Disable creation of fundraising pages

It may happen that people want to register, for example for an event, but do not want to create a separate Fundraising page for this purpose. In such a case, you can set the sponsor page to be optional. You set this up by going to the level where you want to set this up and then going to Settings > Fundraising page optional and choosing to make Fundraising page optional there. 

In the Sign up flow, the step where you create the Fundraising page will have a slider:

If you create the action page, the slider will appear at the step where you create the action page.
If you then click this slider you can continue without creating a Fundraising page:

After completing the registration, the participant will receive the 'Welcome email after signing up participant'. If he/she has joined a team then he/she will receive the 'Welcome email after joining team'. If E-tickets are used then the participant will also receive the e-tickets.
 
A participant will appear as 'registration' in the action overview after completing the registration:

A participant can still create a sponsorship page if desired, by going to 'My Registration' and clicking on 'Create a sponsorship page'.

On the platform, you can see the participants by going to the Overview of Participants. That defaults to /participants.

Settings ⟶ Coupons
Sometimes you have that special sponsor, ten employees of a particular organisation or someone who also committed last year, who deserves a discount on their registration. Coupons have been created for this purpose. With this feature, it is possible to create one or more discount code(s) that allow one to pay less registration fee.

00:00 - Welcome00:25 - Where to find the Coupon feature00:42 - Let's create a coupon03:51 - How to use a coupon

Add Coupons
Use coupons use coupons

Add Coupons

Click Add Coupons add
Fill in a descriptionOn the left at 'Discount' you can set the type of code and the discount 
Select One-time code or Reusable code

A One-time code is a code that is used only ééonce. Choose this one if you want to use several codes s. For example, when handing out codes in person at an event.
A Reusable code is a generic code, which can be used several times. This code is generated and can then be used a set number of times (or infinitely).

Select the type of discount

With Percentage (%) a certain discount percentage is given on the Registration fee.
At Fixed amount (€), a fixed discount is given on the registration fee. However, this can never be lower than 0.On the right-hand side you can now set how you wish the code to be generated

Choose Generate automatically or Define the text  yourself

In the case of Generate automatically the text of the coupon code is randomly determined
In the case ofDetermine text you can specify your own text of the discount code (at the bottom). This can be useful, for example, if you use the discount code for promotional purposes. You can only use the capital letters A-Z, 0-9 and dashes, and no spaces, when entering your own Coupons.

Fill in the number of codes (max 500 per batch in the case of a One-off code)
You can then choose to attach an End date and Time to the code. If you don't want to specify an end date, you can leave this field blank.
Click Save
Then you return to the Overview and you can view discount code(s) under the blue eye ()  
Download an export of the Coupons using Make Excel file 

Coupons in use

As soon as an action starter has used a Once usable discount code it is crossed out (under the blue eye). The exact time when the coupon code was used and by which action starter is indicated. You can also use the button View to see which campaign starter it concerns. The code cannot be used after this.
In case a Reusable code is used, the eyelet shows when and by whom this code was used. AnExcel file of this is also available for download.
In the Donations Overview (under menu item Donations), it is indicated whether a coupon code has been used by the following icon: 
In the Donations export, the column Discount shows how much discount the action starter received on the Registration fee. The column Coupon shows the code used.
On the My Entry page that each action starter has, it also states whether a Coupons was used and what effect it had on the entry. 

The retention functionality involves asking the action starter/participant how many times he or she has participated before. Based on this, you can set a different target amount, send other emails based on the number of participations and add a badge on the campaign page. This is particularly useful for events organised annually, for example.
Content of article

Set Editions
Default target amount depending on number of participations
Welcome email - Welcome back!
Badges - Make it visible to everyone

 
Set Editions
Via Settings > Editions you can set the edition for each level (website, Sub site, Campaigns). You first set the edition:

Here is no erving. If you set the 7th Edition at the website level, this will not be transferred to an underlying Campaign. So there you still have to set it manually.
After setting this, an additional mandatory question will appear in the Sign up flow:

Then, based on the given number of previous participations, other functions can be triggered:
Default target amount depending on number of participations
Depending on the number chosen, the proposed target amount may varyëren. Example: If you join for the first time, the minimum target amount is €300. If you are participating in this event for the second time or more, the minimum target amount is €250.
This can be set at the level where people can register, 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 raised a very high amount once to raise a lower minimum amount next time. In practice, you then often see that they still raise a nice amount, while the threshold to participate again and ask for an amount is lower.

