Contents:
How to move team members between teams
Navigate to the correct campaign and select the Team tab.
Select Manage Members.
Click the (...) next to the team member you'd like to move and select Edit from the dropdown menu.
In the popup window, select the team you'd like to assign the team member to, and click Save.
How to delete a team member
Navigate to the correct campaign and select the Team tab.
Select Manage Members.
Click the (...) next to the team member you'd like to move and select Delete from the dropdown menu.
Confirm whether you want to delete this team member or not.
👉 Note: If you delete a team member, any donations given toward them will stay with your campaign and become unassigned. You can reassign those donations to a different team member or just let them remain as unassigned credit to the team and campaign.
How to delete a team
Navigate to the correct campaign and select the Team tab.
Select Manage Teams.
Click the (...) next to the team you'd like to move and select Delete from the dropdown menu.
Confirm whether you want to delete this team or not.
👉 Note: If you delete a team, the team members will still remain as part of your fundraiser. You can assign team members to a different team.
How to credit a transaction to a team member
When a donation is credited to a team member, the credit appears in the Supporter Feed, adds to that team member's donation total, and impacts their standing on the leaderboard. Members are also notified of the transaction, so they have the opportunity to thank the donor via email and stay engaged with the campaign.
Navigate to the Transactions tab in your Dashboard.
Find the transaction you'd like to credit the team member for, then click on the white space to the right of the donor's name.
👉 Please note, if you click on the donor's name, you’ll be taken to their contact page.
A transaction panel will appear to the right of your screen. In the Member section, click on Credit Team Member. Type in the name of the team member and then press Save.
⚠️ Note: If you have multi-team fundraising enabled, you'll need to assign the transaction to the proper team, in addition to assigning a team member. Please make sure the team member you've selected is on the chosen team before saving.
How leaderboard standings are calculated
Leaderboards are a key component in fostering friendly competition amongst team members and teams, which is often one of the most important elements of successful fundraising campaigns.
To help level the playing field, we factor in not only how many dollars members have raised, but the number of donors who have credited them as well.
Someone who raises $1,000 from 2 donors would be ranked the same as someone who raises $200 from 10 donors.
1st place is always the top left team member, continuing to the right.
Live Example
See this feature in action by visiting our demo campaign here: https://demo.givebutter.com/fundraise.