How to Create & Manage Your Team Fundraiser on Omella

Q: What is a team fundraising campaign?

A team fundraising campaign (often called peer to peer fundraising) encourages the members, players or participants of the campaign to spread the word about the impact of giving to your organization. This means that the marketing reach is likely a lot further and more authentic as it is approached by individuals who are personally reaching out to their own networks to ask for support. Most team fundraisers include an individual goal for each participant with the target of achieving a larger team goal by the end of the initiative.

Q: What are the benefits of peer-to-peer fundraising?

The biggest benefit of team fundraising is to increase awareness around the impact of giving to your cause. Having an army of people sharing this campaign for organization vs. sending a centralized message to donors directly, allows your community to hear from others regarding why it’s important to support this goal. Your marketing reach is a lot further with 20 people vs. one person or office who will be promoting this campaign and that alone will allow you to raise more money and spread the word faster about why giving truly matters. When relying on a team to share this ask with their networks, you have a much stronger likelihood of converting new donors.

Running a fundraiser with Omella is easier than it might seem. In this guide, we’ll walk you through how to set up your campaign page, customize it for your team, invite participants, and manage everything: from their sign-ups to sharing. By the end, you’ll have a fully functional page ready to launch 🚀

🎥 Prefer watching?

Check out this quick video walkthrough:

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1. Getting Started: Create Your Page

🕒 0:29 — Editing title, goal, and date fields

Log in to Omella and select the “Team Fundraiser” template.
Enter the foundational information: your organization name, program name, and how you’d like participants to refer to you (Coach Smith, Ms. Johnson, etc.).
Set your start date, end date, and the team fundraising goal (the total amount you want to raise together).

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2. Customize Your Page

🕒 1:01 — Adding a call to action, logo, team picture, and participant goal

Add a compelling short summary explaining what you’re raising money for and why. It helps supporters understand the cause.
Upload a logo and a cover image to make your page stand out.
Click Finish to create your initial page.
Then, open Page Settings to set an individual goal for each participant. (Tip: divide the team goal by the number of participants for a simple benchmark.)

💡 All of these details can be updated anytime, even after your campaign launches. See minute 4:55 in the video to learn how.

3. Invite Participants & Launch Strong

🕒 2:44 — Inviting your team

Invite your participants in one of three ways:
- Enter their email addresses
- Share the page link
- Display or share your QR code

Once invited, participants will receive an email to create their profile and start sharing.

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4. Participants: How to Share the Campaign

🎥 Watch this video for a full walkthrough:

After signing up, participants will be taken to the sharing screen, where they can:

Enter email addresses (one per line or separated by commas)
Share via SMS (available once the campaign is live)
Post to social media or copy their unique sharing link

⚠️ Note: Omella automatically sends email reminders to contacts shared via email. If participants share via SMS, they’ll need to follow up manually.

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5. Launch & Monitor Progress

🕒 3:45 — The Team tab

Once your page is live, encourage participants to share with at least 20 contacts to build early momentum.
Monitor your Team tab to track participation and progress. You can see:
- Who has joined
- Profile pictures and parent/guardian emails (if available)
- How much each person has raised
- Overall team progress
Note: This dashboard tracks email invites only (not SMS).

💡 Use these insights to celebrate active participants and gently nudge anyone who hasn’t started sharing yet.

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6. Extending the Campaign, Updating the Goal, Adding Branding & Call to Action

🕒 4:55 — Updating your page

You can update your campaign at any time, including:

Start/end dates
Goal amount
Images and logo
Story and call to action

Need help? You can refer to this article.

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Need Help or Want a Kickoff Review?

Our Success Team is here to help!

If you’d like a personalized walkthrough or want to review your campaign setup, email help@omella.com with your page link.

We’ll help ensure your fundraiser launches strong and stays on track for success.

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Generate simple instructions for students to join your Omella fundraiser:

Access https://omella.com/kickoff and enter your campaign details to generate a PDF with instructions!
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What Makes a Fundraiser Succeed?‍

Early sharing and active coach engagement help build momentum. Read more here.

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🎉 Happy fundraising! We can’t wait to see your campaign take off!

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FAQs

What is a team fundraising campaign?

What are the benefits of peer-to-peer fundraising?

You and your referrer will each get a free card reader once your organization collects $1,000