A/B testing

This page shows an overview of all donations (including manual and matchfunding) that fall under the level you are currently working on. You can look up specific donations here, see more information about a particular donation and move donations around. You can also make a download of all donations. Article content:OptionsDonations searchPeriodColumnsDownloadInformationManagement optionsManageMoveAnonymiseRemoveOptionsDonations searchIn the search bar (top right), you can search by a name, e-mail address or transaction id. The transaction id is the number that usually starts with T2023 and is a unique number. Through that number, you can quickly trace a donation.PeriodYou can choose to show only donations from a certain period. If you have many donations, or are only interested in recent or older donations, this may come in handy. You select a period by clicking on 'Period'.Then select the desired period:To make navigating the dashboard easier, we save the period selection in the browser, so the next view you view will also have this period pre-selected. ColumnsThere are several columns belonging to the donations:The columns Date, Amount, Payment status and Payment method are clickable. You can filter with these. If you click it again, it will filter in reverse.At the 'Donation on' column, you can hover over it with the mouse. You will then see the level at which the donation was made appear.In the column 'Amount' you will see icons when web shop items, discount codes or rewards are involved. You can recognise donations with a web shop item by the shopping cart. For donations where a discount code was used, you will see a ticket icon and for donations where a reward was chosen, you will see a gift behind the donation. DownloadYou can use the 'Download' button to create a Download of all donations under where you are at the moment. After clicking the button, an Excel file is generated and its link is sent to the e-mail address you are logged in with. If you click on the link (and are logged in) then you can open the Excel file. If you have made a selection you will only see the donations made in that period. The second tab of the Excel file shows the answers to the additional questions. InformationClicking on the i's will show you all the information about the donation:If there is a donation with a reward you will also see this. Here, you can click on the box to indicate that the reward has been processed:Management optionsIf you click on the three dots you will see the options you have with a donation. These are Manage, Move, Anonymise and DeleteManageBy managing a donation, you can change a donor's name, or change a message accompanying the donation (for example, if a donor wants to correct a spelling mistake). You can also hide or make visible the name attached to a donation.MoveIt can happen that a donation has ended up in the wrong place, for example on a team instead of a team member. You can then move it by clicking on the three dots and move and find the place where the donation should go. If there is a registration fee attached to the donation, you cannot move it. You cannot move manual donations either. If you want to move them, you can delete them in one place and add them in another. Finally, you cannot move donations made via matchfunding. You can only do that after the matchfunding donation (which is listed as a manual donation) has been removed.AnonymiseThis option allows you to completely anonymise a donation. The account number information will be removed and you will see 'Anonymous Anonymous (Name Shielded)' as a donor.RemoveYou can only delete donations made with a test checkout. You can delete them via this option. Real donations are always saved.

There are several places where you can enter a target amount. You can set this specifically per level (Website, Sub site, Campaign, Fundraiser, Team). You can set these via Settings >Target amounts. We distinguish between a:Default amountThis amount is shown by default as the target amount when creating a campaign, company, team or fundraiser. But can be changed afterwardsMinimum amountWhen creating a campaign, company, team or fundraiser, you can adjust the target amount, but it cannot be set lower than this amountYou can set this at the website level and for campaigns, companies, teams and fundraisers.WebsiteUnder website, you can set the target amount for the entire site. This will then appear on the homepage with a retrieved percentage. You can also leave the target amount empty. Then no target amount will appear in the counter status. You will also not see a collected percentage.An example of a set target amount of €200000 on the homepage CampaignsThis is where you set the default target amount for campaigns. This is mainly used when site users can create their own campaigns. You can then also set a minimum amount to be entered there. Alternatively, you can leave the target amount blank.CompaniesHere you set the default target amount that companies enter when creating a company. You can leave the target amount blank, but teams must always enter a target amount themselves (it cannot be left blank)TeamsHere you set the default target amount that Teams specify when creating a company. You can leave the target amount blank, but teams must always enter a target amount themselves (it cannot be left blank)FundraisersHere you set the default target amount that Teams specify when creating a company. You can leave the target amount blank, but teams must always enter a target amount themselves (it cannot be left blank) Target amounts based on number of participationsIf you use editions, you can choose to let people who have participated before raise a lower target amount a second time. Depending on the number chosen, the suggested target amount may vary.Example: If you participate for the first time, the minimum target amount is €300. If you participate in this event for the second time or more, the minimum target amount is €250.You can set this at the level where people can subscribe, under Settings > Target amounts. There you can choose a target amount, depending on the number of entries. This way, you can allow participants who have already collected a very high amount once to collect a lower minimum amount the next time. In practice, you often see that they still raise a good amount, while the threshold to participate again and ask for an amount is lower. 