 
Welcome email - Welcome back!
A different welcome e-mail can be sent based on the number of participants. This allows you to address the participant with a different tone if he has participated before or if he has participated in all Editions. 

Badges - Make it visible to everyone
In the media (image/video) on the Fundraising page, you can display a badge for x participations. So you can overlay an image over the media, for example a crown or medal. This makes it visible to everyone on the site that someone has already participated several times! See also the support article Badges for some examples.

Would you like to use the retention functionality? Just contact us, and we'll be happy to turn it on for you and then you can set the Editions for each level yourself. 

e-Ticketing is a premium functionality that we can turn on upon request. For fundraisers and participants, you can generate tickets and have them automatically mailed to you. The tickets have a QR code and you can eventually scan it via your mobile, webcam or manually.
Article content

Explanatory video
Features
Setting up E-tickets

Use e-tickets directly below this page
Share e-tickets with buyer

Scanning of tickets

Who all can scan?
Scanner

Add scanner
Mails

Manual scanning
Scanning via camera

 
See also here the explanation as given at the Kentaa Academy on 14 April 2022

And the video about the update on 12 August (adding scanners):

Features

You can set tickets per level, separately
Once tickets are shared, fundraisers can also find them in their dashboard under "my registration".
If you add multiple participants under the same email address, you will get in multiple tickets (Currently in multiple emails, but we will change that to an email with multiple PDFs)
You can choose to generate the tickets already, but not share them yet (and do so at a later date)

 
Setting up e-tickets
You can set up e-tickets by level. You can choose to do this at website level (for registrations that go directly below website level), for a specific sub site (for registrations that go directly at that level) or for registrations under a campaign. You do this by going to Settings > E-tickets. Here you have two options:

 
E-tickets use directly below this page.
If you use these then e-tickets will be generated. You will then only see the e-tickets via E-tickets > Overview. Nothing else happens and fundraisers don't see the tickets yet either. You cannot download pdf files yet, but you can already see the ticket numbers.
Share e-tickets with buyer
Only the moment you click "Share e-tickets with buyer." then fundraisers can see their tickets in the dashboard (example ticket). Existing fundraisers or participants at that level will immediately be sent the mail under Fundraisers > Send e-tickets. New participants, when creating an fundraiser, get their ticket sent directly. That mail looks like this by default, but you can customise it.
This screenshot was taken in the fourth template. To ensure that the logo is always visible, this template chose to always include a white frame for the logo. Otherwise, you might get the situation where the logo is all green and then disappears into the green background.

 
Scanning of tickets
You can scan e-tickets manually or via a camera. On the main level, if you go to E-tickets > Overview (manual) or to E-tickets > Scan. Then you will see all tickets from the entire site (including all underlying sub sites and campaigns), and you can scan them all as well. You can also go specifically to, say, a campaign and there you can only scan tickets that fall under that campaign.
Who can scan?
Site administratorsCan set up e-tickets, go to the overview and scan (and create exports). If, as a site administrator, you start scanning at the highest level, you also scan immediately for all underlying campaigns. You can think of it as a kind of 'super scanner'
Sub site managersCan go to the overview and scan (and create exports)
Campaign managersCan go to the overview and scan (and create exports)
Scanner (see next heading)Scanners can only scan tickets for the entities (website level, sub site, campaign) to which they have been added.
 
Scanner
As a regular scanner, you can also be added at the website level. However, then you can only scan that level, not, for example, underlying sub sites or campaigns (unless you are specifically added to those as well).
 
