How do I credit a Transaction to a Team Member?

When a donation is made crediting a team member, the credit appears in the Supporter Feed, adds to their donation total, and impacts their standing in 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. 

Note: this article is for Admins and Editors to credit transactions to Team Members in Team Fundraising.

  • To begin, navigate to the Track > Transactions tab in your Dashboard

  • Click the Transaction you’d like to edit.

  • In the Transaction panel on the right, click the pencil icon to edit the Team Member. 

  • Type in the name of the correct 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.

Contact us to make additional changes to a Transaction. 

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