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  1. Sumo
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  3. GDPR changes

GDPR changes

Last modified: 24-12-2025

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

  1. General terms and conditions and privacy
  2. Opt-ins have become soft opt-ins
    • Keep informed
    • To fill in your phone number
    • Newsletter
  3. Enter whether data may be shared
  4. Update 20 June 2023: Adjustment in showing donor name

Digicollect

  1. General terms and conditions and privacy
  2. Opt-ins have become soft opt-ins
    • Mobile number
    • Newsletter
  3. 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

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.

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Default action and team settings

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!

Maximum fundraising pages

You can limit the number of fundraisers that can be created via Settings > Maximum fundraising pages. You can set this per level (website level, sub site level, campaign level). If you then want to create an fundraisers and move over the button, you will see how many spots are still available.The moment there are no more spots, you cannot click the button and it will be greyed out:Note: This setting does not go together with activities. This is because you can also set a limit on activities. In case you want to set activities and there is already a maximum number of fundraising pages set, you get the message "The limit on the maximum number of fundraising pages is cleared.". After that, you won't see the menu item max number of fundraising pages until the activities are turned off at that level. If you work with activities and you want to set a maximum number of fundraising pages across all your activities (otherwise you could set it per activity), it's best to keep track of this manually and block fundraisers triggering at some point.

Match funding

Match funding is a tool that can be used in both crowdfunding and peer-to-peer fundraising. It allows Companies and Funds to support Fundraisers and campaigns on the iRaiser platform.Content articleGeneralUseType Match fundingStart donationMultiply DonationOutputExcelGeneralTwo forms of Match funding are supported within the iRaiser framework:1. Starter donation2. Multiply DonationsWith the first variant, each new action, Campaign or Fundraiser receives an initial donation of a fixed amount from the company or fund. This could be interesting at a fundraising event (each participant is sponsored with xx euros by company X) or on a crowdfunding platform (each campaign receives an initial donation of €xx from company X).For the second variant, each donation is doubled (or far x-fold) by the company or fund doing the match funding. In both variants, the maximum amount available for the match funding can be set.The donation counter graphically displays the ‘match funding’contribution. Thereby, it can be referred to a page within the platform with more information. Match funding contributions are not subject to variable licence fees charged by iRaiser.Use On request, we can turn on Matchfunding functionality. You can find it then in the dashboard under Menu item 'Settings -> Match funding'. You can enable this at site, Sub site or project level by going to this level, managing it and going to Settings > Match funding and clicking on 'Yes, I want to use Match funding'.Following this, you can fill in the various fields:By organisation (mandatory field)Here you fill in the name of the organisation doing the match funding sponsoringColour You can choose a colour here and this colour will be reflected in the donation counter. Donations message Fill in a message here. This will be displayed with the donation. Suppose you enter "Match funding - Sustainability Fund" here it will look like this at the front end: More info URLTo provide more information about how your crowdfunding and Match funding works, you can create a Menu item (at site or segment level). You can put the url of this behind it. Once an url has been entered, an i will appear next to it where the user can click to read more information.  Type Match funding1. Start donationWith this type of Match funding, the organisation donates the first part of target amount when an action is created, i.e. not when making a donation. After the action is created, a (manual) donation is made directly on this action. You set its amount under Amount. You can optionally set a Maximum amount. Once that amount is reached, no more match funding will be done.An example of this type of match funding can be seen here2. Multiply DonationsThis type of Match funding focuses on Donations, and here the organisation multiplies every donation. After a donation is made, it is multiplied immediately. At Number, you can set how often you want to double the donation.Suppose 100 euros is donatedIf you set once, the organisation will add 100 euros.If you set twice, the organisation will add 200 euros.If you set 3x, the organisation will add 300 euros.If you set 4x, the organisation will add 400 euros.You can also set limits. A limit indicates what the maximum doubling can be. If you have set 4x as the number and a limit of 400 euros, and someone donates 200 euros then the amount the organisation contributes is 400 euros.Also here you can set a maximum amount. If that is reached then the pot is 'used up' and no more Match funding is done.An example of this type of match funding can be seen here.If you have this type of match funding active and you make a manual donation, you have to choose whether to matchfund the manual donation or not: OutputA donation made through Match funding is a manual automatic donation. It looks as follows:Match funding is linked to the original donation. If you delete it then the matchfunding donation will also be deleted. If you move the original donation then the match funding moves with it too.ExcelThe Excel file adds a new type of Payment Method: Match funding. Here see an example of an Excel file with match funding in which the columns not used by matchfunding have been omitted for convenience. Interested in this functionality on your platform? Then contact us.

