The easiest way to create or join a team is to do so when signing up (see how-to). If you signed up without creating or joining a team, follow these steps:


Firstly, to get started with teams, in the fundraiser dashboard, click “Create or Join a Team” at the top of fundraiser tasks (right column).


Option 1: Start a new team

  1. To create a team, click “Start a new team”.

  2. Type your team name.

  3. Enter a fundraising goal for your team to collectively raise.

  4. Click “Create Team”.

  5. To invite more members to your team:

    1. Type a personal message to be sent to the new member

    2. Enter their email.

    3. Click “Send Email”.

    4. To invite more members, repeat previous two steps (email text may also be changed for different invites).

  6. Select “I’m Done Inviting”.

  7. Click “OK”.


Option 2: Join an existing team

  1. To join an existing team, select “Join an existing team”.

  2. Search for the team you’d like to join by typing the team name or clicking “see list” and selecting the team name.

  3. Click “Join Now”.

  4. To invite more members to your team:

    1. Type a personal message to be sent to the new member

    2. Enter their email.

    3. Click “Send Email”.

    4. To invite more members, repeat previous two steps (email text may also be changed for different invites).

  5. Select “I’m Done Inviting”.

  6. Click “OK”.


Option 3: Fundraise Solo

  1. To fundraise without a team, click “Stay Solo”

  2. Click “Save”.

  3. Click “OK”.



Sign Up Process

 


Fundraiser Dashboard