Activities

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.

View the video explaining this functionality here. The Achievements Tracker allows campaigners to add sporting achievements to their Fundraising page. The distance covered is added up and displayed on the Fundraising page. A fundraiser can also link to a Strava account, after which new achievements are automatically added to the page!In addition, the total distance covered by all Fundraisers is added up and displayed on the homepage.Article content:AchievementsSet targetAdd Achievements (manual) StravaCreating a Strava appLink your Strava account to a Fundraising pageLink StravaUse AchievementsAchievements turn offVisibilityExcel fileTarget distance reached emailAchievements in the spotlight AchievementsA fundraiser can add Achievements by logging into the dashboard and finding the 'Achievements' tab that looks like this:Set targetIn addition to setting a target amount, a fundraiser can set a goal for their achievement. In this case, it is a certain number of kilometres. If achievements are turned on, the target distance is also (optionally) asked in the sign-up flow. You can see the new question at the bottom: Add Achievements (manually)The Add Achievements screen looks like this:First, you select a Sport. Here you can choose from Running, Hiking, Cycling, Swimming, Skating, Skeelering or Other (for all other sports). Next, you give the Achievements a title. This will appear at the top of your Fundraising page.Fill in the description of the achievement. This is optional; you can continue without filling it in.Fill in the date and time.Add your distance covered and click save.You can see that the fundraiser has been added, and the mileage has been updated. At 'source', there is an iRaiser icon indicating that it was added via the platform. On the front end of the  Fundraising page, it looks like this:Here, 'Rondje Veluwezoom' is the Title, and the text below it is the Description. On the homepage, the number of kilometres travelled over the entire platform has been added under the donation counter:StravaYou can also choose to link to Strava. Strava is an app that many athletes use to track their Achievements. To avoid having to enter sports Achievements in two places, we have linked to Strava.Any activity added on Strava is forwarded to the participant's Fundraising page and filed away under the correct sport.Before you can make use of this, a Strava app has to be created (once) for the platform: Creating a Strava app To connect Strava to your platform, a general link to the Strava app must be created. This can be your personal account and is purely used to establish the technical link with the platform. Nothing else happens to your information or account. The easiest way is to create a new Strava account is with a general company email address. You only need this to establish the link. No other emails will be sent to the email address (you can uncheck email updates in the sign-up process). Once that app is installed properly, fundraisers can link to their own Strava account via the platform.Below is a step-by-step guide to doing this.1. Create an account at www.strava.com (this is a personal account)2. Go (once logged in) to https://www.strava.com/settings/apiFill in the following:Name of applicationHere, you fill in the desired name of the app, usually the name of the site or of your foundationCategorySelect 'Charitable organisation'ClubThis can be left blankWebsiteFill in the URL of the website here (starting with https://)Description of applicationHere, you can describe the application of the appAuthorisation of callback domainFill in oauth.kentaa.nl hereClick agree and create to continue3. Next, upload your app icon4. Then send the Client ID and Client secret to iRaiser support (you can create a new ticket for that). If we then add these to your platform, the connection is ready. Make sure you don't send a screenshot, but copy the ID and secret. Otherwise it's hard to take this over manually.5. Increase number of athletes in appFor new apps, Strava puts a restriction on the number of athletes allowed to connect. They are by default set on 1, which practically means that only one fundraiser can connect to Strava. You need to make sure that this number is increased to 999. To increase this, they have a contact form that you can fill out. Click here for an example of how to fill out this form and here for a sample screenshot you can attach. After filling it out, Strava support will check the application. They do not provide feedback that it has been accepted, so in this case it is a matter of logging in and checking for yourself if the limit has been upped to 999. 