Organizer FAQ’s + Tips and Tools

Welcome organizer! We are excited to be with you on your fundraising journey. Here are a few things to note as your fundraiser progresses.

Organizer FAQ

  • Tips for Promoting Your Fundraiser
    • Email is still your best friend!
      Sending your compelling email to your entire email/distribution list of members, parents, and participants is the single best way to connect with potential supporters.

      Use the TeamFund Template email in your PROMOTE YOUR FUNDRAISER tab in your dashboard.

      1. Log in to your Current Fundraiser Dashboard
      2. Head over to Promote My Fundraiser
      3. Copy and paste the email

      TIP:  DO NOT send fundraising info within your newsletter: the information will likely be buried, reducing your chance of success.

      **You can use the poster and social media icon in your newsletter to attract sellers, but it’s best to send a separate email to inform everyone of your fundraising efforts outside of your newsletter.

    • Leverage social media channels.
      Does your group have an Instagram account or Facebook page? Maybe even Twitter or Linkedin?

      Share your Fundraising Group Link on your social channels!

      PRO TIP: Add your group link into your Instagram bio (you can add multiple links now!); this makes it easy for buyers and sellers to join your fundraiser. This works like a charm!

      **Feel free to use the social media image provided in your dashboard under PROMOTE YOUR FUNDRAISER.

      Still feeling lost when it comes to social media? Read our blog all about promoting a fundraiser on social media for more tips!

    • Use Facebook Groups (for example: local buy & sell!)
      Share your group fundraising link (find it under PROMOTE YOUR FUNDRAISER tab) in your local community Facebook groups.

      Share the group link and get to know people in your community.  More people means more sales and more profits.

      Not part of Facebook groups?

      You 100% SHOULD be. Even as a school, local dance studio, hockey team or any type of group: people in your community care, unlike people outside your community!

      Since 2020, this has been the fastest way to capture new sales in a new audience.

      The people part of these groups are often future or past members, care about their community and are likely to be connected. Don’t be shy!

      Facebook has recently created the New Pages Experience; this means that you can interact in these groups with the Facebook page for your school, club, team, or non-profit. Adding your name to the end of any comments, posts, or other interactions you make within the community can also make your group’s page seem less face-less!

    • Share and post OFTEN (more often than you think!)
      Our most successful groups send at least 3 emails over the duration of the fundraiser, AND they use social media at least 3-5 times.

      Social media is fleeting, and people are online on different days and times. Posting several times at different time slots can help maximize your reach on social media!

      You can also change up your messaging slightly in each email or post to see if it helps get more people on board!

      PRO TIP: Use Facebook & Instagram STORIES as well. You can use the “Sticker” feature on Instagram to add your fundraising link directly to your stories. 

    • Use your school, club, or team website!
      This can be done in a couple of ways:

      1. Add the TeamFund logo and a short blurb, and link them to your fundraiser
      2. OR create your own post for your school, sports club, non-profit, or TeamSnap website.

      The idea is to share this information to ALL the places your parents or sellers regularly visit!

    • Print posters or try paper
      Yes, the old school poster method can (and does) still work! 

      Not every school will allow printing, but those that do, find it to be effective!

    • REMEMBER: Timing IS Everything!
      Not everyone will read your email right away; most people scroll social media in the evening.

      So switch it up!

      Send emails during the week and social media at various times.

      We suggest sending emails at 7 pm or 7 am. Afternoons typically aren’t effective.

  • Navigating Your Organizer Dashboard

    • How do I edit my group fundraising message?
      Your fundraising message displayed on your webpage is critical to your fundraiser.

      Sellers and supporters will see it, so keep it short and give people a reason to buy.

      **NOTE: You can NOT edit the goal or delivery location. If you wish to change these, please send an email to info@teamfund.ca

      Here are some examples:

      • “Support our Dolphin Swim Club by Filling Your Freezers”
      • “Support our Soccer team as we raise funds for two out-of-town tournaments.”

      We also have a blog post all about telling your story that you can read here.  

      To edit your message:
      • Login to your dashboard here.
      • Find Current Fundraisers
      • Click on Campaign Details and Edit
      • Click UPDATE  at the bottom

    • How do I view my fundraiser Start, End, and confirmed Delivery Dates?
      1. Login to your dashboard here.
      2. Find Current Campaign
      3. Click on Campaign Details
      4. You will see in grey your official start and end date (See Below)
      5. Delivery Date and Time are also posted along with Seller pick up time (See Below)
      6. All depending on the size of your order, delivery is about 45 mins before Seller Pick Up time to ensure you have enough time to get organized with your volunteers

      NOTE: You are not able to make edits to these dates and times after signing up. 

      CHANGING YOUR START & END DATES:

      CHANGING YOUR DELIVERY & PICKUP DATES:

    • How can I view past or completed campaigns?
      1. Login to your dashboard here.
      2. Find Completed Campaigns
      3. View any past campaign that you ran in this section!

    • How do I find TeamFund's marketing materials in my dashboard?
      Promoting your campaign is a critical step and must be done right to ensure success.

      If you’re looking for some help, TeamFund provides posters, social media posts, and email templates that you can use during your fundraising campaign!

      Here is how you can find these helpful marketing materials:

      1. Login to your dashboard here.
      2. Click on PROMOTE MY CAMPAIGN
      3. Follow the email and use the social media icon if needed.

    • I need to track each seller and their profits, how do I do that?
      You can always see all the sales generated per seller live during your campaign.

      You can view your reports anytime during or when the fundraiser ends and even export them in PDF or Excel.

      This is great to share with your committee.

