A/B testing
Senast ändrad: 06-10-2025Please note: This functionality does not yet work on sites with the Fuji or Everest theme (or where the Flex Editor is active)
An A/B test is a form of split testing in which you can test multiple variants against each other to see which variant has the best conversion rate. The aim is to use the test to measure which suggested donation amounts yield the most and therefore increase conversion.
Content article
See here also the explanation as given at the iRaiser Academy on 20 January 2022
Baseline
Suggested donation amounts
You can A/B test on the donation flow within the Kentaplatform. Via Settings > Set donation amounts you can set different suggested donation amounts. The currently set amount is your baseline. The baseline is the basis from which you measure and compare split tests.
When someone makes a donation you will see the suggested donation amounts:
This can also include text to give more interpretation of what you are doing with the amount. For example:
When adjusting donation amounts, at the bottom you have to indicate whether you want to keep the current baseline or create a new one.
If you create a new baseline it will start measuring from that point on. You can see all its results via Settings > A/B testing. If you keep the current baseline, the adjustments are taken into account, but the baseline in terms of measurement remains intact. This is useful if, for example, you have made a typo and want to adjust it.
Information about baseline
If you go to Settings >A/B testing you will always see the huige baseline at the top:
You can see here:
- Active since
The moment when the chosen amounts were set - Chosen amounts
The chosen donation amounts. If you move over them you will also see the description - Number of visits
The number of visitors who came to the donation form - Number of Donations
The number of times the donation has been completed - Conversion
The percentage of visitors who completed the donation - Average donation amount
The average amount made per donation - Days active
The number of days these donation amounts are like this - Achievements
You can see here whether that is the baseline or a split test group
You can click on the gear icon and then view details to see more specific information about the Donations:
That's all information about the current baseline.
A/B test
Set test
You start an A/B test by clicking on "start A/B test". All currently set data will then be filled in automatically:
In the A/B test, variants can be specified for:
- the amounts
- the order of the amounts
- the mouse-over text
You can do two types of A/B test:
- Test against current baseline
Where you change only Group A or Group B, testing against the current baseline - Test two separate groups
Where you change both Group A and B, testing two new groups against each other.
From then on, donors randomly see the suggested amounts belonging to Group A or B. Suppose you have set these amounts:
And you click save then the test starts:
From then on, visitors who go to the donation form will either see the donation amounts as set at A, or from B. You'll see these randomly. You can't change the suggested donation amounts while an A/B test is running.
Results test
You can abort a test yourself by going to the cog above the test and choosing 'Abort'. And otherwise it is automatically stopped when 100 Donations have been made to both groups. Because you can get a group randomly, it may be that, for example, 130 Donations have been made to one group and 100 to the other.
If the test is stopped then the results will appear in the history, as for example in the case of this test that was manually aborted:
Interpreting the results is also important. It may seem that one group has better results, but if there is a very high Donations in one group it distorts the picture. We recommend looking at these critically and you can choose to set one of the groups that has a better conversion rate as a new baseline via Settings > Suggested donation amounts.
Vanliga frågor
That is not yet possible, there are no Excel options built in yet
If the level at which you set up the A/B test also uses rewards then you won't see any suggested donation amounts and the A/B test won't give any results either.
Kanske också intressant
Rewards (crowdfunding)
Settings ⟶ Rewards (Crowdfunding)Do you want to give Users extra motivation to Donate? Then maybe rewards are right for your website. With rewards, you can link a goal or consideration to a specific amount you choose. For each reward, you can indicate whether the donor's address should be requested so that you can send the reward afterwards. You can also indicate how many of these rewards are available, and the availability is automatically updated as soon as the donor chooses this reward.Also, you can indicate how many of these rewards are available and the availability is automatically updated as soon as the donor chooses this reward.Add rewardsSelect Yes under the heading Rewards on DonationsEnter the donation amount under Amount (tip: start with an amount higher than € 5,-)Enter a Title inEnter a Description Select at Reward payout whether it is a physical reward to be sentIndicate the availability of the reward at Number available (Optional)Tick I want to send the reward.. at (Optional)Label the reward as recommended with the button Mark as recommended (Optional)Click Save or select Add another reward to make multiple rewards availableRewards After a contributor has chosen a reward, the data (title, description, etc.) of this reward cannot be modified by the Managers. This requires contacting the iRaiser support team (chat, email or phone) to do so. This measure is in place to prevent fraud.The main level administrator (site administrator) can enable an automatic Emails in order to be informed of the chosen (physical) rewards. This e-mail is fully customisable and can be found under: Emails > Emails to site administrator > Receive Donations linked to a physical rewardA reward that has already been sent and thus completed can be marked as such by the site administrator. By clicking on the gift icon behind the donation in question, the details screen appears, where at the bottom the reward can be ‘ticked’; off. Here the processing time appears. This time is also shown in the Excel export.
GDPR changes
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.
GDPR changes
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.