6. Periodic reviewsStrava may periodically review apps. In such a case, they email to the email address used to create the app. It is then important to do that check, otherwise they may disable/add restrictions to the app at some point. Linking your personal Strava account to a Fundraising pageNow that the Strava app is linked to the platform, a Strava icon will appear: Click connect and give the app permission. Then, newly added achievements within Strava will automatically appear on the Fundraising page (this can take up to 10 minutes). Below is an example of an achievement added via the link (also note the Strava icon):On the front end of the Fundraising page, it looks like this:The Achievement above (25.23 km) was manually entered into Strava; therefore, no map is displayed. If a route map is available, then you will see a map of this with the Achievements. An example of this:Photos taken during the recording of the Achievements in Strava will also be included. For example, see this hike:Disconnect StravaThe owner of the Fundraiser page has the option to unlink Strava. This can be done from their Strava account and the Fundraiser dashboard within iRaiser. To do so, on the Achievements tab, click on the Strava disconnect cross (bottom right of the screenshot):A site administrator cannot undo individual Strava links (unless it owns the Fundraiser page). However, a site administrator can choose to turn off Achievements at a level (e.g. for a Campaign). If that happens, all Achievements will be deleted, and links to Strava will be broken. To do this, see Turn off Achievements. Use AchievementsYou can specify per level whether you want to use Achievements. You can turn it on or off at the Website level and per Sub site or Campaign. You can also specify whether you want to see the number of kilometres travelled on the counter. You can set this at Sub site or Website level via Settings > Achievements.Turn off AchievementsIf no Achievements have been added under a Campaign, then you can turn Achievements on or off with no consequences. If Achievements have already been added, when you turn them off (by unchecking that Achievements may be used), you will get a notification indicating how many Strava links and achievements will be removed.Turning off Achievements can be useful for resetting mileage back to zero, for example, in a challenge that lasts a month and has a certain start date. However, in such a case, it is important to inform the fundraisers. Their previous Achievements and target mileage will be removed, so they need to reconnect with Strava.VisibilityIf you turn off the 'Show the number of kilometres travelled on the page' button, no total kilometres will be shown with the donation counter. This can be useful if you don't want to show the final result of the challenge yet, or if the total number of kilometres is irrelevant at that location. You can only set this at Website and Sub site level. Excel fileIf you create an export of all Fundraiser pages and use the performance tracker, the export will have four related columns. The columns are Target Distance, Distance Traveled (km), Distance Traveled (%) and Achievements Source. Distance travelled (%) shows the percentage to which the target distance was achieved. At Achievements Source you can see in what way(s) achievements have been added.Target distance reached emailIf you have achieved the target distance, an automatic email will be sent (provided it is on). This looks as follows:You can customise the mail as you wish via Emails > Email overview > Fundraisers > Performance goal of the fundraiser has been reached. Achievements in the spotlightFundraisers can only find Achievements when they log in to their personal dashboard. It is not shown during the creation of a Fundraising page, so it is important to bring it to their attention. Below are several ways you could do this:News releaseIf several Fundraising pages have already been created and you want to reach out to the fundraisers, you can do this through a news release. You can create and publish a news release and you can choose to share the message with the existing fundraisers. That way, you can make them aware of the new functionality!Menu page explaining AchievementsYou can also create a Menu page explaining how Achievements work and how you use the functionality. You could also refer to this in the automatic emails or in a news item. Do you get questions from fundraisers about Achievements? Then include these in a frequently asked questions block!Automatic email The best way to make new fundraisers aware of the Achievements is via an email that every fundraiser receives. In it, point them to the possibilities of adding Achievements. You can choose to include Achievements in the email sent to fundraisers after they create their page, but also, for example, the email sent three days after creating a fundraising page. Would you like an example text for an automatic mail or Menu page? Then click here for a PDF file with texts and screenshots you could use! You can also create a news item based on this. We can turn on Achievements directly for all our generic templates. If you would like to have this feature turned on, please create a new support ticket and we will enable the functionality. If you also send us the Client ID and Client Secret, we can link to Strava directly. 