Add scanner
You can add a scanner per level. This is linked to a user. You can have a user who can only scan. This will then not appear in the dashboard at all, but directly in a scan menu. Handy if you have some volunteers to help with scanning at an event, for instance!
You can add a scanner by going to E-tickets > Scanners

You add someone by creating an account here. If someone is not yet known, a new user is created and receives two e-mails: one to set their password and one to indicate that they have been added as a scanner.
Mails
The mail a scanner receives looks like this:

You can customise it via E-mails > Overview Mails > Scanners > Welcome mail scanner:

You will see this mail only if e-tickets are used at that level!
You can also add someone who is already a user in the system as a scanner of a particular campaign (or sub site or website level). For example, an fundraiser who wants to help with scanning. You will then see this message:

After saving, this fundraiser can then also scan tickets for that level. If someone who starts an fundraiser is also a scanner and logs in to the dashboard, he will enter the dashboard of his fundraiser. He can then go to scanning by clicking on this icon:

 
There are two ways to actually scan: manually and via a camera
Manual scanning
If you go to the overview of tickets via E-tickets > Overview, you can manually set people as present there. You do this by clicking on the three dots behind the fundraiser/participant and marking them as present.

Each ticket comes with a Ticket Number. You can also search by that in the search field.
Should there be internet problems, you can also work with an offline variant by making a download of all tickets in advance. This will then state:Created on || E-ticket number || Name || Title || Scanned on || Scanned by
You can then manually search and tick off ticket numbers.
Scanning via camera
If you go to E-tickets > Scan, it will automatically try to connect to your webcam (computer) or your camera (mobile). After you give that permission, you can scan the QR code. If you scan a code that is invalid you will get a red notification.
The window for scanning looks like this: (with a scanner landing directly in here and thus not landing in a dashboard first)

Here, you can select a camera and then scan a ticket. This could be a camera from your mobile, for example, or a webcam if you work on your PC.
A scanner can also manually enter a code

You hold the QR code in front of the webcam
After a successful scan, you will immediately see the info (at the bottom you will see additional questions, activities, any webshop items and contact details)

For an invalid QR code (with a wrong link), you will see this:
If a ticket has already been scanned, it looks like this:

Participants may need to be able to upload a medical certificate for a particular event to show that they can participate. Or perhaps have to specifically sign and send another document.
Upload documents
This can be conveniently done via Documents. Via Settings > Upload documents you can indicate whether documents should be uploaded after registration. You can indicate here in the Description what should be uploaded:
Mails about documents
Fundraisers are then asked to upload their documents. For new registrations, the mail to fundraisers "Request documents to upload after registering participant" is sent. By default, the two mails below are also still on:

You can turn it off if necessary or adjust the number of days via the copy icon.
Upload documents
In the mails there is a link to go to 'my registration'. This requires the fundraiser to log in and click on 'My registration'. 
A notification is displayed at the top that documents still need to beüpload:

Below, the fundraiser can upload his documents:

The text from the Description will appear above 'Upload file'.
After uploading the file, it will look like this:

 
Controlling documents
If mail to site administrator 'Document(s) uploaded' is on, the site administrator will receive a message after an fundraiser has uploaded documents. In that mail is a link to go directly to the correct page.
You can also go to the Overview of Fundraisers to see if that the fundraisers have already uploaded their documents:

You have these icons:

No document(s) uploaded

No document(s) uploaded, not checked

Document(s) approved

If you then manage the fundraising page and go to 'My Registration' you can check the documents. You can choose to reject them by clicking delete, or approve them by ticking the box at the bottom:

If the documents are deleted, the notification will reappear for the fundraiser and he should upload them again.
If you create an export of all Fundraisers you will see two columns applicable to the documents. These are the columns:

Number of documents
Documents approved

Business registration allows one to reserve and checkout spots for an event in ééone time for several colleagues.The default options for signing up for an event are:-individual-team-team memberBut what if a company wants to sign up, reserving and paying for a number of places right away? And that no other people can sign up on their company page. For this, the special Sign up flow for Companies is available! This functionality can be turned on or off by iRaiser per website. Article content:Company packagesSpecific Number of EntriesCompany determines number of registrationsAdd company package to Sign up flowSign up flow companyMail after registrationManually create a companySign up flow actionsWorkflow in combination with activity moduleDashboardCompanies and Fundraisers See the video explaining how it works here:00:00 - Welcome00:27 - Start with the company's feature01:06 - Create a company package02:45 - Setup sign up flow for the use of companies03:08 - Walking through the sign up flow for companies05:30 - Add additional team members05:57 - Manually adding a company  Company packagesThe Sign up flow for companies works on the basis of ééone or more Company packages. A company package can be a specific number of registration certificates, or it can be a number specified by the company itself. Items can be added to a package as desired, such as promotional items, t-shirts etc. For example, you can create a bronze, silver and gold package. In order to use the Sign up flow for companies, at least ééone company package has to be created. You go to the place in the platform where you want to add it (e.g. directly under the website, or at a certain Campaign) and go to Settings > Company packages. Then click on Add Company packages and you will come to this screen: You have two choices:Specific number of entriesCompany determines number of entriesSpecific number of tendersWith this choice, the content of the package is fixed. For example, a company package where you purchase 10 places. Here you enter the following:Title of the packageDescription of the contents of the packageNumber of registration placesTotal amount for the package (this amount can also be 0 euro)Company determines number of subscription spacesHere the price per spot is fixed, but the company decides how many spots they want to reserve and settle.You fill in the following per company package:Title of the packageDescription of the contents of the packageAmount to be paid per registration (this amount can also be 0 euro)Add company package to Sign up flowAfter the company package has been created, it is important to add the possibility of company registration to the sign up flow. You do this by going to Settings > Sign up flow (where you want to add this). You can then choose from these options here: Sign up flow companySign up flow looks like this:1. The 'How do you commit' drop-down screen has added the option to sign up as a company2. In the next step, choose a package. If it is a package where there is only an amount per subscription, you also need to enter the number here3. In the step after that, fill in all the company details4. Here you fill in the details of the contact person. This person will also be the manager of the company page5. Next, you create the company page. You upload a logo and fill in the title and motivation and target amount6. Additional questions (optional)You will only see this page if additional questions have been added at company level. Do you want these added? Please contact us at support@kentaa.nl. 7.On the summary page, check all the details entered and then go to the payment screen Mail-after-subscriptionAfter registration you will be sent an email: In that mail is a link that allows someone to sign up directly. One shares this link with colleagues who want to participate and then they can create an action fundraising page right away! This link can also be found in the admin dashboard.Manually create a companyYou can also add Companies manually from the dashboard. You do this by going to where you can add the company (e.g. on a particular Campaign). Then click Companies and then Add. If you don't see this option, please contact support@kentaa.nl. If so, the functionality still needs to be turned on.Next, fill in all the fields you would normally have had to fill in as well. The fields marked with an asterisk (*) are mandatory. After filling in and saving, the company is created. No emails are sent when creating the company via the dashboard.Sign up flow actions.The sign up flow for someone creating an action page with such a link looks like this:1. Start sign up flow. Here you can see what you are going to sign up for 2. We're curious to know who you are. This is where you create your profile3. Your personal page. Here you fill in your title and motivation and how much money you want to raise4. Overview page where you can check the data entered. As payment has already been made you can go straight to round up Now a colleague's Fundraising page has been created. A visitor can Donate to that Fundraising page or to the company.Working method in combination with activity moduleWhen the activity module is also used, the company's Sign up flow requests the desired activity. This activity is then applicable to all members within the team.  DashboardA new menu item called Companies has been added to the dashboard. All registered companies are listed here. If you click on the 'i' you will see the company's details. Here you will also see the link where people can register.  You can also download an Excel file from Overview. Here you can see an example of the output of this. Companies and Fundraisers.An action starter who has signed up through a link (I'll just call these 'Companies Fundraisers' below) can be seen as a regular action (i.e. not created under a company), but there are still a few differences. Here's a summary:You cannot move regular action starters to a Company. Conversely, you cannot move Company Campaigns to (for example) a Campaign. Company actions appear in the Overview of all action starters and also in the export (and api) of all action starters. You will then see some additional columns reflected in the Excel file. See here an example. Do you want to use this functionality? Then get in touch with us! If you have a customised design, the functionality needs to be built in here first.

