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 participationsAble to set target amounts for action starters based on number of participationsThe 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. 

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.

If you want to close a project you can do so by managing the project and going to Settings > Close Campaign. After closing the project, all underlying Campaigns and Teams are also automatically closed. It is then also no longer possible to donate to the project or an action/team under that project. If you close a Campaign then two emails can be sent out if they are on. They are:Emails > Email overview > Fundraisers > Campaign has been closed by project administrator *Emails > Email overview > Team captains > Campaign has been closed by project administrator *Make sure you turn these off, or make sure the content is correct. Otherwise, a bulk email will go out to all action starters/team captains on closure.After closing the project, the Settings > Campaign status option has been added. By default, the amount raised is shown in the general counter status. You can also choose not to show the amount in the counter status in Campaigns status. After calculating the new counter status, the collected amount of that project is subtracted. You can recognise a project whose amount is no longer included in the total counter status by the triangle in the Overview of Campaigns.

It may happen that people want to register, for example for an event, but do not want to create a separate Fundraising page for this purpose. In such a case, you can set the sponsor page to be optional. You set this up by going to the level where you want to set this up and then going to Settings > Fundraising page optional and choosing to make Fundraising page optional there. In the Sign up flow, the step where you create the Fundraising page will have a slider:If you create the action page, the slider will appear at the step where you create the action page.If you then click this slider you can continue without creating a Fundraising page:After completing the registration, the participant will receive the 'Welcome email after signing up participant'. If he/she has joined a team then he/she will receive the 'Welcome email after joining team'. If E-tickets are used then the participant will also receive the e-tickets. A participant will appear as 'registration' in the action overview after completing the registration:A participant can still create a sponsorship page if desired, by going to 'My Registration' and clicking on 'Create a sponsorship page'.On the platform, you can see the participants by going to the Overview of Participants. That defaults to /participants.

If you would like to learn more about the feature for creating e-tickets via the webshop, click here.If you would like to know how to submit items for purchase, continue reading this article.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 addAdministration ⟶ Webshop catalogClick Yes, there is a webshop catalogue to add webshop itemsClick Product addFill in a title (mandatory)Fill in an amount (mandatory)Evt: upload an image of the productEvt. add multiple variants (e.g. S, M, L, XL, XXL)Click SavePlease note: Unticking Yes, there is a Webshop catalogue disables the webshop but does not remove the products. View webshop ordersAdministration ⟶ Webshop ordersThis page shows an Overview of all Webshop ordersClick on the blue eye icon to see details of an order 

