As the team Captain, inviting Players to join your team is the next most important step after creating your team and setting your team's fundraising goal. Let's go through the simple steps on how to create your Team Roster.
To help guide you, we've laid out 3 important steps. Each step is clickable, so you'll get directed right where you need to go. As you tackle these steps, they'll be marked completed with an orange checkmark to make your progress.
Let's get started!
Step 1: Shop & Earn
After speaking with hundreds of Captains, we learned that the best way for them to explain and learn how FlipGive works, is by trying it out themselves first! I always recommend purchasing a digital gift card as a first purchase, since they are the quickest way to see your first cashback come through!
Step 2: Invite Team
To start, you'll be asked how the funds for your team will be tracked and distributed.
- Player - Each player will have their own fundraising goal. You can easily track and reconcile funds raised by Player.
- Team - With one overall shared goal, all the funds are pooled together for the team.
*Note, both options are paid out in a single payment at withdrawal. The Player option does not pay out individually to each Player but instead reports earnings by Player so that you track and distribute funds.
Select Player and let's go through the next steps!
Here are some great benefits with a Player Roster:
- Increase team participation - Players and their families can invite additional friends and family members to help earn even more
- Make more money - More people shopping = more money raised for your players and team
- Stay organized - Easily track and reconcile funds by player
Great work! Now that you've built your team roster, it's time to send out the invitations. Click on Send Invitations to view the template.
From here, you can view the invitation. To make edits or customize the message to your liking, click on Preview Invite Email.
Your email client will open where you can enter the contacts of the players you'll be inviting, you can also make any changes to the invitation. When you're ready, simply click send. When a Player signs up to FlipGive from this invitation, the Team Code will automatically populate during their sign up process. Alternatively, you can also copy your Team Code on this page and share it with your Players.
And there you have it! You've successfully created your Team Roster and invited your Players to join. You should now see an orange checkmark on Step 2 for Invite Team to track your progress.
Step 3: Submit Payment Info
To finish setting up your team, follow these simple steps on How to Submit your team's Payment Info.
If you have any other questions or concerns, we kindly ask that you contact our Support team via phone, email, or chat.