Using Your Seller Dashboard
We’ve designed a user-friendly dashboard that makes it simple for you as a seller to easily monitor the progress of your fundraiser and utilize the various tools we’ve designed to make it easy for you to ask family and friends for support. (Reminder: seller is Boon’s term for a fundraising participant/student. Get the inside scoop on more of our frequently used terms here.)
The dashboard shows how much you’ve raised for your cause, calculates how many times you’ve shared your fundraiser with supporters, and makes it easy for you to keep sharing.
The video above introduces you to your seller dashboard, and the important information it contains.
Accessing Your Seller Dashboard
To access your fundraiser dashboard, sign in or register using this link.
Navigating Your Seller Dashboard
After signing in to your dashboard, you will see a list of the organizations that you are currently fundraising for, or that you have fundraised for in the past. After selecting the organization you would like to manage, select the active fundraiser from the list. If you’ve fundraised for the organization in the past you will also see the fundraisers that have ended, but you will not be able to access your dashboard for the completed fundraisers.
Your Name & Fundraiser Information
The banner at the top of your dashboard will list your name, Fundraiser ID, the name of the organization you’re fundraising for, and the number of days left in your fundraiser.
Fundraiser Action Blocks
Highlighted on your dashboard are your Fundraiser Action Blocks. These allow you to quickly review your fundraiser totals and take the most important actions to drive the success of your fundraiser: shopping, Boosting and sharing.
Each time you refresh your dashboard, we will highlight one of the three blocks and encourage you to take action. Your sharing total will be updated immediately upon taking action, but shopping and Boosting totals need to be synced before you will see updated figures. Click the info circle in each of the blocks to learn when you can expect to see the updated metrics.
The Shop block is the fastest way to see how much you have raised.
The Shop Now button will take you to your fundraiser landing page. From there, click the Shop this Cause button and shop our collection of items that give back to your cause. Learn more about Shopping to Support your fundraiser.
The Boost block displays how many email addresses you have entered into our Boost10 tool on behalf of your fundraiser. Click here to learn more about how this exclusive tool helps fundraisers earn an average of 3x the amount of those who do not take advantage of this resource
The Boost Now button will take you a bit farther down on your fundraising landing page. From there, enter email addresses for potential supporters, check the box to verify your age and consent, and click save. Then, we’ll email your family and friends 3-5 times throughout the course of your fundraiser asking for support. We suggest that you enter at least 10 email addresses for max impact.
The Share block tallies how many times you have taken action to share your fundraiser on Facebook, Twitter, via email, or by copying your exclusive fundraiser link.
When the Share Now button is clicked, a window will appear with options to share your fundraiser landing page directly on Facebook or Twitter, use your device’s default email client to send a message and fundraiser link to your contacts, or copy your exclusive fundraiser link for easy sharing anywhere and everywhere. If you’re on your mobile device, you’ll see a link to share via text, allowing you to reach out to contacts who are most responsive to text messaging. Learn more tips for successful sharing.
We’ve drawn from our team’s decades of experience in fundraising to compile a set of resources designed to help you drive the success of your fundraiser. While we have an entire library of fundraising resources, we’ve highlighted the most important ones here on your dashboard.
- How it Works
The How it Works link takes you directly to this article, so you can refresh yourself on the best use of the important tools and functions your dashboard has to offer.
- Parent Letter
Clicking the Parent Letter link will display a window with your parent letter, which you can download or print directly from your dashboard.
The Templates link will take you to a page with tools to help you succeed. You’ll find a letter that we suggest sending to friends and family a few days before your fundraiser ends, reminding them to support your fundraiser. You’ll also find a thank you note to send to friends and family, letting them know you’re grateful for their support.
Your dashboard contains a report listing each order that has been made in support of your fundraiser. For each order, you’ll see the name of the person who ordered on your behalf, confirmation of the Teacher/Group the purchase supported, the number of items ordered, the retail value of the order (excluding tax and shipping), and the how much the order gave to your cause (Fundraiser Earnings).
This report is a great way to keep track of who has supported your fundraiser, so you can reach out to thank them right away. It also allows you to verify that you’ve received credit for each order made on your behalf. As long as your supporter entered your name as a seller upon checkout you will receive credit for the order, even if you had not yet registered when the order was made. Please note that it may take up to two hours for orders made prior to your registration to show up in your dashboard.
If your organization is participating in our prize program, this report is a great way to see how close you are to earning those prizes. Check out your Parent Letter (shown in the Toolkit section of your dashboard) to see what you need to do to earn prizes. You can compare the amount of items you need to sell to earn your desired prize with the number of items that supporters have purchased on your behalf, which is totaled at the bottom of the Qty. column of this report. Note: other prizes are awarded to sellers for sharing their fundraiser; the best way to see whether you’ve earned those prizes is to review the Boost and Share Action Blocks near the top of your dashboard.
If you think an order is missing from the list and you’d like us to double check if a supporter placed an order, contact Customer Care with your supporter’s Order Confirmation number or the email address they used to place the order, your Fundraiser ID, and your name.
Using this report: If you’d like to sort the info directly on your dashboard, just click the title of the column you would like to sort, and click again if you would prefer to sort the opposite way (Z-A vs. A-Z). If desired, you can download this report if you would like to further analyze the data, just click the Export to CSV button and your report will be generated in an easily accessible format.
Please note that this report will no longer be available after your fundraiser ends. If you’d like to access a report for a past fundraiser, please reach out to Customer Care with the Fundraiser ID, name of the seller, and the dates the fundraiser ran, so that we can generate the report for you.
Editing Your User Information
When signed into MyFundraiser as a seller, you will see a person icon in the upper right hand corner of your screen if you are using a desktop browser. Click that icon to make changes to your seller profile as needed. When on mobile, click the three lines in the upper left corner of your screen, then select My Account. You can update your email address, phone number, name, teacher, and password. (Remember: in the case of school fundraising, the seller name you register with should be the student’s name - not the parent’s or guardian’s.)
Now that you’ve familiarized yourself with the Seller Dashboard, be sure to review our Top Tips for Seller Success.