Action starters can get badges in the iRaiser platform to reward them and give them extra motivation. There are two types of badges:

Achievements badges. These are badges that one can earn by actively recruiting. These badges ("medals") are greyed out on the Fundraising page and are coloured in when the respective goal is achieved.
Retention badges. This badge is linked to the number of participations. This badge ("ribbon") appears on the participant's action picture and shows how many times someone has already participated in the event.

Badges for achieved goals (Achievements badges)
These badges are aimed at motivating action starters to get started with their Fundraising page and reach various goals.
For example, someone gets a badge for the first Donations and for posting a blog post. There are also badges for the amount of money raised (250, 500 and 1000 euros) and badges for the number of supporters (10, 25 and 50 donations).
When this functionality is on, the following badges automatically appear on each Fundraising page:

These badges are greyed out when not yet achieved and coloured in when achieved. The green colour you see above in the badge is the spot colour set on the site. This way, the badges are nicely integrated into your style.
Badges are automatically coloured when the condition is achieved. When the functionality is turned on, all badges of existing action starters are also awarded retroactively. 
There are no emails associated with the badges. Although you could copyëren the email "More raised than set amount". You can then indicate in the mail when they reach 250, 500 and 1000 euros that they have earned a badge. Hooray!

The badges have a fixed layout and also fixed conditions, and you can only choose to put all eight of them on them. You cannot make your own adjustments to this at the moment. We do want to make this adjustable in due course.
Interested? Then send a message to iRaiser and we can turn it on for you!
.
Badges for number of participations (retention badges)
You have the option of displaying a badge (image) on participants' fundraising page depending on the number of times they have participated.
These Badges are part of the retention functionality, which consists of:

The edition of your event -> This feature must be enabled to use the badges and retention functionality.
A conditional welcome email based on number of participations
Able to set target amounts for action starters based on number of participations

The aim is to make participants feel welcome and encourage them to participate more often. For a complete description, read the article on retention functionality.
You can upload an image per participation. We have created four designs for you, see the downloads below. But you can also choose to design your own badges. This image has specific requirements: it must be a png image with transparency, the image must be 745x419 Pixels in size. So a landscape image. The badge is being placed over the existing image, so make sure the badge is not too large and is in one of the corners.

You can only add retention badges if an edition is set. Please contact us for this.
Download below your set of badges for returning participants. 

To start an fundraiser, you need to go through the sign up flow. Below is more information on how this works and you can set it up yourself.
Article content:

Videos

Sign up flow: the basics
Sign up flow: additional steps

Options at Settings > Sign up flow

View sign up flow
Sign up options
Adjust order of steps in sign up flow
Change text left side
Other matters

Sign up flow steps

Basic

Application options: How do you commit?
Profile details: Who are you?
Team page
Personal sponsorship page: individual
Starter donation
Overview page
Thank you page

Supplementary

Entry fee
Activities
Editions: retention at events
Date of fundraiser
Performance: Mileage target
Additional questions
Webshop
Discount codes

 
Videos
Would you rather see a video with an explanation? You can! Then click on either film below:
Sign up flow: the basics

00:00 - Welcome00:13 - Intro & table of content00:58 - Change text within sign up flow01:53 - Change sign up options02:14 - Moving steps within sign up flow02:28 - Change start fundraising button02:42 - Sign up flow step by step03:04 - GDPR Texts an menus03:46 - Create team page03:56 - Default contents and settings05:02 - Create fundraising page05:24 - Start donation05:57 - Overview page06:08P - ayment page06:22 - Thank you page

