GDPR changes

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

Content:

iRaiser Premium

General terms and conditions and privacy
Opt-ins have become soft opt-ins
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 amounts
12:17 A/B testing summary and questions
16:01 Badges for Action Starters
20:12 Badges summary and questions
26:54 New SUMO
34:37 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

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:

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.

Perhaps also interesting

Extra description

Settings > Extra description

In the Extra description, you can enter an extra attribute. You can add this attribute at all levels. So at website- Sub site, campaign level. This can be useful to earmark money or give a label to certain Fundraisers, for example.

The donor or fundraiser does not see anything about this attribute, but it is added to the overviews you can create by clicking 'download'. For example, in an Overview of Donations or Fundraisers. You will then find it in the Excel file in the column headed 'Characteristic'.
Via the api, it also returns. The additional attribute there is called:

external_reference
string
External reference for this site.

For more information about the api, please visit our Developer Portal

Target urls in the platform

General target urls
Our flows for starting fundraisers and donating largely follow a fixed sequence. In order to measure things even better, for instance in your own Google Analytics, the flow for starting an fundraiser and donating is described below.
Below you need to replace <Mainurl> with the url of your platform.
Good to know is that the url may be different. If your site uses sub sites (i.e. an extra layer above campaigns) then the main url will also be different. It will look like this: and replaces <Headurl> in the flow below, if you want to measure the flow at sub site level.
If you want to set up a measurement in analytics, you can replace the ID and fundraiser url with .*Example:https://demo1.kentaa.nl/actie/.*/donate/.*/thanksHere you replace <fundraiser-url> and <ID> with .* to capture this.
Click on the link below to go directly to the relevant flow
1. Start fundraiser

Starting general fundraiser at site level

Individual
Create a team
Team member

Starting fundraiser for a campaigns

Individual
Create a team
Team member

2. Donate

General donation
Donate to a campaign
Donate to an fundraiser
Donate to a team
Donating to a sub site

1. Start fundraiser
https://<Hoofdurl>/come-in-fundraiser/choose--> choice page for which you want to start an fundraiser. This can be at website level, for a sub site or for campaign (or a combination of these)
a. Start general fundraiser at site level
https://<Hoofdurl>/subscribing is redirected to https://<Hoofdurl>/participate/how-to-participate -> choose between participating as an individual, team or team memberWherever mandatory is indicated, this step always returns in the registration flow. If it is optional, this step may not appear in your application flow, depending on the configuration.
i. Individual

Subscribe

https://<Mainurl>/participate/how-to-participate --> choice page individual, team, team member (mandatory)
https://<Hoofdurl>/participate/who-are-you --> enter personal data (mandatory)
https://<Hoofdurl>/participate/registration --> choose registration fee (optional)
https://<Headurl>/participate/choose-activity --> choose activity (optional)The above steps can be changed in terms of order in the dashboard under settings > login flow, so they may be different for you.
https://<Hoofdurl>/participate/fundraising-page --> create personal page (mandatory)
https://<Mainurl>/participate/extra-questions --> additional questions (optional)
https://<Hoofdurl>/participate/webshop --> webshop (optional)
https://<Headurl>/participate/start-donation --> make start-donation? (optional)
https://<Hoofdurl>/participate/summary --> overview page with your total order (mandatory)Add another person (optional)

Here you enter the flow again but with /2 after the url, for example:https://<Headurl>/participate/who-are-you/2

Rounding up:

https://<Hoofdurl>/participate/complete --> how would you like to pay? (mandatory)
https://<Hoofdurl>/participate/done --> payment succeeded (mandatory)
https://<Mainurl>/action/fundraiserurl--> then return to the fundraising page you just created (replace fundraiserurl with the url of the page, optional)

ii. Create team
This flow has the same structure. However, there is an extra step in it, which is in bold.

