How do I create a raiser on my contribution form?

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1. If you would like to add a raiser to your contribution form so that they get their own unique contribution link which they can send to donors, you can do that through the Track > Raisers feature. 

2. Locate the form you would like to add a raiser to and select the three dots ··· to edit/create your raiser invitation email


3. Navigate to the Raiser Invitation Email section and select a team member to receive raiser communications (raiser questions, comments, etc). Next, enter a subject and message for the email, we will show you a preview of the email on the right hand side. 

4. Navigate back to the Contribution Forms tab, select the ··· for your dropdown options, and select the Raisers button. 

5. Select the Add raiser assignments button, enter the email addresses of your raisers, give them a goal amount and due date and lastly, set an access level. A "self" access level means they can only see contributions coming in from their form, "team" means they can see other team members contributions, and "host" is for someone who may not need to fundraise but needs to see how others are fundraising without having full access to your payment processing portal. Enter these details and select send invitations. 

5. Your Raisers will receive an email with instructions on how to set up their Raisers platform. Each raiser will automatically be notified when their donors make a contribution to their form.  

6. In your platform you will have a dashboard with all of your raiser information, progress to goals, and links. 

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