 
Sign up flow: additional steps

00:00 - Welcome00:41 - Registration fees02:08 - Activities03:21 - Editions & badges05:26 - Countdown date05:50 - Achievement06:09 - Additional questions06:28 - Webshop07:15 - Coupons

Options at Settings > Sign up flow
 

Settings > Sign up flow takes you to the page to edit your sign up flow. Here you can see a number of settings.
View sign up flow
You can always use this button to enter the sign up flow to see what it looks like. The preview mode is only meant to view the sign up flow, you cannot create fundraisers in this mode.
Sign up flow options
Here you can choose which way people can register. You have the following options:

Individual + team + team member
Individual only
Team + team member
Individual + team + team member + company
Individual + company

You will only see the options based on the functionalities that are on. If you are not using the company functionality, then you will only see options 1, 2 and 3. If there are no teams either then you can only select individual here and the entire step in the sign up flow will be skipped.

Adjust order of steps in sign up flow

You can change the order of the first four steps. You do this by dragging them with the mouse until they are in the desired order. The other steps all have a fixed order.
Change text left side
You can change the texts listed on the left-hand side of the sign up flow. For example, if you click change behind 'Who are you'. You can then edit the text in the next screen:

If you click 'Change default value' then you can edit the text and add a description if you want. You can always go back to how it was originally by clicking 'Restore default value' again afterwards. And you change the text on the left (in the green sidebar):

You can do this for all steps.
Other matters
There are a number of other things you can set on the Settings > Sign up flow page (see also screenshot below):

You can change the text on the fundraiser start button (this can vary per campaign/sub site). The new text (e.g. come into fundraiser, swim along, etc.) can be a maximum of 15 characters and that includes spaces.
You can customise the texts on the selection screens. These are selection screens that you see when you click 'start fundraiser' and then have to make a choice:

General selection screen "What do you want to take fundraiser for?". Here you choose what you want to start the fundraiser for, whether it is, for example, a general fundraiser or an fundraiser for a campaign
Sub site selection screen "For which sub site do you want to take fundraiser?". Here you choose for which sub site you want to start an fundraiser
Selection screen campaigns" For which campaign would you like to take fundraiser? Here you choose for which campaign you want to start an fundraiser

Sign up flow steps
The sign up flow that fundraisers see is shown based on settings. Think, for example, that you will see an extra step with registration fee, if you use that. Below, under 'Basic' you will see the steps that are normally always there and under 'Additional' the extra steps/options. Each step is described briefly below. More information on specific functionality can be found in the support articles linked to this page. You may find below a functionality that is not included in your package.
Basic
The following steps belong to the basics of the sign up flow
Sign up options: How do you commit?
Here you can see the sign up flow options and choose how you want to sign up. You can set this via Settings > Sign up flow > Registration options. You will not see this step if there is only one option, such as individual.

Profile details: Who are you?
This is where you create an account for the platform. If you already have an account then you can log in and your already known data will be filled in automatically. The mandatory fields here are First name, Last name and e-mail address and agreeing to the general terms and conditions. We can optionally or compulsorily request the following additional fields here:

Address (Street, House number, Suffix)
Postcode
Location
Country
Gender
Phone number (an additional opt-in will automatically be added here in accordance with telecoms legislation)

Team page
If you choose to create a team, you will be taken to the 'Your team page' page. Here you enter at least:The team name, the amount you want to raise, the title and the motivation. You can fill in the title and motivation beforehand via the standard settings. The amount raised can be set via Settings > Set target amount. If you chose individual or team member in the previous step, skip the team page step.

Personal sponsorship page: individual
You then proceed to the page to create your individual fundraiser. Someone who creates a team in the sign up flow also creates a personal fundraiser. You can fill in the title and motivation beforehand via the standard settings. You can set the amount raised via Settings > Set target amounts. It is also possible to continue without creating an individual fundraiser if the sponsor page is optionally enabled.

