Orientation for faculty, coaches, and club leaders

Using Leaderboards to Track Contributions

Leaderboards help track contributions by student, class, or group. When a leaderboard is active, donors select the participant they’re supporting at checkout.

How to Add a Leaderboard

1. Go to your campaign page and click the Leaderboard tab.
2. Add participants by pasting a full roster of students, class names, or group names.
3. Each participant gets a unique link directing patrons to your campaign page. When donors contribute, the selected participant is automatically credited.
   • If sharing the general campaign link or QR code, patrons select a participant from the list at checkout.

Leaderboard Settings

Customize leaderboard settings for visibility, participation, and selection at checkout:

• Who can see the leaderboard?
  • Only You: Private, only visible to you.
  • Public: Visible to anyone. The top 5 participants appear on the campaign page.
• Who can add participants?
  • Only You: Only you can add names.
  • Public: Anyone can add participants but cannot remove or modify them.
• Require selection at checkout?
  • Optional: Supporters may select a participant.
  • Required: Supporters must select a participant before donating or purchasing.
• Customize Form Label
  • Edit the prompt above the selection field. Default: "Supporting someone?"

Viewing & Sharing Leaderboard Results

• The leaderboard ranks participants by total funds raised.
• Each participant has an individual results page showing:
  • Total amount raised
  • Ranking position
  • Products sold
  • Current leaderboard gap (how much they need to reach the next rank)

Sharing Results with Participants

• To share a participant’s results:
  1. Click the three-dot menu next to their name under Actions.
  2. Select Share Results.
  3. Enter the participant’s phone number to send a text with their results page link.
  4. Or, click Copy Link to share manually.

Participants can track their progress and encourage further contributions.

Tracking Individual Transactions

• Participants can see who contributed and what they purchased.
• Their individual results page shows a breakdown of:
  • Donor name
  • Amount donated
  • Items purchased
  • Date of purchase
• Participants can click transactions to send an email or message to thank donors or follow up.

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Crowdfunding and Donations:
Yes, you can run crowdfunding or donations-only fundraisers on SuccessFund. These are ideal for collecting donations of any amount from supporters, as donors can enter their contribution amount directly.

Product or Service Sales:
Absolutely! You can list and sell any product or service that complies with district and SuccessFund policies, as well as federal, state, and local laws. You can configure prices, quantities, and product variations. Supporters who prefer to donate without receiving a product can use the “donate” button on your fundraiser.

Event Tickets:
Yes, SuccessFund is well-suited for selling event tickets, both for pre-sales and door admissions. While it doesn’t offer individually assigned seating, you can create seating sections with limited availability and different price points. Buyers receive an email receipt with a QR code, which can be scanned using the SuccessFund mobile app for easy ticket verification.

Concessions:
You can sell concessions using SuccessFund, especially through its in-person card readers. This is a great option for events and activities requiring immediate, on-site payment processing.

Banners and Sponsorships:
Yes, you can sell banners and other sponsorships. SuccessFund tracks all sales, allowing you to manage orders and provide details to suppliers. Additionally, using the 'Banner Fundraiser (Fulfilled by SuccessFund)' template, SuccessFund can handle the entire process, including printing and delivery.

Auctions:
You can run auctions on SuccessFund. While it doesn’t support live online bidding, you can manage payments for winning bids through your SuccessFund campaign. Winners simply enter their bid amount and complete their transaction via SuccessFund.

PTA Memberships:
Yes, PTA memberships can be sold through SuccessFund. Be sure to note that any transaction fees are additional and separate from the membership price set by your local PTA bylaws.

Event Registrations:
You can sell registrations for events like athletic camps, skills clinics, or golf tournaments. SuccessFund allows you to customize registration forms, include waivers or liability agreements, and gather important participant details such as dietary restrictions or t-shirt sizes.

Pledge Drives or “A-Thons”:
While SuccessFund does not track pledges in real-time, you can use it to process payments once pledge amounts are finalized. Patrons can make their contributions through the “donate” button by entering their final pledged amount.

SuccessFund provides a versatile platform to manage various types of fundraisers, making it a flexible solution for your fundraising needs.

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To add a collaborator to your campaign, go to the "Collaborators" tab on your campaign page.

• Existing SuccessFund User: If the person has already created a SuccessFund account, simply select their name from the list of available users.
• New SuccessFund User: If they haven't used SuccessFund before, send them an invitation link from the "Collaborators" tab.
• In-Person Payments: To give someone access to take in-person payments using the SuccessFund mobile app and a card reader, generate a Volunteer Code on the "Collaborators" tab. Anyone that already is a SuccessFund user and has access to the campaign can simply log in on the mobile app to take payments without using the Volunteer Code.

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SuccessFund will only send funds to bank accounts owned and managed by schools, districts, or an approved organization. Money is deposited on a weekly basis. Access to the funds can vary by district, but in most cases, you can put donation dollars to use immediately following the deposit. Every district follows its own use of funds process, so be sure to follow the process outlined by your district for requesting funds.

SuccessFund will aggregate contributions over a 7 day period and then initiate a transfer. Transfers take 3-5 days from when they are initiated to when the deposit arrives. Deposits will typically arrive on Fridays. On average, the time between a transaction and a deposit is 8 days. SuccessFund does not invest or utilize your funds in any way.

Campaign organizers can view the status of the funds at any time. From your campaign page, click Results, then Switch Report, to Payouts.