Documents
Senast ändrad: 22-08-2023Participants may need to be able to upload a medical certificate for a particular event to show that they can participate. Or perhaps have to specifically sign and send another document.
Upload documents
This can be conveniently done via Documents. Via Settings > Upload documents you can indicate whether documents should be uploaded after registration. You can indicate here in the Description what should be uploaded:
Mails about documents
Fundraisers are then asked to upload their documents. For new registrations, the mail to fundraisers "Request documents to upload after registering participant" is sent. By default, the two mails below are also still on:
You can turn it off if necessary or adjust the number of days via the copy icon.
Upload documents
In the mails there is a link to go to 'my registration'. This requires the fundraiser to log in and click on 'My registration'.
A notification is displayed at the top that documents still need to beüpload:
Below, the fundraiser can upload his documents:
The text from the Description will appear above 'Upload file'.
After uploading the file, it will look like this:
Controlling documents
If mail to site administrator 'Document(s) uploaded' is on, the site administrator will receive a message after an fundraiser has uploaded documents. In that mail is a link to go directly to the correct page.
You can also go to the Overview of Fundraisers to see if that the fundraisers have already uploaded their documents:
You have these icons:
No document(s) uploaded | |
No document(s) uploaded, not checked | |
Document(s) approved |
If you then manage the fundraising page and go to 'My Registration' you can check the documents. You can choose to reject them by clicking delete, or approve them by ticking the box at the bottom:
If the documents are deleted, the notification will reappear for the fundraiser and he should upload them again.
If you create an export of all Fundraisers you will see two columns applicable to the documents. These are the columns:
- Number of documents
- Documents approved
Kanske också intressant
Badges to reward action starters
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!
.
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.
Sign up flow for companies
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.
Coupons
Settings ⟶ Coupons
Sometimes you have that special sponsor, ten employees of a particular organisation or someone who also committed last year, who deserves a discount on their registration. Coupons have been created for this purpose. With this feature, it is possible to create one or more discount code(s) that allow one to pay less registration fee.
00:00 - Welcome00:25 - Where to find the Coupon feature00:42 - Let's create a coupon03:51 - How to use a coupon
Add Coupons
Use coupons use coupons
Add Coupons
Click Add Coupons add
Fill in a descriptionOn the left at 'Discount' you can set the type of code and the discount
Select One-time code or Reusable code
A One-time code is a code that is used only ééonce. Choose this one if you want to use several codes s. For example, when handing out codes in person at an event.
A Reusable code is a generic code, which can be used several times. This code is generated and can then be used a set number of times (or infinitely).
Select the type of discount
With Percentage (%) a certain discount percentage is given on the Registration fee.
At Fixed amount (€), a fixed discount is given on the registration fee. However, this can never be lower than 0.On the right-hand side you can now set how you wish the code to be generated
Choose Generate automatically or Define the text yourself
In the case of Generate automatically the text of the coupon code is randomly determined
In the case ofDetermine text you can specify your own text of the discount code (at the bottom). This can be useful, for example, if you use the discount code for promotional purposes. You can only use the capital letters A-Z, 0-9 and dashes, and no spaces, when entering your own Coupons.
Fill in the number of codes (max 500 per batch in the case of a One-off code)
You can then choose to attach an End date and Time to the code. If you don't want to specify an end date, you can leave this field blank.
Click Save
Then you return to the Overview and you can view discount code(s) under the blue eye ()
Download an export of the Coupons using Make Excel file
Coupons in use
As soon as an action starter has used a Once usable discount code it is crossed out (under the blue eye). The exact time when the coupon code was used and by which action starter is indicated. You can also use the button View to see which campaign starter it concerns. The code cannot be used after this.
In case a Reusable code is used, the eyelet shows when and by whom this code was used. AnExcel file of this is also available for download.
In the Donations Overview (under menu item Donations), it is indicated whether a coupon code has been used by the following icon:
In the Donations export, the column Discount shows how much discount the action starter received on the Registration fee. The column Coupon shows the code used.
On the My Entry page that each action starter has, it also states whether a Coupons was used and what effect it had on the entry.
Achievements
View the video explaining this functionality here.
The Achievements Tracker allows campaigners to add sporting achievements to their Fundraising page. The distance covered is added up and displayed on the Fundraising page. A fundraiser can also link to a Strava account, after which new achievements are automatically added to the page!In addition, the total distance covered by all Fundraisers is added up and displayed on the homepage.
