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  3. GDPR changes

GDPR changes

Senast ändrad: 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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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 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. 

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:

Monthly report

What is included in the Monthly reports?Directly after the end of a calendar month, a financialële Monthly report is available within the iRaiser Dashboard. The financialële Monthly reports contain a sum of all income and expenses in the month in question. It includes the following transactions:transactions that have been given the status 'paid' in the month in question only transactions settled via the online checkoutsuccessful PayPal and Tikkie transactions are also included in the statisticsThe Monthly reports can be viewed by month and downloaded by the site administrator in an excel file.What do the columns mean?All black amounts are income and all red amounts are expenses.DonatedThis includes donation income. Both regular donations and any start-up donations. It is a sum of the donation amounts. This does not include contributions to transaction fees, registration fees and webshop revenue.Registration feeThis includes receipts from paid registration fees.WebshopThis includes receipts from webshop items purchased at registration.Total refunded/refundedThe total amounts refunded by the site administrator and the total refunded by an end user, respectively.Transaction fees including VATThis is the cost of the payment service provider including VAT. PLEASE NOTE: this is an eo good indication of these costs. The costs may differ slightly from the actual payment service provider costs. For the actual payment service provider costs, please refer to the statement of these costs by the relevant payment service provider that can be seen in the payment service provider's dashboard. These transaction fees are automatically deducted from payouts by the payment service provider. iRaiser fees incl. VATThis refers to iRaiser's variable licence fees including VAT. These are calculated automatically per transaction based on the applicable agreements. In case of a volume tier this is automatically taken into account. The corresponding invoice of these costs can be downloaded via the download button. These variable iRaiser licence fees are automatically deducted from the payouts by the payment service provider. unless other agreements have been made. Split by Sub site and CampaignAt th top of the report are the totals for the entire website. A breakdown is then given on that:All transactions directly below the website homepage, broken down by Campaigns. Below that are the income from transactions on Fundraisers and Team pages created directly under the homepage and therefore not covered by a Campaign. Finally, general Donations made directly on the website's homepage. At the bottom there is a subtotal of all transactions directly under homepage, i.e. not under a Sub site or Campaigns.  In case of using the iRaiser Sub site module: all transactions per Sub site. For each Sub site, a breakdown of transactions per Campaigns is also given. Below that are the income from transactions on campaign and team pages that were created directly under the Sub site page and thus do not fall under a campaign. Finally, general Donations made directly on the website's Sub site page. At the bottom is a subtotal of all transactions directly under the relevant Sub site.

Set donation permission for pages

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.

Rewards (crowdfunding)

Settings ⟶ Rewards (Crowdfunding)Do you want to give Users extra motivation to Donate? Then maybe rewards are right for your website. With rewards, you can link a goal or consideration to a specific amount you choose. For each reward, you can indicate whether the donor's address should be requested so that you can send the reward afterwards. You can also indicate how many of these rewards are available, and the availability is automatically updated as soon as the donor chooses this reward.Also, you can indicate how many of these rewards are available and the availability is automatically updated as soon as the donor chooses this reward.Add rewardsSelect Yes under the heading Rewards on DonationsEnter the donation amount under Amount (tip: start with an amount higher than € 5,-)Enter a Title inEnter a Description Select at Reward payout whether it is a physical reward to be sentIndicate the availability of the reward at Number available (Optional)Tick I want to send the reward.. at (Optional)Label the reward as recommended with the button Mark as recommended (Optional)Click Save or select Add another reward to make multiple rewards availableRewards After a contributor has chosen a reward, the data (title, description, etc.) of this reward cannot be modified by the Managers. This requires contacting the iRaiser support team (chat, email or phone) to do so. This measure is in place to prevent fraud.The main level administrator (site administrator) can enable an automatic Emails in order to be informed of the chosen (physical) rewards. This e-mail is fully customisable and can be found under: Emails > Emails to site administrator > Receive Donations linked to a physical rewardA reward that has already been sent and thus completed can be marked as such by the site administrator. By clicking on the gift icon behind the donation in question, the details screen appears, where at the bottom the reward can be ‘ticked’; off. Here the processing time appears. This time is also shown in the Excel export.

