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Manage teams

Pour :Administrateur
Open in Unisoft
View of the manage teams page

A team is a group of fundraisers mobilizing their own network around a numerical goal. It has its own public link, its goal and its real-time scoring. It's the perfect tool to create collective emulation.

The My Teams page (/app/campagne/teams) lists all the teams of the selected campaign.

Concept and generated URL​

When you create a team, you give it:

  • a label (displayed name, e.g. "Team Yossi Cohen")
  • a unique slug param (e.g. equipe-cohen)
  • a color (for charts)
  • a numerical goal (in euros)
  • an optional description

The generated URL is of the form:

https://campagne.unisoft.world/[slug-campaign]/[param-team]

All payments made via this URL are attributed to the team.

Create a team​

  1. 1

    Open the My Teams page

    In the sidebar, click Campaigns > Teams.

  2. 2

    Select the campaign

    If you manage several campaigns, choose the right one.

  3. 3

    Click Add a team

    The button in the top right opens the edit modal.

  4. 4

    Fill in the information

    Label, slug param, color, goal and description.

  5. 5

    Validate

    The team appears in the list. You can copy its dedicated link and give it to the team facilitator.

Metrics per team​

The table displays for each team:

ColumnDescription
URLSlug param (orange tag) β€” part added to the campaign URL
ColorColored dot
NameTeam label
GoalTarget amount (currency format)
DescriptionInternal note
ActionsLink button (copy the link with filters) + Edit
PaymentsShortcut /app/campagne/paiements?campagneTeam=[param]

Real-time leaderboard​

The team leaderboard is accessible from the Detailed statistics page. It displays:

  • the rank of each team according to the amount collected
  • the cumulative total of donations attributed to the team
  • the number of unique donors
  • the percentage reached relative to the team's goal
  • graphs: bar by team, pie for the detail of a team

The leaderboard refreshes in real time throughout the campaign duration. It's the perfect tool to display on a big screen during a mobilization event.

Edit or delete a team​

  1. 1

    Click Edit

    The pencil button in the Actions column.

  2. 2

    Update the fields

    Label, slug, color, goal, description.

  3. 3

    Validate

    The changes are applied immediately. The public link is updated if you change the slug param.

Combine team and source​

A URL can combine team AND source to track both the fundraiser and the channel:

https://campagne.unisoft.world/[slug-campaign]/[team]/?s=[source]

Concrete example: Sarah LΓ©vy's team sends her own newsletter. You create a newsletter-sarah source and the combined URL. Payments flow in both dimensions: Sarah's team for scoring + source newsletter-sarah to analyze channel effectiveness.