Determine the suggested donation amounts yourself
One of the most important pages within the platform is the donation page. In the donation form, the donor can decide how much to donate, or choose one of the suggested donation amounts. By default, these amounts are set at €15, €25, €50 and €100.Suggested donation amounts adjustableIn the Dashboard, these amounts are customisable via Settings/ Set donation amounts, allowing you to experiment with the right amounts based on average donation amounts or linked to impact.Show text at donation amountAn explanation or encouragement can be added to each suggested donation amount. This explanation appears when the donor hovers over the amount. You can use this explanation to make the proposed donation amount concrete or as an encouragement, for example:Donation form in registration flow (self-donation)Not only on the donation form are donation amounts customisable. The sign-up flow also includes a donation form. Of course, these amounts are also adjustable, and it is possible to display a text with each amount.
API users and links.
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.
Donations
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.
Analytics
Within the platform, there are various options for viewing statistics. For example, you can export Donations, Fundraisers, Teams, Campaigns and Sub sites, as well as view Monthly reports. We also have ready-made overviews of relevant overall statistics and more on this in this support article.FiguresThe key figures can be found at the website level under Analytics > Download statistics. Here you can select a certain period for which you want to see the key figures and then click 'Create Excel file'. This will give you an Overview of the relevant key figures (the content may vary based on the content of your platform). These key figures can be useful to analyse the data on the platform and make adjustments if necessary.Specifically, you will see key figures in the following categoriesën (if present on the platform):PaymentsDonorsDonations by deviceDonations by payment method Average donation amountNumber of donationsPay Later Actions (including closed and invisible)TeamsProjectsSegmentsTransactionsAnalyticsAt each level you will see Analytics. These are graphically displayed statistics on the following components:Number of DonationsAverage donatedNumber of FundraisersSmile of participantsAnd if used on the platform:Selected ActivitiesSelected Registration feesReturning participantsYou can select a period you want to see the Analytics from at the top and you can optionally choose to download the statistics as a pdf.If you hover over the Analytics itself, you will see more information about it. Under 'Number of Donations', for example, you can see how many donations have been made. Statistics from underlying levelsBy default, statistics from underlying levels are turned on. This means that all statistics are shown. If you turn this off then you only get the statistics of that level. Concretely, for example, this looks like this:You are at the website level and also have Campaigns. If you don't choose to show statistics from underlying levels then you will only see statistics done at the website level. For example, general Donations. You won't see a donation made on a Campaign then.StatisticsOn each level you will also see general statistics:For example, you can immediately see the average donation amount, how many Donations there are and the amount raised. These statistics appear at every level. For example, for a Campaign specifically, you can immediately see all relevant information. In addition, action starters, for example, also see relevant statistics for them.Also here you see that toggle 'Also show statistics of underlying levels' and it works in the same way. With this, you differentiate between all statistics, and statistics that are directly below that level (which you are currently on). Statistics with this icon are clickable. This shows you graphs that are also clickable.
Target urls in the platform
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)
Recurring donations
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.
Google Analytics and tracking
It is possible to track visitor behaviour on the iRaiser website, through Google Analytics. You can also have tracking pixels added by a support person upon request.Via Integrations > Google Analytics you can add a G-ID. From then on, measurements will come in to the linked GA4 property. You can find out the G-ID as follows:Click on Data streams: Then click on the url:On the top right you will see the ID:Visual ID:Add the G-ID. DatalayerIn GA, we have added a data layer. Here you can see examples of the datalayer after a Donations on an action page and in the Sign up flow:Example of the datalayer after donation on an action page:{"transaction_id": "T_0168de416b8d87cb47af12270e6a2a6cd6243c1f","affiliation": "iRaiser","value": "60. 0","currency": "CHF","payment_type": "ideal","items":"{"item_id": "D_0168de416b8d87cb47af12270e6a270a6cd6243c1f","item_name": "Donation on action by Henk Vries","item_brand": "iRaiser","item_category": "Fundraisers","item_category_2": "henk-vries-2","item_category_3": "Private","price": "60. 0","quantity": 1},{"item_id": "TC_0168de416b8d87cb47af12270e6a2a6cd6243c1f","item_name": "Transaction costs","price": "2.0","quantity": 1}]}&&">"item_category_3": "private","price": "60. And after the Sign up flow:{"transaction_id": "T_6a52a2e56689d38fc0dd3416869060e3367f57e3","affiliation": "iRaiser","value": "65. 0","currency": "EUR","payment_type": "ideal","coupon": "Discount code (as used)""items":[{"item_id": "D_57ef9a1aed94fe3129f995492a4b97f0b7bcfdb8","item_name": "Start donation","item_brand": "iRaiser","item_category": "Action","item_category_2": "john-doe","price": "15. 0","quantity": "1"},{"item_id": "RF_57ef9a1aed94fe3129f995492a4b97f0b7bcfdb8","item_name": "Registration fee","item_variant": "This is Registration fee","price": "50. 0","quantity": "1"},{item_id: "WI_Webshop item name",item_name: "Webshop item title",item_variant: "Item variant (as present)",price: "15.0",quantity: "1"}]}