Subscribe

https://<Mainurl>/participate/how-to-participate --> choice page individual, team, team member (mandatory)
https://<Hoofdurl>/participate/who-are-you --> enter personal data (mandatory)
https://<Hoofdurl>/participate/registration --> choose registration fee (optional)
https://<Headurl>/participate/choose-activity --> choose activity (optional)The above steps can be changed in terms of order in the dashboard under settings > login flow, so they may be different for you.
https://<Hoofdurl>/participate/team-page --> create team page (mandatory)
https://<Hoofdurl>/participate/fundraising-page --> create personal page (mandatory)
https://<Mainurl>/participate/extra-questions --> additional questions (optional)
https://<Hoofdurl>/participate/webshop --> webshop (optional)
https://<Headurl>/participate/start-donation --> make start-donation? (optional)
https://<Hoofdurl>/participate/summary --> overview page with your total order (mandatory)Add another person (optional)

Here you enter the flow again but with /2 after the url, for example:https://<Hoofdurl>/participate/who-are-you/2

Rounding up:

https://<Hoofdurl>/participate/complete --> how would you like to pay? (mandatory)
https://<Hoofdurl>/participate/done --> payment succeeded (mandatory)
https://<Mainurl>/team/teamurl --> then return to the team page you just created (replace team-url with the url of the page, optional)

iii. Team member
There is also an extra step here, which is in bold

Subscribe

https://<Headurl>/participate/how-to-participate--> choice page individual, team, team member (mandatory)
https://<Hoofdurl>/join/team-member --> select team you want to join (mandatory)
https://<Hoofdurl>/participate/who-are-you --> enter personal data (mandatory)
https://<Hoofdurl>/participate/registration --> choose registration fee (optional)
https://<Mainurl>/participate/choose-activity --> choose activity (optional)The above steps can be changed in terms of order in the dashboard under settings > login flow, so they may be different for you.
https://<Hoofdurl>/participate/fundraising-page --> create personal page (mandatory)
https://<Mainurl>/participate/extra-questions --> additional questions (optional)
https://<Hoofdurl>/participate/webshop --> webshop (optional)
https://<Headurl>/participate/start-donation --> make start-donation? (optional)
https://<Hoofdurl>/participate/summary --> overview page with your total order (mandatory)Add another person (optional)

Here you enter the flow again but with /2 after the url, for example:https://<Hoofdurl>/participate/who-are-you/2

Rounding up:

B. Starting fundraiser for a campaign

i. Individual

Subscribe

https://<Hoofdurl>/project/<Campaign name>/participate/how-to-participate --> choice page individual, team, team member (mandatory)
https://<Hoofdurl>/project/<Campaign name>/participate/who-are-you--> enter personal data (mandatory)
https://<Hoofdurl>/project/<Campaign name>/participate/registration --> choose registration fee (optional)
https://<Hoofdurl>/project/<Campaign name>/participate/choose-activity --> choose activity (optional)The above steps can be changed in terms of order in the dashboard under settings > submission flow, so they may be different for you
https://<Mainurl>/project/<Campaign name>/participate/fundraising-page --> create personal page (mandatory)
https://<Hoofdurl>/project/<Campaign name>/participate/extra-questions --> additional questions (optional)
https://<Hoofdurl>/project/<Campaign name>/participate/webshop --> webshop (optional)
https://<Headurl>/project/<Campaign name>/participate/start-donation --> make start-donation? (optional)
https://<Hoofdurl>/project/<Campaign name>/participate/summary --> overview page with your total order (mandatory)Add another person (optional)

Here you enter the flow again but with /2 after the url, for example:https://<Hoofdurl>/project/<Campaign name>/participate/who-are-you/2

Rounding up:

https://<Hoofdurl>/project/<Campaign name>/participate/complete --> how would you like to pay? (mandatory)
https://<Hoofdurl>/project/<Campaign name>/participate/done --> payment was successful (mandatory)
https://<Mainurl>/action/fundraiserurl--> then return to the fundraising page you just created (replace fundraiserurl with the url of the page, optional)

ii. Create team
This flow has the same structure. However, there is an extra step in it, which is in bold.

