Overview & Setup
P2P Guide and ChecklistAttached are documents you can use a guide and customizable checklist for creating and managing your peer-to-peer campaign. The outline is intended as a guide, not step-by-step instructions or requirements. You can set up and manage your campaign in any manner that is best for y…1 min readFAQs for Peer-to-Peer CampaignsThis list of questions and answers provides information about creating and managing a peer-to-peer campaign. It is helpful for training new users and volunteers who are assisting with the campaign. It includes answers to frequently asked questions about the entire processes. For…1 min readWhat is Peer-to-Peer Fundraising?A Peer to Peer (P2P) campaign is a fundraising strategy where your constituents raise money on your behalf by soliciting their social networks. Participant fundraisers create their own fundraising pages using the Constituent Portal and share the link via social media, email, and…3 min readWhat are the benefits of using a P2P campaign instead of sharing a donation page link?1. A Peer-2-Peer (P2P) campaign is designed to allow you to see all of the donations related to a specific fundraiser or team on the P2P Dashboard. 2. P2P campaigns let you recognize participant fundraisers when they reach certain milestones defined by you - which is a great way…1 min readPeer-to-Peer OverviewOnce you are inside the "Peer-to-Peer Fundraising" module there are three sub-pages. - P2P Dashboard - This will take you to the main P2P grid where you are able to view and edit all donations that have been made through your participant’s donation forms. - Campaign Pages – This…1 min readHow do I create a new Peer-to-Peer Campaign?Like memberships and events, a P2P campaign begins with creating the P2P campaign page. You can find the P2P campaign list in the P2P module by selecting Campaign Pages. The grid will show a list of all previously created campaigns with information like: - The Name of the campai…12 min readWhere do I find the URL or QR code for the P2P Campaign?The URL found on the Peer-to-Peer campaign's Preview and Publish page will take the fundraisers directly to either sign up or sign in to the portal and then will go to the P2P page set-up in their portal. Note that if your participants need to register for an event before becomi…1 min readWhat do the widgets do?For every P2P campaign there are different widgets that can be embedded on your website to display your campaign and fundraisers performance. There are four that are built-in and are not customizable, and then there are customizable options for the overall campaign. For each of…2 min readDo I have to activate the advanced portal to host a P2P campaign?No, the advanced portal does not need to be activated for a P2P campaign. The basic portal will include links to any active Peer to Peer campaigns and Auctions.1 min readWhy are there three date ranges associated with a P2P campaign?1. The three dates allow you to customize when the pages are visible to the public and to fundraisers. 2. At the top of the P2P Campaign Settings tab enter the Event Start Date and Event End Date if the P2P is linked to an event. If it is not linked to an event, you can leave th…1 min readCan I prevent teams from being created?Can I prevent teams from being created? Yes, you can disable teams from both the P2P Campaign Settings and, if linked to an event, from the Events Settings tab.1 min readWhat if we only want teams and no individual fundraisers?1. Currently, there is no way to disable individual participants pages and only have team pages. 2. An individual participant must create their page first, before a team page can be created. 3. You could provide instructions to your participant fundraisers to only share the team…1 min readCan I put a cap on the number of team members?1. Yes, you can limit the number of members on a team from the P2P Campaign Settings page. 2. When the number of members is reached, that team is no longer visible in the list of teams available to join from the event sign up page.1 min readHow do I share the campaign with prospective fundraisers?1. If it is a non-event P2P campaign or if participants are not required to register for the event, you can share the URL or QR code on the Preview & Publish tab. 2. For P2P campaigns linked to an event where the fundraiser needs to register or purchase a ticket, be sure to shar…1 min readHow can I link a survey to a P2P campaign if I need more information from the fundraisers?1. You can consider two workflow options: send the survey prior to the P2P signup or after. 2. If you need to collect information as a screening process prior to the participants accessing the campaign sign up, then create a survey and send it to prospective fundraisers. 1. If y…1 min readDoes the peer-to-peer campaign donor receive a thank you message?Yes, all donors will receive a Thank You message via email after they submit their donation transaction. You can customize the thank you message in the P2P Campaign page editor on the Thank You Message tab. Click on Edit Message to open the email editor. Click Save & Next when f…1 min readCan I link a donation page to a P2P campaign?Yes, for the Simple donation page design, on the donation page Donation Page Settings step, Additional Options section, you can link your donation page to a P2P campaign so that donors can choose a participant or team to support. For the Advanced donation page design, on the Pag…1 min readHow can I share my P2P Campaign Sign Up online?From the Preview & Publish tab of any P2P Campaign page you will find several ways to share your page including sharing the unique URL for the donation page, the QR code, and several Widget Embedded Codes. You can learn more about sharing your pages in this article Sharing Donor…1 min readWhat kind of event is good for a peer to peer campaign?1. The project or event should be simple to participate in, so there is no specialized equipment required. 2. It should have great video or photo opportunities so that it is easy to share on social media. 3. The campaign should be able to attract participants that are interested…1 min readP2P Campaign DatesFor the P2P Campaign the dates are used as follows: Event: If the P2P is an actual event, the Start date (and optionally End date) can be entered. The Start date is shown on the P2P login screen. For example, Fundraising: When the P2P participant/team pages are open to the publi…1 min readCan I accept Pay Later Peer to Peer Donations?Yes, Pay Later Donations can be accepted on Peer-to-Peer Donation forms. This type of donation will create a Pledge within the Donor’s Constituent record. This Pledge will show the Amount of their donation, a Payment Frequency of “One Time” and a Payment Due Date based on the in…1 min read