Starter donation
By default, this step is on, asking the fundraiser to make an initial donation in advance. This donation is optional, but we see that it is often done. You can adjust the amounts and possibly add a description via Settings > Set donation amounts. We can also turn off the initial donation if you wish.

Overview page
Here you will see an overview of what you will order, or what you have selected. If necessary, you can choose to register another person. This way, you can create an fundraiser for several people at once and check them out.

Thank you page
When payment has been made, you come back to the thank-you page. Here you can customise both the text on the left (which is standard) and the text and image on the right. You can use this to display an image that suits your site.

Supplementary
Entry fee
You can add entry fees, if you ask for this for an event, for example. An fundraiser is required to choose an entry fee, but this could possibly be an entry fee of 0 euro.

Activities
The activities module allows you to add a (mandatory) choice question in the sign up flow. For example, a list of distances from which the fundraiser must choose, or the question of what kind of fundraiser it concerns.

Editions: retention at events
If you use retention (editions) and an edition is set at the level you sign up at, you will be asked if you have participated before. Based on the answer, you can add badges, add a different target amount or send other emails based on the number of participations.
Date of fundraiser
There is a site setting where it is mandatory for an fundraiser to specify an end date of the fundraiser. An fundraiser then gets the mandatory question "Until when does your fundraiser run". If a general countdown date is set at the level they are notified at then the question is not asked. All underlying fundraisers will then automatically get that date as the end date.
Performance: Mileage target
If achievements are possible at the level at which you create your fundraiser, you will be asked how many kilometres the fundraiser wants to cover. This is an optional question, and if filled in then this becomes the target distance for this fundraiser.

You can also choose to leave that question away, by going to Settings > Achievements and unchecking the checkbox "Ask the participant's achievements goal in the registration flow":

Additional questions
We can add extra questions and this can be set per campaign, sub site, at the website level or across the whole site. We can ask the extra questions to fundraisers, but also specifically to team captains. With the extra questions, you can request additional information needed for your event. For example as in the example below that event participants are 18 years or older or have permission from their parent(s)/guardian(s). The answers to these extra questions are reflected in the export (of fundraisers and teams).

Webshop
In the webshop, you can offer any additional items that can be bought. You set these up via Administration > Webshop. The webshop is only accessible in the sign up flow. You cannot therefore sell items via the platform outside the sign up flow.

Discount codes
You can add discount codes and they only apply to the registration fee. That way, you can give early registrants a discount, for example, or let certain people register for free. If that functionality is on, you will see a place to enter a code at the overview screen.

After clicking, you can enter the code

And if the code is correct, the discount code will be applied to the registration fee.

You can limit the number of fundraisers that can be created via Settings > Maximum fundraising pages. You can set this per level (website level, sub site level, campaign level).

 
If you then want to create an fundraisers and move over the button, you will see how many spots are still available.

The moment there are no more spots, you cannot click the button and it will be greyed out:

Note: This setting does not go together with activities. This is because you can also set a limit on activities. In case you want to set activities and there is already a maximum number of fundraising pages set, you get the message "The limit on the maximum number of fundraising pages is cleared.". After that, you won't see the menu item max number of fundraising pages until the activities are turned off at that level. If you work with activities and you want to set a maximum number of fundraising pages across all your activities (otherwise you could set it per activity), it's best to keep track of this manually and block fundraisers triggering at some point.

It is possible within the platform to request additional information. For example, requesting a shirt size, explicit parental consent, agreeing to the additional participant regulations, etc. But also, for example, requesting extra information when making a Donations to apply for tax certificates or a special opt-in to be called. 
There are three places where we can add additional questions for you. In the sign up flow, the donation form and in a customised form. You cannot add the extra questions yourself. Should you wish to do so, please contact us and we will add them.
 
Content of article
Sorts of additional questions

Insert fields

Text field
Textarea

More-choices

Dropdown
Radio
Checkbox

Extra text

Where can additional questions be added?

