Creating Participant Fundraising Milestones and Badges for this TeamRaiser

You can create several Participant Milestones and their associated badges. By default, only 3 levels can be active at one time.

Notes:
(1) Only one badge displays at a time for a participant, which means that only the badge awarded with the highest milestone achieved displays and is replaced by the badge awarded when the next milestone is achieved.

(2) If you use image badges, it is important to include a badge with each milestone to avoid confusing participants if a badge disappears without replacement even though the participant has reached the next milestone. For example, if a badge icon displays for the $500 milestone, there should also be badge icon for $501 (and above) otherwise participants who raise at least $501 will not see a badge at all.

To create a new Participant Milestone and Badge:

1. From Related Actions on the Event Center page, click Edit Milestones. The Milestones List page displays.
2. To create the Participant Milestone:
   • On a blank page, click Create a Participant Milestone. The Identify Participant Milestone page displays.
   • By coping an existing Participant Milestone to use as a template:
     1. Click Copy from the Actions column of the Milestone. The Name Milestone page displays.
     2. Enter a name and click Finish. The Milestones List page displays with your new milestone in the list.
     3. Click Edit from the Actions column of the milestone. The Identify Milestone page displays.
3. On the Identify page, for:
   1. Name, enter a name that identifies this Milestone in the Milestones list.
   2. Description, enter text that further describes the purpose of this Milestone to people looking at the list.
   3. Monetary Amount Required, enter the monetary amount that a participant must raise to achieve this milestone.
   4. TeamRaiser Participation Types, to specify that this milestone will apply to:
      • Specific participation types, click an appropriate participation type in the All Selections list and click Add. The selected participation type displays in the Your Selections pane. Repeat this step for each participation type to include.
      • Or, all participation types defined, click the Add All button. All of the defined participation types display in the Your Selections pane.
4. Click Next. The Admin Notification page displays.
5. On this page, for:
   1. HTML Content for Notification, add content to send in the notification. Note that if the WYSIWYG HTML Editor is available, you can format text, add a picture, and so on.
   2. Delivery Interval, to have this notification emailed to the recipients:
      • Every day, leave Daily selected.
      • Or, one time a week on a specific day, click Weekly and click the appropriate day from the drop-down list.
      • Or, once a month, click Monthly on Day and click the appropriate day from the drop-down list.
   3. Notification Recipients, enter the email address of each person who should receive this notification in the Add field and click Add.
6. Click Next. The Add Milestone Detail to Autoresponder page displays.
7. To have this autoresponder:
   • Suppressed so it will not be sent automatically to each participant whose fundraising amount reaches the monetary amount specified for this milestone, click the Yes, send the Autoresponder when a participant reaches this milestone checkbox, and click Next two times. The Configure Achievement Badge page displays.
   • Or, sent automatically to a participant who raises the amount of money in the range of this milestone:
     1. Leave the Yes, send the Autoresponder when a participant reaches this milestone checkbox selected.
     2. For Subject Line, add or edit the default text if appropriate.
     3. For Additional HTML Content, add or edit the default text. Note that if the WYSIWYG HTML Editor is available, you can format text, add a picture, and so on.
     4. Click Next. The Update Plain Text page displays.
     5. Click Update Plain Text. Any text and formatting you made on the previous page displays in the content editor for you to review and make edits that are necessary (for example, reduce spacing around titles or add an introduction for a link).
     6. Click Next. The Configure Milestone Achievement Badge page displays.
8. To associate this Milestone with a badge, click the Yes, enable achievement badge checkbox.
   
   Note:If you use image badges, it is important to include a badge with each milestone to avoid confusing participants if a badge disappears without replacement even though the participant has reached the next milestone. For example, if a badge icon displays for the $500 milestone, there should also be badge icon for $501 (and above) otherwise participants who raise at least $501 will not see a badge at all.
9. For Icon:
   1. Click the Browse button. A Choose/Find File window opens on your personal computer.
   2. Locate the image file on your local computer or shared network resource, select it, and click the Open button. The file name displays in the field.
   3. Click the Upload Image button. When it is uploaded, the thumbnail image displays.
10. For Name of Achievement Badge, enter a label for this badge to identify it when it displays on the Personal Page of a participant and when a page viewer hovers over it with their mouse.
11. For Description of Achievement Badge, enter a phrase that identifies the purpose for this badge.
12. Click Finish. The Participant Milestones list page displays with your new Participant Milestone showing.