Inviting Team Captains and Members to a Crowdfunding Campaign

Overview

Use Teams and Team Members to effectively raise money towards your overall goals. Read on to see the ways to invite people to create fundraising pages for your organization.

Linked Articles:

Creating a Crowdfunding Campaign

Inviting Team Members


Inviting Individuals

In Kindful, click Fundraising on the left sidebar. Go to the Crowdfunding page, and select the one you'd like to invite supporters to join.

Select Invite New Lead* and a window will appear. On the left, you can begin typing in a contact's name, and then select that contact from the list. On the right, enter in new information to simultaneously invite that person and add their record to Kindful. Press Send to invite. Press Send and Reopen to invite another person directly after.

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*Footnote: Listed above is Invite new Lead. "Lead" may be different depending on what you entered when creating your Crowdfunding campaign.

Once the invited Team Member verifies from the link in the invitation email, they'll have the chance to set up and customize their Team Page. 


Inviting Individuals to Create Teams from a Link 

You can include a link inviting people to set up a crowdfunding page that can be embedded in a larger event email (sent via a solution like MailChimp) versus sending the fundraisers directly to the crowdfunding tool in Kindful.

To get this link, you will first need to create your Crowdfunding campaign. Make sure that your Crowdfunding campaign is set to allow registration on cause page (found in the Messaging tab of the Cause setup flow).

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Then, head to the Crowdfunding page settings in your Admin account, and click the link to the Public page. Copy the URL of the public page, and use that behind a button or image inside of the email you wish to send.

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Inviting a Group

In Kindful, go to Crowdfunding, and select the one you'd like to invite supporters to join.

Select Invite Group and a window will appear. Select the Group dropdown and choose which Group you'd like to send invitations to. Choose to send the contacts in that Group an email invitation, or if you'd like to Create Teams from those members automatically.

The Create Teams option is great for inviting people like Board Members. This option will create their Team automatically, so all they have to do is share with their friends and family the link to their Team Page. Send Email is a great option either way, as people will either have to confirm and create their Team (if the Create Teams box is unchecked), or they'll get to customize their Team (if the Create Teams box is checked). 

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How to Re-Invite a Team Member

In the event you have a team member you invited to join your Crowdfunding Campaign and that team member says they did not receive the invite, head to your list of Invites in that specific Crowdfunding Campaign's settings page (found by clicking the title of the Crowdfunding Campaign on your list of all options). Once you locate the contact's invite, click on the Remove option on the right-hand side of the invite line.

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Once the contact has been removed, you can re-invite them again.


What if "Invite new" Doesn't Appear?

If the option to invite new individuals or Groups doesn't show, this is likely because your Crowdfunding campaign's start date is in the future. Change the start date by going to Crowdfunding, then select Edit next to the one you need to change. Under the Summary tab, look for Start Date and select that line to change the date. Once the date is current (or in the past), the Invite new option will appear.


Still have questions?

Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member. 

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