Article content:
Achievements
Set target
Add Achievements (manual)
Strava
Creating a Strava app
Link your Strava account to a Fundraising page
Link Strava
Use Achievements
Achievements turn off
Visibility
Excel file
Target distance reached email
Achievements in the spotlight
Achievements
A fundraiser can add Achievements by logging into the dashboard and finding the 'Achievements' tab that looks like this:
Set target
In addition to setting a target amount, a fundraiser can set a goal for their achievement. In this case, it is a certain number of kilometres. If achievements are turned on, the target distance is also (optionally) asked in the sign-up flow. You can see the new question at the bottom:
Add Achievements (manually)
The Add Achievements screen looks like this:
First, you select a Sport. Here you can choose from Running, Hiking, Cycling, Swimming, Skating, Skeelering or Other (for all other sports).
Next, you give the Achievements a title. This will appear at the top of your Fundraising page.
Fill in the description of the achievement. This is optional; you can continue without filling it in.
Fill in the date and time.
Add your distance covered and click save.
You can see that the fundraiser has been added, and the mileage has been updated. At 'source', there is an iRaiser icon indicating that it was added via the platform.
On the front end of the Fundraising page, it looks like this:
Here, 'Rondje Veluwezoom' is the Title, and the text below it is the Description.
On the homepage, the number of kilometres travelled over the entire platform has been added under the donation counter:
Strava
You can also choose to link to Strava. Strava is an app that many athletes use to track their Achievements. To avoid having to enter sports Achievements in two places, we have linked to Strava.
Any activity added on Strava is forwarded to the participant's Fundraising page and filed away under the correct sport.
Before you can make use of this, a Strava app has to be created (once) for the platform:
Creating a Strava app
To connect Strava to your platform, a general link to the Strava app must be created. This can be your personal account and is purely used to establish the technical link with the platform. Nothing else happens to your information or account. The easiest way is to create a new Strava account is with a general company email address. You only need this to establish the link. No other emails will be sent to the email address (you can uncheck email updates in the sign-up process).
Once that app is installed properly, fundraisers can link to their own Strava account via the platform.
Below is a step-by-step guide to doing this.
1. Create an account at www.strava.com (this is a personal account)2. Go (once logged in) to https://www.strava.com/settings/apiFill in the following:
Name of applicationHere, you fill in the desired name of the app, usually the name of the site or of your foundation
CategorySelect 'Charitable organisation'
ClubThis can be left blank
WebsiteFill in the URL of the website here (starting with https://)
Description of applicationHere, you can describe the application of the app
Authorisation of callback domainFill in oauth.kentaa.nl hereClick agree and create to continue
3. Next, upload your app icon
4. Then send the Client ID and Client secret to iRaiser support (you can create a new ticket for that). If we then add these to your platform, the connection is ready. Make sure you don't send a screenshot, but copy the ID and secret. Otherwise it's hard to take this over manually.
5. Increase number of athletes in appFor new apps, Strava puts a restriction on the number of athletes allowed to connect. They are by default set on 1, which practically means that only one fundraiser can connect to Strava. You need to make sure that this number is increased to 999. To increase this, they have a contact form that you can fill out. Click here for an example of how to fill out this form and here for a sample screenshot you can attach. After filling it out, Strava support will check the application. They do not provide feedback that it has been accepted, so in this case it is a matter of logging in and checking for yourself if the limit has been upped to 999.
6. Periodic reviewsStrava may periodically review apps. In such a case, they email to the email address used to create the app. It is then important to do that check, otherwise they may disable/add restrictions to the app at some point.
Linking your personal Strava account to a Fundraising page
Now that the Strava app is linked to the platform, a Strava icon will appear:
Click connect and give the app permission. Then, newly added achievements within Strava will automatically appear on the Fundraising page (this can take up to 10 minutes). Below is an example of an achievement added via the link (also note the Strava icon):
On the front end of the Fundraising page, it looks like this:
The Achievement above (25.23 km) was manually entered into Strava; therefore, no map is displayed. If a route map is available, then you will see a map of this with the Achievements. An example of this:
Photos taken during the recording of the Achievements in Strava will also be included. For example, see this hike:
Disconnect Strava
The owner of the Fundraiser page has the option to unlink Strava. This can be done from their Strava account and the Fundraiser dashboard within iRaiser. To do so, on the Achievements tab, click on the Strava disconnect cross (bottom right of the screenshot):
A site administrator cannot undo individual Strava links (unless it owns the Fundraiser page). However, a site administrator can choose to turn off Achievements at a level (e.g. for a Campaign). If that happens, all Achievements will be deleted, and links to Strava will be broken. To do this, see Turn off Achievements.
Use Achievements
You can specify per level whether you want to use Achievements. You can turn it on or off at the Website level and per Sub site or Campaign. You can also specify whether you want to see the number of kilometres travelled on the counter. You can set this at Sub site or Website level via Settings > Achievements.
