work around for resetting a thermometer on a DIY fundraising page

Jeff Seidl

We have a fundraiser with a TeamRaiser DIY page who wants to know how they can reset their fundraising efforts to $0 at the end of this external event they are running to raise funds for us. I am aware that this function is not possible in TeamRaiser and while I did find a thread here from 2 years ago asking about this, I was hoping to reintroduce the question and see if anyone has encountered this more recently and has a work around for it. I know the goal can be increased so the percentage no longer reads "100%", but it would be preferable to be able to put and end date, if you will, on her current progress and begin with a new progress meter for her future fundraising efforts. Any ideas would be appreciated, thanks!

Brian Mucha

I haven't found a way to do it automatically.


I just soft credit each donation to the event if there are only a few. 30 gifts might take 10-15 minutes. If there are a ton, then you can make the participant inactive, and then remove them from the fundraiser. When that happens, the system automatically soft credits all the gifts to the event. Then re-register them and restore their personal page content (which you stored in a text file.) Removing them is permanent, so be sure.


Either option is less than ideal because you lose the history for reporting, but DIY Teamraisers are pretty much a hack everywhere you look.


One trick I use for repetitive manual stuff like this is to pull a report for all the gifts to be soft-credited. Once you have the donor's Cons Id, it's pretty simple to use Excel to build a list of clickable hyperlinks directly to each donor's page. That saves you a ton of searching. Click, scroll, Change Soft Credit.


A link directly to the transactions tab in admin looks like this:


https://secure2.convio.net/abc/admin/Interactions?consID=1105632&tabID=transactions&refresh=true


So the Excel formula looks like this - assuming cons_id is in Col A:


=HYPERLINK(CONCATENATE("https://secure2.convio.net/abc/admin/Interactions?consID=", A2, "&tabID=transactions&refresh=true"), "Open Transactions Tab")


- BPM


PS -


You could even make links directly to the soft credit screen if you get the transaction id, but I like to see the donor record as a sanity check.


https://secure2.convio.net/abc/admin/TransactionMgmt?txn.mgmt=change_proxy_type_selector&mfc_pref=true&txn_id=424363


PPS -


I've also used this idea along with a GreaseMonkey macro to perform the task once you get to the linked page. Click Excel Link, then click GreaseMoneky Macro. But that takes long enough to set up that it's only worth it if you are doing something with lots of steps.

Jeff Seidl

Brian Mucha:

I haven't found a way to do it automatically.


I just soft credit each donation to the event if there are only a few. 30 gifts might take 10-15 minutes. If there are a ton, then you can make the participant inactive, and then remove them from the fundraiser. When that happens, the system automatically soft credits all the gifts to the event. Then re-register them and restore their personal page content (which you stored in a text file.) Removing them is permanent, so be sure.


Either option is less than ideal because you lose the history for reporting, but DIY Teamraisers are pretty much a hack everywhere you look.


One trick I use for repetitive manual stuff like this is to pull a report for all the gifts to be soft-credited. Once you have the donor's Cons Id, it's pretty simple to use Excel to build a list of clickable hyperlinks directly to each donor's page. That saves you a ton of searching. Click, scroll, Change Soft Credit.


A link directly to the transactions tab in admin looks like this:


https://secure2.convio.net/abc/admin/Interactions?consID=1105632&tabID=transactions&refresh=true


So the Excel formula looks like this - assuming cons_id is in Col A:


=HYPERLINK(CONCATENATE("https://secure2.convio.net/abc/admin/Interactions?consID=", A2, "&tabID=transactions&refresh=true"), "Open Transactions Tab")


- BPM


PS -


You could even make links directly to the soft credit screen if you get the transaction id, but I like to see the donor record as a sanity check.


https://secure2.convio.net/abc/admin/TransactionMgmt?txn.mgmt=change_proxy_type_selector&mfc_pref=true&txn_id=424363


PPS -


I've also used this idea along with a GreaseMonkey macro to perform the task once you get to the linked page. Click Excel Link, then click GreaseMoneky Macro. But that takes long enough to set up that it's only worth it if you are doing something with lots of steps.

Thanks for responding Brian. Definitely something to consider, I'll see if this process is  worth doing through or if the fundraiser will just agree to raise their goal.