Peer to Peer - Teams

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Under P2P > Sites > edit relevant site > Select Teams (under Management). The Teams menu allows for the site team to be viewed and managed. Teams will be listed with additional columns of details.

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The search bar can be used to search for participants by First Name, Last Name, Email, Team Name, or Team ID. The team list can also be filtered by date Page Registered or Raised Amount.

Searching for teams

 

Column

Description

Column

Description

Team Name

Name of P2P team

Members

Number of team members

Registered

Date the team was originally registered

Raised

Combined team fundraising amount

Goal

Team fundraising goal

Goal %

Team fundraising percentage to goal

Status

ACTIVE
BLOCKED

Team actions

Option

Functionality

Option

Functionality

 

Preview the team fundraising page. This option will open another tab with the team fundraising page.

 

Option

Functionality

Option

Functionality

 

Edit the team. This will open an overlay where the following can be viewed and managed for the team: Team Overview, Team Members and Donations.

Editing teams

Team Overview

The Team overview tab includes summary information about the team and their activity on the P2P site. The participants status can be managed from this area and Users can login as the team captain from this tab.

Field

Description

Field

Description

Team Page ID

Unique numeric ID for the team

Total Raised

Combined team fundraising donations

Goal

Team fundraising goal

Team Page

Link to team fundraising page

Manage Team Page

Link to login as the team captain

Registered On

Date the team was originally registered

Last Login

Date of last login

 

 

Link to team fundraising page

Team Members

The team members tab allows for members of the team to be viewed and managed. Team members are listed with their Name, fundraising amount raised, and date they registered.

Option

Functionality

Option

Functionality

 

 

This symbol denotes the team captain

 

This will open the the Fundraisers area to allow for fundraiser to be edited.

 

 

Link to team fundraising page

 

 

Can be used to managed fundraisers in bulk. Fundraisers can be quickly demoted/ promoted to team campaign, removed from the team or moved to another team.

 

 

 

This allows for the team to be deactivate

 

Donations

The donation tab allows for donations made to the participants page to be viewed and managed. Donations are listed with Donor Name, Donated to (fundraiser who the donation was made to) Donation Amount, Date, Payment Type, Payment Status.

 

Option

Functionality

Option

Functionality

 

View the donation transaction on the relevant supporter record in the Single Donations Gadget.

 

 

Move the donation to another fundraiser. An overlay will display to search for other participants where the donation should be moved.