access your Participant Center:

  1. Log in to the site with your Team Captain user name and password. The main page displays.
  2. Click the link that displays the fundraising event and then click the Participant Center link from the list of links displayed. Your Participant Center home page displays.

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Customizing Your Company Page

By default, the Company Page contains the list of teams associated with your company (that is, those competing from or supported by your company) in a table that contains links to their pages and information about them, as well the status indicators for the list of the top ten teams raising the most money and the fundraising thermometer that shows the progress towards the goal set by your company.

You can customize this page by adding a banner image (such as your company logo) to display at the top of the page with your company name and adding content about your company, its mission and purpose for participating in this TeamRaiser event, and so on. You can also add another image to display near your content (such as a picture of the company HQ or a collage of past teams).

For the images, you can upload a graphics file containing a digital photograph or other artwork as you work on the page, or select one already in the Image Library on your site. The graphics file must be in a valid graphics file format (such as jpg or gif) and is subject to a size limitation that displays in the instructions on the page where you will insert the photo.

If the Rich Text Editor option is enabled on your site or for this event, the Body Text content area will display with a WYSIWYG-type editor that enables you to enter content and then format font type, size, color, and alignment. Otherwise, three plain text Headline and Text blocks will display with plain text entry for your to add three different sections of content on your page without formatting.

You can also change the Title of the page, hide the Company Teams List Information table, and add a summary tally that shows the amount of money raised, the number of gifts made, and the total number of participants recruited to participate on these teams.

If the option that allows you to modify or delete status indicators has been enabled, you may also swap the position of the status indicators by changing each style, modify the their titles, or remove them completely from the page.

To preview and then customize your company page:

  1. On your Participant Center home page, click Company Page from the top navigation area. The elements of the Company Page display.
  2. Click the Click here to open this page for editing link (under the second step in the instruction box near the top of the page).
  3. For Banner Image, to add an image that is:
    • In the Image Library:
      1. Click Search the Image Library. The list of images displays.
      2. Click Select Icon (Select icon) of the appropriate image. The image displays in place.
    • Or, from your personal computer or in a shared network resource:
      1. Click the Browse button.
      2. Locate the file on your local computer or shared network resource and click it to display its name in the Find/Open File window.
      3. Click the Upload Image button. The thumbnail of your photo displays on the page.
      4. To add text that will display when the mouse moves over the picture, click into the Alternative text for the image field and enter the text.
  4. For Page Title, which is the line of text that displays under the name of the TeamRaiser event and banner image (if added) to people who visit the page, to:
    • Keep the default text, skip this step.
    • OR, change it, enter your modified title.
  5. For the content area, if the:
    • Body Text section displays:
      1. Enter your content and then use the formatting tools to customize the font, its size, its color, or alignment. For assistance, refer to Working in the Rich Text Editor.
        Note:
        (1) You can create multiple paragraphs.
        (2) You can use as many headlines between paragraphs or sections as you want.
      2. When you are finished, click Save (at the bottom of the page).
    • Or, Headline and Text blocks display:
      1. Click into the first Headline field, and type in a descriptive phrase.
      2. Click into the corresponding Text area and enter your paragraphs for this first section.
        Note:
        (1) You cannot enter HTML tags or format your story text.
        (2) You can create multiple paragraphs within the text block.
      3. To continue your story in the next block (which will display after the Company Teams List Information table), click into the next Headline field, and type in a descriptive phrase.
      4. Click into the corresponding Text area and enter your paragraphs for this section.
      5. To continue your story in the final text block (which will display under the previous section), click into the next Headline field, and type in a descriptive phrase.
      6. Click into the corresponding Text area and enter your paragraphs for this section.
      7. When you are finished, click Save (at the bottom of the page).
  6. For the status indicators, if the Choose button displays below an indicator (which means that the appropriate option is enabled), to:
    • Modify the title of the first status indicator, enter your changes in the title field
    • Change the first status indicator to a different status indicator, select the appropriate option from the Style drop-down list and click Choose.
    • Remove the first status indicator completely, select None from the Style drop-down list and click Choose.
    • Repeat for each status indicator as desired.
  7. For Company Teams List, to:
    • Keep the default Company Teams List information table displayed, leave the Show the list of teams for this company checkbox (located below the list) selected.
    • OR, hide this information table, click the checkbox.
  8. For Company Tally, to:
    • Display a short summary that shows the amount of money raised, the number of gifts made, and the total number of participants recruited to participate on these teams, click the Show company tally checkbox.
    • OR, hide this information, leave the checkbox unselected.
  9. To display the page with its changes, click Preview (located in the instruction box near the top of the page). The page displays as it would look to people viewing it in their Web browser.
  10. To make additional changes, click the Click here to open this page for editing link again and make the appropriate changes.
  11. Repeat the two steps above until you are satisfied with your page.
  12. When you are ready, click Save my changes. The Company Page saved successfully message displays across the top of the page.

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Monitoring the Fundraising Performance of Your Teams

You can view a report that shows information about each member of the team (such as the participation type, registration date, emails sent, amount of money raised online and offline) and gifts made to the team.

To view a sample of this report, click this link.