Registration fee

When registering a participant/fundraiser, it is possible to charge a registration fee, so registering for the event and creating the personal fundraising page is one integrated process. The registration fee must always be paid when creating an fundraiser, regardless of whether you sign up as a member of a team or as an individual participant. Registration fees can be added at multiple levels and 'inherit down'. When registration fees are added at the website level, any sub sites and campaigns receive this same registration fee. It is then possible to override the registration fee if there is a different value at the relevant level. It is possible to add multiple registration fee options (with different amounts).Participants can decide how they want to be registered. This can be useful, for example, for:Different distances with different starting rates;Age groups where children pay a reduced rate;In addition to the regular registration rate, offer a 2nd rate where a T-shirt of the event is offered.Content:Add registration feeChange registration feeView chosen registration feeAdd registration feeSettings ⟶ registration feeThe Add registration fee button allows you to add the option(s), asking for a title and amount. Next to this, it asks whether the paid registration fee should be included in the counter position on the website. Usually, the registration fee is meant to cover expenses and is not included (as donation money) in the counter position, but this can of course vary.Change registration feeSettings ⟶ Registration feeBy clicking the Edit button, it is possible to edit the title and amount of the option. This can be useful when offering an early bird option, where the amount is increased over time.View chosen registration fee- The campaigner himself and the site administrator can see what registration fee the campaigner has paid by managing the campaign under My Entry. In addition, the registration fee choice can be viewed in the participants' exports.- On the fundraising page, the chosen registration fee is always displayed. This is a fixed element of the page and cannot be hidden. - Registration fees are reflected in the Excel export of all fundraisers and donations.

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 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:

Donations

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

Coupons

Settings ⟶ CouponsSometimes you have that special sponsor, ten employees of a particular organisation or someone who also committed last year, who deserves a discount on their registration. Coupons have been created for this purpose. With this feature, it is possible to create one or more discount code(s) that allow one to pay less registration fee.00:00 - Welcome00:25 - Where to find the Coupon feature00:42 - Let's create a coupon03:51 - How to use a couponAdd CouponsUse coupons use couponsAdd CouponsClick Add Coupons addFill in a descriptionOn the left at 'Discount' you can set the type of code and the discount Select One-time code or Reusable codeA One-time code is a code that is used only ééonce. Choose this one if you want to use several codes s. For example, when handing out codes in person at an event.A Reusable code is a generic code, which can be used several times. This code is generated and can then be used a set number of times (or infinitely).Select the type of discountWith Percentage (%) a certain discount percentage is given on the Registration fee.At Fixed amount (€), a fixed discount is given on the registration fee. However, this can never be lower than 0.On the right-hand side you can now set how you wish the code to be generatedChoose Generate automatically or Define the text yourselfIn the case of Generate automatically the text of the coupon code is randomly determinedIn the case ofDetermine text you can specify your own text of the discount code (at the bottom). This can be useful, for example, if you use the discount code for promotional purposes. You can only use the capital letters A-Z, 0-9 and dashes, and no spaces, when entering your own Coupons.Fill in the number of codes (max 500 per batch in the case of a One-off code)You can then choose to attach an End date and Time to the code. If you don't want to specify an end date, you can leave this field blank.Click SaveThen you return to the Overview and you can view discount code(s) under the blue eye ()  Download an export of the Coupons using Make Excel file  Coupons in useAs soon as an action starter has used a Once usable discount code it is crossed out (under the blue eye). The exact time when the coupon code was used and by which action starter is indicated. You can also use the button View to see which campaign starter it concerns. The code cannot be used after this.In case a Reusable code is used, the eyelet shows when and by whom this code was used. AnExcel file of this is also available for download.In the Donations Overview (under menu item Donations), it is indicated whether a coupon code has been used by the following icon: In the Donations export, the column Discount shows how much discount the action starter received on the Registration fee. The column Coupon shows the code used.On the My Entry page that each action starter has, it also states whether a Coupons was used and what effect it had on the entry. 

A/B testing

Please note: This functionality does not yet work on sites with the Fuji or Everest theme (or where the Flex Editor is active)An A/B test is a form of split testing in which you can test multiple variants against each other to see which variant has the best conversion rate. The aim is to use the test to measure which suggested donation amounts yield the most and therefore increase conversion.Content articleBaselineSuggested donation amountsInformation about baselineA/B testSetup A/B testResults A/B testSee here also the explanation as given at the iRaiser Academy on 20 January 2022 BaselineSuggested donation amountsYou 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 baselineIf 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 setChosen amountsThe chosen donation amounts. If you move over them you will also see the descriptionNumber of visitsThe number of visitors who came to the donation formNumber of DonationsThe number of times the donation has been completedConversionThe percentage of visitors who completed the donationAverage donation amountThe average amount made per donationDays activeThe number of days these donation amounts are like thisAchievementsYou can see here whether that is the baseline or a split test groupYou 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 testYou 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 amountsthe order of the amountsthe mouse-over textYou can do two types of A/B test:Test against current baselineWhere you change only Group A or Group B, testing against the current baselineTest 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 testYou 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.

Webshop e-tickets

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.

Target urls in the platform

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

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