Supporting P2P Fundraisers

What if someone wants to change teams?
From the participant fundraisers portal page, they can click on the blue button Remove myself from this team.  Any donations made to this fundraiser’s pag...
Tue, Mar 26, 2024 at 4:22 PM
How can I make a new team leader?
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. However, you can have th...
Tue, Mar 26, 2024 at 4:23 PM
Can 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...
Tue, Mar 26, 2024 at 4:24 PM
Who gets notified of a P2P campaign donation?
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. ...
Tue, Mar 26, 2024 at 4:26 PM
What 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 ident...
Tue, Mar 26, 2024 at 4:28 PM
How 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.  Y...
Tue, Mar 26, 2024 at 4:29 PM
How can I reach out to the fundraisers?
From the P2P Dashboard’s Detail View, you can create email lists, send direct emails, and text messages using the Actions menu. The Detail View will inclu...
Tue, Mar 26, 2024 at 4:30 PM
How 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...
Tue, Mar 26, 2024 at 4:32 PM
What are the options for sending thank you acknowledgments to P2P donors?
Each donor will receive an automatic thank you message you create in the P2P Campaign page. You can customize the message and include things like links to...
Tue, Mar 26, 2024 at 4:33 PM
Can I view my Team Leader/Fundraiser P2P pages in the Portal?
DonorView users with Admin access can Sign into a portal account.  Select Users>Portal Users.  Locate the Portal User then select Sign in.
Tue, Jun 30, 2020 at 12:25 PM