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.

Retention of participants

The retention functionality involves asking the action starter/participant how many times he or she has participated before. Based on this, you can set a different target amount, send other emails based on the number of participations and add a badge on the campaign page. This is particularly useful for events organised annually, for example.Content of articleSet EditionsDefault target amount depending on number of participationsWelcome email - Welcome back!Badges - Make it visible to everyone Set EditionsVia Settings > Editions you can set the edition for each level (website, Sub site, Campaigns). You first set the edition:Here is no erving. If you set the 7th Edition at the website level, this will not be transferred to an underlying Campaign. So there you still have to set it manually.After setting this, an additional mandatory question will appear in the Sign up flow:Then, based on the given number of previous participations, other functions can be triggered:Default target amount depending on number of participationsDepending on the number chosen, the proposed target amount may varyëren.Example: If you join for the first time, the minimum target amount is €300. If you are participating in this event for the second time or more, the minimum target amount is €250.This can be set at the level where people can register, under Settings > Target amounts. There you can choose a target amount depending on the number of entries. This way, you can allow participants who have already raised a very high amount once to raise a lower minimum amount next time. In practice, you then often see that they still raise a nice amount, while the threshold to participate again and ask for an amount is lower. Welcome email - Welcome back!A different welcome e-mail can be sent based on the number of participants. This allows you to address the participant with a different tone if he has participated before or if he has participated in all Editions. Badges - Make it visible to everyoneIn the media (image/video) on the Fundraising page, you can display a badge for x participations. So you can overlay an image over the media, for example a crown or medal. This makes it visible to everyone on the site that someone has already participated several times! See also the support article Badges for some examples.Would you like to use the retention functionality? Just contact us, and we'll be happy to turn it on for you and then you can set the Editions for each level yourself. 

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 articleSorts of additional questionsInsert fieldsText fieldTextareaMore-choicesDropdownRadioCheckboxExtra textWhere can additional questions be added?Sign up flowDonation formCustomised formOn which levels can additional questions be added?Where can I see the completed answers to the additional questions?  Types of extra questionsInput fieldsWe have two types of input fields, a textarea and a textarea. The two are distinguished by the size of rows displayed. If you expect a short answer then you choose a textarea. In it you ask a question (which has a maximum of 40 characters) a the user fills in an answer: If you expect a longer answer you can work with a textarea: PlaceholderFor a text field or -area, you can specify a placeholder. This will then appear when the question is completed. This can be useful if you want to receive the information in a particular way, for example "enter the date dd-mm-yyyy here".Validation typesYou can have a specific form of an  answer specified. For example, if you ask for a specific date or a bank account number. If information is then specified that does not meet those specific validation requirements, the answer will not be accepted. These are the validation types we have:Numbers onlyOnly letters, dashes and dotsNumbers, letters, dashes and dots onlyValid e-mail addressValid phone numberValid IBAN numberValid zip codeValid date of birth (dd-mm-yyyy)Valid date (dd-mm-yyyy)Valid date in the future (dd-mm-yyyy)Valid date in the past (dd-mm-yyyy) Multiple-choice optionsWe have three options for multiple-choice options, and with all three you may also optionally choose to display only one option. These are the dropdown, radio and checkbox:DropdownAt the dropdown you ask a question after which the user has to click on the answer option to expand it. There they can then select one of the choices.  RadioFor radio, the first response option is selected by default. Users can then choose to select another option instead.CheckboxThis allows you to tick one or more answer options yourself.For all the questions above (except radio), you can indicate whether that question is mandatory or optional. Extra textTo introduce the questions, or give some extra information, we can insert titles and info text. A title has a slightly larger font than the infotext.  Where can additional questions be added?There are three places where we can add additional questions. In the sign up flow, on the donation form and in a customised form.Sign up flowThe additional questions are asked in the sign up flow after creating the sponsor page (or team page/company page) and before the webshop/startup donation/overview page (depending on which steps there are in the sign up flow):Donation formThe addition of additional questions to the donation form works the same and you will then see these below the personal data. The only difference is that no special personal data should be asked in this place. Customised formWe can create a customised form. This is in the form of a Menu item and in it you can request information (separate from the sign-up and donation flow).You enter an e-mail address and the completed forms are one on one forwarded to that e-mail address. These come in as separate emails and you cannot download an Excel file from this.Optionally, you can set another destination url where the user, after filling in the form, is automatically redirected.Below are some examples of applications of custom forms:Customised form of the Giro di Muscoli for participants in the family stageHere they ask participants to fill in the names.  Customised Night of Refugee form to order t-shirts separatelyCustomised form from the Metakids Foundation for a participant action.An action starter sells shells and these can be ordered using this form. This action starter receives the submitted emails and can match the orders to the payment reference.On which levels can additional questions be set?"Customised forms always appear as Menu items, but additional questions for the sign-up or donation flow can be set at different levels. Below you can see which ones:Everywhere on the websiteOn the homepage onlyOn the homepage of a Sub siteOn a specific CampaignIn addition, you can choose between whether the additional questions should be asked to a campaigner, a team captain or a company starter.Where do I see the completed answers to the additional questions?For the Donations form you will see these in your dashboard near the donation itself if you click on the 'eye'. In addition, you can find it in the Donations Excel file. An extra tab has been added there where the completed answers to the extra questions are listed.In the Sign up flow, you can see the extra questions in the actions/participants when you click on the 'eye'. In addition, you can find them in the Fundraisers Excel file. There too, an extra tab has been added where the completed answers to the extra questions can be found. For Teams and Companies it works in the same way (click on eyelet, and in the export of Teams and Companies respectively)In the case of a adjusted form, the completed results are emailed to the email address provided. Do you want additional questions added? Then contact us.

