Configure Fundraising Opportunities

Keep in mind that each fundraising opportunity is a group. You'll manage the opportunities from the Group Viewer.

Ok, but that's the boring part. Let's start looking at how these groups are displayed on your external site! Out of the box Rock configures several pages to view fundraising opportunities. The pages are displayed under the Missions pages (found under the Connect menu item). The missions page lists the various opportunities that are marked Show Public. Keep in mind that this block can be filtered by the Fundraising Opportunity Type (e.g., Trip, Internship, Project).

Selecting one of the opportunities will take you to its detail page. In the example below, Ted (who is leading this particular mission trip) is viewing the page. Since we know it's Ted, a summary of his Fundraising Progress is shown. Links are also displayed to take him to his participant's page and for him to make a payment. Also, note that since Ted is a leader for this opportunity, he has access to a leader toolbox.

Pictured below is the same page, but with a fundraising group that's configured to use families. In this case both Ted and Cindy are in the group, and their individual fundraising goals become combined into a single family goal. Note there is a single Make Payment button for the family, but each member has their own Participant Page.

This page is also used for the general public to view. It allows them to easily register for the opportunity if a registration instance was provided.

Fundraising Opportunities can also optionally be configured with a Content Channel for providing updates. When configured, a new tab will be shown to display these updates.

Another optional setting is to allow commenting on the opportunity. This tab will display a Rock notes control. Keep in mind that this feature currently doesn't allow for approving comments and does not email when new comments are added.

Each opportunity participant has a personalized page that they can share with others to help generate interest and help encourage funding.

As pictured below in green, red and yellow, the participant can use this page to track documents that are needed for the trip and, if configured, launch a workflow to upload those documents. These are really just group requirements that have been added to the fundraising group. They could be used to track things like documents, attendance in classes or background checks. In this example, Ted has a driver's license on file but hasn't provided his passport yet. He hasn't submitted his trip insurance either, but it's not due until a date in the future, so Ted is currently in a warning state.

Each participant can provide a custom opportunity introduction and edit their profile image from their personalized page. This block can also be configured to edit specific person attributes if you wish, such as the Facebook example pictured below.

If the person logged in is the participant, they can also view the gifts that have been given near the bottom of the page by selecting Contributions.

If someone doesn't have a link to a participant's profile page, they can choose to give from the opportunity detail page and select the participant they would like to fund.

If the fundraising group is set up for families, and if more than one person from the same family is in the group, you can give to the family as a whole.

After selecting a participant and clicking Next from the page pictured above, the person will be brought to the Fundraising Transaction Entry page pictured below. There are many block settings for this block, so be sure to review them to ensure this process matches your organization's needs.

1. Fundraising Opportunity - The name of the fundraising opportunity comes from the Opportunity Title group attribute that was set when the fundraising group was created.
2. Participant Information - Based on the person's selection in the prior screen (see prior screenshot above) we see the participant's name, their total fundraising goal and how much they have left to raise to meet the goal. If giving to a family, the family's name will appear here, and the amounts displayed will be for the family as a whole.
3. Contribution Information - When a participant is selected from the prior screen, the Financial Account associated with the fundraising group (set as a group attribute) is passed to this page in the URL. The amount entered here will go to that account. Only Public accounts can be used by this block. If this page is accessed directly without first selecting a participant, then multiple Donation Amount fields will be present, one for each Public account you have. This can be changed in the block's settings by specifying the Accounts that should be used. The block settings also provide an option to allow the person to choose additional accounts if needed, but this only applies if an AccountId is not present in the URL.
4. Donor Information - This information will be pre-filled for the person if they're known (i.e., logged in). The type of address to use can be changed in the block's settings.
5. Additional Options - The block settings allow you to remove the prompt for email, and also give you the option of asking for a phone number. You can also disable the option for the person to give anonymously.
6. Payment Information - This is where the person will provide their card or bank account information. The title of this area can be changed in the block settings.
7. Previous - This will take the person back to the prior screen, where they can select a different participant if needed.
8. Next - Clicking Next will take the person to a confirmation screen. The header and footer text of the confirmation screen can be customized in the block settings.