Team Setup

At a glance

Fundraisers must be assigned to a team with work shifts in order to access the donor form. In this article, we’ll guide you through adding and editing teams, introduce the various team types, and share some practical tips to streamline your daily operations.

Teams Overview

This view displays all editable teams available to the user. Users, such as coaches and team leaders, can only see the teams they are assigned to.

You can search for your teams by entering keywords into the search bar or by filtering for a specific date range or tag. For more information on tags, see the section below.

You can also sort your teams by clicking on the table headers: "Leader," "Start," or "End."
To delete multiple teams, check the boxes to the left of the thumbnails and use the delete option in the bottom-left corner.

Please note: You can only delete a team if no objects (e.g., donations, time entries, etc.) are linked to it.

Add teams

To add a new team, click the "+ Add Team" button located in the top-right corner.

Campaign

This applies a donation form to the team. Fundraisers can only access donation or petition forms when they have an active work-shift and a campaign and/or petition form applied. If multi campaigning is not activated in your account, a team can only work for one campaign at a time.


Petition campaigns

If you have petition campaigns set up, you can add them to your team by selecting them in the corresponding box. You can apply multiple petition campaigns to the same team.

Leader

Select the team leader who will be solely responsible for this team. You can search for available team leaders by typing their name or fundraiser code, or you can click the search icon to the left, which will open an overview of all available team leaders. Simply click the avatar of the desired team leader, and the window will close, adding the selected person.

Coaches

Select a coach to support your team and grant them access to view the team's statistics. A coach can be assigned to multiple teams and will have visibility into the stats for all teams they are responsible for. Coaches are the only users who don’t need an active work shift to access donation campaigns, allowing them to sign up new donors for all the teams they support.

Please note: If a coach has no work shifts applied, their donations will not be counted in the team statistics, ensuring that the team stats aren’t skewed by a supportive coach. Donations made by a coach without a work shift are saved as "unfinished donations" and can be assigned later.

Team name

You can assign an individual name to each team, making it easy to locate specific teams in the overview. The team name will be displayed on the team leader dashboard, in the team statistics, and on the team reports.

Team type

Select whether the team is working on the street, door-to-door, private site or at an event.

Campaign type

Select whether the team is a roaming-team or part of a city-campaign.

Start - End

Set the timeframe during which the team is active. You can easily add or remove fundraisers if the team members change on a daily basis.

Please Note: To avoid cluttering your team stats, set up your teams within the same observation period that aligns with your KPIs. For example, if you work with weekly stats, create teams for each week.

Prolong work shifts automatically

By clicking the button to the right of your timeframe, your team's work shifts will automatically regenerate every day within the set timeframe. If you need to add or delete specific shifts, you can do so manually. The respawned team will always be duplicated from the last day.

Tags

With this powerful feature, you can assign tags to teams using relevant keywords. Previously used tags are suggested as you start typing. Once you've entered a tag, simply hit "," to add it to the team. You can apply an unlimited number of tags to each team.

Examples:

• If you want to A/B test different types of conversations to see which works better, tag your teams accordingly and filter the results afterward.
• Team A uses additional gear like VR goggles—tag it and compare their performance to other teams.

The possibilities for using tags are endless—get creative!

Goal unit / Goal

Choose the key metric that aligns with your team’s objectives—whether it’s total donations, total points, or the total number of donors. Once you’ve selected the unit, set a specific goal for your team to achieve throughout its lifetime.

Locations

Here, you can assign allowed sites to your team. By default, all available sites are marked as active. When sites are assigned to a team, the form field asking for the site becomes mandatory on the donation form.

The 'Locations' bar will only appear after the first save of the team. At the bottom of this article, you’ll find a screenshot of a completed and saved team.

TIP: We recommend to always include the option "Other site" in the list of sites and apply it to all teams. This prevents fundraisers from having to make an incorrect selection if their actual site is not available or assigned to the team.

Assistant coaches 

Need to take a day off and have another coach cover for you? No problem! You can now add multiple coaches to one team. Assistant Coaches can view the team statistics and have access to the campaign assigned to the team, but they won’t be included in the reports.

Fundraiser work shifts

This is where you add fundraisers to the team and assign work shifts. Any person who needs access to the donation or petition form must be added here and have a work shift assigned. The default view of the work shift list shows the current date, but you can also add work shifts for future dates. Simply add fundraisers at the bottom of the list and adjust the date accordingly.

TIP: If you use the app to calculate payments, it’s crucial to maintain a clean record of your fundraisers’ shifts. Team leaders, coaches, or campaign managers should track these shifts and delete or edit them if fundraisers do not show up or leave early.

You can edit any work shift at any time, but you can only delete a work shift if no donation is assigned to it. To delete a work shift, click the x button on the right side of the row with the work shift you want to remove. Once highlighted in red, press save.

After entering all the data, click 'Save' at the bottom right to save your entries.

Once saved, your team will appear similar to the screenshot below. You’ll also notice two additional fields added after saving: 'Locations' (blue bar) and 'Prolong Work Shifts Automatically' (checkbox next to the date).