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.

Google Analytics and tracking

It is possible to track visitor behaviour on the iRaiser website, through Google Analytics. You can also have tracking pixels added by a support person upon request.Via Integrations > Google Analytics you can add a G-ID. From then on, measurements will come in to the linked GA4 property. You can find out the G-ID as follows:Click on Data streams: Then click on the url:On the top right you will see the ID:Visual ID:Add the G-ID. DatalayerWe fill an object with data that is pushed in the window.dataLayer so it can be used by Googles Tag Manager. Here you can see some examples of the object that is available, so it is clearer what kind of data you can expect here. For the full information, see the file: "Google Analytics 4 - Donation Purchase Event Documentation" (the are multiple tabs in that file)Here you can see examples of the datalayer after a Donations on an action page and in the Sign up flow:Example of the datalayer after donation on an action page:{"transaction_id": "T_0168de416b8d87cb47af12270e6a2a6cd6243c1f","affiliation": "iRaiser","value": "60. 0","currency": "CHF","payment_type": "ideal","items":"{"item_id": "D_0168de416b8d87cb47af12270e6a270a6cd6243c1f","item_name": "Donation on action by Henk Vries","item_brand": "iRaiser","item_category": "Fundraisers","item_category_2": "henk-vries-2","item_category_3": "Private","price": "60. 0","quantity": 1},{"item_id": "TC_0168de416b8d87cb47af12270e6a2a6cd6243c1f","item_name": "Transaction costs","price": "2.0","quantity": 1}]}&&">"item_category_3": "private","price": "60. And after the Sign up flow:{"transaction_id": "T_6a52a2e56689d38fc0dd3416869060e3367f57e3","affiliation": "iRaiser","value": "65. 0","currency": "EUR","payment_type": "ideal","coupon": "Discount code (as used)""items":[{"item_id": "D_57ef9a1aed94fe3129f995492a4b97f0b7bcfdb8","item_name": "Start donation","item_brand": "iRaiser","item_category": "Action","item_category_2": "john-doe","price": "15. 0","quantity": "1"},{"item_id": "RF_57ef9a1aed94fe3129f995492a4b97f0b7bcfdb8","item_name": "Registration fee","item_variant": "This is Registration fee","price": "50. 0","quantity": "1"},{item_id: "WI_Webshop item name",item_name: "Webshop item title",item_variant: "Item variant (as present)",price: "15.0",quantity: "1"}]}  

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