2.1. Managing fundraising Deadlines
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Using a Per Person Goal you can set the total amount team members need to fundraise prior to departure. Here we want to discuss how to create incremental financial goals (aka fundraising deadlines) for your team as they gear up to go on a trip.
Click on the Tasks & Goals tab to see a list of all upcoming and past Tasks & Goals.
In the example above you can see that we've configured multiple fundraising deadlines over several months. Some important notes above financial deadlines:
- Each deadline should be for the total amount the team member should have raised by this deadline. For example, if you instructed your team to turn in $500 each month you would configure your 1st month's goal for $500, your 2nd month's goal for $500, and your 3rd month's goal for $1,500.
- Deadlines can be configured for a fixed dollar amount or a percentage of the overall goal. In the example above our 1st four goals are dollar amounts and our final deadline is for 100% of the team members financial goal.
If you click on a particular goal you can view which team members have met this goal. These values are automatically calculated by the system.