General target urlsOur flows for starting fundraisers and donating largely follow a fixed sequence. In order to measure things even better, for instance in your own Google Analytics, the flow for starting an fundraiser and donating is described below.Below you need to replace <Mainurl> with the url of your platform.Good to know is that the url may be different. If your site uses sub sites (i.e. an extra layer above campaigns) then the main url will also be different. It will look like this: <sub site name.Mainurl> and replaces <Headurl> in the flow below, if you want to measure the flow at sub site level.If you want to set up a measurement in analytics, you can replace the ID and fundraiser url with .*Example:https://demo1.kentaa.nl/actie/.*/donate/.*/thanksHere you replace <fundraiser-url> and <ID> with .* to capture this.Click on the link below to go directly to the relevant flow1. Start fundraiserStarting general fundraiser at site levelIndividualCreate a teamTeam memberStarting fundraiser for a campaignsIndividualCreate a teamTeam member2. DonateGeneral donationDonate to a campaignDonate to an fundraiserDonate to a teamDonating to a sub site1. Start fundraiserhttps://<Hoofdurl>/come-in-fundraiser/choose--> choice page for which you want to start an fundraiser. This can be at website level, for a sub site or for campaign (or a combination of these)a. Start general fundraiser at site levelhttps://<Hoofdurl>/subscribing is redirected to https://<Hoofdurl>/participate/how-to-participate  -> choose between participating as an individual, team or team memberWherever mandatory is indicated, this step always returns in the registration flow. If it is optional, this step may not appear in your application flow, depending on the configuration.i. IndividualSubscribehttps://<Mainurl>/participate/how-to-participate --> choice page individual, team, team member (mandatory)https://<Hoofdurl>/participate/who-are-you --> enter personal data (mandatory)https://<Hoofdurl>/participate/registration --> choose registration fee (optional)https://<Headurl>/participate/choose-activity --> choose activity (optional)The above steps can be changed in terms of order in the dashboard under settings > login flow, so they may be different for you.https://<Hoofdurl>/participate/fundraising-page --> create personal page (mandatory)https://<Mainurl>/participate/extra-questions --> additional questions (optional) https://<Hoofdurl>/participate/webshop --> webshop (optional)https://<Headurl>/participate/start-donation --> make start-donation? (optional)https://<Hoofdurl>/participate/summary --> overview page with your total order (mandatory)Add another person (optional)Here you enter the flow again but with /2 after the url, for example:https://<Headurl>/participate/who-are-you/2Rounding up:https://<Hoofdurl>/participate/complete --> how would you like to pay? (mandatory)https://<Hoofdurl>/participate/done --> payment succeeded (mandatory)https://<Mainurl>/action/fundraiserurl--> then return to the fundraising page you just created (replace fundraiserurl with the url of the page, optional)ii. Create teamThis flow has the same structure. However, there is an extra step in it, which is in bold.Subscribehttps://<Mainurl>/participate/how-to-participate --> choice page individual, team, team member (mandatory)https://<Hoofdurl>/participate/who-are-you --> enter personal data (mandatory)https://<Hoofdurl>/participate/registration --> choose registration fee (optional)https://<Headurl>/participate/choose-activity --> choose activity (optional)The above steps can be changed in terms of order in the dashboard under settings > login flow, so they may be different for you.https://<Hoofdurl>/participate/team-page --> create team page (mandatory)https://<Hoofdurl>/participate/fundraising-page --> create personal page (mandatory)https://<Mainurl>/participate/extra-questions --> additional questions (optional) https://<Hoofdurl>/participate/webshop --> webshop (optional)https://<Headurl>/participate/start-donation --> make start-donation? (optional)https://<Hoofdurl>/participate/summary --> overview page with your total order (mandatory)Add another person (optional)Here you enter the flow again but with /2 after the url, for example:https://<Hoofdurl>/participate/who-are-you/2Rounding up:https://<Hoofdurl>/participate/complete --> how would you like to pay? (mandatory)https://<Hoofdurl>/participate/done --> payment succeeded (mandatory)https://<Mainurl>/team/teamurl --> then return to the team page you just created (replace team-url with the url of the page, optional)iii. Team memberThere is also an extra step here, which is in boldSubscribehttps://<Headurl>/participate/how-to-participate--> choice page individual, team, team member (mandatory)https://<Hoofdurl>/join/team-member --> select team you want to join (mandatory)https://<Hoofdurl>/participate/who-are-you --> enter personal data (mandatory)https://<Hoofdurl>/participate/registration --> choose registration fee (optional)https://<Mainurl>/participate/choose-activity --> choose activity (optional)The above steps can be changed in terms of order in the dashboard under settings > login flow, so they may be different for you.https://<Hoofdurl>/participate/fundraising-page --> create personal page (mandatory)https://<Mainurl>/participate/extra-questions --> additional questions (optional) https://<Hoofdurl>/participate/webshop --> webshop (optional)https://<Headurl>/participate/start-donation --> make start-donation? (optional)https://<Hoofdurl>/participate/summary --> overview page with your total order (mandatory)Add another person (optional)Here you enter the flow again but with /2 after the url, for example:https://<Hoofdurl>/participate/who-are-you/2Rounding up:https://<Hoofdurl>/participate/complete --> how would you like to pay? (mandatory)https://<Hoofdurl>/participate/done --> payment succeeded (mandatory)https://<Mainurl>/action/fundraiserurl--> then return to the fundraising page you just created (replace fundraiserurlwith the url of the page, optional) B. Starting fundraiser for a campaign i. IndividualSubscribehttps://<Hoofdurl>/project/<Campaign name>/participate/how-to-participate --> choice page individual, team, team member (mandatory)https://<Hoofdurl>/project/<Campaign name>/participate/who-are-you--> enter personal data (mandatory)https://<Hoofdurl>/project/<Campaign name>/participate/registration --> choose registration fee (optional)https://<Hoofdurl>/project/<Campaign name>/participate/choose-activity --> choose activity (optional)The above steps can be changed in terms of order in the dashboard under settings > submission flow, so they may be different for youhttps://<Mainurl>/project/<Campaign name>/participate/fundraising-page --> create personal page (mandatory)https://<Hoofdurl>/project/<Campaign name>/participate/extra-questions --> additional questions (optional)https://<Hoofdurl>/project/<Campaign name>/participate/webshop --> webshop (optional)https://<Headurl>/project/<Campaign name>/participate/start-donation --> make start-donation? (optional)https://<Hoofdurl>/project/<Campaign name>/participate/summary --> overview page with your total order (mandatory)Add another person (optional)Here you enter the flow again but with /2 after the url, for example:https://<Hoofdurl>/project/<Campaign name>/participate/who-are-you/2Rounding up:https://<Hoofdurl>/project/<Campaign name>/participate/complete --> how would you like to pay? (mandatory)https://<Hoofdurl>/project/<Campaign name>/participate/done --> payment was successful (mandatory) https://<Mainurl>/action/fundraiserurl--> then return to the fundraising page you just created (replace fundraiserurl with the url of the page, optional)ii. Create teamThis flow has the same structure. However, there is an extra step in it, which is in bold.Subscribehttps://<Hoofdurl>/project/<Campaign name>/participate/how-to-participate --> choice page individual, team, team member (mandatory)https://<Hoofdurl>/project/<Campaign name>/participate/who-are-you --> enter personal data (mandatory)https://<Hoofdurl>/project/<Campaign name>/participate/registration --> choose registration fee (optional)https://<Mainurl>/project/<Campaign name>/participate/choose-activity --> choose activity (optional)The above steps can be changed in order in the dashboard under settings > login flow, so they may be different for you.https://<Hoofdurl>/projects/<Campaign name>/participate/team-page --> create team page (mandatory)https://<Mainurl>/project/<Campaign name>/participate/fundraising-page --> create personal page (mandatory)https://<Hoofdurl>/project/<Campaign name>/participate/extra-questions --> additional questions (optional)https://<Hoofdurl>/project/<Campaign name>/participate/webshop --> webshop (optional)https://<Headurl>/project/<Campaign name>/participate/start-donation --> make start-donation? (optional)https://<Hoofdurl>/project/<Campaign name>/participate/summary --> overview page with your total order (mandatory)Add another person (optional)Here you enter the flow again but with /2 after the url, for example:https://<Hoofdurl>/project/<Campaign name>/participate/who-are-you/2Rounding up:https://<Hoofdurl>/project/<Campaign name>/participate/complete --> how would you like to pay? (mandatory)https://<Hoofdurl>/project/<Campaign name>/participate/done --> payment was successful (mandatory) https://<Mainurl>/team/teamurl --> then return to the team page you just created (replace team-url with the url of the page, optional)iii. Team memberThere is also an extra step here, which is in boldSubscribehttps://<Hoofdurl>/project/<Campaign name>/participate/how-to-participate --> choice page individual, team, team member (mandatory)https://<Hoofdurl>/project/<Campaign name>/participate/team-member --> select team you want to join (mandatory)https://<Hoofdurl>/project/<Campaign name>/participate/who-are-you --> enter personal data (mandatory)https://<Hoofdurl>/project/<Campaign name>/participate/registration --> choose registration fee (optional)https://<Mainurl>/project/<Campaign name>/participate/choose-activity --> choose activity (optional)The above steps can be changed in order in the dashboard under settings > login flow, so they may be different for you.https://<Mainurl>/project/<Campaign name>/participate/fundraising-page --> create personal page (mandatory)https://<Hoofdurl>/project/<Campaign name>/participate/extra-questions --> additional questions (optional)https://<Hoofdurl>/project/<Campaign name>/participate/webshop --> webshop (optional)https://<Headurl>/project/<Campaign name>/participate/start-donation --> make start-donation? (optional)https://<Hoofdurl>/project/<Campaign name>/participate/summary --> overview page with your total order (mandatory)Add another person (optional)Here you enter the flow again but with /2 after the url, for example:https://<Hoofdurl>/project/<Campaign name>/participate/who-are-you/2Rounding up:https://<Hoofdurl>/project/<Campaign name>/participate/complete --> how would you like to pay? (mandatory)https://<Hoofdurl>/project/<Campaign name>/participate/done --> payment was successful (mandatory) https://<Mainurl>/action/fundraiserurl--> then return to the fundraising page you just created (replace fundraiserurl with the url of the page, optional)2. DonateIf you click donate then, if there is a choice, you will be taken to the following url:https://<Mainurl>/donate/choose --> If there is a choice then choose here what you want to donate toHere you have a choice between a general donation, a donation to a campaign, a donation to an fundraiser, a donation to a team and possibly a donation to a sub site. The choice depends on the settings of the platform.If you donate to an fundraiser, team or campaign on a sub site then the main url below should read as <sub site.mainurl>a. General donationhttps://<Hoofdurl>/donate --> choose amount and enter personal datahttps://<Headurl>/donate/<ID>/thanks --> thanks page you return to after paying.https://<Hoofdurl>/donate/<ID>/share --> page where you can share that you donated.https://<Hoofdurl>/donate/<ID>/periodic-donation --> page where you can indicate to become a structural donor (optional)b. Donate to campaignhttps://<Hoofdurl>/project/<Campaign-url>/donate --> choose amount and enter personal datahttps://<Mainurl>/project/<Campaign-url>/donate/<ID>/thanks --> thanks page you return to after paying. https://<Mainurl>/project/<Campaign-url>donate/<ID>/share --> page where you can share that you donated.https://<Hoofdurl>/project/<Campaign-url>/donate/<ID>/periodic-donation --> page where you can indicate to become a structural donor (optional)c. Donating to an fundraiserhttps://<Mainurl>/action/<fundraiserurl>/donate --> choose amount and enter personal datahttps://<Mainurl>/action/<fundraiserurl>/donate/<ID>/thanks --> thanks page you return to after paying. https://<Mainurl>/action/<fundraiserurl>/donate/<ID>/share --> page where you can share that you donated.https://<Mainurl>/action/<fundraiserurl>/donate/<ID>/periodic-donation --> page where you can indicate to become a structural donor (optional)d. Donating to a teamhttps://<headurl>/team/<team-url>/donate --> choose amount and enter personal detailshttps://<Mainurl>/team/<team-url>/donate/<ID>/thanks --> thanks page you return to after paying. https://<headurl>/team/<team-url>donate/<ID>/share --> page where you can share that you donated.https://<Hoofdurl>/team/<team-url>/donate/<ID>/periodic-donation --> page where you can indicate to become a structural donor (optional)e. Donating to a sub sitehttps://<sub site.Hoofdurl>/donate --> choose amount and enter personal detailshttps://<sub site.Mainurl>/donate/<ID>/thanks --> thanks page you return to after paying.https://<sub site.Hoofdurl>/donate/<ID>/share --> page where you can share that you donated.https://<sub site.Hoofdurl>/donate/<ID>/periodic-donation --> page where you can indicate to become a structural donor (optional) 