Sign up flow
Donation form
Customised form

On which levels can additional questions be added?
Where can I see the completed answers to the additional questions?
  
Types of extra questions
Input fields

We have two types of input fields, a textarea and a textarea. The two are distinguished by the size of rows displayed. If you expect a short answer then you choose a textarea. In it you ask a question (which has a maximum of 40 characters) a the user fills in an answer: 

If you expect a longer answer you can work with a textarea: 
PlaceholderFor a text field or -area, you can specify a placeholder. This will then appear when the question is completed. This can be useful if you want to receive the information in a particular way, for example "enter the date dd-mm-yyyy here".

Validation typesYou can have a specific form of an  answer specified. For example, if you ask for a specific date or a bank account number. If information is then specified that does not meet those specific validation requirements, the answer will not be accepted. These are the validation types we have:

Numbers only
Only letters, dashes and dots
Numbers, letters, dashes and dots only
Valid e-mail address
Valid phone number
Valid IBAN number
Valid zip code
Valid date of birth (dd-mm-yyyy)
Valid date (dd-mm-yyyy)
Valid date in the future (dd-mm-yyyy)
Valid date in the past (dd-mm-yyyy) 

Multiple-choice options
We have three options for multiple-choice options, and with all three you may also optionally choose to display only one option. These are the dropdown, radio and checkbox:
Dropdown
At the dropdown you ask a question after which the user has to click on the answer option to expand it. There they can then select one of the choices.  
Radio
For radio, the first response option is selected by default. Users can then choose to select another option instead.

Checkbox
This allows you to tick one or more answer options yourself.

For all the questions above (except radio), you can indicate whether that question is mandatory or optional. 
Extra text
To introduce the questions, or give some extra information, we can insert titles and info text. A title has a slightly larger font than the infotext. 
 
Where can additional questions be added?
There are three places where we can add additional questions. In the sign up flow, on the donation form and in a customised form.
Sign up flow
The additional questions are asked in the sign up flow after creating the sponsor page (or team page/company page) and before the webshop/startup donation/overview page (depending on which steps there are in the sign up flow):

Donation form
The addition of additional questions to the donation form works the same and you will then see these below the personal data. The only difference is that no special personal data should be asked in this place.
 
Customised form
We can create a customised form. This is in the form of a Menu item and in it you can request information (separate from the sign-up and donation flow).
You enter an e-mail address and the completed forms are one on one forwarded to that e-mail address. These come in as separate emails and you cannot download an Excel file from this.
Optionally, you can set another destination url where the user, after filling in the form, is automatically redirected.
Below are some examples of applications of custom forms:
Customised form of the Giro di Muscoli for participants in the family stageHere they ask participants to fill in the names.  
Customised Night of Refugee form to order t-shirts separately
Customised form from the Metakids Foundation for a participant action.An action starter sells shells and these can be ordered using this form. This action starter receives the submitted emails and can match the orders to the payment reference.
On which levels can additional questions be set?"
Customised forms always appear as Menu items, but additional questions for the sign-up or donation flow can be set at different levels. Below you can see which ones:

Everywhere on the website
On the homepage only
On the homepage of a Sub site
On a specific Campaign

In addition, you can choose between whether the additional questions should be asked to a campaigner, a team captain or a company starter.
Where do I see the completed answers to the additional questions?
For the Donations form you will see these in your dashboard near the donation itself if you click on the 'eye'. In addition, you can find it in the Donations Excel file. An extra tab has been added there where the completed answers to the extra questions are listed.
In the Sign up flow, you can see the extra questions in the actions/participants when you click on the 'eye'. In addition, you can find them in the Fundraisers Excel file. There too, an extra tab has been added where the completed answers to the extra questions can be found. For Teams and Companies it works in the same way (click on eyelet, and in the export of Teams and Companies respectively)
In the case of a adjusted form, the completed results are emailed to the email address provided.
 
Do you want additional questions added? Then contact us.