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Fundlet

Manage Participants in Fundlet for Square

Participants are the people selling on behalf of your fundraiser — students, team members, volunteers. Learn what participants are, how to add and manage them, and how their sales are tracked from your Square-connected dashboard.


Overview

Participants are the sellers in your campaign — the people who go out, sell your product, and advertise it to the community to raise money.

How you define a participant is completely flexible. For a baseball team, the participants might be the individual players. If you're running a fundraiser for an entire league, each team could be a participant instead. Schools often use students, and community campaigns often use volunteers.

This guide covers what participants are, how to add them, how to manage them, and how their sales get tracked.


What a Participant Gets

Every participant in a Fundlet campaign comes with a few things built in:

Those three pieces are the core of how participants work.


Ways to Add Participants

There are four ways to get participants into a campaign:

Pick whichever fits your campaign. Smaller teams are usually fastest to add by hand, while large school or league fundraisers tend to work better with self-registration or a CSV upload.


Add Participants from the Dashboard

To manage participants, go into a campaign. You'll see a list of participants right on the campaign overview. From there you can either click the list to jump straight into your participants, or scroll down and choose Manage Participants.

On the participants page, click to add a participant and fill in:


Let Participants Self-Register

If you'd rather have participants add themselves, go to the campaign and choose View Participant Onboarding. That gives you a link you can copy and paste out to your participants — by email, text, or however you normally reach them.

Each participant fills out the form themselves, which saves you from entering everyone by hand. This works especially well for school fundraisers and large team drives where you don't have everyone's details up front.


Edit, Update, or Remove Participants

Everything you set when adding a participant can be changed later from the same participants page — swap a photo, correct a name or email, update the code, or edit their notes. If someone drops out of the campaign, you can remove them from the list.


Track Participant Sales

Because every participant has their own unique link, Fundlet can attribute sales back to the person who made them. Those totals roll up onto the campaign leaderboard so you can see at a glance who's contributing and how the campaign is tracking overall.

Whether you're running a school fundraiser, a sports team drive, or a community campaign, keeping your participant list current is what keeps everyone on track and makes your results easy to measure.

Square

You'll connect your Square account next

Fundlet uses Square's secure sign-in to link your store. You'll be asked to log in to Square and approve access — it only takes a moment.

Continue to Square