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All eFundraising Connections user profiles (Treasurers, Fundraisers & Consultants) receive their own individual unique tracking link affiliated with their account. This allows for quick and easy attribution of contributions. This feature comes in handy for fundraisers who need to raise a certain amount for a campaign, or treasurers entering in contributions on behalf of their clients. Below are details on how to get your custom link.
- Click on User Management
- Click Add New User
- Select the Users Role. (This is their permission level. To see more about which permission levels are appropriate for which users please click here.)
- Enter the User’s first/last/email address
- When you are returned to the User Managemtn after submission you will see the user now listed in the account.
- Click on the box with the arrow pointing to the right corner to view their donation page
- That will take them to their unique copy of the candidate's donation page that they can promote and use to fundraise on behalf of the candidate. All contributions that come in through that page will be tracked on this page and will be sortable on all .CSV downloads.