Settings ⟶ Default fundraising page settingsCreativity is not given to everyone. And not everyone has the patience to come up with their own texts or upload their own photo in the submission flow either. Give the user a hand by already filling in a title, description or photo! Participants who just want to join in don't have to face unnecessary barriers, which improves conversion. But participants who want to actively manage their own fundraiser can still fill in their own picture, title and description. Changing default fundraiser settingsChange fundraiser pictureClick on Upload fundraiser photoSelect the location of the photoIf an activist has not uploaded a photo then this photo will be shown by defaultChange default fundraiser titleEnter the fundraiser title you want to usePress saveThis title appears prefilled in the login flow and can still be modified by the user.Change default fundraiser descriptionEnter the description you want to usePress saveThis description appears prefilled in the login flow and can still be modified by the user.Settings ⟶ Default team settingsChanging default team settingsTexts can also already be entered before creating a team. The default team settings involve the default team title and description. All of this is to speed through the sign-up flow, and the user can then choose to keep this text or give it their own interpretation.We have now made this option available for teams too! You can enter a default team title and description.Change default team titleEnter the team title you want to usePress saveThis title appears prefilled in the login flow and can still be modified by the user.Change default team descriptionEnter the description you want to usePress saveThis description appears prefilled in the login flow and can still be modified by the user.Cap on number of team membersIf you have an event where you have a maximum number of team members, you can set this via Settings > Default fundraising page settings. All teams that are then created may have a maximum of that set number of members.You can set a maximum via Team members limit via Settings > Default team settingsIf you choose "Yes, I want to specify a limit for teams under this page." then you can set the maximum number of team members there. The fundraiser who is himself a team captain also counts as an fundraiser.After activation, any limits set by the team captain will be overwritten. However, if you reset it at a later time, the previously set limit will also be reset.Existing teams that already have more members than your set maximum will remain intact. Suppose you have a team of 6 people, and you set a maximum of 4 people per team over the entire campaign, then that team will keep those six people. Therefore, make sure that you have set it up properly beforehand. This can be done by a site administrator, sub site administrator, and campaign administrator.The option 'allow team members' disappears the moment you set a maximum number of team members over a certain level. A team captain can therefore no longer set the maximum himselfYou can set the cap at site level, sub site level and campaign level and there is no inheritance in it (so it is only for that level).Can't figure it out? please contact us!

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 contentExplanatory videoFeaturesSetting up E-ticketsUse e-tickets directly below this pageShare e-tickets with buyerScanning of ticketsWho all can scan?ScannerAdd scannerMailsManual scanningScanning via camera See also here the explanation as given at the Kentaa Academy on 14 April 2022And the video about the update on 12 August (adding scanners):FeaturesYou can set tickets per level, separatelyOnce 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-ticketsYou 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 buyerOnly 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 ticketsYou 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. ScannerAs 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 scannerYou 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 > ScannersYou 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.MailsThe 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 cameraManual scanningIf 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 byYou can then manually search and tick off ticket numbers.Scanning via cameraIf 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 webcamAfter 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:

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:VideosSign up flow: the basicsSign up flow: additional stepsOptions at Settings > Sign up flowView sign up flowSign up optionsAdjust order of steps in sign up flowChange text left sideOther mattersSign up flow stepsBasicApplication options: How do you commit?Profile details: Who are you?Team pagePersonal sponsorship page: individualStarter donationOverview pageThank you pageSupplementaryEntry feeActivitiesEditions: retention at eventsDate of fundraiserPerformance: Mileage targetAdditional questionsWebshopDiscount codes VideosWould you rather see a video with an explanation? You can! Then click on either film below:Sign up flow: the basics00:00 - 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 steps00:00 - Welcome00:41 - Registration fees02:08 - Activities03:21 - Editions & badges05:26 - Countdown date05:50 - Achievement06:09 - Additional questions06:28 - Webshop07:15 - CouponsOptions 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 flowYou 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 optionsHere you can choose which way people can register. You have the following options:Individual + team + team memberIndividual onlyTeam + team memberIndividual + team + team member + companyIndividual + companyYou 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 flowYou 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 sideYou 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 mattersThere 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 campaignSub 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 fundraiserSelection screen campaigns" For which campaign would you like to take fundraiser? Here you choose for which campaign you want to start an fundraiserSign up flow stepsThe 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.BasicThe following steps belong to the basics of the sign up flowSign 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)PostcodeLocationCountryGenderPhone number (an additional opt-in will automatically be added here in accordance with telecoms legislation)Team pageIf 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: individualYou 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 donationBy 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 pageHere 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 pageWhen 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.SupplementaryEntry feeYou 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.ActivitiesThe 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 eventsIf 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 fundraiserThere 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 targetIf 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 questionsWe 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).WebshopIn 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 codesYou 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 codeAnd if the code is correct, the discount code will be applied to the registration fee.

