Marketing

Enable group leaders to sign up for a fundraiser online using one of the three options below. Be sure to review the Four Steps to Prepare for Online Fundraiser Signups before proceeding with the steps below.

Option 1: Direct customers to your signup page (recommended)

1. Test your signup link by navigating to myfundraisingplace.com/dealername/signup/landing
2. You can then share your link on Facebook and link to it from your website
3. Current customers will be asked to enter their email address. New customers will enter their contact information and be will be entered as a contact in My Fundraising Place. If the group leader also submit fundraiser information, a pending fundraiser will be created.

Tip: If your link doesn’t work, go to Sales > Groups > Select a group > Fundraisers tab, click the link icon, click Generate Link, and note the dealer name that is used in the link.

Option 2: Email customers their unique signup link

1. Create an email template using Microsoft Word and save as a .docx file
2. Be sure to include the merge field «SignupURL». This will generate a link for the group and include it in the email. A template is available in the attachments below.
3. Upload the Marketing Email Template under Marketing > Templates
4. Create a marketing list
5. Click on the marketing list name one time
6. Click the email icon and fill out the pop-up. Click ‘Test’ to test the email and then click ‘Send’ when you’re ready to send the email.

Option 3: Manually send customers their signup link

1. Go to Sales > Groups > Select a group > Fundraisers tab, click the link icon, click Generate Link

2. Click ‘Copy Link to Clipboard’ or ‘Email Link’ to send your customer their unique signup link