The iRaiser platform complies with the GDPR (General Data Protection Regulation) for storing personal data. Managers can use the dashboard to manage, for example, all consent texts displayed in forms that require Users to grant permission by checking a box. Below is general information on how to comply with the GDPR within iRaiser and some general explanation of what the GDPR is.Content of article:IntroductionController versus ProcessorWhat is personal data?What is a special personal data?When is there processing of personal data?General rules for processing personal dataOverview Personal dataExporting personal data: transferWhat are the rights of data subjects?Expressive consentRights of data subjectsRight of accessRight to rectification and completion and/or restriction of processingRight to erasureAt the request of the data subject (end user)On termination of contractRight to data portabilityIntroductionTo safeguard the data of our customers and their Users, we have established privacy and data protection policies within iRaiser.Privacy protection & personal data; General Data Protection RegulationPrivacy protection is regulated by various laws and treaties. The most important is the General Data Protection Regulation (GDPR), which comes into force from 25 May 2018. This is a European regulation (i.e. with direct effect) that standardises the rules for the processing of personal data by private companies and public authorities throughout the European Union. In addition, the Telecommunications Act provides rules on mailings, spam and cookies.Processor versus ProcessorThe GDPR makes a clear distinction between the duties and responsibilities of a so-called Controller and a Processor. iRaiser's customer owns the website and the data acquired with the website. They are the Controller. iRaiser carries out the technical operation of the website and does not do anything with the data without the consent of the customer. iRaiser is in GDPR terms a processor. The powers, duties and responsibilities of us as a Processor in terms of processing personal data are agreed in the so-called Processor Agreement that we conclude with our customers.  What is a personal data?Personal data is any data by which a person can beïdentified. A person can be identified if the person using the personal data can identify the person without making a special effort. This could include name and address data. E-mail addresses, passport photos, fingerprints and, for example, IP addresses are also considered personal data. And data that give a rating about a person, for example someone's IQ.     What is a special-personal data?In addition to ordinary personal data, the law also recognises special personal data. These are data that are so sensitive that processing them could seriously affect someone's privacy. Such data may therefore only be processed under very strict conditions. Special or sensitive personal data include, for example, data that says something about someone's race, religion, health, criminal past or sexual life. Trade union membership and the citizen service number (BSN) are also special personal data.Special personal data is data about someone's:race or ethnic originpolitical opinionsreligion or beliefmembership of a trade uniongenetic or biometric data for the purpose of unique identificationhealthsexual lifecriminal historyAn organisation may not use special personal data unless there is an exception for this in the law. There must be a need to request this data.When is personal data processing?"Processing means any operation involving personal data. The law lists as examples of processing: the collection, recording, organisation, storage, updating, modification, retrieval, consultation, use, provision by means of forwarding, dissemination or any other form of making available, bringing together, linking, blocking, erasing and destroying of data. From this enumeration, it is clear that the processing of personal data is readily apparent. One could argue that everything one does with personal data do falls under processing.General rules for processing personal dataMain rule is that personal data shall only be processed in accordance with the law and in a proper and careful manner. In addition, personal data may only be collected if a precise purpose is given for it. Moreover, the law states that personal data may only be processed insofar as they are adequate, relevant and not excessive.An example from practice is the making of a copy passport.An important obligation arising from the law is the notification that the processor must make to the Personal Data Authority AP. This notification is intended to promote transparency: all notifications made to the AP are included in a public register. Some processing operations do not need to be notified under the law, such as the trade register of the Chamber of Commerce. In addition, the GDPR includes a large number of processing operations that are exempt from notification. For such exempted processing operations, the other requirements of the GDPR simply remain in force. In addition to the general rules mentioned above, a justification ground must be present for any processing of personal data. This is explained below.Conditions for processing personal data: justificationsIn addition to the general rules mentioned above, the GDPR requires that at least ééone of the justifications listed in the law must apply to any processing of personal data. The GDPR has the following bases:ConsentThe data subject (this is the person whose data is being processed) has given his unambiguous consent to the processing. This explicit consent is also called informed consent or informed consent . The processing of personal data of a child under 13 requires the consent of a parent or legal representative. An organisation must make a reasonable effort to verify that consent.Execution of contractData processing is necessary for the performance of a contract to which the data subject is a party.Legal obligationData processing is necessary for compliance with a legal obligation.Vital interestData processing is necessary to counter a serious threat to the health of the data subject.Public law taskThe data processing is necessary for the proper performance of a public law task.Justified interestData processing is necessary for the fulfilment of a legitimate interest of the data controller (or of a third party to whom the data are disclosed). This means that the person processing the data must weigh his own interest against the interest and rights of the person concerned. The processor must also check beforehand whether the same result cannot be achieved with less data.Overview Personal dataIn the dashboard, via Administration > Overview Personal data, you can see a complete and current overview of all data processed by iRaiser for the website. This is governed by the concluded Collaboration Agreement or the General Terms and Conditions for the protection of personal data.A distinction is made between the personal data that iRaiser processes by default and the, for this website, specific personal data from set-up forms. You can have an Excel file generated from these via the Download button. This is sent by e-mail to the e-mail address of the site administrator requesting the download and can be retrieved there via a link. If desired, you can also filter the data by:All dataThe additional form data (additional questions)The default data (without the extra questions)Exporting personal data: transferExporting personal data, also known as transmission, is a form of processing personal data. The conditions described above apply to it in full. In addition, depending on the country to which the data is transferred, additional conditions apply.What are the rights of data subjects?The GDPR also grants rights to individuals whose data