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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 article

Set Editions
Default target amount depending on number of participations
Welcome email - Welcome back!
Badges - Make it visible to everyone

 
Set Editions
Via 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 participations
Depending 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 everyone
In 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. 

Action starters can get badges in the iRaiser platform to reward them and give them extra motivation. There are two types of badges:

Achievements badges. These are badges that one can earn by actively recruiting. These badges ("medals") are greyed out on the Fundraising page and are coloured in when the respective goal is achieved.
Retention badges. This badge is linked to the number of participations. This badge ("ribbon") appears on the participant's action picture and shows how many times someone has already participated in the event.

Badges for achieved goals (Achievements badges)
These badges are aimed at motivating action starters to get started with their Fundraising page and reach various goals.
For example, someone gets a badge for the first Donations and for posting a blog post. There are also badges for the amount of money raised (250, 500 and 1000 euros) and badges for the number of supporters (10, 25 and 50 donations).
When this functionality is on, the following badges automatically appear on each Fundraising page:

These badges are greyed out when not yet achieved and coloured in when achieved. The green colour you see above in the badge is the spot colour set on the site. This way, the badges are nicely integrated into your style.
Badges are automatically coloured when the condition is achieved. When the functionality is turned on, all badges of existing action starters are also awarded retroactively. 
There are no emails associated with the badges. Although you could copyëren the email "More raised than set amount". You can then indicate in the mail when they reach 250, 500 and 1000 euros that they have earned a badge. Hooray!

The badges have a fixed layout and also fixed conditions, and you can only choose to put all eight of them on them. You cannot make your own adjustments to this at the moment. We do want to make this adjustable in due course.
Interested? Then send a message to iRaiser and we can turn it on for you!
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Badges for number of participations (retention badges)
You have the option of displaying a badge (image) on participants' fundraising page depending on the number of times they have participated.
These Badges are part of the retention functionality, which consists of:

The edition of your event -> This feature must be enabled to use the badges and retention functionality.
A conditional welcome email based on number of participations
Able to set target amounts for action starters based on number of participations

The aim is to make participants feel welcome and encourage them to participate more often. For a complete description, read the article on retention functionality.
You can upload an image per participation. We have created four designs for you, see the downloads below. But you can also choose to design your own badges. This image has specific requirements: it must be a png image with transparency, the image must be 745x419 Pixels in size. So a landscape image. The badge is being placed over the existing image, so make sure the badge is not too large and is in one of the corners.

You can only add retention badges if an edition is set. Please contact us for this.
Download below your set of badges for returning participants. 

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 cannot change that themselves, only a site administrator can do that.Adding an existing participant/fundraiser holder to a 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). 

