Your Manage List Page

What is your Manage List Page?

This isn’t a grocery list, a to-do list, or even a wish list. Think Bigger. Think, walk up to a club and tell the bouncer, “No, YOU’RE not on the list.” That’s better.

Your Manage List page surpasses the ordinary and puts those puny lists to shame. With your Manage List, you’ve got the power to take charge of your fundraiser, event, or group payment.

Let’s take a look at how this tool can work for you. We’ll break it down for you so you know exactly what to use when you’re running the show.

People

First stop, the People Tab. This is where you get started gathering your crew.

So, like any good crew, we’ve got a few nicknames for each part. These words are used to categorize the “status” of people that you’re adding to your Manage List. We’ll separate it into account type so you’ve got a better idea of what they mean.

Event: On The List- People invited to your Collect Page that haven’t made moves yet.

RSVP’s / Unconfirmed- People down to party, but haven’t paid yet.

Registered / Confirmed- People down to party that have paid and are IN!

Declined- People that are missing out (AKA party poopers).

Group Pay: Unpaid- People you invited who owe you money.

Paid- People who are all paid up.

Declined- People who chickened out.

Fundraiser: On The List- People invited to your Collect Page that haven’t made moves yet.

Pledged- People who are promising to donate, but aren’t ready to pay just yet.

Donated- People who are kind & giving and donated to your cause.

Declined- People who are (foolishly) not interested in participating.

Now that you’ve been introduced, let’s chat about the tools that you can use to take charge of your Manage List.

List Actions

Once you’ve got your crew assembled and identified, you’ll have a chance to use some tools that are a HUGE help when working with your Manage List.

Notify Unconfirmed People- Consider this your “nudge” tool. This creates an email to the list of the people who are still “unconfirmed”. Here, you create a message that reminds them to take action (RSVP, make payment, donate, etc.)

Email People Shown in the List- Your “shoutout” tool. This allows you to email everyone on the list no matter their status. This is good for additional info, reminders, or announcements that you need to share with your crew.

Export to Excel- Pretty self-explanatory, ridiculously underestimated. This tool takes your list and ALL of the info associated with them and pulls it into an Excel spreadsheet. Protip: Nobody’s too cool to appreciate a great spreadsheet.

Hide Details/Show All Details- Remember when you were a kid, and you’d open and close something really fast, and your parents would tell you to stop? We’re not gonna do that. Hide Details shows just the main information of a person on your list. Show All Details spreads the list to display information like when they paid, their transaction ID, and other notes that may have been included when they submitted their payment.

Summary

Next stop, the Summary Tab. Here you’ve got, you guessed it, a summary of the items that people are purchasing on your PayIt2 account. Also, if you added any questions, you can see a complied list of those answers too. We’ll keep the summary short (pun intended) and move on to the final tab.

On the Share Tab, you’ve got all the tools to make your Collect Page go viral. Minus some kid crying over Justin Bieber or a grumpy cat--you’re on your own with all of that. But we’ve got the links and buttons to spread the word and draw people to your page. Think of this tab as the hypeman for your Collect Page. Soon, you’ll have people screaming, “I LOVE YOU ______” and “Will you sign my_____” everywhere you go. You’re welcome!

And now, do your thing. Run the show with your Collect Page. We believe in you. For real.

(Don’t worry, we’re always here for you if you need help. Contact us here.)