is processed:Right of inspectionThis right allows everyone to check whether, and in what way, their data are processed.Right of rectification and supplementation and/or restriction of processingWhen someone has used their right of inspection and comes to the conclusion that their data needs to be corrected, they can submit a request to that effect to the data controller.Right to oblivionThe data subject may object to certain forms of data processing, as a result of which the processing of his personal data may have to be stopped.Right to data portabilityThis is the ability to take data from one platform to another platform. The Controller (read: our client) must ensure that these rights are met. We as iRaiser only fill a role in this after consultation and approval from our customer. Thus, we have built functionalities within the iRaiser framework that largely automate the processes for the above rights. This is described in the agreement we enter into with a client.Express consentWhen and Users give permission (consent) for the storage of personal data anywhere within the iRaiser platform, a number of things are stored in the database to be able to resolve any dispute later. This explicit consent is also called informed consent or informed consent.This explicit consent is also called informed consent.The following data will be storedid of the user (to retrieve the information)consent text (which can be managed in the dashboard)date/timeversion number of the general terms and conditionsversion number of the cookie statementversion number of the privacy settingsdata subjects' rightsEvery person whose personal data is stored has a number of different rights under the GDPR legislation to view or delete his/her data. Below we explain how we handle the different rights within iRaiser and what you or the Users can/should do to make use of these rights.Users with an account can log in via the dashboard itself to exercise these rights. One does this by going to Accounts > Data protection when logged in: Following this, they enter the dashboard where everything is explained about their rights and they can request different downloads for each right:  Right of access This right allows everyone to control whether, and how, their data is processed.Procedure UsersUsers can use the dashboard (see image above) to download their own archive containing all their data. After clicking on the button Download my archive , the user receives a message "Archive is being created now. You will soon receive an e-mail containing a link to download your archive." The link in the e-mail is valid for 24 hours.Procedure ClientsWhen a customer addresses you and does not want to or cannot log into the dashboard himself, you (customer) can do so.To do so, go to Accounts > Users and click on the three dots behind the relevant user and go to Data Protection: If a contributor asks this question then a request must be sent by you (customer) in writing on behalf of the requestor(consumer) to iRaiser via iRaiser's support desk.After receiving the request, iRaiser will contact the customer to verify the request. In doing so, iRaiser asks for identification of the customer which is recorded in a logging.After verification of the request, iRaiser will, within 5 working days, collect all the data of the requester (consumer) and bundle it in a password-protected zip file.The password-protected zip file will be sent by iRaiser to the customer by secure WeTransfer.We will send the corresponding password to open the zip file by SMS.Right to rectification and completion and/or restriction of processing When someone has used their right of inspection and comes to the conclusion that their data needs to be corrected, they can submit a request to that effect to the person responsible for data processing; the Controller (read: you as iRaiser's customer of iRaiser). You can already adjust a lot of data yourself via the dashboard at fer the user's request.Should you not be able to change the data via the dashboard please contact support  via a written request on behalf of the applicant(consumer).  After receiving the request, iRaiser will contact you as customer to verify the request. In doing so, iRaiser will ask for identification of the customer which will be logged. After verifying the request, iRaiser will change the data within 5 working days and notify the customer accordingly.Right to erasureUsers with accounts can request the deletion of their personal data themselves. After clicking the "Delete personal data" button, they will receive an email about this and can still withdraw the request within a week. After that, all data will be irrevocably deleted. You as a customer can also trigger this customer request via the dashboard:To do so, go to Accounts > Users and click on the three dots behind the user in question and go to Data Protection.If a user cannot log in themselves or does not have an account, we can do so at the klnat's request. At the request of Data Subject (End User):There are three possibilities for this:The data subject/end user addresses the request to the customer. Customer orders deletion to iRaiser;The affected/end user uses the option for deletion of his/her personal data via the iRaiser Dashboard (option: Data Protection).The affected/end user addresses the request directly to us.iRaiser deletes Personal Data on dedicated servers and any hosted servers and from (internal) mailboxes, and other systems completely and irrevocably within 14 working days after being ordered to do so by customer. Within 30 days, Personal Data will be deleted from backup copyëns and from backup files. Upon termination of contract:If it is established after the end of the contract that the customer possesses all acquired Personal Data, iRaiser will completely and irrevocably delete all Personal Data on dedicated servers and any hosted servers and from (internal) mailboxes within 14 working days of being ordered to do so by the customer. Within 30 days, Personal Data will be removed from backup copyëns and from backup files.Netherly 3 months after termination of the agreement, iRaiser will completely and irrevocably anonymise all acquired Personal Data, whether or not it has received an order to do so from  the customer. iRaiser will inform Customer two weeks prior thereto.The account manager (sales consultant) of the relevant customer is responsible within iRaiser for initiating this procedure. Right to data portabilityWhen a user wants to take their data with them, they can do so by downloading a file containing their data. This works exactly the same as with the Right of Inspection. Procedure ClientsIf a customer contacts you and does not want to or cannot log into the dashboard themselves, you (customer) can do so.To do so, go to Accounts > Users and click on the three dots behind the relevant user and go to Data Protection.If a contributor asks this question then a request must be sent by you (customer) in writing on behalf of the requestor(consumer) to iRaiser.After receiving the request, iRaiser will contact the customer to verify the request. In doing so, iRaiser will ask for identification of the customer which will be recorded in a logging.After verification of the request, iRaiser will, within 5 working days, collect all data of the requester (consumer) and bundle it into a password-protected zip file.The password-protected zip file will be sent by iRaiser to the customer via secure WeTransferPlus.The corresponding password to open the zip file will be sent in a separate email.After verification of the request, iRaiser will contact the customer to collect and bundle all data of the requester (consumer) into a password-protected zip file.Questions?Do you still have questions about the GDPR within iRaiser after reading this information? Then send an email to iRaiser