Business registration allows one to reserve and checkout spots for an event in ééone time for several colleagues.The default options for signing up for an event are:-individual-team-team memberBut what if a company wants to sign up, reserving and paying for a number of places right away? And that no other people can sign up on their company page. For this, the special Sign up flow for Companies is available! This functionality can be turned on or off by iRaiser per website. Article content:Company packagesSpecific Number of EntriesCompany determines number of registrationsAdd company package to Sign up flowSign up flow companyMail after registrationManually create a companySign up flow actionsWorkflow in combination with activity moduleDashboardCompanies and Fundraisers See the video explaining how it works here:00:00 - Welcome00:27 - Start with the company's feature01:06 - Create a company package02:45 - Setup sign up flow for the use of companies03:08 - Walking through the sign up flow for companies05:30 - Add additional team members05:57 - Manually adding a company  Company packagesThe Sign up flow for companies works on the basis of ééone or more Company packages. A company package can be a specific number of registration certificates, or it can be a number specified by the company itself. Items can be added to a package as desired, such as promotional items, t-shirts etc. For example, you can create a bronze, silver and gold package. In order to use the Sign up flow for companies, at least ééone company package has to be created. You go to the place in the platform where you want to add it (e.g. directly under the website, or at a certain Campaign) and go to Settings > Company packages. Then click on Add Company packages and you will come to this screen: You have two choices:Specific number of entriesCompany determines number of entriesSpecific number of tendersWith this choice, the content of the package is fixed. For example, a company package where you purchase 10 places. Here you enter the following:Title of the packageDescription of the contents of the packageNumber of registration placesTotal amount for the package (this amount can also be 0 euro)Company determines number of subscription spacesHere the price per spot is fixed, but the company decides how many spots they want to reserve and settle.You fill in the following per company package:Title of the packageDescription of the contents of the packageAmount to be paid per registration (this amount can also be 0 euro)Add company package to Sign up flowAfter the company package has been created, it is important to add the possibility of company registration to the sign up flow. You do this by going to Settings > Sign up flow (where you want to add this). You can then choose from these options here: Sign up flow companySign up flow looks like this:1. The 'How do you commit' drop-down screen has added the option to sign up as a company2. In the next step, choose a package. If it is a package where there is only an amount per subscription, you also need to enter the number here3. In the step after that, fill in all the company details4. Here you fill in the details of the contact person. This person will also be the manager of the company page5. Next, you create the company page. You upload a logo and fill in the title and motivation and target amount6. Additional questions (optional)You will only see this page if additional questions have been added at company level. Do you want these added? Please contact us at support@kentaa.nl. 7.On the summary page, check all the details entered and then go to the payment screen Mail-after-subscriptionAfter registration you will be sent an email: In that mail is a link that allows someone to sign up directly. One shares this link with colleagues who want to participate and then they can create an action fundraising page right away! This link can also be found in the admin dashboard.Manually create a companyYou can also add Companies manually from the dashboard. You do this by going to where you can add the company (e.g. on a particular Campaign). Then click Companies and then Add. If you don't see this option, please contact support@kentaa.nl. If so, the functionality still needs to be turned on.Next, fill in all the fields you would normally have had to fill in as well. The fields marked with an asterisk (*) are mandatory. After filling in and saving, the company is created. No emails are sent when creating the company via the dashboard.Sign up flow actions.The sign up flow for someone creating an action page with such a link looks like this:1. Start sign up flow. Here you can see what you are going to sign up for 2. We're curious to know who you are. This is where you create your profile3. Your personal page. Here you fill in your title and motivation and how much money you want to raise4. Overview page where you can check the data entered. As payment has already been made you can go straight to round up Now a colleague's Fundraising page has been created. A visitor can Donate to that Fundraising page or to the company.Working method in combination with activity moduleWhen the activity module is also used, the company's Sign up flow requests the desired activity. This activity is then applicable to all members within the team.  DashboardA new menu item called Companies has been added to the dashboard. All registered companies are listed here. If you click on the 'i' you will see the company's details. Here you will also see the link where people can register.  You can also download an Excel file from Overview. Here you can see an example of the output of this. Companies and Fundraisers.An action starter who has signed up through a link (I'll just call these 'Companies Fundraisers' below) can be seen as a regular action (i.e. not created under a company), but there are still a few differences. Here's a summary:You cannot move regular action starters to a Company. Conversely, you cannot move Company Campaigns to (for example) a Campaign. Company actions appear in the Overview of all action starters and also in the export (and api) of all action starters. You will then see some additional columns reflected in the Excel file. See here an example. Do you want to use this functionality? Then get in touch with us! If you have a customised design, the functionality needs to be built in here first.

It is possible within the platform to request additional information. For example, requesting a shirt size, explicit parental consent, agreeing to the additional participant regulations, etc. But also, for example, requesting extra information when making a Donations to apply for tax certificates or a special opt-in to be called. 
There are three places where we can add additional questions for you. In the sign up flow, the donation form and in a customised form. You cannot add the extra questions yourself. Should you wish to do so, please contact us and we will add them.
 
Content of article
Sorts of additional questions

Insert fields

Text field
Textarea

More-choices

Dropdown
Radio
Checkbox

Extra text

Where can additional questions be added?

Sign up flow
Donation form
Customised form

On which levels can additional questions be added?
Where can I see the completed answers to the additional questions?
  
