who can create fundraising campaigns? · the red chat bubble to open a window. you may leave notes...
TRANSCRIPT
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PrincipalQuickStartGuide
Crowdfundingisthepracticeoffundingaprojectorideabyraisingsmallamountsofmoneyfromalargenumberofpeople,typicallyviatheInternet.ThefollowingguidelinesrelatetoAustinISDcampusesandtheutilizationofcrowdfundingservicestoobtainresources.SchoolsEveryAustinISDschoolhasitsownEdbackeraccountforcrowdfunding,communications,volunteersignupandevents.Theprincipalateachschoolistheowneroftheaccountandhasfullresponsibilityforthecrowdfundingcampaigns.AustinISDteachershaveloginaccesstotheircampuspageandcancreatefundraisingcampaigns.Theprincipalmayaddadditionalauthorizedusers,includingbookkeepersandteachersponsorsforschoolclubs.Allschool-basedcrowdfundingcampaignsmustfirstbeapprovedbytheschoolprincipalbeforethecampaignispublishedontheEdbackersite.PTAsBecausePTAsandschoolsoftenworkcloselyoncrowdfundingefforts,thedistricthasauthorizedonePTAaccountperschool.PTAshavetheirownlogincredentials,cancreatecrowdfundingcampaignsandevents,managedonorlists,createvolunteeropportunitiesandmarketfundraisingcampaigns.FundsraisedaredirectlydepositedintothePTA’sPayPalaccount.Allschool-basedcrowdfundingcampaignsmustfirstbeapprovedbytheschoolprincipalbeforethecampaignispublishedontheEdbackersite.OC
CREATEFUNDRAISINGCAMPAIGNS?
WHOCANCREATEFUNDRAISINGCAMPAIGNS?
APPROVALFLOW
PRINCIPA
L BOOKKEEPERS
TEACHER
CLUBREPRESENTATIVE
PTAs
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OCSchoolBasedCrowdfundingCampaignsCampaignsfollowatwo-stepapprovalprocess:
1. Bookkeeperreview.Onceateacherorclubrepresentativecreatesacampaign,thebookkeeperassignstheappropriateaccountingcode.Thebookkeeperthennotifiestheprincipalthatthecampaignisreadyforhis/herapproval.
2. Schoolprincipalreview.Oncetheschoolprincipalapprovesthecampaign,thecampaignwillbepublishedontheschool’sEdbackerpage.
PTACrowdfundingCampaignsCampaignsfollowaone-stepapprovalprocess:
1. Schoolprincipalreview.PTAcampaignswillautomaticallybesenttotheschoolprincipalforapprovalbeforetheyarepublishedontheschool’sEdbackerpage.
OCAstheprincipalofyourschool,youarethemanagerofyourschool’sEdbackeraccount.Allcrowdfundingcampaignsmadebyyourstafforbyyourschool’sPTAwillbereviewedbyyou.Asthereviewer,youmaytakethefollowingactions:
1. Edit.Ifyoudecidethecampaignneedschanges,selecttheeditbutton.Yoursuggestionswillbenotedinthechatnotesandwillbesenttothecampaigncreator.Oncethecampaigncreatormakesthesuggestededits,theircampaignwillautomaticallybere-submittedforyourreview.
2. Reject.Permanentlyrejectthecampaignifyoudonotwantthecampaigntobepublished.
3. Approve.Approvethecampaignifitneedsnoedits,meetsyourcampus’objectivesandgoalsandhasyourapproval.Onceitisapproved,thecampaignwillbepublishedonEdbacker’ssite.
APPROVALSTEPS
APPROVALPROCESSOVERVIEW
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OCDistrictProcessTheprocessforreceivingdonationswascreatedinconjunctionwiththeAustinISDFinanceDepartment.AllEdbackerdonationswillbeprocessedmonthlythroughAustinISD’sPayPalaccountandareassociatedwithacampusstudentactivityaccount.OncethemoneyisreceivedinAustinISDTreasury,fundsaretransferredtothecorrespondingactivityaccount.Taxreceiptsacknowledgingthedonationwillautomaticallybesenttodonorsviaemail.PTAProcessDonationsmadetoPTA-sponsoredcampaignswillbeprocessedthroughtheindividualPTA’sPayPalaccount.OCSignintoEdbackerGotowww.edbacker.comandclickontheSignInbuttonatthetopofthepage.Enteryouremailandpassword.
andsignin:ViewCampaignsWaitingforReviewWhencampaignsaresubmittedforreview,youwillseeamessageatthetopofeverypageofyouraccount“Newcampaignstoreview,clickhere”.Youwillalsoreceiveanemailalertingyouofthestatusofpendingcampaigns.
PAYMENTPROCESS
STEP-BY-STEPINSTRUCTIONS
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Select“clickhere”.Allthecampaignssubmittedforreviewwillthenbedisplayed.
Clickonthecampaignnametobetakendirectlytoadraftofthecampaign.Totakeaction,clicktheredchatbubbletoopenawindow.Youmayleavenotesandeitherapprove,editorrejectthecampaign.Allnotespertainingtothecampaignwillbesavedforreview.
Ifthecampaignisapprovedbytheprincipal,itwillautomaticallybepublishedonthecampus’Edbackersite.ViewreportsinEdbackerClickonFundraisingandclick“Reporting”.
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Youwillnowbeinthecrowdfundingreportingsection.
Themainpagewilldisplaythetotalnumberofpayments,totaldonationamount,andtheaveragedonationamount,alongwithalistofallofthosedonations.Usethedropdownmenutonarrowthecrowdfundingreportdownaccordingtototalcrowdfundingtype(campaign,dues,events)ortimeframe,orboth.
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AllEdbackerreportscanbeexportedaseitherasanExcelfileorasaPDFbyusingtheexportbuttonsatthetopofthechart.
UsetheExcelfiletosortthelistasnecessary.Needhelp?Emailsupport@edbacker.comorcall(888)997-2810,option2foradditionalsupportusingtheEdbackerplatform.