Navigation
How do I log in to access my Join Me Account?
To log in, go to http://online.greatergiving.com/login and enter the administrator login and password provided by Greater Giving in your welcome email. If you do not have a password, please contact Greater Giving Support.
How do I know that Join Me is activated?
From Organization Home, you can see if the Join Me product is available to your organization. If it is, you will see a checkmark next to “Join Me” at the top of the page.
Which Internet browsers can I use?
In order to maintain a high level of satisfaction as well as security to our customers, we recommend the following browsers for use with Greater Giving Join Me:
- Internet Explorer® 7 or higher on Windows® (Windows Vista®, XP, and 2000)
- Safari® 5.0 on Macintosh®
- Firefox® 5.0 or higher on Windows and Macintosh
- Google Chrome 12 or higher on Windows
The following browsers may render some pages incorrectly and disable some functionality in Join Me and are not recommended.
- Netscape on Windows and Macintosh
- Safari 2.0 on Macintosh
- Netscape and Firefox on Linux™ and UNIX™
- Opera™ browser
Other browsers are not generally recommended for use.
When using the back button on my browser, will I lose my changes?
As a general rule, it is not recommended to use the Back button on the web browser when using Join Me. You can either use the Cancel button if this is an editing page or the "bread crumbs" links at the top of the page to return to the previous page.
Do I need to back up my Join Me database?
No, it is a Web-based product that is hosted on our servers.
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Getting Started
What is the purpose of the Project Website?
The Project Website contains a landing page where visitors can learn about your fundraising efforts, and access a Fundraiser Signup Page, where they can become fundraisers for your organization.
Can I accept and import online registrations with Join Me only?
If your organization has only purchased the Join Me product, then you cannot accept event registrations that will import event registration information into your Supporter database. You can, however, create a “Sales and Cash Donation” page within your Project Website where you can sell package sales (e.g. tickets, goods, sponsorships) and accept cash donations.
Can I accept and import online registrations with Join Me, Event Software Online and Online Payments for my event?
Yes, you can accept and import online registrations from your “Event” Project Website with Join Me, Event Software Online and Online Payments. To accomplish this, you must create your Project Website within an “Event” project, which combines Event Software Online and Join Me functionality. When creating a new project, make sure that you select the event template or past event project and not the “Fundraiser Template,” which is Join Me only.
Once your new project is created, then you can create a Project Website for your event and add a Registration Page, as well a Fundraiser Signup Page and Fundraiser Directory Page (Join Me). By creating a Registration Page, you can import online registrations and accept new registrants for your event by clicking on the Import Online Registrations link at the Project Home page.
How do I create a Project Website?
- From Project Home, click Manage Project Website. Click the Create Website button. This may take a few minutes.
- When you see that your Website is published, scroll down and click Edit Page Settings for the Landing Page.
- On the Edit Landing Page, you can add Landing Page Header Text and Landing Page Body Text. You can also add an image. When you are done, click Save.
- You will see a notice that you have successfully modified your landing page. Scroll down to click View Page on Website.
What is a “package” used for in Join Me?
For your fundraising effort, you need to create a “receptacle” for your contributions to be received. In Join Me, this is called a package.
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Personal Fundraisers
How is the Fundraiser Signup Page different from my Project Website?
If you have chosen to use Join Me, the Website also includes a Fundraiser Signup Page. The Fundraiser Signup Page on your Project Website provides an introduction for people interested in becoming a fundraiser. It also sets up the information and goals for the fundraiser. Finally, it defines how you record the donations coming in from the fundraiser by using a package that gets sold for each donation.
How do I add a Fundraiser Signup Page to my Project Website?
- From Project Home under Project Website, click Manage Project Website.
- In the Add a Page dropdown, click Fundraiser Signup Page and click the Add button.
- On the Creating a Fundraiser Signup Page in the Page Order box, type the number 1. You can add Signup Page Text, Organization Description, images, and Fundraising Page Text. You must set a Fundraising Goal for each page. Under Package for donations, select the package you created. Click the Save button. When you view your Website now, you will see the Personal Fundraiser Signup link.
How do I communicate to my supporters that I would like them to become personal or team fundraisers for our event?
Once you have built and posted your Project Website, you are ready to attract a group of personal or team fundraisers. You can use the Join Me email feature to connect with your supporters. You can also include the link to your Fundraiser Signup Page in newsletters, marketing materials, and on your main Website.
Which social networking sites can my personal fundraisers post their sites to?
Your fundraisers can embed your organization’s Join Me widget using the included Gigya tool into social networking sites, such as Facebook, MySpace, Blogger, WordPress, etc.
How can I see the status of my personal or team fundraisers and how much they have raised?