Types of extra questions
Input fields

We have two types of input fields, a textarea and a textarea. The two are distinguished by the size of rows displayed. If you expect a short answer then you choose a textarea. In it you ask a question (which has a maximum of 40 characters) a the user fills in an answer: 

If you expect a longer answer you can work with a textarea: 
PlaceholderFor a text field or -area, you can specify a placeholder. This will then appear when the question is completed. This can be useful if you want to receive the information in a particular way, for example "enter the date dd-mm-yyyy here".

Validation typesYou can have a specific form of an  answer specified. For example, if you ask for a specific date or a bank account number. If information is then specified that does not meet those specific validation requirements, the answer will not be accepted. These are the validation types we have:

Numbers only
Only letters, dashes and dots
Numbers, letters, dashes and dots only
Valid e-mail address
Valid phone number
Valid IBAN number
Valid zip code
Valid date of birth (dd-mm-yyyy)
Valid date (dd-mm-yyyy)
Valid date in the future (dd-mm-yyyy)
Valid date in the past (dd-mm-yyyy) 

Multiple-choice options
We have three options for multiple-choice options, and with all three you may also optionally choose to display only one option. These are the dropdown, radio and checkbox:
Dropdown
At the dropdown you ask a question after which the user has to click on the answer option to expand it. There they can then select one of the choices.  
Radio
For radio, the first response option is selected by default. Users can then choose to select another option instead.

Checkbox
This allows you to tick one or more answer options yourself.

For all the questions above (except radio), you can indicate whether that question is mandatory or optional. 
Extra text
To introduce the questions, or give some extra information, we can insert titles and info text. A title has a slightly larger font than the infotext. 
 
Where can additional questions be added?
There are three places where we can add additional questions. In the sign up flow, on the donation form and in a customised form.
Sign up flow
The additional questions are asked in the sign up flow after creating the sponsor page (or team page/company page) and before the webshop/startup donation/overview page (depending on which steps there are in the sign up flow):

Donation form
The addition of additional questions to the donation form works the same and you will then see these below the personal data. The only difference is that no special personal data should be asked in this place.
 
Customised form
We can create a customised form. This is in the form of a Menu item and in it you can request information (separate from the sign-up and donation flow).
You enter an e-mail address and the completed forms are one on one forwarded to that e-mail address. These come in as separate emails and you cannot download an Excel file from this.
Optionally, you can set another destination url where the user, after filling in the form, is automatically redirected.
Below are some examples of applications of custom forms:
Customised form of the Giro di Muscoli for participants in the family stageHere they ask participants to fill in the names.  
Customised Night of Refugee form to order t-shirts separately
Customised form from the Metakids Foundation for a participant action.An action starter sells shells and these can be ordered using this form. This action starter receives the submitted emails and can match the orders to the payment reference.
On which levels can additional questions be set?"
Customised forms always appear as Menu items, but additional questions for the sign-up or donation flow can be set at different levels. Below you can see which ones:

Everywhere on the website
On the homepage only
On the homepage of a Sub site
On a specific Campaign

In addition, you can choose between whether the additional questions should be asked to a campaigner, a team captain or a company starter.
Where do I see the completed answers to the additional questions?
For the Donations form you will see these in your dashboard near the donation itself if you click on the 'eye'. In addition, you can find it in the Donations Excel file. An extra tab has been added there where the completed answers to the extra questions are listed.
In the Sign up flow, you can see the extra questions in the actions/participants when you click on the 'eye'. In addition, you can find them in the Fundraisers Excel file. There too, an extra tab has been added where the completed answers to the extra questions can be found. For Teams and Companies it works in the same way (click on eyelet, and in the export of Teams and Companies respectively)
In the case of a adjusted form, the completed results are emailed to the email address provided.
 
Do you want additional questions added? Then contact us.

