Personal Fundraising Page Tutorial
Our Personal Fundraising Pages (PFPs) are an easy way for you or your friends to get your fundraising efforts off the ground.
We've created a step-by-step tutorial for creating your fundraiser using our PFPs. You can refer back to this tutorial at any time to help you complete your fundraising page.
With our PFPs, creating your own fundraiser can now be as easy as A-B-C.
a. SIGN UP
Step 1. Creating Your Account
Select the "Click Here" button under the "Create A Fundraising Page" option on the site homepage.
Step 2. Register as a New User or Returning Participant
Click the "Create an Account" under the New User option or log in as a returning participant. If you wish to return to the Participant Centre, click the login button at the top right and sign-in using the Username and Password emailed to you when your account was created.
Step 3. Review the Waiver and Continue
Tick the "I accept" waiver box and select "Continue".
Step 4. Choose to Manually Enter Your Information or Use Facebook to Automatically Complete the Form
You may choose to click the Facebook button to have the module link to your Facebook account and automatically enter your information, or you can manually complete the registration portion of creating your Personal Fundraising Page (PFP).
Step 5. Registration Acknowledgement and Email Sent With Password and Links
If you have completed all the fields and clicked the red "Continue" button, you should now be registered for your PFP and see the screen above.
A confirmation email will be sent to the electronic address that you provided while registering. PLEASE SAVE THIS EMAIL. It contains your username, password, and link to your PFP. You may decide at a later date to return to your page and send thank you letters or other emails from the Participant Centre so saving this confirmation email will help you navigate to your page. You can also click the red "LOGIN" button at the top right to use your username and password to return to the Participant Centre at any time.
You can now click on the blue "Start Fundraising Now" button that will take you to the participant centre where you can personalize your fundraising page and send your contacts an email asking for their support.
Step 6. Take Advantage of the Participant Centre to Complete Your Fundraising Page
Once you click on the blue "Start Fundrasing Now" page, you will be taken to the Particpant Centre. From this webpage, you will see the list above. It's advantageous and quick to complete the four steps in the order that they appear here. You can return back to the Participant Centre by clicking on the icon of a house ( ) at the top left at any time.
b. PERSONALIZING YOUR FUNDRAISING PAGE
Step 1. Personalize Your Fundrasing Page with Images and Text
By clicking on the "Customize Your Personal Page" link on the Participant Centre page, you will be taken to your PFP. You may choose to add an image of yourself or use an avatar to personalize your page. Additionally, you can edit the text to reflect your personality, your story or why you are hoping to raise money for research and patient programs. When you are finished, simply click on the home icon ( ) at the top of your browser to return to the Participant Centre's main page.
c. email YOUR CONTACTS USING THE Address Book TO FUNDRAISE
1. Decide How You Want to Add Your List of Contacts
Under the Address Book in the Participant Centre (see tabs in the image above), you have 3 choices for how you can add the list of contacts that you would like to email.
- Option one allows you to add a list of contacts from your email account, like Gmail, Yahoo or Outlook.
- Option two allows you to manually enter the list of contacts.
- Option three will check your email application and select the recipients in your email application list.
Please Note: Your PFP will not automatically send an email to everyone in your email list. You will need to select individuals from the list that you wish to contact before ANY email is sent. [See next step]
2. From the Email Tab at Top, Select Who You Want to Reach Out to in Order to Raise Funds
Tick the box beside any of the names/email addresses that you would like to contact through an email message that notifies them of your fundraiser and PFP (see example above). Once you have built your list, click on the green button to move the list of selected contacts to the "Selected Contacts" pane on the left.
3. Review the Template Message and Edit It if You Wish
Scroll down under the list of contacts under the Email tab and you will see the template auto message. This message will be different depending on what link you selected in the email centre (email tab at top).
You may decide to keep the message as is or edit it according to your fundraiser and list of contacts. Please note, any content within brackets is automatically inserted by the website to help you with your fundraiser. Please be wary of deleting this text as you may delete the link to your fundraising page [%Link-MyHomePage%] or other information that will be helpful in your fundraising efforts.
When you are ready to send an email to your list of contacts, you can click "Preview" to see how the message will look or you can decide to send the message by clicking the "Send E-Mail Now" button.
Additional Help using the participant centre
1. Get Social Tab
The Particpant Centre has a "Get Social" tab. By clicking on this tab, you can customize the URL for your fundraiser (see an example of a customized URL below).
Additionally, you can choose to share your fundraising page through your social media accounts by clicking on one or more of the links at the bottom of this page.
2. Follow Ups Tab and Donation History Tab
The Follow Up Tab acts as a "To-Do" list. It displays a list of contacts that you contacted by email and allows you to see when the emails were sent, if they were opened, and if there was a reply. This helps you to keep up with your fundraising effort so you can decide if a second email is needed or if you want to reach out to more people in your contact list to grow your fundraising effort.
The 'Donation History' tab allows you to view the personal progress of your fundraiser. You can see at a glance how much has been raised, your goal, and the number of donations received. All donations made through your page are also listed so that you can thank those donors using the Participant Centre's email tab and sample fundraising emails.