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Answers to Frequently Asked QuestionsClick one of the following categories to locate the FAQs for that section:
FAQs About Participating in a Fundraising EventWhat do I have to do to participate in a fundraising event? Just register for the event and then ask your family and friends for donations to support you as you compete in the fundraising event. For details, see Registering as a Participant for a Fundraising Event. How much time do I have to spend on fundraising in addition to the event itself? When you register, the system provides you with access to a personalized Participant Center and automatically creates a Personal Page for you with at least your name and a donation. Most organizations have enabled the tools to let you quickly and easily enhance this page to make it more about you. The Participant Center has an Email area that also makes it quick and easy to send appeals for support to your family and friends, as well as tools to monitor your progress. For details, see Using the Participant Center. By searching for a participant who is on the team, searching for the team by its name or the name of the Team Captain as well as the company and division in which the team is registered and then clicking the appropriate link. For details, see Registering as a Participant for a Fundraising Event. How do I become a Team Captain? By forming a team. For details, see Registering as a Participant for a Fundraising Event and Leading a Team as a Team Captain. No. You can participate as an individual without team affiliation. For details see Registering as a Participant for a Fundraising Event. How do I register members from my family using one email address? If you want to register all of your family members with the same email address, you can register each person with a unique User Name but enter the same password and email address for each member. To easily keep track of each user name, you can use a base word and add 01, 02, 03, and so on (for example, smith01, smith02, and smith03) to the base word; or, you could use your names (for example, PatSmith, TerrySmith, and FranSmith). It may be a good idea to form a team with yourself as the Team Captain and then create your Team Web page with your family photo and story. After you register yourself, you must log out to register the next family member. You cannot register another person under your User Name and Password combination. To register the next person, open the fundraising page again (with the link on the site or from your email) and repeat the registration process you followed for yourself. On the Contact Information page, you can simply enter the First and Last Name of each family member and the same email address (if other name and address fields are not marked required), enter the unique User Name for the family member, and then enter the same password you used for yourself. On the Billing Information page, you can change the name and information to match your Billing Information. How do I let my family and friends know about my campaign for the fundraising event? By customizing your Personal Page in the Participant Center and then sending them an email from the Participant Center that contains a link to the Personal Page. For details, see Using the Participant Center. How can my family and friends find my campaign to make donations without an email? By searching for you. Just tell them how to get to the organization’s site and to click the fundraising event’s link. The rest is easy. Can I participate in honor or in memory of someone? Most organizations allow you to compete in honor of someone or their memory. If this option is available, the information will display on the Registration page. Your personal donation to the event. Usually, you can make this personal donation as part of the registration process to avoid having to make more than one credit-card payment if there are also registration fees. What do I do with cash and checks that people give me personally? Record them as offline gifts using the link on the My Progress page and then make sure the event’s coordinator receives them. For details, see Entering a Gift that a Donor Gives to You. Can I enter a credit-card payment for a person’s donation? Some organizations allow you to enter credit-card payments for gifts. To see if you can, click the Enter Offline Gifts link on the My Progress page and check the Payment Type drop-down menu to see if Credit-Card payment is an option. For details, see Entering a Gift that a Donor Gives to You. FAQs About Teams and Team Captains in a Fundraising EventBy searching for a participant who is on the team, searching for the team by its name or the name of the Team Captain as well as the company and division in which the team is registered and then clicking the appropriate link. For details, see Registering as a Participant for a Fundraising Event. What is the best way to communicate with other team members? You can send email from the Team Progress page in your Participant Center. For details, see Viewing the Team Progress Page. If you are a team captain, you can also send messages that display on the Participant Center page of your team members. For details, see Using the Participant Center. How do I become a Team Captain? By forming a team. For details, see Registering as a Participant for a Fundraising Event and Leading a Team as a Team Captain. What do I have to do when I am a Team Captain? Recruit team members, keep them informed of events, and so on. You can also customize a Team Page. This is quickly and easily done through the Participant Center. For details, see Leading a Team as a Team Captain. Note: If the organization has linked this event with the previous one and you participated in that event, you may be able to see who was on your team last year and easily sent recruitment email to them. FAQs About Using the Participant Center EmailWhy should I send email from the Participant Center Email area? Typically, for convenience, several types of prewritten messages are available for you to use as templates with or without changing or adding additional text. The Address Book collects the email addresses of contacts (including donors and people you enter yourself) and tracks the activity of your email on the Followup page so you know who has donated as a result of email and who you might like to remind about making donations. For details, see Sending Email Messages from the Participant Center. When I send an email from the Participant Center does it say its from the organization? No. Your emails will contain the name you provided with your registration information. You can edit the From field to make your email even more personal.