Add manual donationsDonations ⟶ Manual donationsFirst go to the level at which you want to add a manual donation. This can in fact be done at all levels of the iRaiser website (Main level, on a Sub site, to a Campaign, a team or an Action).Then go to the Menu item Donations and click on Manual donations.Click on Add Manual donations.A new window opens.Fill in the date and time the donation was made. By default, the current date and time are entered here.Fill in the Amount the donation amount.Fill in a First name and Surname as well. The remaining fields are optional.Optional: tick Anonymous  if the donor's name should not be shown at the front of the website.Click on SaveThe manual donation has been added and will be counted in the donation counter(s).Please note! It is also possible to enter a negative manual donation, for example, to reduce the total amount on the meter. Simply insert a minus-dash (-) before the amount. A negative Donations will not be displayed on the website.In case you are working with Match funding and it is active where you add a manual donation, you have to choose whether the manual donation should also be Matchfunded or not.

Any transaction that is done has a description. If there is no PSP description filled in then it will say Donations <sitename> or Registration fee <sitename>, depending on whether it is a regular donation or one to which registration fee is linked.
You can add extra text to the PSP description. This will then appear with the description and either for Donations <sitename> or for Registration fee <sitename>. 
Example:
Here is the PSP description "PSP description with attribute" entered

In the Buckaroo dashboard (this works the same with other payment providers), this looks like this:

A donor will also see this on their bank statement or banking app. Depending on the number of characters filled in, the PSP description will be shown and therefore visible to a donor.
You can set the PSP description per level, and in Buckaroo's (or another payment provider's) dashboard you can then search for all donations with that attribute. 

What is included in the Monthly reports?Directly after the end of a calendar month, a financialële Monthly report is available within the iRaiser Dashboard. The financialële Monthly reports contain a sum of all income and expenses in the month in question. It includes the following transactions:transactions that have been given the status 'paid' in the month in question only transactions settled via the online checkoutsuccessful PayPal and Tikkie transactions are also included in the statisticsThe Monthly reports can be viewed by month and downloaded by the site administrator in an excel file.What do the columns mean?All black amounts are income and all red amounts are expenses.DonatedThis includes donation income. Both regular donations and any start-up donations. It is a sum of the donation amounts. This does not include contributions to transaction fees, registration fees and webshop revenue.Registration feeThis includes receipts from paid registration fees.WebshopThis includes receipts from webshop items purchased at registration.Total refunded/refundedThe total amounts refunded by the site administrator and the total refunded by an end user, respectively.Transaction fees including VATThis is the cost of the payment service provider including VAT. PLEASE NOTE: this is an eo good indication of these costs. The costs may differ slightly from the actual payment service provider costs. For the actual payment service provider costs, please refer to the statement of these costs by the relevant payment service provider that can be seen in the payment service provider's dashboard. These transaction fees are automatically deducted from payouts by the payment service provider. iRaiser fees incl. VATThis refers to iRaiser's variable licence fees including VAT. These are calculated automatically per transaction based on the applicable agreements. In case of a volume tier this is automatically taken into account. The corresponding invoice of these costs can be downloaded via the download button. These variable iRaiser licence fees are automatically deducted from the payouts by the payment service provider. unless other agreements have been made. Split by Sub site and CampaignAt th top of the report are the totals for the entire website. A breakdown is then given on that:All transactions directly below the website homepage, broken down by Campaigns. Below that are the income from transactions on Fundraisers and Team pages created directly under the homepage and therefore not covered by a Campaign. Finally, general Donations made directly on the website's homepage. At the bottom there is a subtotal of all transactions directly under homepage, i.e. not under a Sub site or Campaigns.  In case of using the iRaiser Sub site module: all transactions per Sub site. For each Sub site, a breakdown of transactions per Campaigns is also given. Below that are the income from transactions on campaign and team pages that were created directly under the Sub site page and thus do not fall under a campaign. Finally, general Donations made directly on the website's Sub site page. At the bottom is a subtotal of all transactions directly under the relevant Sub site.

