Fundraising Pages, also known as Peer-to-Peer fundraising, allows supporters to create their very own fundraising pages to drive donations on behalf of your organization.

Supporters can promote and easily share their page with friends and family, driving community engagement to your site.


Setup: Peer-to-Peer Fundraising

Navigating Peer-to-Peer Fundraising Pages

Creating a Fundraising Page

Customize the Fundraising Experience

Tracking & Reporting

Tracking Offline Payments


Additional Resources

Moderating Peer-to-Peer Fundraising Pages


Setup: Peer-to-Peer Fundraising

To setup Peer-to-Peer Fundraising on your Givecloud Admin,

A Gif of the configure fundraising page displaying how to toggle the setting on.

  1. Go to Features > Peer-to-Peer > Configure. Then toggle to enable Fundraising Pages.

  2. Set up your Fundraising Verification Options to approve supporters before their fundraising pages are available publicly.

  3. Use the Fundraising Options panel to select the item(s) you want to be available for Peer-to-Peer Fundraising.

    • The specific items will only impact what funds or campaigns a person can promote. The items do not change the style of the page.

    • You can select multiple items. When you do, your supporters will have the choice of which type of page to create.

    • If you are connected to a CRM like DonorPerfect, contributions from the fundraising page will use the DPO coding set on the item.

  4. Set the Categories. Categories will allow you to organize your fundraising pages. We've pre-populated some ideas for you - but you can add as many as you wish.

  5. The abuse reporting settings allow you to customize which reasons a person can report abuse based on your community guidelines. Unless you create and manage the fundraising pages, we recommend setting a community guideline for your peer-to-peer program.

  6. Select which staff members will be notified when pages are activated, edited or reported.


Navigating Peer-to-Peer Fundraising Pages

There are two links you may want to add to your Givecloud site to help your supporters navigate Peer-to-Peer Fundraising. The two links are,

List of Fundraising Pages:
your-account.givecloud.co/fundraisers

Create a Fundraising Page:
your-account.givecloud.co/fundraisers/create

You can direct supporters to the fundraising page by adding the page as a menu link or create a page to promote peer-to-peer fundraising.


Creating a Fundraising Page

To create a fundraising page, supporters will click the button Create a Page. The button label for Create a Page can be customized under Features > Website > Site Design > Fundraisers (P2P) > Page > Create a Page.

When creating a fundraising page, the supporter will be prompted to add a page name, photo, description, video (optional), goal and deadline.

If they don't already have an account, they'll be asked to create an account after entering their page information.

If a fundraising page doesn't include a deadline, the fundraising page will remain open indefinitely.


Customize the Fundraising Experience

Additional customization can be found under Features > Website > Site Design > Fundraisers (P2P).

Here, you will customize the branding around your fundraising pages, set community guidelines, and edit how the honour roll will display on the fundraising pages.

General

The General site design settings allow you to modify the title of the fundraising pages, set a branded background image, and add content to help your supporters navigate the fundraising pages.

Image of general site design settings for fundraising pages.

List of Pages

The List of Pages settings allows you to update the background colour of the fundraising page list and customize the message that displays when there are no fundraising pages on display.

Image of list of pages site design settings for fundraising pages.

Create a Page

The Create a Page section allows you to set default images supporters can choose from and set instructions or community guidelines. We recommend sitting down with your team to determine the best community guidelines for your peer-to-peer experience.

Image of create a page site design settings for fundraising pages.

Page

The Page settings allow you to modify the background colour of the fundraising page, add a branded image and adjust the Create a Page button label.

Image of page site design settings for fundraising pages.

Honour Roll

The Honour Roll settings allow you to modify the honour roll title, honour roll limit and honour roll style to determine how the honour roll will display on the Peer-to-Peer fundraising pages.

Image of honour roll site design settings for fundraising pages.

Tracking & Reporting

There is a Features > Peer-to-Peer > Fundraising Pages menu item that lists all fundraising. You can filter, sort, search and export this list.  Clicking on an individual page allows you to view specific donations on that page, suspend the page or delete the page.

If you delete a fundraising page, the contribution will keep the historical information on the donation associated with the fundraiser.


Tracking Offline Payments

There are two ways of tracking offline payments made against a fundraising page.

1. Data Enter Each Payment Through the Point of Sale

You can properly track each offline payment received to a fundraising page, whether it's a check, cash, or some other form of payment.  You do this the same way you track any other offline payment - by using the Point of Sale.

  1. From the left side menu, select New Contribution (POS).

  2. From the category list, choose 'Fundraising Pages.'

  3. From the Fundraising Page pop-up, in the 'Find a product...' field, begin typing the fundraiser's name for which you are adding a payment. Once you select the correct fundraiser, you can enter the amount in the 'One-Time Amount' field. Then click the '+Add' button.

  4. Complete the contribution as you would any other data entered payment.

NOTE: At the moment, you can only data enter one-time payments.

2. Manually Change the Number

Admin staff can manually change the amount raised and the number of donors given to a fundraiser.  This is called 'Offset Progress.'  This will offset the true amount raised and/or the number of donors given to the page by any amounts you choose.

  1. From the left menu, select Features > Peer-to-Peer > Fundraising Pages

  2. Find the fundraiser you want to override manually.

  3. You'll now see a summary screen for that fundraiser.  Look for the 'Edit button in the top right corner and click it.

  4. You'll now see the option to offset the amount raised and the number of donors.  Adjust those offsets as you choose, then click 'Save.'

Once you hit save, you'll notice that the progress and number of donors will now include the amount you've manually offset.

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