GDPR changes

Settings > Extra descriptionIn 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

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.

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

It is only possible to make one-off Donations in this product. However, you may have another place where you can receive periodic Donations. In that case, you can add a link (in the place where you want to add this) via Settings > Recurring donations. You can set the following here: The URL that people are directed to in order to structurally Donate on. The title and content to go with itIf you want the link to be off temporarily but keep the content, you can click 'Yes, I want to ask the donor to become a structural donor'After making a Donations, you first come to the Thank You screen, where you can leave a message with the donation. Then you come to a screen where you can share your donation with your friends. Clicking on 'Become a recurring donor' will take you to the screen where you are asked if you want to become a structural donor:Our product iRaiser Forms does support recurring payments. Interested? Then click here for more information. 

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

When you click 'Donate', you will be given the choice of who you want to donate to. Depending on how your website is structured, you may be given the following options:Donate to:PersonTeamCampaignSub site (one level above Campaign)Sub siteGeneral Donations (website level)In some cases, it may not be desirable for people to be able to Donate directly to a Campaign or Sub site. And sometimes a general donation is also undesirable. For this reason, this option can be turned off. On Fundraisers and Teams by the way, donations can always be made.You can also donate to a company, but this option is not in the selection screen. To do so, you have to go to the company page first and then click Donate.Turn off donation optionTo turn off the Donations option aa a project page, segment page or general Donations, first go to that level within the dashboard. General Donation hangs under website level, so there you can go directly to Settings > Donate. If you want to turn off the option to donate on a specific Campaign page or Sub site, you first have to manage that Campaign or Sub site and then go to Settings > Donate. You will then see the following:If you uncheck the box then it is still possible to Donate on Campaign and Team pages under that Campaign/segment/general donation. However, you will then no longer be able to Donate on that page itself. So if you set this at the website level, you will no longer be able to make a general donation.If you leave the checkmark on, it is again possible to donate on that page.

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 afterwardsMinimum amountWhen creating a campaign, company, team or fundraiser, you can adjust the target amount, but it cannot be set lower than this amountYou 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 participationsIf 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. 

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!

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.

You can register as an individual, but you can also start a team or join an existing team. As a team, you have your own team page, where you can see more information about the team and who the team members are. Here, as team captain, you can add news items and edit the team page. Watch the video on managing teams here, or read more about specific sections below.00:00 - Welcome00:27 - Overview and download team01:23 - Adjust a team02:46 - Creating teams manually03:49 - Creating team members04:22 - Appoint a team captain 05:33 - Move teams06:01 - Other options Article contentTeam captainContentSettingsDonationsTeam membersManagement teamTeam captain changeAdding team members to a teamDelete team membersAdd a team via the dashboardStarting a team as an fundraiser after registrationCap on number of team members Team captainThe team captain is the one who created the team and thus the one who is in charge of the team. The team captain can do the following:ContentChange team name, profile picture, title and team description (Content > Motivation)Add image or video to team page (Content > Pictures and videos)Add sponsor logos (Content > Sponsor logos)Add news items (Content > Blog)SettingsAllow team members (Settings > Allow team members)Here the team captain can choose to allow unlimited members, allow a certain number of team members (note: if an activity must be chosen then this option is not there), or no longer allow team membersClose team (Settings > Close page)Set target amount team (Settings > Target amount)DonationsThe team captain can view all donations made on team members by clicking on the 'i' behind the donation.Team membersA team captain can remove activists from his or her team. This can be done on the team members overview page, by clicking on the three dots behind one of the team members and choosing 'Remove from team'. A team captain can also see more information about team members' fundraisers by clicking on the 'i' under the three dots. Management teamAs a site administrator, you can immediately see per fundraiser whether it is a member of a team or not. You can see this through the following icons:FundraiserTeam memberTeam starterChange team captainYou can change the owner of a team. You do this by going to teams and looking up the team. Then click on the three dots behind the team and choose 'assign user'. Then select the new owner of the team (if necessary, you can create a new user first).Adding team members to a teamIf someone has signed up and then finds out that he or she would have preferred to be in a team, that person can create a team themselves by logging in to the fundraiser page. And then clicking on create team.Adding an existing participant/fundraiser holder to an already existing team is basically no more than moving this fundraiser to the team. First, you look up the fundraiser by going to 'Fundraisers'. Then click on the three dots and select move. You look up the team and click move. Then the fundraising page will appear under the team and that person has joined the team. Deleting team membersA team member is nothing more than an fundraising page linked to the team. If you delete a team member, the page is no longer linked to the team, but the deleted person's fundraising page remains in contact. You can delete a team member as follows: Find the team and press Manage. Then click on Team members. Then click on the three dots behind the team member you want to delete and selectDelete from team.Adding a team via the dashboardYou can also create a team via the backend. To do this, first go to where you want to create the team. For example, at site level (if your registrations are at website level), under a sub site or under a project. In case you want to add the team under a project, first find the project and manage it. Then go to teams and click on add team. A team always has a team captain, so you can link it to an existing account, or add a new account. After linking the team to an account, all you have to do is fill in the team name, team title and team description. Starting a team as an fundraiser after registrationAfter registering an fundraiser, you can also optionally start a team as an fundraiser. This can be done via the start team button:You can then create a team via the dashboard:After completing all the information (including, for example, additional questions to the team captain), the team is created. The fundraiser this team is created with then becomes team captain. No e-mails are sent after team creation.You will see the button to create the team only if:You don't have a team yetIt is possible to start a team (So via Settings > Sign-up flow > Sign-up options)It is possible to start an fundraiser. So the fundraiser start must not be blocked and there must still be free spacesOnly site administrators and the fundraiser himself can do this. The button is not visible to subsite and campaign administrators. Cap on number of team members If you have an event with a maximum number of team members, you can set this via Settings > Default team settings. All teams that are then created are allowed to have a maximum of that set number of members.You can set a maximum via Settings > Default team settings via Team members limit:If you choose "Yes, I want to specify a limit for teams under this page." there, you can set the maximum number of team members. The fundraiser who is a team captain himself also counts as an fundraiser.After activation, any limits set by the team captain are overwritten. However, if you reset them at a later time, then that 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 six people, and you set a maximum across the whole project of four people per team, that team will still keep those six people. Therefore, make sure you have already set it up properly beforehand. A site administrator, sub site administrator and campaign administrator can do this.The 'allow team members' option disappears the moment you set a maximum number of team members over a certain level. So a team captain can no longer set the maximum himselfYou can set the cap at site level, sub site level and campaign level and there is no erving in it (so it is only for that level).