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How To Approve Trips and Fundraisers

After a fundraiser or trip is created, an admin of your Field Partner account will have to approve it before the funds can be disbursed. To approve these, please follow the steps below.

 

Step 1: Login to your Field Partner Dashboard, then you will see all campaigns pending approval in yellow. Click 'View Details' to view the trips or fundraisers pending approval.

Step 2:  Preview, approve, decline, or request changes of the trip or fundraiser.

Trips Pending Approval

Step 2A:  Select the specific trip name that you would like to view

Step 2B:  Select  and add a comment if necessary.

Fundraisers Pending Approval

Step 2A:  Select   next to the specific trip.  If you'd like more information on a specific fundraiser then you can select the fundraiser name.  

Step 2B:  After you select 'Approve' you will see a pop-up that says Accept this Fundraiser.  This is where you can write a message to the fundraiser organizer if necessary.

 

If you have any additional questions please feel free to reach out to our account management team at account.management@purecharity.com.  

 

 

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