Finding your way around the portal
Everything you do to run your fundraiser happens in the organizer portal. Sign in, and you'll land on your organization's Dashboard (or on My Organizations if you belong to more than one).
The dashboard
The dashboard lists your Upcoming Events, soonest first, and your Previous Events once their dates have passed. Each event shows how much it has raised against its goal, with quick links to its participants, its donations and its public page.
Until your first event is set up, the dashboard shows a Getting started checklist instead.
The menu
The menu down the left side has three parts.
Dashboard and Events
Events lists every event your organization has run, with its plan, participants and total.
Your event
Under the event's name are the pages for running it:
- Overview: progress, the link to share, class standings and top fundraisers.
- Participants: the students taking part.
- Classes: this event's classes.
- Donations: every gift, the donation report and the CSV export.
- Rewards: prize levels and the hand-out report (Premium).
- Pages: preview your public pages and manage languages.
- View Public Page: opens the event page in a new tab.
The menu shows the event you're working on. To switch events, choose one from Events or the dashboard.
Organization
- Grades: the grade list shared by all your events.
- Users, Payments and Settings: shown to Admins only.
Your account
Your email address at the top right opens a menu with My Organizations and Sign Out.
Tip: Messages telling you something was saved, or what went wrong, appear at the top of the page in green, blue or red.