You can specify per level (website/Sub site/Campaigns)whether Fundraisers may be started. By default it is on that actions may be started, but via Settings > Disable creation of fundraising pages you can turn this on or off  per level. Now Fundraisers can be started:Now it is not possible to start Fundraisers:

Ticketing via the webshop (“Ticketing”)Are you organising an event that requires tickets for attendees? If so, our webshop's ticketing feature could be the perfect solution. This feature allows you to create tickets automatically for your campaign, allowing you to stay organised and ready for your event.Features:This feature allows you to:Create varied ticket types based on cost.Register the data of the person who buy the tickets, also for future communications.Manage ticket availability and the maximum tickets that a supporter can purchase (this can be more than one if needed). During the event, easily track who is attending, and report the final attendance of the event in one click.Scan ticket during the event, and also add volunteers who can help with scanningTo activate this feature, let’s go through the steps to enable this:Enable e-tickets with the webshopFirst of all, check if the “E-tickets” and “Webshop” features are enabled in the left bar of your platform.Then, check if it's possible to turn off the creation of the fundraising page under Settings → Fundraising page.If this is not possible, please contact iRaiser support. We will check if the feature is included in your plan and then activate it for you.Create your ticket(s)To add a ticket item, go to Dashboard > Webshop > Catalog. From there, enable the webshop, add a new item, and select the 'ticket' option. You can then give the ticket a name and an amount. If it's a free ticket, simply enter "0."Additionally, you can indicate availability and set an order limit. This way, you maintain control over the number of available tickets. For example, you could create a ticket with 250 spots available, and allow a single buyer to order only four of them.You can, of course, create more than one type of ticket, with different availability and order limits for each.We also recommend adding an image; this makes the ticket visually recognizable in the registration flow. If a ticket is sold out, it will be grayed out. If it is the only type of ticket available, it will disappear completely from the registration flow.Remember to check where the tickets are available to supporters. If you create a ticket at the website level and make it available in a campaign, that ticket can be sold at both layers. Availability will be influenced by both: if there are 100 tickets available and one is bought at either the website or campaign layer, then there will be 99 tickets available for the next purchase, regardless of whether it happens on the website or in the campaign.Set up the “Sign up flow”The Sign up flow is the process a person goes through to register on the platform. In this case, it's for purchasing tickets. Let’s see how to create a simple registration flow for ticket purchase.Turn “Create a fundraising page off”On Community Fundraising Platform, by default, the person who registers is asked to create a fundraising page. For ticket purchases, we may not want them to create a page, so we need to go to Settings → Fundraising page, and then select “off”.Disable (or not) the “Start Donation”During the sign-up flow, you may ask people to make an additional, optional donation. If you don't want to add this step to make the ticket purchase even more straightforward, go to Settings → Start donation and uncheck that option.Customize the Sign up flowIt’s time to manage the steps of the registration process. Go to Settings → Sign up flow.If your website has different registration options (individual, team, etc.), you can turn them off for this layer where you want to sell tickets. We also suggest “show webshop” as the first step, so that the available tickets are the first thing presented, even before asking for registration data.You can then customize the text shown in every step of the flow on the left hand side: click on the second tab, “Sign up flow”, and then on “edit” corresponding to the step you want to modify.Remember that you can also customize the “Thank you page”, which is the page displayed after tickets are purchased. You can add text to reassure the buyer and build excitement for the event. For example: "Thank you for purchasing your tickets! You'll find them in your email in a few minutes. We're looking forward to seeing you at the event!"In the last tab, “Texts”, you can customize the registration button with a more event-related call to action, like “Reserve your place” or “Buy tickets”.EmailsOnce a client purchases tickets, they will receive related emails. The most important one will contain the PDF of the tickets attached, with one PDF per ticket.A single ticket will look like this:Note:The time it takes to generate them is proportional to the number of tickets. If only one ticket needs to be generated, it will take a few seconds. If 10 tickets need to be generated, the email will take a little longer to be sent.There are three emails to consider when enabling the ticketing system:“Set your password”: This is the standard email sent to any new user creating an account on the platform.In the email section of the layer where you created the tickets, you can then find the “participant” section.Here you may want to customize:Welcome email new participant: This is the email the purchaser will receive just after they have signed up for the event. Thank you mail for webshop ticket(s) order: This is the email with the various tickets attached. If the purchaser buys new tickets, they will receive another email like this one with the new tickets.Managing event attendanceOnce the event begins, you may want to manage the attendees. Each ticket has a QR code and a unique code on it.By clicking on E-tickets → E-tickets webshop → Overview, you will find the complete list of all the tickets generated. You can search for them by purchaser name or ID.You can even scan the QR code with your  camera (by clicking on the icon in the top right corner of the page), or create “scanner” users. Those are specific users that are only allowed to scan the tickets (they can not download data, they can not modify the contents…). Depending on the level you added them, they can scan tickets from that level. For example when you add a scanner to a specific campaign, they can only scan tickets from that campaign.Differences between tickets from participants and tickets from the webshopIn the Community Fundraising Platform, you might encounter another way to generate tickets: "participant tickets."Both types provide a PDF ticket with a scannable code, but there are some differences in how they can be used.Participant Tickets are primarily designed for events where individuals are asked (or encouraged) to set up a fundraising page and are mainly registering themselves. Marathons or other sporting events are good examples of this. If someone wishes to register more than one person, they will need to go through the registration process individually for each person. The ticket can be sent to the purchaser at a different time than when it was bought.Webshop Tickets, on the other hand, are intended for events where the main focus is simply allowing people to attend the event itself. The purchaser can buy multiple tickets in a single transaction, and the registration process can be significantly simplified by offering the ticket as the first step and removing steps like creating a fundraising page. Tickets are sent right after they're bought.If you are hosting a conference, a gala evening, or a concert, webshop tickets are the ideal choice for you.

