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Using Your CrowdRise Dashboard

NOTE: This document is OPTIONAL and is not necessary to set up and manage a

successful Personal Fundraising campaign.

This guide provides step-by-step instructions on how to use your campaign dashboard on

CrowdRise.

Step 1 - Log in to Your Page

Log in by going to https://www.crowdrise.com/sound-the-alarm and selecting your

fundraising page under MY FUNDRAISERS from the drop-down menu at the top, right side

of the screen.

Step 2 – Understand Your Dashboard

The page you are on will have a Welcome to CrowdRise title and orange banners. This

page is your dashboard, a place where you can make edits, see donations, and send

updates. Essentially, it is the back-end of your personal fundraising page.

Note: The Create, Explore, and Find options listed on this orange banner are for additional

actions on CrowdRise and are not relevant to this campaign.

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On your dashboard you will see a left menu bar, to the right is your current photo and the

link to your page. In the middle is a center menu bar with a chart that will show different

information relating to the steps you take and donations you receive.

Step 3 – Personalize Your Page

If you didn’t get the chance to personalize your page when you joined your team, selecting

Edit on the left menu bar is the best way to get started. The first section is where you can

upload and re-order your photos and videos.

Screen Shot: Overview of Dashboard

Screen Shot: Left menu

bar Screen Shot: Photo upload section

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The next section is where you add a personal fundraising Goal, and the last section is

where you can edit the Campaign Story field to add a personal message.

These are great steps to take to personalize your page, for detailed instructions on these

steps please use the Page Set Up Guide on CrowdRise.

Screen Shot: Goal and story edit section

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Step 3 - Review the Center Menu Bar

The Center Menu Bar is the light gray box in the middle of the screen where the charts are

displayed. It looks like this:

• Raised lets you see charts of how much money you’ve raised, this will be visible once

some donations post to your page, and is always cumulative.

• Donations lets you see charts showing daily donation amounts.

• Traffic shows activity, or visitors to your page, based on the day

• Set Up shows the steps you’ve taken and provides quick links for some actions.

Under the Set Up option you will find different actions you can take to update and share

your page, including some of the same steps you can take in the Edit section discussed

previously.

• Description lets you update the personal message you have on your page.

• Photo is a quick way to edit/add photos on your page. You can upload a few

pictures to store and switch them when you want.

• Share provides quick links for sharing your page via email, Twitter and Facebook.

The email message cannot be edited, but the social media updates are editable.

• Goal lets you add/update your personal fundraising goal.

As you complete each step a check-mark will appear and the % to complete icon will

update. Follow each step to get your personal fundraising page ready to go!

Screen Shot: Center menu bar

options

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Step 4 - Share Your Page

Using the tools on the Share tab you can start reaching out to your network.

• You can choose to share your page through email, Twitter or Facebook.

A great first step is to access the email option to contact your supporters. Just click on the

email icon and add up to ten email addresses. This will send the link to your page with the

message “Please check out my fundraising campaign on CrowdRise.” To send, select

I’m not a robot and follow the prompts on the picture selection. A green checkmark

appears once you finish, then you can hit Send and close the screen.

To send a personal email, just copy the link provided here into your own email messages.

You will also receive a welcome email with the same link included after you register on

CrowdRise. You can find sample messages to use in the toolkit available on CrowdRise.

Follow similar steps to share on other social platforms.

Screen Shot: Share tab

Screen Shot: Sharing via email

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Step 5 - Explore Additional Options

Back on your dashboard, below all the options listed by the charts is the Post Update tool.

This lets you send out an instant update that appears on your fundraising page. Updates are

a great way to let everyone know about important milestones, new donations, and other

campaign progress. You can add a photo and change some of the text options. Click on the

Preview button to see what it will look like.

If you are satisfied with your update, hit Publish to

send it out. Once you post the update it will show up

on your page like this:

On the left menu bar on your dashboard you will see some more options:

My Fundraisers shows any fundraising pages you have set up, if

you have joined multiple teams.

View lets you see what your page looks like to everyone else.

Edit lets you change the information you added when you first

set up your page.

Team lets you use a template email to invite additional people to

join your team. Remember, you are a team member, so anyone

you invite would also join as a team member and create their own

fundraising page. Select Invite Team Members from this

screen, then click SELECT TEXT to copy and paste the

message into an email. The link to your team’s fundraising page

will be included.

Advanced lets you access a Report Center where you can run a

Donation Report for all donations to your page. This is a great

tool for sending thank-you messages.

Screen Shot: Post update

Screen Shot: Left menu bar

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You can also access the My Fundraiser Widget from here. This is a great tool for inserting

into a website or blog post, just click on the red text anywhere in the box to copy and paste

the html coding. The widget looks like this:

Step 6 – Review Your CrowdRise Profile

At the very top of your page, where you logged in, you will see some additional options in

the drop-down menu.

MY FUNDRAISERS shows you what team’s you’ve

joined.

MY PROFILE shows you what fundraisers you have

set up, lets you add a profile picture, start a new

fundraiser, and shows you how to use your impact

points from CrowdRise.*

ACCOUNT lets you update your email address,

change your password and use some additional

features.

LOG OUT is also available on this menu.

*Impact points are a reward program through CrowdRise and is not affiliated with the Red

Cross. Please go to https://www.crowdrise.com/rewards to find more information Thank you again for fundraising for the American Red Cross, we truly appreciate all of your

efforts! Reach out to us with any questions at sta.p2p@redcross.org

The American Red Cross

Screen Shot: My fundraising widget

Screen Shot: CrowdRise admin menu