To access the report:

  1. After logging in to the site with your Team Captain user name and password, click the link that displays the fundraising event and then click the Participant Center link from the list of links displayed. Your Participant Center home page displays.
  2. Click Team Progress from the navigation area. Elements for the team page and progress information display.
  3. Scroll to the below the Team Progress Chart and click View a report of your company's fundraising progress.

To print this report: Click Print Icon, which displays the report in a printer-friendly format that you can send to your printer.

To download the report and save it to your local computer: Click Download Icon, which displays the pop-up where you can save a copy of this report to your local computer or a shared network resource as a comma separated value (CSV) file.

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Sending Email Messages to Captains and Participants

You can create an email message and send it to all participants on teams associated with your company or only to the Team Captains. You can save your message as an template on the Suggested Messages list for future use.

To create and send email messages to team participants:

  1. After logging in to the site with your Team Captain user name and password, click the link that displays the fundraising event and then click the Participant Center link from the list of links displayed. Your Participant Center home page displays.
  2. Click Team Progress from the navigation area. Elements for the team page and progress information display.
  3. Scroll to the below the Team Progress Chart and to send the message to:
    • Everyone on a team associated with your company, click Send an email to all participants for your company. The list of Suggested Messsage email templates displays.
    • Only the captains of the teams associated with your company, click Send an email to all team captains for your company. The list of Suggested Messsage email templates displays.
  4. Click the Blank template (or an appropriate email message template) The Compose Your Email Message page opens with your name, your email address, and the addresses of the team captains filled in.
  5. Click into the Subject area and enter the appropriate content so the captains will know to read this message.
  6. Click into the Body area and add your content for this message.
    Note: If the Rich Text Editor displays, you can format your content with color, change the font or its size, change the text alignment, create bullets or numbered items in a list, and so on. For assistance, refer to Working in the Rich Text Editor.
  7. To view your message as an intended target:
    1. Click Preview. The message opens in a separate browser window.
    2. Carefully look over the message to be sure it conveys the thought you want.
    3. Click any links to be sure they display the appropriate pages (and be sure to click the Back button to return to the message).
    4. Click Close Preview Window.
    5. Click into the appropriate fields to make any adjustments and repeat the previous step.
  8. When you are finished, click Send. The confirmation page that tells you Your email has been sent displays along with links you can use to save this message as a template or perform your next task.
  9. To save this message for future use:
    1. On the open email page, click Save this message as template. The Save Email Message as a Template pop-up window displays.
    2. Click into the Message Name field and type a descriptive label that will help you identify this message in the Suggested Messages list on the Email page.
    3. Click Save. The message displays in the appropriate section of the Suggested Messages list on the Email page.

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Monitoring the Fundraising Performance of Your Teams

You can view a report that shows information about each member of the team (such as the participation type, registration date, emails sent, amount of money raised online and offline) and gifts made to the team.

To view a sample of this report, click this link.

To access the report:

  1. From your Participant Center home page, click Team Progress from the navigation area. Elements for the team page and progress information display.
  2. Scroll to the below the Team Progress Chart and click View a report of your company's fundraising progress.

To print this report: Click Print Icon, which displays the report in a printer-friendly format that you can send to your printer.

To download the report and save it to your local computer: Click Download Icon, which displays the pop-up where you can save a copy of this report to your local computer or a shared network resource as a comma separated value (CSV) file.

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Sending Email Messages to Team Captains and Participants

You can create an email message and send it to all participants on teams associated with your company or only to the Team Captains. You can save your message as an template on the Suggested Messages list for future use.

To create and send email messages to team participants:

  1. From your Participant Center home page, click Team Progress from the navigation area. Elements for the team page and progress information display.
  2. Scroll to the below the Team Progress Chart and to send the message to:
    • Everyone on a team associated with your company, click Send an email to all participants for your company. The list of Suggested Message email templates displays.
    • Only the captains of the teams associated with your company, click Send an email to all team captains for your company. The list of Suggested Message email templates displays.
  3. Click the Blank template (or an appropriate email message template) The Compose Your Email Message page opens with your name, your email address, and the addresses of the team captains filled in.
  4. Click into the Subject area and enter the appropriate content so the captains will know to read this message.
  5. Click into the Body area and add your content for this message.
    Note: If the Rich Text Editor displays, you can format your content with color, change the font or its size, change the text alignment, create bullets or numbered items in a list, and so on. For assistance, refer to Working in the Rich Text Editor.
  6. To view your message as an intended target:
    1. Click Preview. The message opens in a separate browser window.
    2. Carefully look over the message to be sure it conveys the thought you want.
    3. Click any links to be sure they display the appropriate pages (and be sure to click the Back button to return to the message).
    4. Click Close Preview Window.
    5. Click into the appropriate fields to make any adjustments and repeat the previous step.
  7. When you are finished, click Send. The confirmation page that tells you Your email has been sent displays along with links you can use to save this message as a template or perform your next task.
  8. To save this message for future use:
    1. On the open email page, click Save this message as template. The Save Email Message as a Template pop-up window displays.
    2. Click into the Message Name field and type a descriptive label that will help you identify this message in the Suggested Messages list on the Email page.
    3. Click Save. The message displays in the appropriate section of the Suggested Messages list on the Email page.

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