Subscribe

https://<Hoofdurl>/project/<Campaign name>/participate/how-to-participate --> choice page individual, team, team member (mandatory)
https://<Hoofdurl>/project/<Campaign name>/participate/who-are-you --> enter personal data (mandatory)
https://<Hoofdurl>/project/<Campaign name>/participate/registration --> choose registration fee (optional)
https://<Mainurl>/project/<Campaign name>/participate/choose-activity --> choose activity (optional)The above steps can be changed in order in the dashboard under settings > login flow, so they may be different for you.
https://<Hoofdurl>/projects/<Campaign name>/participate/team-page --> create team page (mandatory)
https://<Mainurl>/project/<Campaign name>/participate/fundraising-page --> create personal page (mandatory)
https://<Hoofdurl>/project/<Campaign name>/participate/extra-questions --> additional questions (optional)
https://<Hoofdurl>/project/<Campaign name>/participate/webshop --> webshop (optional)
https://<Headurl>/project/<Campaign name>/participate/start-donation --> make start-donation? (optional)
https://<Hoofdurl>/project/<Campaign name>/participate/summary --> overview page with your total order (mandatory)Add another person (optional)

Here you enter the flow again but with /2 after the url, for example:https://<Hoofdurl>/project/<Campaign name>/participate/who-are-you/2

Rounding up:

https://<Hoofdurl>/project/<Campaign name>/participate/complete --> how would you like to pay? (mandatory)
https://<Hoofdurl>/project/<Campaign name>/participate/done --> payment was successful (mandatory)
https://<Mainurl>/team/teamurl --> then return to the team page you just created (replace team-url with the url of the page, optional)

iii. Team member
There is also an extra step here, which is in bold

Subscribe

https://<Hoofdurl>/project/<Campaign name>/participate/how-to-participate --> choice page individual, team, team member (mandatory)
https://<Hoofdurl>/project/<Campaign name>/participate/team-member --> select team you want to join (mandatory)
https://<Hoofdurl>/project/<Campaign name>/participate/who-are-you --> enter personal data (mandatory)
https://<Hoofdurl>/project/<Campaign name>/participate/registration --> choose registration fee (optional)
https://<Mainurl>/project/<Campaign name>/participate/choose-activity --> choose activity (optional)The above steps can be changed in order in the dashboard under settings > login flow, so they may be different for you.
https://<Mainurl>/project/<Campaign name>/participate/fundraising-page --> create personal page (mandatory)
https://<Hoofdurl>/project/<Campaign name>/participate/extra-questions --> additional questions (optional)
https://<Hoofdurl>/project/<Campaign name>/participate/webshop --> webshop (optional)
https://<Headurl>/project/<Campaign name>/participate/start-donation --> make start-donation? (optional)
https://<Hoofdurl>/project/<Campaign name>/participate/summary --> overview page with your total order (mandatory)Add another person (optional)

Here you enter the flow again but with /2 after the url, for example:https://<Hoofdurl>/project/<Campaign name>/participate/who-are-you/2

Rounding up:

2. Donate
If you click donate then, if there is a choice, you will be taken to the following url:https://<Mainurl>/donate/choose --> If there is a choice then choose here what you want to donate to
Here you have a choice between a general donation, a donation to a campaign, a donation to an fundraiser, a donation to a team and possibly a donation to a sub site. The choice depends on the settings of the platform.
If you donate to an fundraiser, team or campaign on a sub site then the main url below should read as 
a. General donation

https://<Hoofdurl>/donate --> choose amount and enter personal data
https://<Headurl>/donate/<ID>/thanks --> thanks page you return to after paying.
https://<Hoofdurl>/donate/<ID>/share --> page where you can share that you donated.
https://<Hoofdurl>/donate/<ID>/periodic-donation --> page where you can indicate to become a structural donor (optional)

b. Donate to campaign

https://<Hoofdurl>/project/<Campaign-url>/donate --> choose amount and enter personal data
https://<Mainurl>/project/<Campaign-url>/donate/<ID>/thanks --> thanks page you return to after paying.
https://<Mainurl>/project/<Campaign-url>donate/<ID>/share --> page where you can share that you donated.
https://<Hoofdurl>/project/<Campaign-url>/donate/<ID>/periodic-donation --> page where you can indicate to become a structural donor (optional)

