Uploading Teams


The best method to set up your Teams is to upload a spreadsheet containing the basic required fields.

When you upload the spreadsheet containing the Teams, each team's page is created automatically, plus each team receives an email with their page link and their HiRaiser login so they can manage their page and view their donations.

BEFORE you upload the Teams, some settings should be put in place in the Teams > Settings tab.
You can also provide us with the basic content content using our Teams Setup Guide doc.

Only AFTER the Teams content and settings are in place, the spreadsheet with the Teams can be uploaded, and everything will happen automatically from there, like magic!

Click the "Upload New Participants" tab and upload a .csv file spreadsheet with the following fields/columns):

  • First Name
  • Last Name
  • Email
  • Goal Amount ($)
On the following screen, review the data upload, make sure all the fields are entered and mapped correctly.

If you want the participants to receive and email with their link and login info, make sure to toggle on "Create new user for each team."

Once the teams are created, the team admin (or campaign admins) can log in to HiRaiser to add a profile photo, personalize the team message/blurb, and edit other details.



Manually Creating a New Team


Navigate to the “Teams” tab in the Campaign settings.

  1. Click “Create a New Team”

  2. Complete the information on the page to set up the Team profile.

    Last Name or Team Name: The public name for the Team.

    First Name (optional)

    Email address: For receiving notifications and communications (not shared publicly)

    URL Path: The custom extension for the Team after the campaign URL – i.e., CampaignName.org/TeamName

    Team Image:     The image should ideally be 320 x 320 pixels. The original image can be any size/orientation, but will be cropped to square using the built in photo editing tool that you can use.

    Assign to Campaign(s): Select which campaign(s) this Team will be active on.

  3. Click “Next”

  4. Complete the information on the page for the Team’s campaign settings.





Sending a Welcome Email to an Existing Team


STEP 1: CREAT A USER
  1. At the top right dropwdown menu, next to you name/logo, select Manage Users.
  2. Click Add a New User. For username: Enter their email. Enter their First Name, Last Name and Email.
  3. Click the checkbox for Team-Only Access
  4. Click the checkbox for the Team the person should have access to.
  5. Send user welcome email checkbox. If it is checked they will receive a general HiRaiser admin account welcome email (rather than the campaign welcome email – see below). They can receive both emails, but it is unnecessary. It is recommended to uncheck this box.
  6. Click Save
STEP 2: SEND THE CAMPAIGN WELCOME EMAIL
This email will include a welcome message for the campaign, their personal Team link, and instruction about setting up their HiRaiser login. 
  1. In the dashboard for the campaign, navigate to the Teams tab.
  2. Within the Teams section, click Admin Users.
  3. Find the user. In the Last Login column, click Resend welcome email.
    (If they are already set up and have logged in, there will be a date/time there. In this case, you can instruct them to log into HiRaiser or use the Forgot my password option on the login page if they forgot their password. If they forgot their user/email, you can send that to them.)



Editing a Team


Teams have two distinct sets of settings:

  • Campaign Settings - settings related to a specific campaign
  • Team Profile - general info about the team that applies to all campaigns

To edit a Team’s Campaign Settings, navigate to the “Teams” tab in the Campaigns settings, and click the name of the Team you want to edit.

To edit a Team’s Profile, you can find the Team in the Participant Profiles tab, or click the "View Profile Settings" Team's campaign settings.



"Deleting" a Team

To delete a team, navigate to the Team's Profile Settings, and click the Delete button at the bottom of the page.



Adding an Existing Team to a New Campaign


You can associate an existing Team with a new campaign, so that the basic info like Team Name, url extension and photo will carry over to the new campaign.

  1. Open the Team's Profile (accessed from the “Create/Edit” Teams link in the main dashboard) and check the box next to the campaign(s) you want this Team to be associated with. Then click "Save".
  2. Open the Team's Campaign Settings (the "Teams" tab in the Campaign's settings) and add the campaign-specific details like fundraising goal and team message. Then click "Save".


Team Profile Message Ideas

Teams can include a short blurb accompanying their profile. Below are some ideas.


Join me in supporting the important work of [ORGANIZATION].


I am a proud supporter of [ORGANIZATION]. Join me in being part of the [CAMPAIGN].


I am proud to be part of the [ORGANIZATION] community, and to support the amazing work they do. Join us in…


Help us reach our goal and ensure the continuity and growth of our community.


The future is bright for the [ORGANIZATION] community in [LOCATION] thanks to the [PEOPLE]. Together, we can accomplish even more. Join us in supporting the [CAMPAIGN].


We are proud to participate in and support their amazing work, and look forward to the wonderful things that will happen in our new center. Join us in building it!


We are building an amazing community together. Join the campaign to establish a new home for Chabad of Novato.


I am so proud to be part of the [ORGANIZATION] community and to support the amazing work of [ORGANIZATION] Help us build a new home for our community.


This new center means so much to our community. More than a community center, it will truly be a home where everyone will feel welcome. Let’s build it together!


We’ve experienced first hand how much goodness [ORGANIZATION] brings to [CONSTITUENCY]. Join us in...