      Here is how to track each seller and their profits:

      1. Login to your dashboard here.
      2. Find current or closed fundraisers.
      3. Scroll down to Important Shortcuts
      4. Click Reports
      5. View and export Campaign Summary if you are looking to allocate profits to specific players
      6. View the Final Report anytime the fundraiser has ended!

      From there, you can view any reports you would like:

    • Adding or updating profit cheque details or e-transfer details
      You can enter, update or change how you want to get paid throughout your campaign.

      Many groups don’t have the information when they sign up, so it’s OK to update it later. To edit, or update your profit details:

      1. Login to your organizer dashboard
      2. Click on Campaign Details
      3. Scroll down to PROFIT CHEQUE DETAILS
      4. Click on E-transfer or Cheque details
      5. Don’t forget to click the UPDATE button at the bottom

  • Managing Sellers & Orders

    • How do I view recent orders and sellers that have registered?
      You can view detail on the most recent orders and who they belong to.

      To do so:

      • Login to your dashboard here
      • Find Current Fundraiser
      • Scroll down to Important Shortcuts
      • Click Recent Orders to see details on transactions

      • Click in Recent Sellers to view anyone that has joined the fundraiser

    • Can I delete or remove sellers?
      Sometimes people join a fundraiser as a seller by mistake. You can always see who has registered in your VIEW SELLERS shortcut.

      They may have just wanted to place an order but were given the wrong link. It happens from time to time!

      If they have placed an order, you will want to move it to the appropriate seller PRIOR to deleting them.

      Removing or deleting a seller that does not wish to join the fundraiser after they have joined:

      1. Login to your dashboard here.
      2. Find Current Fundraiser
      3. Scroll down to Important Shortcuts
      4. Click Recent Sellers
      5. Click on the RED X on the right of their name. (See image below)

      * Note that this can only be done if they do not have orders.

      Deleting them means that they will no longer get emails from us for this fundraiser.

    • Can I move an order from one seller to another?

      You can move an order from one seller to another or another child when the fundraiser is running.

      1.  Log in to your dashboard here
      2. Scroll and Click on Recent Orders
      3. Find the order you want to edit
      4. Click on the three dots on the right side to make the change.
      5. Choose the new seller you want to move it to
      6. Hit UPDATE below
      7. **Note that you can only do this when the fundraiser is running. Once it’s closed, orders are not able to be moved.


    • How do I refund or delete an order or item?

      As of  April 15, 2024: All sales are final: no refunds or exchanges of products during an active campaign.  

      We have had to remove this feature as PayPal kept all of its processing fees during each refund, making it very difficult for a small business to keep operating. Thank you for your understanding.

    • Can sellers or parents print order forms?
      Yes. Parents can download and print customized order forms with their names and a QR code should supporters want to scan and place an order themselves.We offer this option so parents (and kids!) can sell with paper in workplaces, family members, door-to-door sales and other similar ways.To download and print, a seller must:
        1. Join the campaign as a seller
        1. Click on MY ORDERS at the top
        1. DOWNLOAD order form
        1. PRINT and collect sales
        1. Place a QUICK ORDER on behalf of the supporters and collect funds from supporters.
  • Order Pickup

    • What do I need for pick up day? How can I prepare?
      Seller pick-up is a very important step! 

      We have a detailed process to ensure you have a smooth pick-up and have the right people to make it quick and efficient.

      View more info here >

    • Cancelling a Campaign
      If your campaign doesn’t have 20 items sold for any vendor, TeamFund reserves the right to refund your buyers and cancel the delivery for that vendor. We will give you notice beforehand.

  • Payments and Fees

    • How does our group get paid?
      You can get a mailed cheque or transfer after the delivery process.

      Note that we also require your feedback form to be filled out so we can pay you quicker.

      To update your preferences, log in to your dashboard and click FUNDRAISER DETAILS.

      Scroll until you see the profit details and choose which method you prefer. DON’T FORGET TO CLICK UPDATE AT THE BOTTOM!

      We payout 1-4 days after your final delivery and update the system with the date we mailed it off.

    • What types of payments do you accept?
      Once your TeamFund fundraiser is live, you will receive a link to your online store where supporters can place their orders and share the link to promote your fundraiser.

      Orders placed on our online store can be paid for with the following payment methods:

      • Paypal
      • Visa
      • Mastercard
      • Visa Debit

  • Contact TeamFund

    • Complaints and Inquiries
      Please inspect your product upon receipt to ensure quality assurance. 

      Do you have a concern with a product that you purchased within 7 days? If a buyer or supporter has a complaint, they MUST contact us within seven days of delivery. 

      If there is something “wrong” with a purchase you recently made within seven days (1 week of delivery), please send a detailed email to info@teamfund.ca with the following:
      1. Photos of the exterior of the box with any stickers/labels &  photos of the actual product inside the box to show the problem
      2. Please describe the issue you are facing so we can send it along to the appropriate vendor for how to proceed.
      3. Your Order number (Starts with R)
      Complaints are handled on a case-by-case basis. DO NOT DISCARD YOUR PRODUCT, AS WE CAN NOT REPLACE A PRODUCT THAT YOU DO NOT HAVE.
      ** Note that we can only work with the buyer directly, not on behalf of someone.
      ** Because groups earn profits from your purchase, we can only replace a product and do not offer refunds.
      ** There is no value in contacting the vendor directly, as transactions are placed on the TeamFund website.
      We can not offer an exchange after the seven days have passed.
      TeamFund is NOT responsible for any product mishandling or storage after order delivery.  All orders are delivered to a refrigerated truck and follow all CIFA regulations.
      Complaints are handled on a case-by-case basis. View our terms here.

Still have questions?

We are here for you every step of the way.

If you can’t find the answer you’re looking for, email us at info@teamfund.ca