Turn off Achievements
If no Achievements have been added under a Campaign, then you can turn Achievements on or off with no consequences. If Achievements have already been added, when you turn them off (by unchecking that Achievements may be used), you will get a notification indicating how many Strava links and achievements will be removed.
Turning off Achievements can be useful for resetting mileage back to zero, for example, in a challenge that lasts a month and has a certain start date. However, in such a case, it is important to inform the fundraisers. Their previous Achievements and target mileage will be removed, so they need to reconnect with Strava.
Visibility
If you turn off the 'Show the number of kilometres travelled on the page' button, no total kilometres will be shown with the donation counter. This can be useful if you don't want to show the final result of the challenge yet, or if the total number of kilometres is irrelevant at that location. You can only set this at Website and Sub site level.
Excel file
If you create an export of all Fundraiser pages and use the performance tracker, the export will have four related columns. The columns are Target Distance, Distance Traveled (km), Distance Traveled (%) and Achievements Source.
Distance travelled (%) shows the percentage to which the target distance was achieved. At Achievements Source you can see in what way(s) achievements have been added.
Target distance reached email
If you have achieved the target distance, an automatic email will be sent (provided it is on). This looks as follows:
You can customise the mail as you wish via Emails > Email overview > Fundraisers > Performance goal of the fundraiser has been reached.
Achievements in the spotlight
Fundraisers can only find Achievements when they log in to their personal dashboard. It is not shown during the creation of a Fundraising page, so it is important to bring it to their attention. Below are several ways you could do this:
News releaseIf several Fundraising pages have already been created and you want to reach out to the fundraisers, you can do this through a news release. You can create and publish a news release and you can choose to share the message with the existing fundraisers. That way, you can make them aware of the new functionality!
Menu page explaining AchievementsYou can also create a Menu page explaining how Achievements work and how you use the functionality. You could also refer to this in the automatic emails or in a news item. Do you get questions from fundraisers about Achievements? Then include these in a frequently asked questions block!
Automatic email The best way to make new fundraisers aware of the Achievements is via an email that every fundraiser receives. In it, point them to the possibilities of adding Achievements.
You can choose to include Achievements in the email sent to fundraisers after they create their page, but also, for example, the email sent three days after creating a fundraising page.
Would you like an example text for an automatic mail or Menu page? Then click here for a PDF file with texts and screenshots you could use! You can also create a news item based on this.
We can turn on Achievements directly for all our generic templates. If you would like to have this feature turned on, please create a new support ticket and we will enable the functionality. If you also send us the Client ID and Client Secret, we can link to Strava directly.
Disable creation of fundraising pages
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:
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 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.
Webshop
Would you like to offer a T-shirt, medal or other goodie to everyone who starts an action on your website? You can do so with the webshop function within the platform. This feature makes it possible to offer products and even services to anyone who creates an action on the website.
The webshop is not on by default on the website, it can be turned on by a support person on the website. To do this, contact iRaiser. After this, the products must be added to the catalogue. Once the products are put in the catalogue, the action starter can see this right away and order directly in the action start flow!
But what if these products only apply to a specific Sub site or Campaigns? No problem! In fact, it is possible to set up a catalogue at segment or project level. This catalogue will then only be visible to the campaigners at this level. Conversely, it is also possible to set up a catalogue on the main level, after which you disable it on a lower Sub site or Campaigns.
Webshop items add
Administration ⟶ Webshop catalog
Click Yes, there is a webshop catalogue to add webshop items
Click Product add
Fill in a title (mandatory)
Fill in an amount (mandatory)
Evt: upload an image of the product
Evt. add multiple variants (e.g. S, M, L, XL, XXL)
Click Save
Please note: Unticking Yes, there is a Webshop catalogue disables the webshop but does not remove the products.
View webshop orders
Administration ⟶ Webshop orders
This page shows an Overview of all Webshop orders
Click on the blue eye icon to see details of an order
Default action and team settings
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!
Maximum fundraising pages
You can limit the number of fundraisers that can be created via Settings > Maximum fundraising pages. You can set this per level (website level, sub site level, campaign level).
If you then want to create an fundraisers and move over the button, you will see how many spots are still available.
The moment there are no more spots, you cannot click the button and it will be greyed out:
Note: This setting does not go together with activities. This is because you can also set a limit on activities. In case you want to set activities and there is already a maximum number of fundraising pages set, you get the message "The limit on the maximum number of fundraising pages is cleared.". After that, you won't see the menu item max number of fundraising pages until the activities are turned off at that level. If you work with activities and you want to set a maximum number of fundraising pages across all your activities (otherwise you could set it per activity), it's best to keep track of this manually and block fundraisers triggering at some point.
Fundraisers
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.