Adding templates to My Fundraising Place and selecting templates on a program

Go to Marketing and select Templates.

Click the button to add a new template.

Fill out the name, select a type of template, set the status as “Active”, select the file from your computer and enter a description of the template. When you are done click the “x” in the upper right hand corner. You will need to do this for each template type.

After uploading your templates, go to the Program you wish to add the templates too. You can double click an existing program to open it.

Click on the “Touch Points” tab on the left. From here you can use the to select any uploaded templates for that specific touch point item. To remove a template, use the button.

To have a touch point item set by default or to turn it off by default you can check or un-check the box. If it is checked it will pull over on each individual fundraiser as “checked”.

To preview a template use the preview button: .

***Note – if you didn’t want to use have a touch point enabled by default but still wanted to occasionally use the touch point item then you should still upload a template for the touch point item, but you would uncheck the box. This will allow you to enable it at the fundraiser level

To select a flier for the program, click on the Fliers tab. Use the to select the flier template(s) that you want to use with this program. A dealer can have multiple fliers uploaded for the same program (example – one template with goals and one template without goals).

Use the to set the default flier. Use the to remove a flier.

***Note 1, 2 & 3 fields can be used to pull data in to the flier intercept page on the fundraiser IF a dealer wants to use it. These fields are intended to be used for allergen notices, and information about the products on this program. Many dealers will have this information on the flier template itself though.