Online Help

Editing an Existing Participant Fundraising Milestone or Badge

You can edit certain attributes of an existing fundraising Milestone or its associated badge.

Click one of the following links to learn about editing the:

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Editing the Monetary Amount of the Milestone

If you have copied a Milestone to create a new one, you can easily change the monetary amount associated with the Milestone.

To edit the monetary amount:

  1. From Related Actions on the Event Center page, click Edit Milestones. The Milestones List page displays.
  2. Click Edit from the Actions column of the Participant Milestone. The Participant Milestone Details page displays.
  3. Click into the Monetary Amount Required field and change the monetary amount that a participant must raise to achieve this milestone.
  4. Click Next. Your change is saved.

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Editing the Autoresponder Information for this Milestone

You can suppress the Autoresponder that is sent automatically to participants who achieve the Milestone, edit the Subject line or content, and so on.

Click one of the following to learn about:

 

Suppressing the Autoresponder for this Milestone

You can keep this Autoresponder from being emailed automatically to each participant who reaches the Milestone.

To suppress the Autoresponder:

  1. From Related Actions on the Event Center page, click Edit Milestones. The Milestones List page displays.
  2. Click Edit from the Actions column of the Participant Milestone. The Participant Milestone Details page displays.
  3. From the options displayed along the left, click Add Milestone Detail to Autoresponder. The Autoresponder page displays.
  4. Click the Yes, send the Autoresponder when a participant reaches this milestone checkbox to remove the checkmark and then click Next. Your change is saved.

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Enabling the Autoresponder for this Milestone

If this Autoresponder has been suppressed (or disabled), you can enable it so it will be sent to each participant who reaches the milestone from this date forward.

To enable the Autoresponder:

  1. From Related Actions on the Event Center page, click Edit Milestones. The Milestones List page displays.
  2. Click Edit from the Actions column of the Participant Milestone. The Participant Milestone Details page displays.
  3. From the options displayed along the left, click Add Milestone Detail to Autoresponder. The Autoresponder page displays.
  4. Click the Yes, send the Autoresponder when a participant reaches this milestone checkbox to add the checkmark and then click Next. Your change is saved.

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Editing the Autoresponder Subject Line or Message Content

You can edit the default subject line or message content of the Autoresponder to add, edit, or delete the default text.

To edit the Autoresponder subject line or message content:

  1. From Related Actions on the Event Center page, click Edit Milestones. The Milestones List page displays.
  2. Click Edit from the Actions column of the Participant Milestone. The Participant Milestone Details page displays.
  3. From the options displayed along the left, click Add Milestone Detail to Autoresponder. The Autoresponder page displays.
  4. To edit the Subject Line, click into the field and make your changes.
  5. To make changes to the message content:
    1. Click into the Additional HTML Content area and make your changes. Note that if the WYSIWYG HTML Editor is available, you can format text, add a picture, and so on.
    2. Click Next. The Update Plain Text page displays.
    3. 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. Your changes are saved.

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Editing the Badge Name, Image, or Details of this Milestone

You can edit the name or description of the badge that is placed on the Personal Page and lists throughout the TeamRaiser of participants who achieve this Milestone as well as swap out the image.

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 edit the badge information:

  1. From Related Actions on the Event Center page, click Edit Milestones. The Milestones List page displays.
  2. Click Edit from the Actions column of the Participant Milestone. The Participant Milestone Details page displays.
  3. From the options along the left, click Configure Milestone Achievement Badge. The badge page displays.
  4. To change the image associated with the badge, 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.
  5. To make changes to the Name of Achievement Badge, click into the field and enter your changes.
  6. To change the Description of Achievement Badge, click into the field and make your changes.
  7. Click Finish. The Participant Milestones list page displays again.

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Editing the Milestone Details

You can make changes, additions, or fixes (like correcting a typographical error) to the name or description of the Milestone.

To edit the name or description of the Milestone:

  1. From Related Actions on the Event Center page, click Edit Milestones. The Milestones List page displays.
  2. Click Edit from the Actions column of the Participant Milestone. The Participant Milestone Details page displays.
  3. Make your changes in the appropriate field and click Next. Your changes are saved.

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Editing the Notification Content or Details for this Milestone

You can make changes to the administrative notification sent to inform other event managers and personnel about the participants.

Click one of the following to learn about:

 

Editing the Content of the Notification

You can edit the content of the notification or add event-specific information to it.

  1. From Related Actions on the Event Center page, click Edit Milestones. The Milestones List page displays.
  2. Click Edit from the Actions column of the Participant Milestone. The Participant Milestone Details page displays.
  3. Click Next from the Actions column of the Participant Milestone. The Participant Milestone Details page displays.
  4. Click Next. The Admin Notification page displays.
  5. Click into the HTML Content for Notification area and make your changes. Note that if the WYSIWYG HTML Editor is available, you can format text, add a picture, and so on.
  6. Click Next. Your changes are saved.

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Changing the Frequency of the Notification

As a TeamRaiser progresses, you may want to change the frequency that determines when the notification is sent out to event personnel change the frequency.

To change the interval at which the notification is sent:

  1. From Related Actions on the Event Center page, click Edit Milestones. The Milestones List page displays.
  2. Click Edit from the Actions column of the Participant Milestone. The Participant Milestone Details page displays.
  3. Click Next from the Actions column of the Participant Milestone. The Participant Milestone Details page displays.
  4. Click Next. The Admin Notification page displays.
  5. Click the best option from the intervals displayed; for:
    • Every day, click Daily selected.
    • Or, for one time a week on a specific day, click Weekly and click the appropriate day from the drop-down list.
    • Or, for once a month, click Monthly on Day and click the appropriate day from the drop-down list.
  6. Click Next. Your changes are saved.

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Adding or Removing Recipients

You can also add or change the email addresses of the people who should receive this notification

To edit the notification for this Milestone:

  1. From Related Actions on the Event Center page, click Edit Milestones. The Milestones List page displays.
  2. Click Edit from the Actions column of the Participant Milestone. The Participant Milestone Details page displays.
  3. Click Next from the Actions column of the Participant Milestone. The Participant Milestone Details page displays.
  4. Click Next. The Admin Notification page displays.
  5. To add Notification Recipients, enter the email address of each person who should receive this notification in the Add field and click Add.
  6. To remove Notification Recipients so they no longer receive it, click their name and click Remove.
  7. Click Next. Your changes are saved.

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Adding or Removing Participation Types for this Milestone

You can add or remove the Participation Types with which this Milesone is associated.

To work with the Participation Types:

  1. From Related Actions on the Event Center page, click Edit Milestones. The Milestones List page displays.
  2. Click Edit from the Actions column of the Participant Milestone. The Participant Milestone Details page displays.
  3. To add a Participation Type, click its name in the All Selections list and click Add. The selected participation type displays in the Your Selections pane.
  4. To remove a Participation Type, click its name in the Your Selections list and click Remove. The selected participation type displays in the All Selections pane.
  5. Click Next. Your changes are saved.

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