Team Membership Settings

Last Updated: Jan 09, 2019 04:58PM PST

With Classy, you can control how supporters fundraise as teams. Whether you want supporters to join existing teams or want to disable the ability to join teams, you can do so from the details tab of your campaign settings. Think of this as a way to guide supporters to the collaborative fundraising methods that you find most successful.  

In this article, you will learn how to edit the team fundraising settings for a campaign: 

  1. When To Edit Your Team Fundraising Settings
  2. Open Your Fundraising Settings 
  3. Edit Your Team Settings
 

When to Edit Your Team Fundraising Settings

Editing your team fundraising settings is a good option when your organization has unique fundraising requirements. The key is to enable the options that make the most sense for your supporters. 

For example, only allowing supporters to join existing teams works well when people are fundraising as pre-established groups—by location, homeroom class, company, or as existing teams from previous years. Disabling teams makes sense for campaigns where you want to encourage individual participation—gathering donations for birthdays, weddings, or holding individual fundraising contests. 

Open Your Fundraising Settings 

1. Open the campaign/event you would like to edit 
2. Click on the Details tab
3. Select Fundraising Settings from the left-hand menu

Edit Your Team Settings

1. Choose the way people can fundraise on teams from the team fundraising modal dropdown
2. Enter the default Thank you message team captains can send to supporters in the appropriate text block
3. Enter the default Appeal message your team captains can send to supporters in the appropriate text block
4. Click the Save button when you're done


Need extra help? Contact our Care Team

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