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.

You can register as an individual through the sign-up flow and then you will have a separate fundraising page. You can add news items here and edit your fundraising page.You may also register as a team member. For that, you also create an fundraiser, but then the fundraiser is linked to the team and the revenues count for the team.Watch the video on managing fundraisers here, or read more about specific sections below.00:00 - Welcome00:27 - Download overview fundraisers01:40 - Adjust a page02:33 - Adjust my subscription03:14 - Manually adding a fundraise page04:58 - Change the owner of a page06:30 - Move fundraiser07:29 - Other optionsArticle contentFeatures fundraisersManagement of fundraisersMoving fundraisersManually adding fundraisersEmails to fundraisers  Feature fundraisersAn fundraiser always has one ownerAn fundraiser is always linked to a user, which is the owner of the fundraiser. And they can also manage the fundraising page. However, a user may have several fundraisers.An fundraiser can close and reopen an fundraiser himselfThe latter can only be done if it is possible to start an fundraiser at that time.You can move or assign an fundraiser to someone else afterwardsThis can only be done by a site administrator. Management of fundraisersWhen an fundraiser logs in, he/she enters the dashboard directly to edit his/her fundraising page. If the fundraiser has multiple fundraisers, there is a drop-down menu in front of it to choose which fundraiser he/she wants to edit. As site administrator, you can edit an fundraiser by looking it up in the fundraiser overview. You then click on the pencil icon to enter the fundraiser management. There you have the following options:My pageMotivationChange fundraiser name, fundraiser title, description, fundraiser url and number of participations (only an administrator can change the number of participations)Photos and videosAdd photos and videos to be placed on the fundraising pageSponsor logosAdd sponsor logos that will appear with the fundraiser BlogHere, an fundraiser can post his or her own Blog about his or her fundraiser. People who have indicated that they want to be kept informed will receive a notification about this.AgendaHere, fundraisers can organise their own fun things and put them in the agenda. People can then also donate to itSettingsClose pageAn fundraiser (or a site administrator) can close the fundraiser here. A closed fundraiser can be reopened (provided it is currently possible to start an fundraiser at that level) by the fundraiser or site administrator. Once an fundraiser is closed, it can no longer be donated to. If an fundraiser hangs below a project and that project is closed, all underlying fundraisers are also closed at the same time.Target amountHere, an fundraiser can adjust his/her target amount. This cannot be later than the minimum target amount set at that level.Countdown dateHere you can change the countdown date for the fundraiser. You will only see this option if it is possible to set a countdown date for the fundraiser and if the level the fundraiser falls under does not have a countdown date set.PSP description (not visible to fundraisers)Here, administrators can change the PSP description of an fundraiser.Additional description (not visible to fundraisers)Here, administrators can change the additional description of an fundraiser.DonationsDonations overviewHere you can see the donations made to this fundraiser. An fundraiser will see less information if he clicks on the 'i' (example). Site administrators can also download all donations for this fundraiser hereManual donationsHere you can add a manual donation and it will be added to this fundraiser.AchievementsHere, an fundraiser can add achievements, link with Strava and set a target distance. You can read more about achievements here.My registrationHere is an overview of all data entered when registering. An fundraiser can possibly modify the activity if that functionality is enabled. Site administrators can modify the number of participations, the activity and the answers to additional questions here.Moving fundraisersSomeone may have created an fundraiser in the wrong place. You can then easily move the fundraiser back to the right place:You go to the fundraisers overview and click on the three dots and then on moveThen find the place you want to move the fundraiser to and click move.Manually adding fundraisersYou can also add fundraisers manually. You can do this by going to where you want to add the fundraiser and then going to fundraisers. Then click (top right) on add.Then select the owner. If it is already known, search for it in the search screen. Otherwise, click on Add account.You will then first create a new account, to which the fundraiser will be linkedYou then fill in the fundraiser details and the