c. Donating to an fundraiser

https://<Mainurl>/action/<fundraiserurl>/donate --> choose amount and enter personal data
https://<Mainurl>/action/<fundraiserurl>/donate/<ID>/thanks --> thanks page you return to after paying.
https://<Mainurl>/action/<fundraiserurl>/donate/<ID>/share --> page where you can share that you donated.
https://<Mainurl>/action/<fundraiserurl>/donate/<ID>/periodic-donation --> page where you can indicate to become a structural donor (optional)

d. Donating to a team

https://<headurl>/team/<team-url>/donate --> choose amount and enter personal details
https://<Mainurl>/team/<team-url>/donate/<ID>/thanks --> thanks page you return to after paying.
https://<headurl>/team/<team-url>donate/<ID>/share --> page where you can share that you donated.
https://<Hoofdurl>/team/<team-url>/donate/<ID>/periodic-donation --> page where you can indicate to become a structural donor (optional)

e. Donating to a sub site

https:///donate --> choose amount and enter personal details
https:///donate/<ID>/thanks --> thanks page you return to after paying.
https:///donate/<ID>/share --> page where you can share that you donated.
https:///donate/<ID>/periodic-donation --> page where you can indicate to become a structural donor (optional)

A/B testing

An A/B test is a form of split testing in which you can test multiple variants against each other to see which variant has the best conversion rate. The aim is to use the test to measure which suggested donation amounts yield the most and therefore increase conversion.
Content article

Baseline

Suggested donation amounts
Information about baseline

A/B test

Setup A/B test
Results A/B test

See here also the explanation as given at the iRaiser Academy on 20 January 2022

Baseline
Suggested donation amounts
You can A/B test on the donation flow within the Kentaplatform. Via Settings > Set donation amounts you can set different suggested donation amounts. The currently set amount is your baseline. The baseline is the basis from which you measure and compare split tests.
When someone makes a donation you will see the suggested donation amounts:

This can also include text to give more interpretation of what you are doing with the amount. For example:

When adjusting donation amounts, at the bottom you have to indicate whether you want to keep the current baseline or create a new one.

If you create a new baseline it will start measuring from that point on. You can see all its results via Settings > A/B testing. If you keep the current baseline, the adjustments are taken into account, but the baseline in terms of measurement remains intact. This is useful if, for example, you have made a typo and want to adjust it.

Information about baseline
If you go to Settings >A/B testing you will always see the huige baseline at the top:

You can see here:

Active sinceThe moment when the chosen amounts were set
Chosen amountsThe chosen donation amounts. If you move over them you will also see the description
Number of visitsThe number of visitors who came to the donation form
Number of DonationsThe number of times the donation has been completed
ConversionThe percentage of visitors who completed the donation
Average donation amount The average amount made per donation
Days activeThe number of days these donation amounts are like this
AchievementsYou can see here whether that is the baseline or a split test group

You can click on the gear icon and then view details to see more specific information about the Donations:

That's all information about the current baseline.
A/B test
Set test
You start an A/B test by clicking on "start A/B test". All currently set data will then be filled in automatically:

In the A/B test, variants can be specified for:

the amounts
the order of the amounts
the mouse-over text

You can do two types of A/B test:

Test against current baselineWhere you change only Group A or Group B, testing against the current baseline
Test two separate groupsWhere you change both Group A and B, testing two new groups against each other.

From then on, donors randomly see the suggested amounts belonging to Group A or B. Suppose you have set these amounts:
And you click save then the test starts:

From then on, visitors who go to the donation form will either see the donation amounts as set at A, or from B. You'll see these randomly. You can't change the suggested donation amounts while an A/B test is running.
Results test
You can abort a test yourself by going to the cog above the test and choosing 'Abort'. And otherwise it is automatically stopped when 100 Donations have been made to both groups. Because you can get a group randomly, it may be that, for example, 130 Donations have been made to one group and 100 to the other.
If the test is stopped then the results will appear in the history, as for example in the case of this test that was manually aborted:

Interpreting the results is also important. It may seem that one group has better results, but if there is a very high Donations in one group it distorts the picture. We recommend looking at these critically and you can choose to set one of the groups that has a better conversion rate as a new baseline via Settings > Suggested donation amounts.

PSP description

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

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

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

e-Ticketing

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:

Additional questions in the Sign up flow, donation form and customised form

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?

