Operations

Flier Intercept Page

• On the Fundraiser “Flier” tab
  • The default flier for the program will be selected.
    • You can change the template if the program has other flier templates associated with it. For example, if the default template has goals but this group does NOT want goals then you could select the template with NO goals
• Click the “Load data” button to bring in the default data
  • You can now change the Merge Data and the Merge Data Labels and this information will save with the fundraiser so you can regenerate the template at a later time, if needed.
• Click the Preview button to view what it looks like on the template
• Click the Email button to send it to the group leader
• Change the status by clicking on the button next to the “Export” button.
  • Draft – has not been sent to the customer
  • Review – has been emailed to the customer but has not been approved (data is now locked but you can “roll back” if needed)
  • Approved – final changes have been made
  • Printed – the user has printed & completed the activity