Team pages are shareable pages which teams of supporters can set up to raise money for your cause. They feature donate buttons and list the donations and messages of their donors. Individual team members can then set up Personal Fundraiser pages which pay in to their team page.


In this article, you will learn how to:


View a Team page


To view a Team page:


  1. Select Manage > Team Pages in the Charity Checkout menu.

  2. Find the Team page in the list.

  3. Click the Cog icon > View.




View the Personal Fundraisers in a Team page


Members of a team have the option to create Personal Fundraiser pages which pay in to their team page.


To view the Personal Fundraiser pages in a Team page:


  1. Select Manage > Team Pages in the Charity Checkout menu.

  2. Find the Team page in the list.

  3. Click View Team.




Add a Personal Fundraiser to a Team page


To add a Personal Fundraiser to a Team page:


  1. Select Manage > Personal Fundraise Pages in the Charity Checkout menu.

  2. Click the Cog icon > Settings on the same row as the Personal Fundraiser you wish to add to the Team page.


    Note: The Settings option will only appear if the Personal Fundraiser page is not connected to an Event page and there is one or more available Team pages.

  3. Select the Team page you want to add the fundraiser to from the dropdown.

  4. Click Update.




Remove a Personal Fundraiser from a Team page


Members of a Team page have the option to create Personal Fundraiser pages which pay in to their team page. Sometimes a fundraiser may wish to be removed from a team or join a Team by accident.


To remove a Personal Fundraiser from a Team page:


  1. Select Manage > Team Pages in the Charity Checkout menu.

  2. Find the Team page in the list.

  3. Click View Team.

  4. Click Detach on the same row as the Personal Fundraiser you want to remove.


Note: This will not delete the Personal Fundraiser page, it will only remove the person from the team page. Donations made to the Personal Fundraiser page before it is detached will not be removed from the Team page total.




Delete a Personal Fundraiser from a Team page


Warning: Deleting a Personal Fundraiser from a Team page will delete their Personal Fundraiser page from the platform.


To delete a Personal Fundraiser from a Team page:


  1. Select Manage > Team Pages in the Charity Checkout menu.

  2. Find the Team page in the list.

  3. Click View Team.

  4. If the Personal Fundraiser page is live, click the Cog icon > Close.

  5. Click Delete.




Close a Team page


To close a Team page:


  1. Select Manage > Team Pages in the Charity Checkout menu.

  2. Find the Team page in the list.

  3. Click the Cog icon > Close.


Note: Closing a Team page will mean the page can no longer accept donations. You can reverse it by setting the page to Live.




Delete a Team page


To delete a Team page:


  1. Select Manage > Team Pages in the Charity Checkout menu.

  2. Find the Team page in the list.

  3. If the Team page is live, click the Cog icon > Close.

  4. Click the Cog icon > Delete.




Download a Team pages report


To download a report of Team pages:


  1. Select Manage > Team Pages in the Charity Checkout menu.

  2. If you want to filter the pages that appear in the report, use the filters at the top to filter the list by status, title, campaign name, or person and then click Search.

  3. Click Export and a CSV file of the report will download.




Add an offline donation to a Team page


To add an offline donation to a Team page:


  1. Select Manage > Team Pages in the Charity Checkout menu.

  2. Click the Cog icon > Offline Donations.

  3. Click Add new.

  4. Enter the following information:
    • Name/Source: the name of the person donating or the source of the donation.

    • Donation amount: the amount of the offline donation.

    • Donation date: the date you want to associate with the offline donation.

    • Message (optional): any message you want to appear under the donation on the Personal Fundraiser page.

  5. To make the donation anonymous, tick Anonymous donation. The donation will appear on the Personal Fundraiser page but name/source of the donation will display as ‘Anonymous’.

  6. To hide the donation, tick Hide donation. The donation will not appear on the Personal Fundraiser page. However, the donation amount will still be included in the total amount raised for the page.

  7. Click Add Offline Donation.




Add a custom code to a Team page report


Custom codes are codes that you can add to reports to aid you in integrating our reports with your databases.


Note: Custom codes can only be added by users with Administrator and Manager access.


To add a custom code to a Team page report:


  1. Select Manage > Team Pages in the Charity Checkout menu.

  2. If you want to filter the pages that you wish to add the code to, use the filters at the top to filter the list by status, title, campaign name, or person and then click Search.

  3. Click the tickbox on the same row as the Team page you wish to add a custom code to.

  4. Click Edit custom codes.

  5. Select the custom code row you wish to add to from the dropdown.

    Note: You can add a maximum of four custom codes to each report.

  6. Enter the custom code in the field.

  7. Click Update.