Through an API key you can retrieve information (automatically) on the platform. There are several parties that have established links to systems such as Salesforce, Collectekracht, Microsoft Dynamics.  Content of articleAPI-keyLimitUse API keygenerate API keyAPI key sharingLink with CRMBased on downloadsAutomatic linking (not real-time)Coupling via iRaiser Connect (real-time)Salesforce linkage (real-time via iRaiser objects)Famous integratorsiRaiser Connect couplers CMSTB EudonetIfunds (Engage)Cisis (Converse/Collect force)XaptiCivicoopSalesforce links (via our Salesforce link)Xebia (former Gcompany)CobraBluedeskOutbirds (formerly Bridgin.it)Customer examples API-keyYou can generate and use an API key yourself at no cost. An API key allows you to make API calls and retrieve information from the database associated with the platform. An API key is linked to a site and so it only allows you to retrieve information about that site.LimitThere is a default limit of 100 requests per minute and 500 requests per hour. This is also sufficient to retrieve the data. If you want to increase this number you can contact iRaiser.Use API keyIn our developer portal you can find all the technical information about using the API key. So you can see exactly what information you can retrieve. For example, there you can see the iRaiser API, the Digicollect API and the technical information about iRaiser Connect.API key generationVia Integrations > API users you will arrive at the overview page with API users. Here you can generate a new key as follows:Click Add and enter the user's name there. You can then choose whether the user can only read information, or also modify it (via write permissions). In this Menu you can also deactivate the user at a later time.When you click save, the API users have been created. Click on the i to see the keyYou will also see information there about the known ip addresses this key has been used by and what calls have been made.API key sharingAn API key basically gives you access to all data found on the site. Therefore, make sure you share a key in a secure way. For example, if an integrator needs it to establish the link, we recommend that you send it via a password-protected file and share the password by text message, for example.  Link with CRMYou can get data from the iRaiser platform into your own CRM in several ways. In this we offer a fixed form where you can get the data from the platform and then you have to process it yourself and get it into your CRM. Often there is still a conversion needed to make sure that the data is converted to the format of data in the CRM and needs to be linked properly. Therefore, to set up that process, an integrator is often used.Based on downloadsFrom the iRaiser dashboard you can create downloads, for example of Fundraisers, Teams and Donations. There are customers of ours who periodically do an import into a CRM based on these downloads. Often there is still some editing to do to make the data suitable for import, or the import is aligned with the Excel file you can generate from iRaiser. We usually announce changes to the columns, to ensure that this does not disrupt the customer process.Automatic linking (not real-time)Using the api key, you can periodically retrieve data from the iRaiser platform. For example, if you retrieve the data once an hour or a day and process it in the CRM. Creating such a link does require technical knowledge and usually you need an integrator for this. Coupling via iRaiser Connect (realtime)You can also establish a real-time link via iRaiser Connect. This works on the basis of webhooks. We are given an endpoint to send a message to when a certain event occurs and based on that, you can use the api key to retrieve all the corresponding data and then process it yourself. We can optionally set at which events such a message is sent. Creating such a link does require technical knowledge and usually you need an integrator for this. Installing the link also involves costs on our side. If you want to know more about this, please contact your account manager.Salesforce link (real-time via iRaiser objects)This functionality will be deprecated. While existing configurations will remain functional, they will no longer receive updates or support moving forwardYou can interface with Salesforce based on iRaiser Connect. However, we have also established a standard link with Salesforce. The difference with the link via iRaiser Connect is that in Salesforce we put all the information in ready-made iRaiser objects (a kind of packages with all the data in it) directly into Salesforce. It then has to be retrieved by you and put into Salesforce. However, you do need technical knowledge to ensure that the data is then processed in Salesforce. For example, you need to see exactly what data you want and you may need to convert the data to another format so that it matches your data. To automate this, customers of ours often use an integrator. You can find the technical information on this page under the heading Salesforce. Installing the link on our side also involves costs. If you want to know more about this you can contact your account manager. Famous integrators iRaiser Connect couplersCMCM offers links to their CDP (Customer Data Platform) where all the information comes in. From here you can set up mails, but especially mobile journeys during events, for example. They can also link with Digicollect for during a collection. More information.STB EudonetSTB Eudonet has built a link to its CRM for both iRaiser and Digicollect. In real time, a Donations or Fundraisers is also immediately visible in Eudonet's CRM. More information.Ifunds (Engage)Via Ifunds, iRaiser can be paired with Engage 365. All campaigners, donors and donations and Newsletter subscriptions that are recruited automatically land in Engage 365. More information.Cisis (Converse/Collective Force)Cisis can link an iRaiser platform to Converse and Digicollect platforms link to Collectekracht. More information.XaptiXapti offers an online CRM solution in which everything around the giving process can be recorded. Data from iRaiser can be linked to this. More information.Civicoop (automatic link, not real-time)Civicoop has linked to CiviCRM. CiviCRM is an open source CRM aimed at non-profits and CiviCooP has been active in the Dutch speaking CiviCRM world for quite a few years. In doing so, they are mostly in Flanders.The extension that has been developed is open source and can therefore be used by more organizations that work with CiviCRM and would like to retrieve data from iRaiser. The existence can be found here. Salesforce links (via our Salesforce link)Xebia (formerly Gcompany)Xebia as an integrator has already helped many customers establish Salesforce links and ensures that data from iRaiser is processed in your own Salesforce environment. More information.CobraCobra also works with the standard Salesforce link and helps streamline customer processes with Salesforce. More information.BluedeskBluedesk integrates data from the iRaiser platform into Salesforce via the iRaiser link. More informationOutbirds (formerly Bridgin.it)Outbirds provides a customized link between the iRaiser platform and Salesforce. More information. Customer examplesThe api can also be used in other ways, such as during events. Here are some examples: Maarten van der Weijden Foundation - streamingThe Maarten van der Weijden Foundation themselves linked to their stream via the api. In doing so, they periodically collected recent Donations and displayed them on the stream:They also created a library for this purpose, which other customers (with technical knowledge) can also use. They did not use an iRaiser Connect link, but kept in mind any limits during data retrieval.Dutch gaming marathon - streamingThe Dutch Gaming Marathon used iRaiser Connect in 2020 to show real-time Donations and related messages on the stream. You can read more about this in this article. KNRM - Auction SiteKikz has linked to the KNRM via the api. They have a special auction site where action starters can log in with their iRaiser account (this is checked via the api if the data is correct) and auction their own items. After the auction the amount is added to the right place in the iRaiser platform via a manual donation.Erasmus MC Foundation - link to EroutesAfter starting an action for the Tour Against Cancer, action starters received an invitation from eRoutes. Based on your own chosen distance and your GPS location, the app suggests routes to run.

It is only possible to make one-off Donations in this product. However, you may have another place where you can receive periodic Donations. In that case, you can add a link (in the place where you want to add this) via Settings > Recurring donations. You can set the following here: The URL that people are directed to in order to structurally Donate on. The title and content to go with itIf you want the link to be off temporarily but keep the content, you can click 'Yes, I want to ask the donor to become a structural donor'After making a Donations, you first come to the Thank You screen, where you can leave a message with the donation. Then you come to a screen where you can share your donation with your friends. Clicking on 'Become a recurring donor' will take you to the screen where you are asked if you want to become a structural donor:Our product iRaiser Forms does support recurring payments. Interested? Then click here for more information. 

