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Partner Dashboard Guide
Partner Dashboard Guide

Step-by-step guide for Partners of Event Organisers

Rob Fearn avatar
Written by Rob Fearn
Updated over a week ago

💡 This article is a step-by-step guide for Partners of event organisers on logging in to the Partner Dashboard. For guidance on managing and creating Reserved Entries as an organiser, check out Manage and create Reserved Entries.

Steps for logging in

You’ll receive a link by email. Clicking the link will take you to Let’s Do This, where you’ll need to create an account with your work email address. If you already have an account with that email address, you can login as usual. Once logged in you’ll see a button to claim your Partner Permissions.

Once you’ve claimed partner permissions you’ll be taken to the Let’s Do This homepage.

In the navigation bar at the top, you’ll see a link to your ‘Partner Dashboard’. On your Partner Dashboard, you’ll see a list of the events you’ve been granted permissions for. From here you can click into an event to visit the Reserved Entries page, or view your Marketing Opt-ins.

💡 Note: Events will not show until you have marketing opt-ins or have been allocated entries.


Troubleshooting logging in to your Partner Dashboard

You should receive an email similar to the example shown, if not, check your spam or contact your event organiser to ask for a new email.

You will need to login to your Let's Do This account with the email address that you wish to receive the permissions. If you want an additional claim link to grant permissions to another email address, please get in touch with your event organiser.

If you've logged in with another email address that doesn't have permissions, you'll see this error message. You'll need to logout and log back in again with the correct email address.


Accessing your marketing opt-ins:

Login to your Let's Do This account and visit your Partner Dashboard and select the event from the list that you wish to see opt-ins for.

On the left hand side menu, click 'Marketing opt-in' You'll see a table of all the participants who've opted in to hear from you. You can also see the number of other charities they've opted to hear from. If you click the Export button on the top right, you can download all of this info as a CSV file.

To convert a CSV file to an XLSX file, simply open the file in Excel and click 'Save as', choosing an Excel file format. By downloading this data, you are confirming you will only contact the entrant about the event they have applied for (and other events associated with your company) in the way/s they have been specified.

💡 Note: If you have purchased advertising on a general or ballot entry form, these can be found under marketing opt-ins following the steps below.


Sending invitations to your participants:

Login to your Let's Do This account and visit your Partner Dashboard and select the event from the list.

In the left hand menu, select the Reserved Entries tab. This page allows you to see a summary of the entry grant you've been sent. In a nutshell, we create the Reserved entry links and grant them to you, so you can invite your participants to enter using those special links.

Reserved entries work using a link you can send out to participants, allowing them to enter the event themselves. This link will automatically load any discounts at checkout, and can be tied to specific ticket(s). These links are single use.

Single use links are tied to a specific person's email address and can only be used once, meaning only the intended person can enter. When the person follows the link you send, their first name, last name and email address will be prefilled in the form so they know the invitation is for them. Take care when sending out invitations that they go to the intended person.

To find out more about single use links, and what Entry Type you've been granted, click the 3-dot menu on the right hand side to View Settings.

In the table, click the 3-dot menu on the right hand side:

  • View entries: View, manage and allocate your entries in a new page.

  • View settings: View the rules that have been set for your reserved entries and how they can be used.

  • Allocate: Takes you to an upload screen where you can start allocating your entries to participants.

In the 3-dot menu, click View Entries to see all of your individual entries on a new page.

To send your invitations directly from the Dashboard, simply select the rows you wish to allocate using the checkboxes on the left hand side, or by selecting all using the top checkbox.

Click the Modify button, and click Allocate. A popup will appear where you can upload a CSV of participant's names and email addresses, ready to send out their invitations by email. You can also enter participants manually one by one.

Tips:

  • Save your sheet as a CSV file, so it can be uploaded correctly.

  • We recommend uploading columns for first and last name so you can personalise the email to each participant. This also helps you keep track of who you've allocated the place to.

  • Take care to double check the data you're uploading is correct. When participants follow the link to claim their entry, their first name, last name and email address will be pre-filled in the form.

Email your Reserved entry invitation links out to your participants. You can send a test email to yourself if you'd like to see the design.

Once the emails have been sent you'll get a confirmation screen. You can return to your Dashboard. From here, you can view which invitations have been sent, to whom, and how many times. The status will show as 'completed' once they've registered.

You can sit back and watch the registrations coming into your Dashboard in real time. To find certain entries, you can sort by columns and search the table. The Modify button is where you can send invitations again, and continue to allocate any entries. If you have permission to cancel entries, you can do this in the Modify button.

The different statuses in the table and what they mean:

  • Not allocated: This entry hasn't yet been used.

  • Invitation sent: An invitation email has been sent at least once.

  • Completed: This person has successfully registered for the even.

  • Cancelled: This entry has been cancelled.

To export participant data, click the blue Export button on the right hand side. You'll be taken to a new page where you can download your data in either CSV or XLSX format. When you click the Export button, your download will start immediately. The whole table will be exported with all the reserved entries included, even those not yet allocated.

To convert a CSV file to an XLSX file, simply open the file in Excel and click 'Save as', choosing an Excel file format.


Steps to view a breakdown of your places for an event

For Charities with places to a specific event , you will find a "Places breakdown" button on the Event summary page.

Clicking this button will open a modal containing a summary of all the types of places you have for this event.


Help guide for your participants

When you send an invitation, your participants will receive an email with where they'll be encouraged to register to secure their place.

Their special Reserved entry link is within the button of the email. Clicking the button 'Enter now’ will take them to the ticket selection page. Only the tickets available to them will show on this page. Any discounts will be automatically applied, so they don't need to do anything.

Once they've completed the form and confirmed their entry, they'll receive a confirmation email and a receipt email.

Once your participant has registered, they can return and manage their booking via a link in their confirmation email. This allows them to view their fundraising page and any event information, and to update any details if they've changed.

Need more help?

If you didn't find the answer you were looking for here, or something didn't make sense, use the 😞 emoji at the bottom of the page to message our team with your question or problem. We'll get back to you as soon as we can!

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