Marketing

How to create a Fundraiser

1. Log in to My Fundraising Place
2. Go to Sales > Groups
3. Select the group you want
4. Click on the Fundraisers Tab
5. Click on + button to create a fundraiser (Alternative creation: when in Fundraisers click on the + button)
   
   
6. Verify that the Program and Price List are correct (If there is a primary of each they pull in)
7. Enter Competitor, Forecasted Items and Potential Book Date.
8. Click on the Save button
   
9. Click on the Convert to Pending button
   
   
10. If done from the group page, both group and contact will be brought in
11. Select Program (primary program filled in if there is one)
12. Select Price List (primary price list filled in if there is one)
13. Verify Group Size and Make Checks Payable To (Coming from group record)
14. Enter these fields:
    • Profit Goal
    • Incentive
    • Funds For
    • Min / Person
    • Forecasted Items
    • Fliers
    • Posters
    • Custom Field1
15. Select Pre-Pack or not
16. Pick Start Date (4/16/18)
17. Pick Return Order Date (4/30/18)
    • Usually sell for 2 weeks from Start Date
18. Pick Call In Order Date (5/1/18)
    • Usually 2 days later than Return Order Date
19. Pick Activities at the bottom that apply:
    
    • Send Startup Kit Activity
      1. Usually 2 weeks before Start Date
         
      2. Select address
      3. Select phone number
      4. Select Start Date and Time
         • Usually 2 weeks before Start Date
      5. Add description if needed
      6. Activity Buttons:
         
         • Complete and Copy Activity
         • Complete and Close Activity
         • Set to High Priority
         • Set to Low Priority
         • Print
         • Save & Close
         • Save Activity
      7. Click on the Save & Close button
    • Kickoff Activity
      1. If needed, look at last year’s info
         
      2. Select address
      3. Select phone number
      4. Select Start Date and Time
      5. Add description if needed
      6. Activity Buttons:
         
         • Complete and Copy Activity
         • Complete and Close Activity
         • Set to High Priority
         • Set to Low Priority
         • Print
         • Save & Close
         • Save Activity
      7. Click on the Save & Close button
    • Delivery Activity
      1. Get the date from Sales Rep
      2. Check the time from last year
         
      3. Select address
      4. Select phone number
      5. Select Start Date and Time
      6. Add description if needed
      7. Activity Buttons:
         
         • Complete and Copy Activity
         • Complete and Close Activity
         • Set to High Priority
         • Set to Low Priority
         • Print
         • Save & Close
         • Save Activity
      8. Click on the Save & Close button

Fundraiser Buttons:

• Book the Fundraiser
• Email Confirmation
  • Once Flier is approved
• Save & Close
• Save Fundraiser
• Open Scheduling Tool

Flier Review – if used

1. Log in to My Fundraising Place
2. Go to Sales > Fundraisers > Flier Tab
3. Select correct print template
   
4. Flier Buttons (Left to right):
   • Load button
   • Preview button
   • Email button
   • Flier Status button
     
5. Click on the Load button
6. Click on the Preview button
   
7. Make sure that flier looks OK
8. Click on the Flier Review button to update the flier status
9. Send email with flier to group leader for approval
10. Click on the Email button
11. Click on the Send button
12. If approved by the Group Leader,
    • Click on the Approved button on the Flier tab
13. If Group Leader has changes,
    • Make those changes on the flier and Save
    • Click on the Approved button on the Flier tab

Book the fundraiser

1. Go to Sales > Fundraisers > Info Tab
   
   
2. Click on the Book button to book the fundraiser
3. Click on the Save button

Booked Confirmation Email

1. Click on the Email Confirmation button
   • This is the manual Fundraiser Booked Confirmation Email Touchpoint
2. Verify and customize email if needed
   
3. Click on the Send button