A guide to creating your team page, using its features, and optimizing your page for a successful team fundraising campaign
Razoo allows users to collaborate with others to raise money for important causes with our teams product. Teams on Razoo have seen an increase of 60% more donations over last year. On average, teams now have 7 more fundraisers on their team than 2016.
Whether you’re a nonprofit organizing a team of volunteers, a business getting your employees to raise money for charity, or pulling together a group of individuals to raise money for a joint concern, you as the Team Organizer can give your team members a leg-up by providing them with a solid foundation on your team page.
This is a top-to-bottom guide to making your team page awesome. We’ll take you through the process of setting up your team, step-by-step, and throw in some tips for success and best practices along the way.
Starting a team on Razoo is simple: Just click “Fundraise” on the navigation bar at the top of the site.
When you click “Fundraise,” you enter our Fundraiser Wizard that helps you create your page. First, you’ll be asked what kind of page you’d like to create.
Since you’re organizing a team, choose that you would like to make a team page.
Next, you will need to decide whether you’d like your team to support a single cause or multiple causes.
This depends on what kind of campaign you’re running. Are you a nonprofit employee organizing your volunteers to fundraise together? Then you’ll click “No,” because you want all of your team members to raise money for your nonprofit. Are you spearheading a holiday fundraising effort for your company and don’t have any particular cause in mind? Then you’ll click “Yes,” because you want your team members to pick their own cause. Think about the kind of team you want to create and why you’re raising money, and choose accordingly.
There are a few more variables here that you’ll want to consider, as you’ll see on the next screen, because we also allow team fundraising for personal causes. But don’t worry, none of these choices are engraved in stone, so you can just click back if you need to change your mind.
If you choose “Yes”…
You’ll need to decide whether you’d like to limit your team members to charitable causes, or whether you’d like to allow personal causes as well.
If you want to limit your fundraising activities to charitable organizations, but allow each team member to pick any organization they’d like to support, you’ll want to choose “Yes, Limit To Charity.”
There are plenty of situations when you might want to allow personal fundraisers. So, if you’d like to allow for some flexibility in what kinds of fundraisers may be part of your team campaign, you’ll want to choose “No, Allow All Causes.”
If you choose “No”…
You will need to specify for which charity you’re creating a team. (At this time, single-cause teams are only available for charities.)
Search for the charity’s name — it should pop up below the field where you type the name.
You’ll be able to see the location of the charity as well as their Employer Identification Number, or EIN. This is a nine digit number that is unique to each charity and tied to their tax-exempt status.
Both of these can be used to make sure you’re choosing the correct charity. If you’re starting a team for a chapter of a national organization or a charity with a common name, such as a humane society, you’ll want to check both the location and the EIN to ensure that you’re choosing the right one. We can’t move your team over to support another charity if you’ve already chosen one and started raising money, so it’s important to make sure you’ve chosen the right one!
After you’ve made those important decisions, that’s it! You can start customizing your team page.
Building your team page
When you’re ready to start building your team page, you’ll see a lot of options. But don’t get overwhelmed! There are lots of ways you can customize and enhance your page, but it’s very straightforward, and we’ll go through the process step-by-step.
Elements of your page
On the left side of your page is your dashboard. You can toggle between different options and features of your page to manage them by simply clicking on the icon (and you’ll be able to see what each icon means by hovering over it with your mouse). From the top down, there is a Live Page view which will show you how your page will look to visitors, Page Editor where you can edit the design of your page, Members view that allow your to manage your team members, Donations Report, Fundraiser Template that allows you to pre-fill parts of your team members’ pages, and your team page’s Settings.
When editing your page, you can either click on the name of the element in your Page Editor, or you can click on the pencil icon next to that item on your page.
The first thing you’ll want to do is give your team an awesome title. What makes a title awesome? Well, it should be short, snappy, and explain a little bit about your team and your purpose. You are limited to 50 characters for your title.
Your team logo displays in the top-center of the page.
You have lots of different options for uploading your logo, which are displayed on the dashboard on the left side of the upload screen.
We recommend uploading a transparent logo, because it look looks best against your banner image (which we’ll discuss next). If you’re not sure how to make your logo transparent, it is most commonly done in Photoshop but you can also make your logo transparent with some free online image editors (like Canva). Your page will look best if your logo is mostly text or simple graphics.
Team Banner and Theme Color
This is where you can get creative and showcase your branding!
Your banner image is a large image file that will display behind your logo, team title, fundraising thermometer, and above your leaderboard. Your banner image will look best if it’s mostly text-free (since there will be text displaying in front of it) and a strong image that’s representative of your team. Landscape-oriented images will work best.
Click the “Edit Theme” button to upload your banner image.
You’ll have the same upload options as you did for your logo.
You will need to crop your banner image to fit inside the image container. When you click “Done,” your banner image will be added to your team page and you can see how it looks with all of the other elements on your page.
Now, here’s where things get really cool. Razoo lets you choose a color theme for your page, which will allow you to put your own personal stamp on your team page.
If you have a specific color you’d like to use and know the hex code, you can also enter that to choose that as your banner color.
