Create and Manage Fundraising Teams
The Teams feature helps you:
- Track sales and profit within a group
- Track individual orders
Teams work best for groups within the same organization or community. Examples include:
- Sports teams tracking profit for team events
- Schools creating competitions by student or classroom
Fundraisers using Teams see, on average, a 65% increase in sales.
Step 1: Create a Team
From the Orders page, click Create a Team and confirm to continue.
Step 2: Choose How to Build Your Team
Select whether to create teams via Webform or Spreadsheet.
Option 1: Spreadsheet
- Upload the completed team template using Upload CSV.
- Choose how you want to receive team member links:
- All in one PDF
- Separate PDFs by team
- Select the contact information to display on launch letters.
- Click Create a Team.
Option 2: Webform
- Enter the team name and members’ email addresses.
- Add names and emails for each member (add as many as needed).
- Choose your preferred link format.
- Select the contact information to display on launch letters.
Step 3: Generate and Share Team Links
Once details are entered, a custom team link will be generated. Share this link with team members.
Step 4: Create and Send Invitations
Click Create and Invite. Members with an email address will receive instructions and their unique link.
Step 5: View and Manage Teams
Teams and members will appear on the Orders page for tracking and management.
