Opportunity (Participants) Overview
This may be where you spend the majority of your time once you have launched your opportunity and move into managing the various aspects. Managing your team is a core function for you. Let’s walk through all the features you have available here:
Participants Main Page
- Search for participants by name or email
- Export entire roster to excel
- View participants (click on their name to see their opportunity data like their application and fundraising progress)
- Amount Raised
- Remaining Balance
- Percent Completed
- Forms Completed
- Date Applied
- Status (Approved, Incomplete, Declined)
- Actions
Actions
- View Donations & Payments for this participant
- View / Upload Forms
- View Profile
- Send Email to participant
- Decline / Remove participant
- View Personal Fundraising Page
Managing Applications
When you open your various opportunities and people begin to apply, management of these applications will follow these steps (most of the time):
- Participant applies for an opportunity
- Opportunity admins receive an email alert of a new application
- Organization reviews applications and make decision on participant
- Choose to accept or decline participant (both will generate an automatic email to the participant)
- If approved, participant can access their management page and their personal fundraising page
Where can I view application questions?
- Click on participants name
- Click “show/hide answers” next to Application
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