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

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

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

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

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

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

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

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

To start an fundraiser, you need to go through the sign up flow. Below is more information on how this works and you can set it up yourself.Article content:VideosSign up flow: the basicsSign up flow: additional stepsOptions at Settings > Sign up flowView sign up flowSign up optionsAdjust order of steps in sign up flowChange text left sideOther mattersSign up flow stepsBasicApplication options: How do you commit?Profile details: Who are you?Team pagePersonal sponsorship page: individualStarter donationOverview pageThank you pageSupplementaryEntry feeActivitiesEditions: retention at eventsDate of fundraiserPerformance: Mileage targetAdditional questionsWebshopDiscount codes VideosWould you rather see a video with an explanation? You can! Then click on either film below:Sign up flow: the basics00:00 - Welcome00:13 - Intro & table of content00:58 - Change text within sign up flow01:53 - Change sign up options02:14 - Moving steps within sign up flow02:28 - Change start fundraising button02:42 - Sign up flow step by step03:04 - GDPR Texts an menus03:46 - Create team page03:56 - Default contents and settings05:02 - Create fundraising page05:24 - Start donation05:57 - Overview page06:08P - ayment page06:22 - Thank you page Sign up flow: additional steps00:00 - Welcome00:41 - Registration fees02:08 - Activities03:21 - Editions & badges05:26 - Countdown date05:50 - Achievement06:09 - Additional questions06:28 - Webshop07:15 - CouponsOptions at Settings > Sign up flow Settings > Sign up flow takes you to the page to edit your sign up flow. Here you can see a number of settings.View sign up flowYou can always use this button to enter the sign up flow to see what it looks like. The preview mode is only meant to view the sign up flow, you cannot create fundraisers in this mode.Sign up flow optionsHere you can choose which way people can register. You have the following options:Individual + team + team memberIndividual onlyTeam + team memberIndividual + team + team member + companyIndividual + companyYou will only see the options based on the functionalities that are on. If you are not using the company functionality, then you will only see options 1, 2 and 3. If there are no teams either then you can only select individual here and the entire step in the sign up flow will be skipped.Adjust order of steps in sign up flowYou can change the order of the first four steps. You do this by dragging them with the mouse until they are in the desired order. The other steps all have a fixed order.Change text left sideYou can change the texts listed on the left-hand side of the sign up flow. For example, if you click change behind 'Who are you'. You can then edit the text in the next screen:If you click 'Change default value' then you can edit the text and add a description if you want. You can always go back to how it was originally by clicking 'Restore default value' again afterwards. And you change the text on the left (in the green sidebar):You can do this for all steps.Other mattersThere are a number of other things you can set on the Settings > Sign up flow page (see also screenshot below):You can change the text on the fundraiser start button (this can vary per campaign/sub site). The new text (e.g. come into fundraiser, swim along, etc.) can be a maximum of 15 characters and that includes spaces.You can customise the texts on the selection screens. These are selection screens that you see when you click 'start fundraiser' and then have to make a choice:General selection screen "What do you want to take fundraiser for?". Here you choose what you want to start the fundraiser for, whether it is, for example, a general fundraiser or an fundraiser for a campaignSub site selection screen "For which sub site do you want to take fundraiser?". Here you choose for which sub site you want to start an fundraiserSelection screen campaigns" For which campaign would you like to take fundraiser? Here you choose for which campaign you want to start an fundraiserSign up flow stepsThe sign up flow that fundraisers see is shown based on settings. Think, for example, that you will see an extra step with registration fee, if you use that. Below, under 'Basic' you will see the steps that are normally always there and under 'Additional' the extra steps/options. Each step is described briefly below. More information on specific functionality can be found in the support articles linked to this page. You may find below a functionality that is not included in your package.BasicThe following steps belong to the basics of the sign up flowSign up options: How do you commit?Here you can see the sign up flow options and choose how you want to sign up. You can set this via Settings > Sign up flow > Registration options. You will not see this step if there is only one option, such as individual.Profile details: Who are you?This is where you create an account for the platform. If you already have an account then you can log in and your already known data will be filled in automatically. The mandatory fields here are First name, Last name and e-mail address and agreeing to the general terms and conditions. We can optionally or compulsorily request the following additional fields here:Address (Street, House number, Suffix)PostcodeLocationCountryGenderPhone number (an additional opt-in will automatically be added here in accordance with telecoms legislation)Team pageIf you choose to create a team, you will be taken to the 'Your team page' page. Here you enter at least:The team name, the