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How do I turn on achievements/badges on my fundraising event?

Charity Achievements allow fundraising-focused events to supercharge their fundraising efforts. Now, your event can create achievement badges based on a dollar amount or percentage towards a larger goal.

For example, you may want to create a badge that rewards every participant who raises $100. They would automatically be notified via email when they reached that achievement. Additionally, you can create three more badges that notify and encourage the participant at intervals of $25 on the way to their bigger goal.

To set up your badges/achievements once these are enabled: 

1. Login to your dashboard as an Event Organizer. 

2. Navigate to the left-hand of your screen to the Search Box. Search and select Fundraising. If you do not have Fundraising you will have to add that item on the Settings Overview page. 


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3. From this page, navigate to to the "Fundraising settings" tab, and then select Manage your fundraising achievements settings on the top right-hand side.

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4. From the achievements page, click the green "Add achievement" button to create your first fundraising milestone and badge. 

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5. Enter a name for this badge (i.e. Gold, Halfway there!, etc.)

 

6. Next, select if you would like to Show as a trophy on pledge page - this will display the badge on the participants pledge page, as well trigger your created email (set up under the email campaign tool) once the participant has reached the requirement

 

NOTE: If you do not select this option, you will still be able to set up a campaign

7. Select the amount and challenge type

Amount: Enter the amount (i.e. 50, 60, 70)

Challenge type

a. Fixed amount - i.e. $50, $60, $70, etc. 

b. Percentage - i.e. 50%, 60%, 70%, etc.

8. Indicate the recipient type

Individual achievement - the achievement will only be allocated to the individual 

Team achievement - the achievement will only be allocated to an entire team

9. Click SAVE - this will bring you back to the properties page for this badge 

 

Adding badges:

11. Once the achievement has been created, click Edit on the achievement you would like to update on the summary page

12. Select Add Badge, select the file, and click Create Badge

13. Crop your image to size and click Crop to save

14. Select the blue Return to achievements settings button at the bottom right to return to the main page 

Now that you have created your badges you must create your email campaigns to coincide with the achievements being met. See: https://support.raceroster.com/hc/en-us/articles/217912883-How-do-I-set-up-a-triggered-email-campaign- for details on setting up these emails. 

 

Campaign conditions: 

Select the "Achievement Completed" condition and the applicable achievement from the right hand list 

For more information on setting up and managing your charity settings please visit :

https://support.raceroster.com/hc/en-us/sections/202162046-Charity-Settings-and-Receipts