fundraiser is created.If an fundraiser is created via the dashboard, no e-mails are sent. You can still send a welcome e-mail yourself from the fundraiser overview by clicking on the three dots > Send welcome e-mail again. Also, no mail to set your password is sent to accounts created via the dashboard. You can send those manually via Accounts > Users > Send password. Or can be requested at the frontend via Forgot password. Emails to fundraisersThe following mails are linked to fundraisers:Welcome e-mail after creating fundraiserYou can set this based on the number of previous participations. You can also send this e-mail later by clicking on the three dots > Send welcome e-mail again from the fundraiser overview.Welcome e-mail after joining the teamThis is sent when you register as a team member. You can also set the mail based on the number of previous participations.Donation receivedThis is sent after a donation is made directly to the fundraiserTeam has received a donationThis is sent when donating directly to the team (i.e. not to a team member)Reminder after pledging donationThis is sent x days after pledging a donation. Committed donations are donations you can make on the mobile view by clicking 'pay later'. That functionality can be turned off. The mail can be copied and then the number of days can be adjusted.No donations receivedBy default, this mail is sent after 14 days, but that number can be adjusted. And is only sent if no donations have yet been received.Target amount of the fundraiser has been reachedThis mail is sent based on a percentage of the target amount. You can copy the mail and then set your own percentage. If you have set multiple mails to be achieved with a single donation, only the mail that meets the highest condition will go off. For example, if you have set an email at 30% and at 60% of your target amount, and a donation comes in which you raise 100% of your target amount all at once, only the email at 60% will go off.Tip e-mail after registrationThis mail is also copyable and will be sent x days after creating the fundraiser.The set countdown date will soon be reachedThis mail goes off x days before the countdown date is reached. You can copy the mail.Personalise your fundraiser with an imageThis mail is sent x days after creating the fundraiser if no fundraiser picture has been uploaded. You can copy this mail.Retrieved more than set amountThis mail is sent based on a set amount. You can copy the mail and then set your own amount. If you have set multiple mails to be achieved with a single donation, only the mail that meets the highest condition will go off.Team raised more than set amountThis mail is sent based on a set amount. When the team total reaches that, the mail goes off. You can copy the mail and then set your own number. If you have set multiple mails that are achieved with a single donation, only the mail that meets the highest condition will go off.Project is closed by project managerThis mail goes off when a project is closed. All underlying fundraisers are then informed of this (provided this mail is on). So pay attention to this before closing a project.News item addedIf you add a news item, you can choose to share it with all fundraisers directly below that level. They will then receive news of this.Performance goal of the fundraiser has been achievedThis mail is linked to the performance tracker. If this goal is achieved in its entirety, this mail goes off.

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 articleSorts of additional questionsInsert fieldsText fieldTextareaMore-choicesDropdownRadioCheckboxExtra textWhere can additional questions be added?Sign up flowDonation formCustomised formOn which levels can additional questions be added?Where can I see the completed answers to the additional questions?  Types of extra questionsInput fieldsWe 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 onlyOnly letters, dashes and dotsNumbers, letters, dashes and dots onlyValid e-mail addressValid phone numberValid IBAN numberValid zip codeValid 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 optionsWe 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:DropdownAt 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.  RadioFor radio, the first response option is selected by default. Users can then choose to select another option instead.CheckboxThis 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 textTo 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 flowThe 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 formThe 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 formWe 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 separatelyCustomised 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 websiteOn the homepage onlyOn the homepage of a Sub siteOn a specific CampaignIn 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.