Permit a supporter to run a fundraiser for your organization while still ensuring you have complete oversight.
There may be times when you’re contacted by an individual or company requesting permission to fundraise on your organization’s behalf. If you like, you can add them to your RallyUp account as an Advocate, which will allow them to create RallyUp fundraisers that automatically match your organization’s branding settings. The funds raised will also be sent directly to your Stripe or PayPal account.
What do I need to set up before adding an Advocate?
- If you haven’t already, be sure to complete these steps before inviting an Advocate:
- Register your organization: How-to: Get Started by Creating an Account and Registering Your Organization.
- Set up a Stripe or PayPal to receive the funds raised: How-to: Set Up Direct Funds.
- The advocate will not have access to your organization account settings, only the Campaign Setup menu.
How do I invite an Advocate to fundraise for my organization?
- Go to Organization Settings in the left menu and select User Management.
- Click on ACTIONS and select ADD ADVOCATE.
- Enter the advocate’s email address, check the box next to I authorize this person to start a fundraiser for [organization name], and select Invite:
What happens after I invite an Advocate?
- Once you invite them, the advocate will receive a link via email to get started.
- Raffles and Sweepstakes have legal requirements depending on your geographic location. Please be aware of any legal requirements in your area regarding these Campaign types.
- You’ll be able to view, manage, or edit the fundraiser at any time. Feel free to reach out to your advocate(s) to suggest edits to the fundraiser or require specific terms to be listed.
Frequently Asked Questions
What is an Advocate in RallyUp?
When you invite someone to fundraise on your behalf using the Add Advocate button, they can set up Campaigns that automatically match your branding, and all funds go directly to your Stripe or PayPal account. You can invite individuals or businesses to fundraise for your organization.
Can Advocates access my organization’s account settings?
No, Advocates only have access to the Campaign Setup menu. They cannot view or modify your organization account settings, financial information, or other administrative areas, ensuring you maintain complete oversight.
Do I need to complete any setup before inviting an Advocate?
Yes, you must register your organization and set up either Stripe or PayPal to receive funds before inviting an Advocate. This ensures fundraisers they create can properly collect and transfer donations to you.
Can I edit fundraisers created by Advocates?
Yes, you can view, manage, or edit any fundraiser created by an Advocate at any time. You maintain full control and can suggest edits or require specific terms to be included.
Are there legal considerations when Advocates create Raffles or Sweepstakes?
Yes, Raffles and Sweepstakes have legal requirements that vary by geographic location. Both you and your Advocates should be aware of local, state, and federal regulations before creating these Campaign types.