On the right side of the color picker, there is a slider that takes you through the rainbow. Simply drag the slider to the color you want as your banner color. If you want more red, slide it to red. If you want more blue, slide it to blue.
Inside the box on the left, you can get more specific about the color you want — just click in the box to the color that appeals to you the most.
You can add a color overlay to your banner image. Use the slider to ramp up the intensity of the overlay (move it to the right if you want more color, to the left if you want less) and you can use the RGB color picker to choose the color of your overlay. The color you choose will also apply to some of the text on your team page, such as your amount raised, your sponsor and affiliates section, and your organizer info.
The slider at the top of the color picker controls the opacity of your overlay. If you want a stronger overlay, slide it to the right. If you want less (or none), slide it to the left.
You’ll be able to see the changes in real-time, so if you don’t like what you choose, no problem! Try again. Don’t be afraid to experiment! These tools can really help your page stand out and look amazing.
Here you can add categories to your team; you’ll need to choose at least one. If you’re fundraising for a single charity, we’ll include that charity’s main category from their Razoo page for you, but you can add more.
If you’re not sure what category to choose, just choose one that is the closest match to the reason you’re starting this team.
This is pretty straightforward: When do you want your team fundraiser to end? Click “Deadline” on the dashboard and enter in the date on the calendar.
How much do you want your team to raise?
Note that this is the funding goal for the whole team, not just yourself. So think about how many people you anticipate joining your team, how much you expect they will be able to raise, and do some quick math to determine an appropriate funding goal for your team. (You’ll be able to set your team member’s goals for them when you create your fundraiser template.)
Your leaderboard is the most important part of your team page — it’s where your team members compete for the top spot! You, as the Team Organizer, can control how your leaderboard ranks team members. By default, your leaderboard will rank your team members by dollars raised.
You can change your leaderboard settings so that team members are ranked alphabetically or by number of donors.
Under your leaderboard, you have a vertical menu you can use to toggle between your story, updates, and custom tabs.
Your story is your chance to explain what your team fundraiser is all about, both to team members and to donors. This is pretty straightforward — just click into your story and start writing! You can also add media to your story to jazz things up. You can add links, upload images, link to videos on YouTube and Vimeo, and add bulleted or numbered lists.
You won’t need to do anything with this section to publish, but it’s important to know where this is on your toolbar, since Updates help you keep your supporters engaged. Click here to read more about updates! [link to Managing Your Team]
Do you have extra information you want to share with people about your team that won’t fit in your story, or just doesn’t make sense as an update? You can create a custom tab to add that information to your team page, while keeping everything organized and easy to find. You can add anything you’d like to your custom tab, really: Information about your sponsors, frequently asked questions, information about your live event, acknowledgements, resources and links to more information. The list goes on! You can create up to 3 custom tabs that you can label however you’d like and fill with whatever content makes your team fundraiser more awesome!
Sponsors and affiliates
You can thank your sponsors right on your team page! This section is very customizable and presents lots of different ways to acknowledge your sponsors and partners. You can add custom sections and subsections to ensure that all of your corporate partners, donor groups, and more receive the recognition they are due on your team page. Here’s a quick overview of how this section works and how it will look on your page:
To add a section, just click “Add a New Section”.
Then scroll down to the box that says “New Sponsors Section.”
Click the pencil icon to begin editing. (The trashcan icon will delete that section.)
You’ll be taken to a new page, where you can either choose from a section name we’ve preloaded for you, or write a custom name for your section.
Once you’ve chosen the name of your section, click “Add a New Section.”
Then you’ll be able to customize how you would like the section to display.
You can label your sponsor section and create subsections, such as “Sponsors” with a subsection for “Gold Sponsors” or “Presenting Sponsors,” and choose whether you’d like to display logos (which is great for corporate sponsors) or lists (which works best if you have a lot of names to list, or for lower-tier partners). You can also choose how prominently you want the logos to display.
Then you can add an affiliation, meaning a partner or sponsor you would like to list in that section, or even get creative about how you use this section if you don’t have sponsors to recognize.
You can add your sponsor’s logo/photo, name, and link to their website.
To keep adding sponsors and fill out that section, click “Add Another?” Once you’ve added all of your sponsors to that section, click “Save.”
Then, you’ll see your sponsor added to your team page, under your story.
Their photo with their name (called a “tile”) is a clickable link to their website.
Team & Organizer Info
This is where you can add information about yourself and your team. If you’ve already filled out your Razoo profile, we’ll just import that information, but if you’re a first-time Razoo user, you can complete your profile here to make sure the Team & Organizer Info that displays at the bottom of the page is accurate.
What you enter here displays at the bottom of your page under “Team & Organizer Info.”
This is not required before you can publish your page, but you may wish to create a fundraiser template before you publish. You, as the Team Organizer, can create a default title, goal, image/video, short story, and story for each team member’s page. Having a strong template available allows your team members to get their pages up and running quickly.
Publishing your page
Now, your team page is complete! You’re ready to publish your page. You’ll be prompted to publish your page when everything that’s required is completed, but you can also click the “Publish” button on your dashboard to make your page go live.
Once you click “Publish,” your page is live! And it’s time to start inviting people to join your team and start fundraising for awesome causes.