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FAQ: Personal & Team Fundraising (For Admins) (Legacy)
FAQ: Personal & Team Fundraising (For Admins) (Legacy)
Rob Wu avatar
Written by Rob Wu
Updated over a year ago

What are personal fundraising pages?

Please see our overview support article.

How do you enable personal and team fundraising?

Please see our support article on Setting Up Personal & Team Fundraising Pages.

How are personal fundraising page amounts counted on the main campaign site?

Donations collected by personal fundraising pages go directly to the Stripe or PayPal account you connect to the campaign, and are are added up and displayed on the main campaign site's donation counter.

How do I disable or delete a personal fundraising page?

Only CauseVox admins can disable or delete a personal fundraising page by following these steps:

  1. Go to the CauseVox admin

  2. Log in with your CauseVox admin account email address

  3. Go to your Site Dashboard

  4. Go to Fundraisers

  5. Select the individual you are looking to disable or delete

  6. Click the “Edit Page” button

  7. Enable/Disable their page or click the trash icon to delete

Disable/Enable & Delete Actions

  • Disable/enable page (dropdown selector)- This hides the page from the fundraising site. All data is preserved.

  • Delete page (trash icon) - This deletes the user’s page, but their account will still be in the CauseVox system for future use. Users can still use their email address and password to create a new page.

How do Team pages work?

Team pages can be created by admins or by personal fundraisers, and they allow personal fundraisers to fundraise together. These are best used for competition based fundraising campaigns or by grouping fundraisers regionally.

Fundraisers have the opportunity to join a team while they create their page, or they can always create their own or join a team later.

The team goal is set by the team creator and/or team admin, and an aggregate of all the blog posts is displayed on team pages.

How do you create or delete teams?

As a CauseVox admin

CauseVox admins can pre-populate a listing of teams their fundraising site by following these steps:

  1. Go to the CauseVox admin

  2. Log in with your CauseVox admin account email address

  3. Go to your Site Dashboard

  4. Go to Teams

  5. Click on “Create a Team” and enter in the team info

CauseVox admins can manage individuals in teams by following instructions on our support article, Assigning, Removing, And Promoting Team Members.

As an individual fundraiser

Personal fundraising page users can create or join teams by following these steps:

  1. Log in to your CauseVox personal fundraising page

  2. Go to Teams

  3. Click on “Create a Team” and enter in the team info.

For more information, read the full support article on Managing Your Personal Fundraising Page Account.

Can individuals join more than one team?

Currently, individuals with personal fundraising pages can only join one team per campaign.

How do you create a personal fundraising page?

Personal fundraising pages can be created by following these steps:

  1. Go to your CauseVox fundraising site

  2. Click on the “Create a fundraising page” button

  3. Sign up for an fundraising page account

  4. Follow the easy setup wizard to complete the page

Note: If you need to create a personal fundraising page on a user’s behalf, you can manually do it by following the above steps and giving the login information to the user.

Can you create a team without a personal fundraising page?

You must create a personal fundraising page in order to create or join a team.

Can you donate directly to a team?

Yes, donors can donate directly to team pages!

How do you change the team fundraising goal?

The team fundraising goal is set by the team creator and/or the team admin. Here's more info about how you can set the team goal.

Where do I go to edit the personal or team fundraising page design?

CauseVox admins can can customize the campaign content area of the personal fundraising page. Follow these instructions:

  1. Go to the CauseVox admin

  2. Log in with your CauseVox admin account email address

  3. Go to your Site's Settings

  4. Go to Appearance

  5. Launch the Site Editor

  6. Click on "Fundraiser" on the left hand side to edit the page template

For more information, please see our full support article on How To Edit/Design The Look Of Your Campaign Site.

How do I enter a default or template appeal for personal fundraising pages?

CauseVox admins can set a default fundraising appeal in the Site Editor. For more information, please see our full support article on Setting Up Default Fundraiser Appeals.

How do I create a test fundraising page as an admin?

As an admin, you should first enable your CauseVox campaign site and then create a test personal fundraising page on your campaign site. After you have a good feel of what it is like, then you can delete the test personal page and take your campaign site offline.

Where do the funds go on donations raised via a personal fundraising page?

All donations raised by fundraisers go into the donation processing account you specify in the Site Settings of your CauseVox admin.

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