How to Run a Swig Card Fundraiser

Overview:

Leaderboards are one of the most effective ways to boost participation and fundraising results. They turn involvement into friendly competition while giving every student, team, or group their own real-time tracking page and personal share link — texted straight to them when they enroll. Participants can also invite parents or other helpers to track progress and share the fundraiser on their behalf. This built-in sharing and visibility encourages participants to spread the word themselves — the single best way to drive more donations and sales.

When the leaderboard is enabled, donors select which participant to support at checkout, and each participant’s progress updates automatically.

Key Terms

Organizer – Sets up the campaign, manages participants, and tracks overall progress.

Participant – A student, class, or team raising funds that is tracked or competes against other participants in the fundraiser. Each has their own results page and share link.

Donor/Patron – A supporter who donates to or purchases from the fundraiser through a participant’s share link or the general campaign link.

Parent/Helper – Added during enrollment to receive text updates and assist with sharing or communication.

Tags – Optional. Used to group participants into teams or categories (e.g., “6th Grade,” “Varsity,” “Choir”) for easier tracking and organization.

Before You Invite Participants

Go live before sending enrollment links.

• Participants can enroll before going live, but if they share their individual link, participants won't be able to view it until the campaign is live.
• Once live, share links will direct donors to an active fundraiser immediately.

Sharing Order

1. Go live.
2. Send the enrollment link to participants (not donors).
3. After participants enroll, they’ll get their personal share links by text and can begin promoting.
4. Share the general campaign link publicly via social media, flyers, QR codes, or email.

Adding Participants to the Leaderboard

You have two ways to populate your leaderboard:

Option 1: Manually Add Participants, Then Share the Enrollment Link

• Click “+ Participants” and paste in names.
• Then share the enrollment link so they can verify their phone number and access their tracking page.
• If they don’t enroll, they won’t get updates or their own results page.

Option 2: Only Share the Enrollment Link

• Copy and share the enrollment link with participants.
• They’ll select or add their name, verify their phone, and can add parents/helpers for updates.
• Once enrolled, they’ll receive their own results page and share link.

Participant Experience

After enrolling, participants:

• Receive a personal share link (texted to them and on their results page).
• See their total raised, rank, and progress toward the next position.
• Watch their supporter list and transactions update in real time.
• Get a text message every time someone donates.
• Can add parents or helpers to receive progress updates too.

Thanking Donors

Participants can open any transaction on their results page to view donor details and send a thank-you directly. They can:

• Send an email to the donor.
• Call or text if contact information is available.

This makes it easy for participants to express gratitude and strengthen supporter relationships.

Sharing the Fundraiser

For Organizers

• Share the enrollment link with participants only.
• Share the general campaign link (from the Share tab) publicly via email, social media, flyers, or QR codes.
• If you manually added names, still send the enrollment link so participants can track their own results.

For Participants

• Share only your personal share link (texted to you and available on your results page).
• Do not share your results page or the enrollment link.
• Aim to share your personal link with at least 20 people.

Managing Participants (Organizer Controls)

Organizers can manage all participants from the Leaderboard tab.

Bulk Actions (Select Multiple Participants)

Click the checkboxes beside names, then choose Actions to:

• Edit Tags – Group participants into teams or categories.
• Unenroll – Remove participants from active tracking but keep them selectable at checkout.
• Remove – Delete them entirely from the leaderboard. Their transactions remain attributed to them but can be changed by editing each transaction.

Unenrolling vs. Removing

• Unenroll – Participant remains selectable but participant no longer has access to see results.
• Remove – Completely deletes the participant from the leaderboard.

Individual Participant Menu (Three Dots)

For each participant, organizers can:

• Copy Unique Link – Copy that participant’s share link.
• Edit Name – Update their display name.
• View Results – Open their results page.
• Edit Tags – Assign or change team/group tags.
• Remove – Delete them from the leaderboard.

Leaderboard Columns Display

Each participant row shows:

• Enrolled – Whether they’ve claimed their spot.
• Amount – Total raised on their behalf.
• Count – Number of donations on their behalf.
• Views – Number of visits from their share link.

Leaderboard Settings and Visibility

Access the gear icon on the Leaderboard tab to control appearance and behavior.

Who Can See the Leaderboard?

• Only You: Private view (visible only to organizer).
• Public: Visible to anyone visiting the campaign. Displays the top five participants on the public page.

Require Selection at Checkout?

• Optional: Donors may choose to support a participant but don’t have to.
• Required: Donors must select a participant before checking out.

Customize Form Label

Change the question shown to donors at checkout (e.g., “Supporting someone?” or “Which team are you supporting?”).

Quick Answers

When should I go live?
Before sharing the enrollment link. Share links don’t work until the campaign is live.

What link do I send to participants?
The enrollment link.

What link do participants share with donors?
Their personal share link (texted after enrollment).

What if a participant’s name isn’t listed?
They can add it during enrollment.

Can parents track progress?
Yes — each participant can add up to 2 parents or helpers during their enrollment.

Can participants thank donors?
Yes — they can email, call, or text donors directly from their results page.

Do donations update automatically?
Yes, all results update in real time.

Can I hide or show the leaderboard publicly?
Yes — change visibility in the leaderboard settings (gear icon).

What’s the difference between unenroll and remove?
Unenroll removes their and their parent's access to their individual results page but continues tracking donations in their name; remove deletes them entirely from the leaderboard.

What are tags used for?
To group individuals into teams or categories for easier tracking.

Product delivery depends on how your campaign is set up.

If you're using a vendor, the vendor typically handles fulfillment directly. This might include shipping to the school, offering local pickup, or mailing items directly to supporters. The method will depend on the vendor’s agreement, which should be outlined during campaign setup.

If your group is managing fulfillment yourself — such as distributing items on campus or in classrooms — you’ll coordinate delivery. To help with this:

• Go to the Results tab and open the Result Details report. This report shows each transaction and includes detailed order information like supporter names, products purchased, variants (like size or flavor), and quantities.
• You can download this report as a CSV to create packing slips, delivery checklists, or class-by-class sort sheets.

The Product Sales report gives you a summary view — showing how much of each item you’ve sold overall. This is helpful for inventory planning and seeing which items were most popular.

If you’re running a fundraiser with one of SuccessFund’s integrated partners, fulfillment may happen automatically and digitally. If that’s the case, you’ll see a note in the campaign description outlining how items are delivered.

Also, if your fundraiser includes student participation, the Leaderboard tab is a great tool for fulfillment support. Each student has a unique link and can see which supporters donated or purchased through their link — helpful if they’re assisting with product delivery.

Note: If your campaign is donation-only and doesn’t include products, the Product Sales and Result Details reports may not display any fulfillment-related information.

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