Orientation for faculty, coaches, and club leaders

Using Leaderboards to Track Contributions

Leaderboards allow you to track contributions by student, class, or group—perfect for school teams, clubs, and organizations. When enabled, donors are prompted to select the participant they want to support at checkout. Each participant's total is tracked automatically, creating friendly competition and encouraging support.

How to Add a Leaderboard

1. Go to your campaign and click the Leaderboard tab in the top menu.
2. Click the green + Participant button to manually add individuals or paste in a full list of names (students, teams, groups, etc.).
3. Each participant is added to the leaderboard and receives a unique link that directs donors to the campaign with that participant pre-selected.
4. Donors who visit the general campaign link or scan a QR code will see a list of participants and select one during checkout.

Leaderboard Settings

Access settings by clicking the gear icon on the Leaderboard tab. You can configure the following options:

Who Can See the Leaderboard?

• Only You – The leaderboard is private and only visible to you.
• Public – Anyone visiting the campaign can view it. The top 5 participants will be shown on the campaign page preview.

Who Can Add Participants?

• Only You – Only the campaign organizer can add participants.
• Public – Visitors can add names to the leaderboard but cannot remove or edit existing entries.

Require Selection at Checkout?

• Optional – Donors may choose to support a participant, but it's not required.
• Required – Donors must select a participant before they can complete their donation or purchase.

Customize the Form Label

You can change the prompt that appears above the participant selector during checkout.

• Example: “Which team are you supporting?”

Participant Results Pages

Each participant has their own results page, which includes:

• Total raised
• Current ranking on the leaderboard
• How far ahead or behind they are from the next position
• List of donor transactions, including:
  • Donor name
  • Amount donated
  • Product purchased (if any)
  • Date and time of donation

Thanking Donors

Participants can now personally thank donors directly from their results page:

1. Click any donation entry to open Transaction Details.
2. The popup shows the donor’s name and donation amount.
3. From there, participants can:
   • Click Send Email to email the donor.
   • Click Call or Message to contact them by phone or text (if contact info is available).

This makes it easy for students to express gratitude and build stronger supporter relationships.

Sharing Results with Participants

Campaign organizers can share a participant’s individual leaderboard results in two ways:

1. Click the paper airplane icon next to their name in the Leaderboard.
2. Either:
   • Enter a phone number to text the results page directly.
   • Click Copy Link to share manually (via email, messaging app, etc.).

This gives participants a real-time view of their fundraising progress and makes it easy for them to share their page with friends and family.

Tracking Transactions in Real Time

As donations come in, the leaderboard and participant pages update automatically. Every transaction is logged, ensuring accurate and transparent tracking.

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 only sends funds to bank accounts owned and managed by schools, districts, or other approved organizations. Funds are deposited on a weekly basis, and in most cases, districts allow donation dollars to be used immediately after the deposit arrives — but always follow your district’s specific use-of-funds process when requesting access.

Here’s how the payout process works:

• Contributions are aggregated over a 7-day period, then SuccessFund initiates a transfer.
• Transfers typically take 3–5 business days to arrive in the designated account.
• Most deposits arrive on Fridays, and on average, the total time between a transaction and a deposit is about 8 days.

To view your payout status at any time:

1. Go to your campaign and click the Results tab.
2. Click on the Payouts report to see a detailed list of all transfers, including dates, amounts, and payment status.