FAQ: Navigating the Platform
Guides for managing your 99Pledges campaign from the admin dashboard. Includes step-by-step instructions for editing participant details, entering cash and check donations, and uploading logos. Learn how to send email reminders, generate QR codes, and extend your fundraisers. This is essential for coordinators looking to customize their page, track results, and optimize the fundraising workflow.
By Vinay and 1 other2 authors25 articles
- How do you enter results?Results can be entered from the Groups & Participants tab
- Donations - How to Reassign / Change RegionHow to move donations made to the main page or wrong participant. You can also change the "Region/State" that the donation came from.
- Do participants receive email reminders?Email reminders increase donations by up to 30%.
- How to upload Sponsor LogosYou can quickly do so through the Edit Details tab
- How do we enter cash/checks?You can enter cash/checks for free in the Donations tab
- How to enter Tax ID
- How to collect participant T-Shirt Size
- How to close a fundraiser at any time
- How to extend a fundraiser
- Add, Edit, Delete Individual Participants
- How to send a custom email reminder to participants
- How to combine duplicate participants that have donations
- How do we change the participant goal?Hover over the name in the Groups & Participants tab
- How do I upload a participant image?Uploading a personal image
- How to create a Group donation link
- Group Leader AccessGrant your Group Leaders limited access to the Admin Dashboard!
- Enabling Group Leader AccessHow to enable this feature and invite your Group Leaders for limited access to the Admin Dashboard.
- Templates for Email RemindersTemplates for updates & reminders to send via a custom reminder on the 99Pledges Platform.
- How to track invites sent by participants
- Can participants change their image?Yes, and more customizations available
- Are participant goals required?No, participant goals are not required. Simply set the goal to $0.
- Admin Account Email ManagementHow to choose the best email address for your campaign & why it is important!
- Generate a QR code
- Templates for Email Reminders - (in Spanish)Templates for updates & reminders to send via a custom reminder on the 99Pledges Platform
- How To Upload A Video To The Main PageConnect with your donors with an engaging video!