Team fundraising lets multiple supporters fundraise together under a shared page, with one collective total. It gives groups a single place to rally around — useful for workplace teams, families, running clubs, or any group raising money together.

Supporters on a team can:

Supporters can create or join a team in multiple ways:
A) during normal registration,
B) after registration from their Social Sync page, or
C) They can be invited by an existing team member.
D) Manually via the Social Sync dashboard

When a supporter registers for your campaign:

If creating a team:

They will be Team Captain. They will need to:

If joining a team:

They will be a Team Member. They can:

The supporter needs to be logged into their Social Sync page and they will then see the ‘Join or Create Group’ card.

They will then be asked if they would like to create or join a team, which works in much the same way as outlined above:

If creating a team:

They will be Team Captain. They will need to:

If joining a team:

They will be a Team Member. They can:

Team Captains, Co-Captains, and Members can all invite new supporters to the team via a special invite link they can get when logged into their fundraiser.
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Invite links carry the team ID, so anyone who clicks is taken straight to the registration flow for that specific team (and prompted to log in or register first if they aren't already).

Social Sync admins can also manually add/update team membership:

They will now be added as a team member.

Each team also has its own record which shows all the current settings for that team like the team fundraiser page page url, member list, current captain, publicity settings, etc...

When using Team Fundraising on Social Sync, there are two distinct member roles within a team:

Each role comes with different permissions and responsibilities. Understanding these differences will help you confidently support your fundraisers and troubleshoot queries quickly.

A Team Captain is automatically created when a supporter chooses to create a new team during registration.
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Once registered, the Team Captain is taken directly to their fundraising page, where they can access their team page. Here they have enhanced control and management permissions.

Team Captains can:

They also have control over important team settings. Captains (and Co-captains) can:

This level of control gives ownership over their team's fundraising experience and allows them to actively lead and manage their group.

A Team Member is someone who joins an existing team during registration, from their fundraising page, via an invite (or is manually added later).

Team Members can:

However, they cannot:

This ensures that overall control remains with the Team Captain (and any assigned Co-Captains), keeping team management organised and consistent.
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Team fundraising is configured at the campaign level. Once enabled, supporters will see the option to create or join a team during registration (and from their Social Sync page after registration).
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To configure team fundraising, go to your campaign's settings area and open the Teams section.

Toggle this on to activate team fundraising for the campaign. When enabled, supporters can create a team when they register or join one later in their journey. It's a great way to boost connection, motivation, and shared goals.

Everything below this toggle sets the defaults for new teams on this campaign. Team Captains can personalise most of these on their own team page after the team is created.

Set a cap on how many members can join a single team, or leave as Unlimited. Useful if your event has per-team limits (for example, a relay with a fixed number of runners).

The following fields set the defaults that new team pages inherit. Captains can edit any of these on their own team after creation, but a well-considered default means every team page looks polished and on-brand from day one - and many Captains will keep or only lightly edit what you set here.

Sets the accent colour used across team pages on this campaign - for progress bars, buttons, and other brand elements. Unlike the defaults above, this applies at campaign level and keeps all teams visually consistent with your campaign branding.

Private Membership - when enabled, all teams on this campaign are invite-only. Only existing members can invite others to join, which is useful for closed groups like workplace teams or invite-only challenges.

If you leave this off, teams are public by default, but individual Team Captains can still choose to make their own team private through their team settings. So this toggle is really about whether public teams are an option on the campaign at all, or whether every team must be invite-only.

Once team fundraising is enabled on a campaign, team data flows into the Journey Builder so you can segment supporters and personalise communications based on their team involvement. This means your stewardship isn't one-size-fits-all. A Captain leading a group needs different support from a lone fundraiser who hasn't joined a team yet.

There are two main ways you can use team data in journeys: as conditions to split or target pathways, and as dynamic placeholders to personalise the content of emails.
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You can split pathways in the Journey Builder based on a supporter's team role.

Add a Team Role Condition and select any combination of the following:

This unlocks a range of targeted stewardship journeys. For example:

When writing content in a journey, you can insert dynamic placeholders from the Fundraising Team merge field group.

These pull live team data into the email/SMS/WhatsApp message at send time, so each recipient gets up to date content, personalised to the specific team they're part of.
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Available team placeholders include:

Combining team placeholders with individual supporter placeholders lets you show both sides of the story in one email, for example: "You've raised £150 personally, and your team has raised £2,340 together." That kind of comparison is far more motivating than either figure on its own, and it reinforces the collective effort that teams are designed to enable.
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If you need to work with team data outside Social Sync, for reporting, CRM uploads, or contacting team captains in bulk, you can export it from the Teams page which is found on the Supporter's tab of the Campaign Dashboard.

The Teams export gives you one row per team fundraising page, including:

Use it for tracking team performance, identifying top and underperforming teams, contacting captains directly, and reporting on team-level fundraising and activity.

Individual team member details aren't included in the Teams export.

If you need to see who's in each team and how each member is performing, use the Registrations export - it includes Team ID, Team Role, and Team URL columns, so you can filter by team to see individual members, their roles, and their fundraising contributions.

For more detail on the full set of data exports available, see the Data Exports Overview and the Teams export technical specification.

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No, when they click ‘Donate’ on the team fundraiser page they will be taken to the list of team members and they will be able to donate to an individual team member.

Yes, they can leave a team and re-join another or their team can be updated manually in their registration record or via the team's record.