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How to add, edit, delete Participants
How to add, edit, delete Participants

Changing the Participants tab.

Steve Perri avatar
Written by Steve Perri
Updated over a week ago

If you need help adding a list of participants, count on us! Read more here.

Adding a New Participant:

Schoolfundr offers 5 different options for you to add a new participant for your fundraiser:

Option 1: Add via Email

With this option, you will email an invitation to the participant. For the page to be created the participant needs to accept the invite.

  1. Go to the 'Participants' tab

  2. Click on 'Add Participants'

  3. Choose 'Add via Email'

  4. Add the participant email - you can add more than one email at once

  5. When you are ready click on 'Send Invitation'

Your participants will receive the invite via email.

Option 2: Share Link

You can have participants join your campaign by sharing the campaign link with them

  1. Go to 'Participants' tab

  2. Click on 'Add Participants'

  3. Choose 'Share Link'

  4. Share the link with the participant

Option 3: Add Manually

You can add the participants manually

  1. Go to the 'Participants' tab

  2. Click on 'Add Participants'

  3. Choose 'Add Manually'

  4. Fill participant's information

  5. Click on 'Add Participant'

  6. The participant page will be ready to be shared

Option 4: We will upload it for you

We are happy to support you with anything you need! We just need you to share the following information with us, in an email or Excel file:

  1. Participant Name (first name and last name initial)

  2. Up to two Emails (e.g. participant, mom, dad, and/or guardian)

No other information is needed. Email us your information at [email protected]

Add or Update existing participant Information:

You can easily edit a participant's information: Photo, Name, Email, Additional email, and Story.

  1. Search for the Participant

  2. On the 3 dots click on 'Edit'

  3. Edit the information

  4. Click on 'Update' to save changes

Resend invitation Email:

If a participant has not accepted your invitation yet, you can resend the invitation email at any time.

  1. Search for the Participant

  2. Click on 'Resend invite'

Delete a Participant:

  1. Search for the Participant

  2. On the 3 dots click on 'Delete'

Note: Participants that already received donations cannot be deleted.

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