amount you want to raise, the title and the motivation. You can fill in the title and motivation beforehand via the standard settings. The amount raised can be set via Settings > Set target amount. If you chose individual or team member in the previous step, skip the team page step.Personal sponsorship page: individualYou then proceed to the page to create your individual fundraiser. Someone who creates a team in the sign up flow also creates a personal fundraiser. You can fill in the title and motivation beforehand via the standard settings. You can set the amount raised via Settings > Set target amounts. It is also possible to continue without creating an individual fundraiser if the sponsor page is optionally enabled.Starter donationBy default, this step is on, asking the fundraiser to make an initial donation in advance. This donation is optional, but we see that it is often done. You can adjust the amounts and possibly add a description via Settings > Set donation amounts. We can also turn off the initial donation if you wish.Overview pageHere you will see an overview of what you will order, or what you have selected. If necessary, you can choose to register another person. This way, you can create an fundraiser for several people at once and check them out.Thank you pageWhen payment has been made, you come back to the thank-you page. Here you can customise both the text on the left (which is standard) and the text and image on the right. You can use this to display an image that suits your site.SupplementaryEntry feeYou can add entry fees, if you ask for this for an event, for example. An fundraiser is required to choose an entry fee, but this could possibly be an entry fee of 0 euro.ActivitiesThe activities module allows you to add a (mandatory) choice question in the sign up flow. For example, a list of distances from which the fundraiser must choose, or the question of what kind of fundraiser it concerns.Editions: retention at eventsIf you use retention (editions) and an edition is set at the level you sign up at, you will be asked if you have participated before. Based on the answer, you can add badges, add a different target amount or send other emails based on the number of participations.Date of fundraiserThere is a site setting where it is mandatory for an fundraiser to specify an end date of the fundraiser. An fundraiser then gets the mandatory question "Until when does your fundraiser run". If a general countdown date is set at the level they are notified at then the question is not asked. All underlying fundraisers will then automatically get that date as the end date.Performance: Mileage targetIf achievements are possible at the level at which you create your fundraiser, you will be asked how many kilometres the fundraiser wants to cover. This is an optional question, and if filled in then this becomes the target distance for this fundraiser.You can also choose to leave that question away, by going to Settings > Achievements and unchecking the checkbox "Ask the participant's achievements goal in the registration flow":Additional questionsWe can add extra questions and this can be set per campaign, sub site, at the website level or across the whole site. We can ask the extra questions to fundraisers, but also specifically to team captains. With the extra questions, you can request additional information needed for your event. For example as in the example below that event participants are 18 years or older or have permission from their parent(s)/guardian(s). The answers to these extra questions are reflected in the export (of fundraisers and teams).WebshopIn the webshop, you can offer any additional items that can be bought. You set these up via Administration > Webshop. The webshop is only accessible in the sign up flow. You cannot therefore sell items via the platform outside the sign up flow.Discount codesYou can add discount codes and they only apply to the registration fee. That way, you can give early registrants a discount, for example, or let certain people register for free. If that functionality is on, you will see a place to enter a code at the overview screen.After clicking, you can enter the codeAnd if the code is correct, the discount code will be applied to the registration fee.

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 fee
Change registration fee
View chosen registration fee

Add registration fee
Settings ⟶ registration fee
The 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 fee
Settings ⟶ Registration fee
By 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.

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.

Settings ⟶ Default fundraising page settings
Creativity 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 settings

Change fundraiser picture

Click on Upload fundraiser photo
Select the location of the photo

If an activist has not uploaded a photo then this photo will be shown by default

Change default fundraiser title

Enter the fundraiser title you want to use
Press save

This title appears prefilled in the login flow and can still be modified by the user.

Change default fundraiser description

Enter the description you want to use
Press save

This description appears prefilled in the login flow and can still be modified by the user.

Settings ⟶ Default team settings
Changing default team settings
Texts 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 title

Enter the team title you want to use
Press save

This title appears prefilled in the login flow and can still be modified by the user.

Change default team description

Enter the description you want to use
Press save

This description appears prefilled in the login flow and can still be modified by the user.

Cap on number of team members
If 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 settings
If 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 himself
You 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!