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.

Activities

With the activities module, a (mandatory) choice question can be added in the registration flow. For example, a list of distances or registration options from which the fundraiser must choose, or the question of what kind of fundraiser it concerns.

Content:

Add activities
Selecting and using activities
Showing/not showing selected activity

1. Add activities
Settings ⟶ Activity list
Before you start, you will first need to add activities to the overall list of activities. Think of this as a kind of library where all activities are listed and you can choose which of them you want to use per site, sub site or campaign.

2. Selecting and using activities
At site level, per sub site and per campaign, you can configure activities for use. This configuration consists of 2 parts: selecting activities and using activities.
2.1 Selecting activities
Settings ⟶ Activities
The first part consists of choosing the activities from which the fundraiser can choose. At site level, this allows you to choose from the full list of activities. At sub site and campaign level, a thinned list may be visible, depending on the configuration below. A maximum number of participants can also be specified for each selected activity.

2.2 Using activities
Settings ⟶ Activities
Under the Use activities heading, you determine how the activities are deployed. First, you determine how the activities should behave on This page. Then you determine it for Underlying levels.
Example: at the site level, one can start a general fundraiser and no activity needs to be selected, then on This page"No, there is no need to select.... " is selected. If on underlying campaigns one does need to select an activity, one of the "Yes" options is selected at Underlying levels. Both Yes options determine that an activity must be chosen on these underlying campaigns and can still be chosen which set of activities is shown to the fundraiser.

Here you determine whether fundraisers below the current level should choose an activity.
You can choose to tick that Fundraisers can edit their activity themselves. They can then modify it under my registration. This is only possible if there is space available at the new activity. The moment the activity is modified, the old activity is released again.

You then choose here what fundraisers get to see on the underlying levels (sub sites and/or campaigns).
Example scenario - You include the Dam tot Damloop event in the website and people can register for this at 2 distances: the half and full marathon. You include these 2 distances as activities in the Activities list (at website level). Then manage the Dam tot Damloop, go to Settings > Activities and tick the 2 distances. You indicate that all fundraisers directly below this page must choose an activity. You indicate that fundraisers may change their activity themselves. Two weeks before the event, turn off the option that people may change their activity themselves.
3. Showing/not showing selected activity
The selected activity is displayed in several places. You can choose whether this is desirable or not. These are the following places:
On the team page / in the registration flow
Once a team captain has chosen an activity himself, it is displayed on the team page. It is also displayed in the sign-up flow once an fundraiser wants to join the team. At the step to choose the activity, it is displayed which activity was chosen by the team captain to make the choice easier.
This option can be turned off when setting up activities, via Settings > Activities.

On the fundraiser page
Individual fundraisers also automatically show on their fundraising page which activity they have chosen. Is this not entirely applicable? Let a iRaiser staff member know and we will make this choice invisible across the entire website on the fundraising page.

Donations

This page shows an overview of all donations (including manual and matchfunding) that fall under the level you are currently working on. You can look up specific donations here, see more information about a particular donation and move donations around. You can also make a download of all donations.

Article content:

Options

Donations search
Period
Columns
Download

Information
Management options

Manage
Move
Anonymise
Remove

Options
Donations search
In the search bar (top right), you can search by a name, e-mail address or transaction id. The transaction id is the number that usually starts with T2023 and is a unique number. Through that number, you can quickly trace a donation.
Period
You can choose to show only donations from a certain period. If you have many donations, or are only interested in recent or older donations, this may come in handy. You select a period by clicking on 'Period'.

Then select the desired period:

To make navigating the dashboard easier, we save the period selection in the browser, so the next view you view will also have this period pre-selected.

Columns
There are several columns belonging to the donations:

The columns Date, Amount, Payment status and Payment method are clickable. You can filter with these. If you click it again, it will filter in reverse.
At the 'Donation on' column, you can hover over it with the mouse. You will then see the level at which the donation was made appear.
In the column 'Amount' you will see icons when web shop items, discount codes or rewards are involved. You can recognise donations with a web shop item by the shopping cart. For donations where a discount code was used, you will see a ticket icon and for donations where a reward was chosen, you will see a gift behind the donation.

