Remember to check your Teams Setting in Edit Preview first. 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 to create, edit and manage teams.
Start with creating and naming your team
To create a team click Add Team.
A window will appear,
Enter the Team Name and click Save.
Repeat the above until you have completed creating all the Team names you require.
Display in Leaderboard
Next, add Team Members to a team in the list below.
Click the Team members button.
Then to Add Team Member start entering the email address of the individual and a drop down menu you will give you a short list. Select and click Add Team Member button.
The name should appear in a list below.
When you have finished click Save.
The team member will be displayed on the Leaderboard under the Team name and it will have a separate individual fundraising total.
To Add A Team Leader
Once you have added all the team members you can assign a member of that team as Team Leader. Simply click and select the team member you would like in the field below.
Team Leader for Support a Colleague have the ability to add and manage the team members for that team. Will receive email notifications whenever they receive a donation for their fundraising team.
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.
To edit a Team Name
To edit a team name click on the pen icon next to the team name
Edit the name and then Click Save.
When exporting records remember any changes made to Team Names during a live campaign will only display against donations made after the changes. Previous donations will not be updated.
Deleting a Team
Click on the Delete button on the right of the screen as seen in the image above.
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
Flexible Options for Displaying Teams on Leaderboard
Our leaderboard is very versatile and flexible. Depending on how you would like to use the SAC module you can create campaigns and have the teams and individuals displayed in different ways.
Display Teams and team members
Display Single Team and multiple team members
Display Teams only (no team members)
Display Individuals only (no team members)
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
Display Single Team and Multiple Team Members
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
Display Teams only (no Team members)
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: 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.
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
Display Individual Names only (Option 2)
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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