On the Project Home page under Join Me, click Manage Fundraising Pages. From here you can see the status of your fundraisers and how much they have raised.
Or for a total summary: on the Project Home page, under summary for project you will see number of fundraiser sign up pages, number of personal fundraisers, number of teams, and number of team members. You can also see your total sales and total online sales.
How can fundraisers see progress of other fundraisers for your non-profit?
If you add a Fundraiser Directory Page to your Project Website, under Manage Project Website, you will have the option to select personal and team fundraiser’s goals, amount received, and number of donations to view in the directory. This information will then be linked to your Project Website for anyone to view.
How will I know when a donation has arrived?
On the Project Home page under Project Website, you will see Import Join Me Contributions (x Waiting) as a sign that you have new contributions. Click Import Join Me Contributions to see the amount and add them to your contributors, either matching them to an existing supporter or creating a new supporter. Contributions may be either online donations made on a website with a credit card, or offline donations made in person with cash or check.
When you import the donations, the system will create a sale for the package you assigned earlier with the amount and it will create a payment if it was paid online with credit card.
How do I change the status of my fundraiser’s pages?
On the Project Home page under Project Website, click Manage Fundraising Pages. Select one or more fundraiser pages, and click the Set Status button. Your choices of statuses are:
- Completed: fundraiser can no long enter donations, but page is still visible.
- Published: page is available for donations.
- Unpublished: page is not visible but fundraiser can republish.
- Withdrawn: page is not visible and fundraiser cannot republish.
- Turned Off: page is not visible and fundraiser can take no further action.
- Wrapping Up: page is visible but fundraiser can only enter offline donations.
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Team Fundraising
Can a personal fundraiser set up a team?
Yes, if the administrator enables the team functionality when creating the Fundraiser Signup Page, a fundraiser can choose to be a team captain. After creating their Join Me team page, they can ask others to join their team or donate to the cause. The Fundraising Directory Page will list what teams have been created.
How can a fundraiser join a team from our Fundraiser Directory Page?
A fundraiser can select a team to join from Fundraiser Directory Page by clicking on the link to the team captain’s page.
Can a team be created within a team?
No, there is only one team captain per team and members of that team. If a fundraiser would like to create their own team, they would need to create a new team and become the team captain of that team, separate from any already existing team.
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Letters and Emails
How do I upload new email contacts into Join Me?
You can upload email contacts listed in Comma-Separated Value (.csv) and Excel files (.xls) into your Join Me project by clicking on View/Edit Supporters, then clicking on the Import button and following the instructions.
How do I set email permissions?
If you have administrator login rights follow these steps:
- From Organization Home under General Tasks, click on “User Management.”
- Click the Edit button associated with a User Name.
- In the “Default Permission” area, click “Send Emails” to give this user general permission to send emails.
You can select “Apply Defaults to all Projects” so this user will always have this ability for all current projects. Alternatively, you can assign permission for specific projects. In the Project Name Permissions area, click “Send Emails” to give this user permission to send emails for this project only.
When you are done setting email permissions, click the “Save” button.
Note: When the “Email” button is gray, this indicates that the user does not have permission to send emails
Can I control what my fundraisers are writing on their pages?
You cannot edit what they write, however you change the status of their pages to Withdrawn or Turned Off.
Why would a supporter fail to receive my email, and how can I view this information?
In the “Number Sent” column within the Letters and Emails project task, you can see how many emails were sent and click on the number to see the list of supporters the message was sent to. In the “Number failed to receive” column, you can click on the number to see a list of supporters who did not receive the email and possible reasons for this.
Possible reasons for a supporter failing to receive an email include:
- Bad or mistyped email address
- Supporter has chosen to not receive emails
- Supporter’s email server may be down
“Number sent” and “Number failed to receive” on this page may change later when the email is resent and is successful.
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Miscellaneous
Can I advertise my Fundraiser Signup Website on our organization’s social networking sites?
Yes, you can add your Fundraiser Signup Website URL to any social networking site, as well as your organizations’ Website, emails, newsletters etc.
Do I have to use Join Me for an “a-thon” event only?
No, Join Me can be used in many creative ways for fundraisers, such as, a Fund a Cause, Golf Tournaments, Volunteer Fundraisers, Capital Campaigns etc.
What reports can I use to view our progress?
From Project Home, under Reports, you will see a link to Join Me Reports; this will open up a list of Join Me reports and give a description of each report.
What is a Web widget?
A Web widget is a mini-Web application you can put in your web page, blog or social profile that can quickly and easily provide your visitors with user specific information. Widgets are available in ready-to-use formats and are visually attractive and customizable by the user.
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