The following changes went live on 20 October 2022 (iRaiser Premium and iRaiser Forms) and on 18 October 2022 (Digicollect): (Update: some more changes went live on 20 June 2023. See point four of this article)
Content:iRaiser Premium

General terms and conditions and privacy
Opt-ins have become soft opt-ins

Keep informed
To fill in your phone number
Newsletter

Enter whether data may be shared
Update 20 June 2023: Adjustment in showing donor name

Digicollect

General terms and conditions and privacy
Opt-ins have become soft opt-ins

Mobile number
Newsletter

Enter whether data may be shared

iRaiser Premium (incl. iRaiser Forms):
In the Academy of 20-01-2022, the changes were discussed:

iRaiser Academy 20-01-2022
0:00 Introduction 1:32 A/B testing of donation amounts12:17 A/B testing summary and questions16:01 Badges for Action Starters 20:12 Badges summary and questions26:54 New SUMO34:37 SUMO summary 37:50 Consent Registration for Telecom Act*43:50 Consent registration summary and questions

 
1. General terms and conditions and privacy
.
According to the Consumer & Market Authority, general terms and conditions are valid if the consumer knows they apply at the time he or she purchases the service from you. So you must make the general terms and conditions available and clickable in the sign-up and donation flow. - Source
When creating an action én when making a donation, Users no longer have to agree to the terms and conditions. You automatically agree to these when making the Donations or when continuing in the flow:

As you now also automatically agree to the privacy statement, we have added this to the api as well. This will be automatically saved as consent for newly created Fundraisers after 20 October. For old action starters/donors, this data is not saved retroactively.
2. Opt-ins have become soft opt-ins
Normally, a consumer must give an active opt-in at the time he or she wants to receive a newsletter or to be contacted by phone. The exception to this rule is the concept of 'customer relationship'. Since 1 July 2021, the concept of 'customer relationship' has been broadened for charities. Besides a financialële transaction, a volunteer and event participant is also counted under a customer relationship. In other words, someone who takes action on your behalf may be seen as a customer relationship. For a donor, this was already the case as they completed a financialële transaction. - Source
We replaced several opt-ins with soft opt-ins for the above reason. Whereas previously you had to tick yourself that you want to be kept informed of News updates, for example, this tick is now already on by default. This also applies to the two different tick boxes aimed at telephone solicitation. Here it is good to know that you, the customer, can change these consent texts yourself in the dashboard. We have turned on the checkmark by default in these places:
To keep informed
This is what you will see after making a Donations:

b. When entering your phone number in the Sign up flow or Donate
We can turn on the second tick about marketing purposes at your request.

c. Newsletter (when donating)

3. Indicating whether data may be shared
Contact information was shared (at the time it was entered by the donor) with the action starter. As this is not always desirable, we chose to add an additional soft opt-in when making a donation to an action, team, company on Campaign:

You, as a donor, can choose not to share details with the initiator of the action. This can be:

The action initiator
The team captain
The company manager
The project manager

If you uncheck this box (which is on by default) then that data is not shared with the action starter. Who will see it returned as Anonymous:

In the Excel file, an additional column has been added, at the very end, with 'Share contact information':

 
You as site administrators can still view this data.
4. Update 20 June 2023: Adjustment in show first name donor
Since 20 June 2023, a change has gone live that relates to the following scenario:
- You make a Donation and, when Donating, choose not to share your details with the initiator.
Previously, the name on the front end was then always shown as anonymous. With the logic that it's strange not to share your details with the initiator of the action, but that they could then still see at the front end who had donated.
We noticed, however, that it raised a lot of questions and confusion among donors. Especially because they were under the impression that showing the name was only linked to the checkbox  "Display my name on the website. "
We have now made that showing of name dependent only on the option "Shield my name on the website." If that tick is not turned on, you will see the donor's name on the website.
To clarify, we have now changed the text on sharing with the initiator to: "Sharing my contact information with the initiator of this action, so they may send me a thank you, for example."
We hope this makes it a lot clearer for the donor. This is a change that took effect from 20 June. Older Donations have not been made visible retroactively. In case you had an old donation where it was indicated that the data should not be shared with the initiator, the check mark at name blocking has now been switched on for each old donation. If you have a donor who wanted this to be shown, you can now change this in the system by looking up the donation and setting the checkmark to 'do not hide'.
Digicollect
In the academy of 6-10, the changes were discussed:

Digicollect Academy 06-10-2022
02:45 - Poules 23:45 - Recent updates 30:00 - GDPR changes 35:04 - Digicollect action month

 
1. General terms and conditions and privacy
According to the Consumer & Market Authority, general terms and conditions are valid if the consumer knows they apply at the time he or she purchases the service from you. So you should make the general terms and conditions available and clickable in the sign-up and donation flow. - Source
When creating a collection box én when making a donation, Users no longer have to agree to the terms and conditions. You automatically agree to these when making the donation or when continuing in the flow:

2. Opt-ins have become soft opt-ins outs
Normally, a consumer must give an active opt-in at the time he or she wants to receive a newsletter or to be contacted by phone. The exception to this rule is the concept of 'customer relationship'. Since 1 July 2021, the concept of 'customer relationship' has been broadened for charities. Besides a financialële transaction, a volunteer and event participant is also counted under a customer relationship. In other words, someone who takes action on your behalf may be seen as a customer relationship. For a donor, this was already the case as they completed a financialële transaction. - Source
We replaced several opt-ins with soft opt-ins for the above reason. Whereas previously you had to tick yourself that you want to be kept informed of News updates, for example, this tick is now already on by default. This also applies to the two different tick boxes aimed at telephone solicitation. Here it is good to know that you, the customer, can adjust these consent texts yourself in the dashboard.
We have turned on the tick by default in these places:
When entering the mobile number
When creating a collection box, if you enter a phone number both checkboxes for approach for tips or marketing purposes are on by default. We can enable the functionality to show the second tick for you:

Newsletter
When donating, if you leave your email address then opt-in for the newsletter is also already automatically on:

 
3. Indicate whether data may be shared
Contact information was shared (at the time it was filled in by the donor) with the collector. As this is not always desirable, we chose to add an additional soft opt-in when making a Donations: 'My contact information may be shared with the collector.' :

If you uncheck this box (which is on by default) then that data is not shared with the collector. It will see them as Anonymous in the automatic Emails:

In the Donations overview that a collector can see, the donation can also be seen as anonymous:

 
You as site administrators can still view this data.