Download
You can use the 'Download' button to create a Download of all donations under where you are at the moment. After clicking the button, an Excel file is generated and its link is sent to the e-mail address you are logged in with. If you click on the link (and are logged in) then you can open the Excel file. If you have made a selection you will only see the donations made in that period. The second tab of the Excel file shows the answers to the additional questions.

Information
Clicking on the i's will show you all the information about the donation:

If there is a donation with a reward you will also see this. Here, you can click on the box to indicate that the reward has been processed:

Management options
If you click on the three dots you will see the options you have with a donation. These are Manage, Move, Anonymise and Delete

Manage
By managing a donation, you can change a donor's name, or change a message accompanying the donation (for example, if a donor wants to correct a spelling mistake). You can also hide or make visible the name attached to a donation.

Move
It can happen that a donation has ended up in the wrong place, for example on a team instead of a team member. You can then move it by clicking on the three dots and move and find the place where the donation should go. If there is a registration fee attached to the donation, you cannot move it. You cannot move manual donations either. If you want to move them, you can delete them in one place and add them in another. Finally, you cannot move donations made via matchfunding. You can only do that after the matchfunding donation (which is listed as a manual donation) has been removed.

Anonymise
This option allows you to completely anonymise a donation. The account number information will be removed and you will see 'Anonymous Anonymous (Name Shielded)' as a donor.
Remove
You can only delete donations made with a test checkout. You can delete them via this option. Real donations are always saved.

Target amount

There are several places where you can enter a target amount. You can set this specifically per level (Website, Sub site, Campaign, Fundraiser, Team). You can set these via Settings >Target amounts. We distinguish between a:

Default amountThis amount is shown by default as the target amount when creating a campaign, company, team or fundraiser. But can be changed afterwards
Minimum amountWhen creating a campaign, company, team or fundraiser, you can adjust the target amount, but it cannot be set lower than this amount

You can set this at the website level and for campaigns, companies, teams and fundraisers.
WebsiteUnder website, you can set the target amount for the entire site. This will then appear on the homepage with a retrieved percentage. You can also leave the target amount empty. Then no target amount will appear in the counter status. You will also not see a collected percentage.

An example of a set target amount of €200000 on the homepage

CampaignsThis is where you set the default target amount for campaigns. This is mainly used when site users can create their own campaigns. You can then also set a minimum amount to be entered there. Alternatively, you can leave the target amount blank.
CompaniesHere you set the default target amount that companies enter when creating a company. You can leave the target amount blank, but teams must always enter a target amount themselves (it cannot be left blank)
TeamsHere you set the default target amount that Teams specify when creating a company. You can leave the target amount blank, but teams must always enter a target amount themselves (it cannot be left blank)
FundraisersHere you set the default target amount that Teams specify when creating a company. You can leave the target amount blank, but teams must always enter a target amount themselves (it cannot be left blank)

Target amounts based on number of participations
If you use editions, you can choose to let people who have participated before raise a lower target amount a second time. Depending on the number chosen, the suggested target amount may vary.Example: If you participate for the first time, the minimum target amount is €300. If you participate in this event for the second time or more, the minimum target amount is €250.
You can set this at the level where people can subscribe, under Settings > Target amounts. There you can choose a target amount, depending on the number of entries. This way, you can allow participants who have already collected a very high amount once to collect a lower minimum amount the next time. In practice, you often see that they still raise a good amount, while the threshold to participate again and ask for an amount is lower.

Fundraising page optional

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.

How can I help you?

GDPR changes

iRaiser Premium (incl. iRaiser Forms):

1. General terms and conditions and privacy

2. Opt-ins have become soft opt-ins

To keep informed

b. When entering your phone number in the Sign up flow or Donate

c. Newsletter (when donating)

3. Indicating whether data may be shared

4. Update 20 June 2023: Adjustment in show first name donor

Digicollect

1. General terms and conditions and privacy

2. Opt-ins have become soft opt-ins outs

When entering the mobile number

Newsletter

3. Indicate whether data may be shared

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Additional questions in the Sign up flow, donation form and customised form

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