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 campaign.
• The Title you have assigned to all the fundraising pages. 
• The direct URL link to sign in or create your portal account and create your fundraising page.
• The For, Fund, Event, and Appeal revenue categories assigned to all the contributions.
• The overall campaign goal Target.
• If your organization uses Sites/Chapters, you will also see which Site/Chapter is assigned to the campaign.
• The Date Created, Created By, Date Modified, and Modified By information.

If you have campaigns created, you can highlight a row and use the View/Edit link to open the campaign and make changes.

With a row highlighted, you can also use the Actions menu to make a copy of the campaign.

To create a new campaign (not a copy), click on +New, then + Campaign to start a new campaign from scratch.

On the first step, the Acknowledgement Info tab, you will give a Name to your P2P Campaign and enter the thank you email settings including the:

• Email Display Name - the name of your organization and person sending the thank you message.
• From Address - the email address of the sender, which should be an email address that is live that the recipient can reply to. It should also be from your verified domain address.
• Subject Line - the subject line for your thank you email.
• If Sites/Chapters are activated for your organization, you can also select which Site/Chapter will be using this campaign.

Click Save & Next at the bottom of the page to go to the next step.

The Campaign Settings tab is where you establish the basic information for your entire P2P campaign, as well as build the framework for all the fundraising pages. 

At the top of the P2P Campaign Settings tab is the Campaign Information. In this section you can:

• Set the Page Title Alignment.
• Establish a Title for your campaign that will appear on all the pages.
• Identify your overall campaign fundraising Target Amount. This is the amount raised for the entire campaign, not the individual fundraiser or team goals.
• Select a Goal Category to be assigned to all the donations made through the fundraisers' pages. This will also ensure that any contributions recorded elsewhere (not given through a fundraisers page) can also be added to the goal progress widget by assigning them to the same Fundraising Goal Category when the donation is entered.
• The Goal Chart Type will determine whether a Bar Chart, Donut or Thermometer is used to display the goal progress on the widget. The widget will be available to download and add to your website via the Preview & Publish tab.
• There are three date ranges included. Each one performs a different function:
  • The Event Start Date and Event End Date fields allow you to enter the date and time the event will happen. These fields can be left blank if your campaign will not be linked to an event.
  • The Fundraising Begin Date and Fundraising End Date are the dates and times that the public will be able to see and donate to a fundraisers donation page. Outside this date range, the pages will be inactive and unavailable to accept donations. If there is an event linked to this campaign, the end date will often be a day or two prior to the event, so that totals can be compiled for awards.
  • The Active to Participant Begin Date and Active to Participant End Date are the dates and times that the fundraisers can build, edit, and view their personal fundraising pages. Outside these date ranges, the fundraisers will not be able to manage their pages. Some organizations may choose to end the fundraisers access several days after the event so that they can reach out to their donors with updates about their performance during the campaign.

The next section is the Page Content. In this area you will be defining the basic information that will be included on all the fundraisers donation pages.

• In the Message area is where you will enter your organization's message to the potential donors. You should include information about this specific campaign, who it will support and what the impact will be. You should also include general information about your organization since many of the potential donors may not be familiar with your organization yet.

• You can toggle Include Personal Story to YES if you would like your fundraisers to include their own personal story on the page. If left NO, there will be no space for the fundraiser to add their own personal message.
  • If marked YES, then you have the option select where the personal story will show in the dropdown menu under Show Personal Story.
  • If marked YES, you can also provide a generic message to get the fundraiser started. Be sure to make this information generic enough that if the fundraiser does not update the information, it will still be OK to share.
• When Hide My Supporters is set to YES, the fundraiser will not be able to see the names, contact information of specific amounts donated by their supporters. This information will still be available internally on the P2P Dashboard.
• If Include Location is set to YES, new fields appear to include the located of the related event for the fundraiser. If set to NO, no location information will appear on the fundraising page.

• When Include Gallery is set to YES, you can link images and a YouTube video to play on all fundraisers pages. 
  • Enter the complete URL of the YouTube Video URL and you can add a Video Caption if desired. The pages will include the thumbnail established on YouTube with a play button, which will play the video directly on the fundraisers page.
  • Clicking on Upload Your Pictures will allow you to select images from your computer to appear on every fundraisers' page. Be sure to crop and resize your images prior to upload. Your images should be less than 5 MB to ensure they load quickly. The images will display in a 800 pixels wide x 400 pixels high format. You can upload larger images, but they will be displayed at that size.

