What's the Fundraiser Overview Page?

Last Updated: Mar 26, 2013 10:01AM PDT

1. The Fundraiser Overview

When you finish creating a new fundraiser you will land on the Fundraiser Overview page. This is the same page you reach when you click to "Manage" a fundraiser from your "Fundraising" tab. The Overview Page is where you can manage all of the activity for that particular fundraiser. When you land on the Overview Page after creating a new fundraiser it will look like this:

You can see that there are some areas of the page that are highlighted in red. The red box in the top right hand corner contains a button to publish your fundraiser. Before you click on the green "Publish" button, your fundraiser won't be publicly available.

The red links beneath the publish section are just reminders about other customization options you have for your fundraiser. You can use these links to create the default text for individual fundraising pages, customize the donation checkout page, or to create default text for the auto-emails that get sent as part of your fundraiser.

When you publish your fundraiser, the red highlights will disappear and the overview page will look like this:

You can see that after you publish your fundraiser and start to receive donations, you will get a high level overview of your progress on the overview page (with accompanying graphs to show progress over time).


2. Top Navigation Tabs

Across the top of the Overview Page is a series of tabs, each of which leads you to different options. The "Edit" tab allows you to edit different parts of your fundraiser:

When you hover your mouse over the Edit tab, a list of different options pops down. These options may vary somewhat depending upon the type of fundraiser you are working with (the above display is for a peer-to-peer campaign). The "Details" option allows you to edit the basic information you put in about your fundraiser during the first step of the fundraiser creation process. The "Appearance" option allows you to change aspects of your design. The "Fundraising Pages" option and the "Auto Email" option allow you to put in default text for you fundraising pages and email appeals. Finally, the "Donation Page" option allows you to customize options on your checkout page. The last three options in this drop down menu are the same red links that were included on the side of the Overview page before it was published. You can always access these options through the Edit tab.

Next comes the "Communicate" tab:

The "Invite Emails" option allows you to invite supporters to start fundraising or to purchase tickets to your event. The "Send a Message" option lets you communicate with existing fundraisers (transacting, non-transacting, or all) or with event attendees. The bottom two options on the Communicate tab allow you to share your fundraiser through Facebook and Twitter.

The "Reports" tab:

You can use your reports tab to get a detailed breakdown of your fundraiser's activity. Just pull up the relevant report and use the sort and filtering options to get the information you need. You can also access a report overview, which will give you a more high level view of your fundraiser's activity.

Finally, we have the "Advanced" tab:

There are a few different sections within the "Advanced" tab, but the most important one is probably the "Custom Questions" section. This is where you can add custom fields to the individual fundraiser registration process (for your peer-to-peer campaigns) or to the checkout page (for your events or donation pages).