Create Cause Teams from a Group

This article explains how to create Cause teams directly from Groups of contacts in Kindful.

Learn more about Causes here.


Overview

Kindful Causes (our peer-to-peer feature) are a powerful way to leverage the personal reach of your supporters. Adding new team leaders (or captains) to any of your open Causes is simple.

You can add a team leader by doing one of the following:

  • Direct them to your public URL and have them sign up on their own
  • Invite team leaders directly from your admin portal
  • Invite (and auto-create) team leaders using the contacts that are already in Groups in Kindful

This article will describe how to do the second and third options. 


Add a team leader from admin portal

Go to Causes, then select the Cause you're asking someone to join.

Select Invite new Fundraiser and a window will appear. From here you can lookup an existing contact, or create a new one.

invite_new_lead.001.jpeg


Add a team leader from Groups

Alternately, you can add a team leader through the Invite Groups tab.

Go to Causes, then select the Cause you're asking someone to join.

Select Invite Group and a window will appear. From here you can select a group, and Send Email, inviting people in that group to make a team, or Create Teams, forming contacts from those groups into individual teams without needing them to answer an email.

Choosing to Create Teams takes the contact out of the flow, and bypasses the obstacles they may face of setting up a team. You can then supply the contact with their public page URL to share with their network!

 create_teams.png


Learn more about creating Groups here.

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