• If your fundraising is happening in places outside the United States, you can activate the Show foreign currencies conversion toggle. Setting this to YES allows the donor to select other currencies for their transaction.
• Notify When Page Created will send a notification to up to 5 email addresses. When this is activated, you can also Notify Team Creator whenever a new team member creates a personal page.
• When Auto Acknowledge is set to YES, a checkmark will be added to the Acknowledged column on the Gifts grid. It will also assign a Thank You Email to the Acknowledged How column and the Acknowledged Date on the Gifts grid.
• If you would like donors to cover the cost of processing fees, set Allow to pay processing fee to YES.
  • You can select what sentence you would like to use in the dropdown under Processing Fee Comment.
  • You can set Default to Pay Processing Fee to YES to have the checkbox already checked, however the donor can uncheck to box to elect not to pay the fee.
  • You can set Require to Pay Processing Fee to YES so that the processing fee is not optional.
• If you would like donors to have the option to pay later, you can set Allow Everyone To Pay Later to YES.
  • If set to YES, you will see two new fields for Pay Later Due Date and Pay Later Comment.
  • Allowing donors to pay later will create a one-time pledge for that constituent with the amount of their donation as the pledge amount and the Pay Later Due Date as the payment due date.
• When Allow predefined amounts is set to YES, new fields will open to establish recommended donation amounts. 
  • You can enter any amounts you like, but there will always be an “Other Amount” field where the donor can enter any amount they choose.
  • You can set which amount will be entered as the default amount by setting the toggle above that amount to YES.
  • You can add a Caption for the amount to describe the impact of that donation amount.
  • You can also click on Upload Image for the recommended amounts. The image display size for these are 200 x 200 pixels.
• If Disable Teams is set to YES, there will only be individual fundraisers, no teams will be formed.
• You can limit the number of team members by entering a number in the Max Number of Members Per Team field. Once this number of team members is reach, no new team members can be added to that team.
• Display Live Scrolling Donation Ticker will include a live scroll to the fundraisers' pages to show incoming donations when set to YES.
• Hide Amounts on Participant Pages will show the names of the donors, but note the amount they contributed, when set to YES.
• You can receive a notification whenever a donation is made on one of the fundraisers pages by setting Notify when donation is submitted to YES. 
  • You will enter the email addresses in the Send email notifications to field. 
  • You can also Notify Team Creator of all donations to team members pages if desired.

• If you have text messaging activated for your organization, you can also get text notifications of donations by setting Send text when donation is submitted to YES.
  • Two new fields will appear to allow you to add the phone numbers for the notifications in the Add a Phone field. After entering the number, click on Add for the number to appear in the Phones field.
  • You also have the option of Allow Fundraisers to Setup Text Message Codes. Setting this to YES will allow the fundraisers to create their own text-2-url code that their supports can use to receive the link to donate on their phones.
• For all the donations received via this campaign, you can also establish the default revenue categories, For, Fund, Event and Appeal.

Click Save & Next to go to the last step of editing the thank you message. 

The Thank You Message tab allows you to edit the thank you message the donors receive. The default message is as shown below. Click on the Edit Message button to open the Email Template Editor and make edits to your message. Once your edits are complete, click Save & Next to create the link to your P2P campaign. 

The Preview & Publish Tab is where the URL is generated for you to share with participants who are signing up to become fundraisers when no event is linked to the P2P campaign. This URL is generated by the software and is not editable.

If your fundraisers must register for an event before participating in the P2P campaign, you will share the link to your event page that is linked to the P2P campaign instead. See this article about linking a P2P campaign to an event for more information: 

The software also creates a QR Code that you can download by clicking on the small image icon to the top left of the QR Code. This PNG file can be shared and scanned with a mobile phone to open the link and begin registration using a phone.

For the campaign goal that you established in the P2P Campaign Settings tab, the Campaign Goal Widget Embedded Code allows you to copy the code to embed this into your website. This will show the progress you are making towards you goal as each contribution assigned to the goal category you selected is recorded.

Examples of a thermometer and donut goal progress widget: 

There are also several other widgets you can include on your website to show how teams and participants are performing and links to their pages including:

• Team List Widget - Shows a list of all teams and links to their page.
• Participant List Widget - Shows a list of all fundraisers and links to their pages. You have the option to exclude teams from this list if desired.
• Participant Graphic List Widget - Shows all participants, links to their pages, images, and fundraising progress. You also have the option to exclude teams if desired.
• Top N Teams - Where “N” is the number of teams to show based on the number you enter in the box. So it could be top 20, top 10, top 5, whatever number you would like to show.
• Top N Participants - Where “N” is the number of fundraisers shown based on the number you enter in the box. So it could be top 20, top 10, top 5, whatever number you would like to show. You also have the option to exclude teams if desired.

Example of Participant Graphic List shown below.