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Create & Edit Peer-to-Peer fundraiser pages
Create & Edit Peer-to-Peer fundraiser pages

Create and edit individual and team P2P fundraising pages

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

In most cases, your fundraisers will create their individual and team fundraising pages through the signup flow on your live Campaign Site. You can also create and edit peer-to-peer fundraising pages in the backend of the platform.

This article covers editing a specific fundraiser's page details, if you're looking to edit the design template for all fundraiser pages on your Campaign Site, you'll want to check out this video on Campaign Site Page Templates.

In this article


Create fundraiser pages

1. Access Sites > Pages in the platform sidemenu > click New Fundraising page

2. Click to create an Individual Fundraiser Page or a Team Fundraiser page

Create an Individual Fundraiser Page

When creating an individual fundraiser page, you'll configure the following information.

Campaign Site

Select the Campaign Site where this page should be created.

  • You'll only be able to create fundraising pages on Campaign Sites that have Peer-to-Peer features activated.

  • At this time, individual fundraiser pages can not be created in platform on Campaign Sites that have Commitments activated.

Supporter

Select or create the Supporter that will be the owner of this page.

Page Information

Customize the fundraiser's page with a profile image, page name (the fundraiser's name), page title, goal amount, and appeal story. (The fundraiser will also be able to customize these details after they log in to their new page).

βœ… When an individual page is created

An email will be sent to the Supporter notifying them that a new fundraiser account was created for them. With this email, the fundraiser can click to set their password and manage their new page. If the Supporter added to this page does not have an email address, the page will be created, but the welcome email is not sent.

You can resend the fundraiser welcome email at any time from the fundraiser's profile action menu by clicking Send Reset Password Email.

Create a Team Fundraiser Page

When creating a team fundraiser page, you'll configure the following information.

Campaign Site

Select the site where this page should be created.

  • You'll only be able to create team fundraising pages on Campaign Sites that have Peer-to-Peer and team page features activated.

Supporter

Select or create the Supporter that will be the admin for this team. This is the fundraiser that can edit the team page details.

  • This Supporter can not already be the admin of another team on this site

  • This Supporter must have an email address

Page Information

Customize the team's page with a profile image, team name, page title, goal amount, and appeal story. (The team admin will also be able to customize these details after they log in to their new page).

βœ… When a team fundraiser page is created

If the Supporter selected as the team admin already has a fundraising page on the selected Campaign Site, an email will be sent to the Supporter enabling the supporter to click to verify their email and manage the team page.

If the Supporter selected as the team admin does not have a fundraising page on the selected Campaign Site, an email will be sent to the Supporter notifying them that a new fundraiser account was created for them. With this email, the Supporter can click to set a password, create their individual fundraising page, and gain access to the new team page.


Edit Fundraiser Pages

You can edit page details for individual and team fundraiser pages.

From Sites > Pages > click a page's actions menu (3 dots) > select View Page Profile

On the individual or team fundraiser's page profile, you can edit the page information including the page name, page title, goal amount, appeal story, and URL path.

On the team page profile, you can manage team membership by adding or removing fundraisers to the team.

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