How do I let family and friends know about my campaign for the fundraising event? By customizing your Personal Page in the Participant Center and then sending them an email from the Participant Center that contains a link to the Personal Page. For details, see Using the Participant Center. Certainly. We just provide some sample messages and ideas to help you get started. You can even save messages that you create and use them as templates. For details, see Sending Email Messages from the Participant Center. How do I use the Address Book? It keeps all the email addresses of people who you will be appealing to for support in the fundraising event in one place so can simply select the appropriate address when creating an email. You can manually enter contacts or you can import your address book that you are using in an email application on your personal computer (such as Microsoft Outlook or Yahoo Mail). For details, see Using the Participant Center Address Book. Note: If the organization has linked this event with the previous one and you participated in that event, you may be able to access your Address Book from the previous event. Who uses the contact information in the Address Book? Only you. Your Address Book is personal and is for you to use within the context of this fundraising event. Other than sending an automatic Thank-You message to a donor who makes a donation, we (the organization and Convio) do not use the information to solicit your contacts. FAQs About Customizing Your Personal PageIt is a Web page that can be a creative expression of your commitment to the cause behind the organization for this fundraising event. Typically, a Personal Page contains your name, the fundraising thermometer status indicator, and a scrolling Gift Honor Roll that shows the donations made on your behalf. You can edit it to add a photo and a story. Some organizations allow you to move and change the status indicators as well as create personal web logs (blogs) for ongoing communication with others. For details, see Customizing Your Personal Page. Note: If the organization has linked this event with the previous one and you participated in that event, you may be able to access your Personal Page from the previous event. A compelling Web page will attract and engage people who visit your site, and help convince them to give a donation. For details, see Customizing Your Personal Page. Who will see my Personal Page? Anyone who accesses it via a search or Team Page if you are on a team unless you have marked your page Private. For details, see Customizing Your Personal Page. How can I keep my Personal Page from displaying? By marking your page Private. This means that only people to whom you provide the link will display your Personal Page. For details, see Using the Participant Center. FAQs About Monitoring Fundraising ProgressHow can I tell how much money I have raised? By displaying the My Progress page in the Participant Center. You will also see who has made donations and the amount of each donation. For details, see Viewing Your Individual Fundraising Progress. Can I change my fundraising goal? Yes, you can update it on your main Participant Center page. For details, see Using the Participant Center. How can I tell who donated on my behalf? By displaying the My Progress page in the Participant Center. You will also see the amount of each donation. For details, see Viewing Your Fundraising Progress from the My Progress Page. How can I tell who I sent appeal emails to? By displaying the Followup page in the Participant Center. For details, see Performing Follow Up Tasks in the Participant Center. How can I tell who I should send personal Thank-You-For-Donating emails? By displaying the Followup page in the Participant Center. In the list, donors will be marked with at dollar sign ($) and a Send Thank You Followup icon will display in their ToDo column. For details, see Performing Follow Up Tasks in the Participant Center. How can I tell the progress my team is making? By displaying the My Progress page in the Participant Center. You will also see the amount of each donation. For details, see Viewing Your Fundraising Progress from the My Progress Page. |
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