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Site Peer-to-Peer Settings

How to activate personal Peer to Peer fundraising pages and Team pages for a Campaign Site

Tony Sasso avatar
Written by Tony Sasso
Updated over a year ago

Features in this article may not be included in every Funraise plan.


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What is Peer-to-Peer Fundraising?

Peer-to-Peer fundraising features enable your Supporters to create their own individual fundraising page on your Campaign Site. Your fundraisers can then share their page with their friends and family to collect donations towards your goal. You can also activate team fundraising.

Activate Peer-to-Peer Fundraising

2. From the Site editor > click Settings Icon

2. In the Settings flyout > click Peer-to-Peer > click to Enable Peer-to-Peer Pages

When Peer-to-Peer is enabled, you'll be able to configure fundraiser sign-up options and page settings as well as activate team fundraising.

Peer-to-Peer Settings

Default fundraiser goal

The suggested goal amount displayed during fundraiser signup. The fundraiser can edit their goal.

Supporter Tags

You can add tags to a Supporter who signs up to fundraise with this campaign.

Tag syntax:

  • Tags start with a hash "#" mark, for example: #radical

  • Multiple tags example: #tag1 #tag2 #tag3

  • Do not use any spaces within a single tag

  • Only letters, numbers, underscore, and hashtag are valid, other symbols are invalid

  • Keep tags short, for example #gala21

  • Tags are not case sensitive

Contact fields

The following contact fields can be required, optional, or hidden.

  • Fundraiser phone number

  • Fundraiser address

  • Fundraiser gender

  • Fundraiser date of birth

Fundraiser Appeal Text

Empower peer-to-peer fundraisers with prewritten default appeal text. This text appears at the top of each fundraiser's page. Fundraisers can choose to use your provided default appeal text or edit this text to personalize their own appeal. Providing default text will speed up the fundraising page creation experience and provide fundraisers with the best language to share about your organization and campaign.

Require ticket purchase (beta)

Some Peer-to-Peer strategies require fundraisers to register for an event or purchase a ticket before creating a fundraising page. This strategy is most often used with endurance events like runs, races, and walks.

When Require ticket purchase is toggled on, fundraisers will be required to register for an event before creating their fundraising page. This is also called Fundraising Registration. After toggling on Require ticket purchase, you'll select the corresponding event and the tickets from that event you'd like to make available to fundraisers. You'll also need to toggle on the payment methods you'd like to make available for ticket purchases during the fundraiser signup flow.

Enable Team Page Creation

When toggled on, fundraisers will be able to create new Teams.

Fundraiser page personalization

  • Allow Fundraiser Custom Background

    When activated, fundraisers will be able to add a custom image to the top banner of their fundraising pages. This image will override the default image.

  • Allow Fundraiser Media Grid
    When activated, fundraisers will be able to add images and videos into a media grid on their fundraising pages.

Automatically opt-in supporters to email communication

When toggled on, the marketing opt-in checkbox displayed in the fundraiser sign up flow will be defaulted to checked. Fundraisers can un-check this during signup.

Fundraiser Sign-up Questions

You can add Custom Questions to the fundraiser sign-up flow.

Commitments

Fundraising Commitments, sometimes referred to as fundraising minimums, is a common strategy for events that require participants to pay or fundraise a minimum amount. If the participant does not raise the minimum amount required by the deadline, you can charge the remaining amount to a card on file.

What happens when Peer-to-peer is toggled on?

When Peer-to-Peer fundraising is enabled on a Site, you'll be able to access and configure more Site pages and features.

New Site editor button options

With Peer-to-Peer enabled, you'll be able to create default buttons that link to the fundraiser sign-up page.

New pages added to your Site

With Peer-to-Peer enabled, you'll have access to view and edit several new pages in the Site editor. These additional pages are critical for Peer-to-Peer fundraising and will need to be designed like the rest of your site.

New links added to your Site's navigation

With Peer-to-Peer enabled, links to the fundraiser search and login pages will be added to your Site's top navigation.

Peer-to-Peer Pages Types

  • Login - Fundraisers will use this page to signup and login

  • Fundraiser - This is the page template for individual fundraisers

  • Team - This is the page template for team fundraisers

  • Search - Site visitors can search and scroll through active fundraisers or team pages

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