Supporting P2P Fundraisers
How do participants sign up?For P2P campaigns that do not require an event registration, you can share the URL or QR code from the P2P Campaign Page's Preview & Publish tab for participants to create an account and create their fundraising page. If a constituent already has a portal account, they can also…1 min readHow does a P2P participant create and edit their fundraising page?The participant creates and edits their fundraising page through the Constituent Portal. If the participant does not have a portal account yet, when they sign up for the P2P campaign, they will create their portal account first. When you share the URL or QR code to your P2P camp…4 min readAre there instructions for fundraisers to set up their pages?Yes, the attached outlines can be used for you to create your own version of guides to share with your fundraisers. One guide is for P2P campaigns that are not linked to an event, the other guide is for P2P campaigns which are linked to an event.1 min readHow can a P2P Participant Send Emails and View Transactions?Fundraisers can reach out to their friends and family using the portal by clicking on Send Email. A popup window will open to create the email. The message is sent under Blind Carbon Copy (BCC) so all recipient email addresses are hidden. Once the message is ready, click Send to…1 min readWhere is the URL for the Participant and Team Fundraising Pages?The participant will log into their portal account and go to the P2P Campaign module. The participant can copy their personal fundraising page URL, Text2Give Code, and QR Code via the links provided once they have selected their page. If the participant is also a team leader, th…1 min readWhere can the participant place their fundraising page URL?The fundraising participant page URL, Text2Give Code, and QR Code can be shared anywhere via email, text, or social media.1 min readCan participants track donations made on their fundraising page?If you have allowed your fundraisers to see this information on your P2P Campaign Page Settings tab, from the participant's portal account, they can go to the P2P module and select their fundraising page to view this information. Clicking on View Transactions will open the list…1 min readHow can I help a fundraiser that has been locked out of their portal account?For assisting portal users, please see this article for examples of error messages and ways to reset passwords and assist the fundraisers. https://support.donorview.com/en/support/solutions/articles/9000218757-how-can-i-help-a-donor-who-has-trouble-logging-in-to-the-portal-1 min readCan I login and see a fundraiser’s portal?Yes, you can log in from the Portal Users grid or by clicking the Edit icon on the row with their name on the P2P Dashboard grid. From the Portal Users grid click on Sign In to log out of DonorView and login to the portal as that constituent. From the P2P Dashboard, when you cli…1 min readCan someone participate who doesn’t create the page in the portal?1. In order to be listed as a participant fundraiser, a fundraising page must be created in the portal. 2. You can log into the participant fundraiser’s portal account and create their page on their behalf. This way their name would also be shown on the participant fundraiser’s…1 min readCan participants create their own text-2-give code?1. Yes, but you will need to enable that feature on the P2P campaign Settings Tab. 2. After they create their page, they can click on the Edit Text2Give Code link to editing their personal code. 3. Donors can text that alpha-numeric code to your organization’s text phone number…1 min readWhat if someone wants to change teams?1. From the participant fundraisers portal page, they can click on the blue button Remove myself from this team. 2. Any donations made to this fundraiser’s page will be removed from the team’s total.1 min readHow can I make a new team leader?1. If a team leader can no longer participate, there is not a direct way to assign a new team leader with the existing team members. 2. However, you can have the other team members remove themselves from the team and the new team leader will create a new team. 3. Once the new te…1 min readCan I deactivate a participant?Yes, from the P2P Dashboard, click on the link on the left side of the grid. Type YES in the new window to delete the page and remove the participant’s link to the team as well. This will not delete the contributions that have been received, but the page will not longer be activ…1 min readWho gets notified of a P2P campaign donation?1. Up to 5 emails can get a notification every time a donation is made by toggling Notify when donation is submitted to YES on the P2P Campaign Settings tab. 2. The fundraiser and the team leader can also get a notification by activating the toggle Notify Team Creator to YES as…1 min readWhat if I need to change the participant or team that is getting credit for a donation?1. If a participant drops out, you may need to redirect the donation to another participant fundraiser or team. 2. You may also need to manually identify a donation link for checks or cash received. 3. You can open an existing donation by clicking on the amount donated from the…1 min readHow do I collect the payments for pledges made?1. If you have enabled the Pay later option for donations, they will appear on the P2P Dashboard under the pledge column in the Detail View. 2. You can click on the donor’s email address under the Email column (be sure NOT to select the Participant’s Email) to send a direct emai…1 min readHow can I reach out to the fundraisers?1. From the P2P Dashboard’s Detail View, you can create email lists, send direct emails, and text messages using the Actions menu. 2. The Detail View will include all participant fundraisers, even those that have not raised any money yet. 3. The Summary View only includes fundra…1 min readHow can I notify fundraising participants when they haven’t reached their goals?1. The Number of Days trigger in the Milestones & Badges Setting Tab allows you to notify fundraising participants when they have not achieved specific milestones. 2. You will identify the number of days either before or after the event to send the message. 3. Note that an event…1 min readWhat are the options for sending thank you acknowledgments to P2P donors?1. Each donor will receive an automatic thank you message you create in the P2P Campaign page. 2. You can customize the message and include things like links to your webpage where you are sharing the progress widgets for the P2P campaign. 3. Setting up your P2P campaign, you sho…1 min readCan I view my Team Leader/Fundraiser P2P pages in the Portal?You can view P2P participant team and fundraiser pages by logging into their portal account from the Portal Users grid or by clicking the edit icon on their row on the P2P Campaign Dashboard Summary grid. This will open a new window where you will confirm that you agree to be si…1 min read