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Remember first to check your Teams Setting in Edit Preview to set up the number of teams for the campaign and maximum limits of team members per teamfirst. If you have not done so, you will not be able to complete the steps below. |
Company Admin > Campaigns
Below is a list of SAC campaigns that have been created. Use the Search field and filters to locate your SAC campaign. Click on Manage Teams buttonto create, edit and manage teams.
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Start with creating and naming your team
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To create a team click Add Team.
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Repeat the above until you have completed creating all the Team names you require.
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Display in Leaderboard
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Next, add Team Members to a team in the list below.
Click the Team members button.
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| Note |
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You can only have one leader per team and only Teams with Team Members can use the Team Leader feature.. If the template is enabled. The team leader can receive email notifications when a donation has been made to their team. See Email templates. |
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To
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edit a Team Name
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To edit a team name click on the pen icon next to the team name
Edit the name and then Click Save.
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| Note |
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Beware that if you delete a team that has been actively fundraising all monies raised so far will be redirected to the campaign total and cannot be assigned to another team. Previous data may |
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| Info |
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Flexible Options for Displaying Teams on LeaderboardOur leaderboard is very versatile and flexible. Depending on how you would like to run your SAC campaign there are several options to creating Team Names, Adding Team Members and Assigning Team Leaders.
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use the SAC module you can create campaigns and have the teams and individuals displayed in different ways.
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Display Teams and Team Members
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To Create Teams with Team Members
Use the Add Teams to create the Team Names
Then use Add Team Members.
No privacy settings activated
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.png?version=1&modificationDate=1599395340766&cacheVersion=1&api=v2)
To Create Teams Only
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Click on Manage Teams. Go to the Actions button on the right of your screen and Click, then select Add Team.
A pop up window will appear on the screen, enter the team name and Click Save.
.png?version=1&modificationDate=1599394718710&cacheVersion=1&api=v2)
| Info |
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Team Leader for Support a Colleague can only be used if you have team members. This option does not allow the Team Leader feature to be used. |
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Display Single Team and Multiple Team Members
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To Create Single Team with Multiple Team Members
Team Settings in Edit Preview set maximum number of team to 1
Then create team name for the one team.
Then add team members
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Display Teams only (no Team members)
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To Create Teams only with no Team members
Use the Add Teams to create the Team Names
Repeat until you have all the Team names you require
| Tip |
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Tip: If you would like to use SAC campaign to run a simple one off appeal with no teams or team members simply limit the team settings to 1 team and use the Campaign name as the Team name. |
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Display Individual Names only (Option 1)
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To Create Individuals Only (Option 1)
Use the Add Teams and enter the name of the individual. eg James Brown.
No privacy settings activated
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The leaderboard will display the name of the individual instead of a team name.
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Display Individual Names only (Option 2)
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To Create Individuals Only (Option 2)
Complete Option 1
Then head to Add Team Members to select the user name or email address.
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