Before copying Teams to a new campaign, make sure:

  1. The new Campaign is set up and has Teams enabled
  2. The necessary Settings are in place in the new Campaign in the Teams > Settings tab, especially those relating the Welcome Email content in the Email Settings.
  3. If you want the Teams to receive welcome emails when they are set up as new Teams or added to a new campaign, they must also be HiRaiser users.


To add existing Teams to a new Campaign:


  1. Go to the Teams > Participant Campaign Details tab for the previous campaign
  2. Select the Teams you want to copy, or click Select All Rows.
    Note: Any Teams that were already added manually to the new campaign will be skipped.
  3. In the Action for selected rows dropdown, select Copy to Another Campaign
  4. Choose your new campaign and the copy options from the dialog:
    1. Copy to Campaign → which campaign you want to copy the selected Teams to
    2. Goal Amount → choose whether to copy the goal for each Team, set a new universal goal for all Teams, or not to include goals at all (in this case they will have to be added manually later)
    3. Public Message → choose whether or not to copy the existing public message for each Team
    4. Send Welcome Message → choose whether or not each Team should receive a welcome email (it will draw the details from Welcome Email settings in the Teams > Settings tab of the NEW campaign)
  5. Click Submit


Tips/FAQs


What if some Teams have different goal amounts for the new campaign, while others are the same?
You can copy the Teams in batches, and use the settings you need for each batch. You can even do some of them one at a time if they have unique goals. Just make sure to keep track of which ones you've copied already.
Alternatively, you can copy them all over and then manually edit the ones that need changes in the Teams tab in the new campaign.
A good trick is to first copy over all the ones you want to change and give them all an easily recognizable goal like $11. Then go to the Teams tab of the new campaign and manually change those ones.

What if I accidentally choose to copy a Team that I had already copied?
It won't work. The system will reject the copying for any Teams that already exist in the new campaign. If you want to change the settings for that Team, you can do so via the Teams tab in the new campaign.

How do I copy individual Teams to a new campaign without sending an automated email?
  • Go to the Team Profile settings, click the checkbox for the corresponding Campaign, and click Save.
  • The Team will now appear in the selected campaign.
  • Goal mount and public message will not be copied over and need to be added manually in the Teams tab of the new campaign.
  • The user will NOT receive an email notification.
How will people know their personal fundraising page links if they don't receive an automated email?
To quickly find the direct link to your personal fundraising page:
  • Visit the main campaign page
  • Click the "Select Team" button
  • Find your Team (you can use the search icon to search by typing)
  • Click the copy icon below the Select button for you Team – your link is now copied