How to invite a Manager or Promoter to your campaign

Crowdfunding Advisors Campaign Settings, Help Center

How to invite a Manager or Promoter to your campaign

Campaign Settings, Help Center
— Updated: July 10, 2020

Article Under Revision

With the release of our new support center, we are revising old and outdated support articles. There may be information on this page that is outdated.

If you have any questions, you can reach out to our customer support team directly for assistance. This can be done by placing a ticket with the Support button in the bottom right corner of your screen.

Need to Transfer Ownership of your campaign to someone else? Go here instead.

Running a fundraising campaign by yourself can be hard work, so sometimes you need a little help from your friends or colleagues. This page will show you how to add Campaign Managers and Promoters to your campaign. 

Campaign Owner = Owner of the campaign with top-level access, allowed to request material changes to the account
Campaign Manager = Additional user with full onscreen-only access
Campaign Promoter = Additional user with limited onscreen-only access
Campaign Member = Additional user with extremely limited access

We’ll show you how to invite them and we’ll show them how to accept an invite down a bit lower on this page, but first we’ll explain the difference between their roles.

Campaign Member Roles

Below, you can see a list of the current roles available on a campaign team.

Campaign Managers

Anyone you add as a Campaign Manager will have the same onscreen access that you do, and WILL be able to:

  1. Share and promote the campaign on social media
  2. Import contacts from approved email lists
  3. Post campaign updates on behalf of the campaign itself
  4. Manage the campaign team members by inviting, promoting, demoting or removing Members and Promoters
  5. Edit the campaign (Story, Media Gallery, Goal, Deadline, etc.)
  6. View and download the transaction reports

*If you don’t trust them with this responsibility, then don’t add them as a Manager, add them as a Promoter instead.

Don’t worry, though. They can’t do everything. The Campaign Owner is the only one who can request material changes to the campaign, so there are some things Campaign Managers will not be able to do.

Anyone you add through the steps below will NOT be able to request material changes to the account such as:

  • Transfer Ownership to themselves or Remove youfrom the campaign
  • Change your campaign’s Payment email address after you’ve received a contribution 

Campaign Promoters

Campaign Promoters will be limited in the number of things they can do with your campaign. They will only be able to:

  1. Share and promote the campaign on social media
  2. Import approved contact email lists
  3. Post campaign updates in the Activity feed

Campaign Member

Campaign Members are often used to show affiliation with a group. Due to their limited access, this is great for inviting members focused on moral support as they can only:

  1. Share and promote the campaign on social media
  2. Import approved contact email lists

How to invite a Manager, Promoter or Member

Step 1:

On your campaign page, click the “Team” link in the Campaign Admin NavBar

Step 2:

On your Team page, click “Members” then “Invite someone now“, then enter their email address, choose their role, and click Invite

Step 3:

Click Yes, invite in the box that pops up

You’ll see a confirmation dialog at the top of the screen telling you the invitation has been sent, and you’ll have the option of sending a reminder down below

How to accept an invitation

Step 1:

You’ll receive an email with the subject line “You’ve been invited to help with CAMPAIGN_TITLE”. Open it and click the Accept the invitation button

Step 2:

Click the Accept the invitation button. If you’ve never used our system before, you’ll be asked to sign in, and if you sign in through Facebook, Google or LinkedIn, you’ll need to authorize FundRazr on their permissions screen.

Step 3:

That’s it! You’ll see confirmation onscreen that you’re now a team member for the campaign. Just click the link to manage or promote the campaign.