In this article, the following items:LayersCampaign featuresManagement of campaignsAdd campaignLights outCopying campaignsWhat is all being copied?LayersThe platform can consist of several layers. For a simple event where there are only actions and teams, you only need one layer and everyone signs up in the same place. However, you may also be working with campaigns, for example at a crowdfunding platform, where you raise money for multiple causes.In that case, people will only be able to donate to such a campaign, but you also have website where you can also start actions. For example, if you have multiple events, or variants such as an event for adults and one for children. In such a case, you can work with multiple campaigns and the advantage of this is that each campaign can have its own settings. You can then also tailor the emails to the target group.Campaign featuresA campaign always has its own subdomainThe url of this is constructed as <siteurl>/project/<campaignurl> or <subsiteurl>.<siteurl>/project/<campaignurl>. You can set the >campaignurl> per campaign. You do this by managing an existing campaign and going to Content > Description and then adjusting the web address.A campaign can have different settingsIn one campaign, you can allow action starting and not in another, and you can also choose, for example, whether people can create teams and change the mails. So there are several things you can set for each campaign.You can close campaigns, set them to invisible or delete themIf you want to close a campaign, you can do so easily. All underlying actions and teams are then also immediately closed. You can remove closed campaigns from the counter via Settings > Campaign status (this setting is only visible when a campaign is closed).You can also set campaigns to invisible, after which they are no longer visible at the frontend of the site. If you no longer use a campaign, you can delete it if there are no actions, teams or donations under it.A campaign can have its own bannerYou can set a banner for a campaign. However, a campaign does inherit the spot colour of a parent segment or website level.A campaign can have its own administratorThe administrator can modify various texts and settings. See an overview of the rights of the campaign administrator here. You add a campaign administrator by managing the campaign and then going to Administrators and adding a new administrator.Management of campaignsYou can manage campaigns by going to Campaigns in the menu.Add campaignHere you can add a campaign by clicking 'Add'. Then enter:Campaign title*Description*TagsCountdownActivities* (if used here)RewardsContact*After saving, the campaign is unpublished. You can then configure the campaign at your leisure before putting it live. If you click on the eye at the top, you can already see what the campaign will look like. If everything is correct, you can then put the campaign live. You can do this by managing the unpublished campaign and then clicking 'Publish' on the notification at the top. You can also do this by going to the overview of all campaigns, clicking on the 'Unpublished' tab and then clicking on the three dots behind the campaign you want to publish and then clicking on 'Publish'.After publishing, the campaign appears in the overview of campaigns and you can manage it by going to campaigns by clicking on the pencil icon. Through the breadcrumb at the top, you can see that you are working at campaign level:All changes you make then apply at campaign level, i.e. only to this campaign.After creating a campaign, you can once again set the following things specifically for a campaign:You can change the url of a campaign via Content > Description > Web addressYou can give a campaign its own banner via Content > BannersYou can create your own menu for a campaign. It does not appear at the top of the homepage (that is where the fixed menu is), but on the campaign page as an extra tab. You create it via Content > MenuA campaign can have its own image. This image (or film) is then displayed in the overview pages and has a fixed ratio of 745x419. If you have uploaded an image, you can then crop it to that ratio. You do this via Content > Media

Participants 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 documentsThis 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 documentsFundraisers 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 documentsIn 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 documentsIf 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) uploadedNo document(s) uploaded, not checkedDocument(s) approvedIf 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 documentsDocuments approved

In this article, the following items:LayersCharacteristics Sub sitesManage Sub sitesAdd Sub sitesFeaturedLayersThe platform can consist of several layers. For a simple event where there are only Fundraisers and Teams, you only need ééone layer and everyone registers in the same place. However, you may also be working with Campaigns, for example with a crowdfunding platform, where you raise money for multiple causes. You might not be able to get by with just Campaigns and need an extra layer. Then you can use the Sub sites layer, which is a layer above the Campaigns layer. The platform could then look like this, for example: In the example above, you can see the website consists of a homepage, under which three Sub sites hang. Three sub sites and Campaigns and Teams hang below each Sub site. However, this does not have to be the case. You can also have Sub sites without Campaigns, or where you can start Campaigns directly at Sub site level. You can also choose to only donate on a Sub site, depending on how you want this to be configured. Sub site featuresA Sub site always has its own subdomain The url of this is built as subsitename.urlsite.co.uk. You can set the url (the piece before .urlsite.nl) for each Sub site. You do this while creating a new sub site, or by managing an existing one and going to Content >Description. A sub site can have its own designationsFor example, a campaign may be called 'campaign' on one sub site, while it is called 'event' or 'initiative' on another. Contact iRaiser to adjust these (provided the naming is available).A sub site may have different SettingsOne sub site may allow Fundraisers and Teams and another may not. And you can also choose not to allow visitors to create their own Campaigns at a certain Sub site.Sub sites are always visibleYou cannot set them to invisible. However, you can choose to highlight certain Sub sites on the homepage and not others. If you no longer use a sub site, you can delete it if there are no more Fundraisers, Teams, Campaigns and Donations.A sub site can have its own brandingYou can set your own logo per Sub site, as well as adjust the spot colours via Settings > Design. You can also set separate button colours and fonts via the front-end design editor. And Sub sites can have their own banners.A sub site can have its own administratorThe administrator can add new Campaigns and manage existing ones. See here an Overview of sub site administrator rights. You add a sub site administrator by managing the sub site and then going to Managers and adding a new administrator.A Sub site can have its own menuYou can choose to keep the same menu as the one on the website's homepage. But you can also choose to create your own menu under the Sub site. You will then start with an empty menu.The home button of a sub site can be customisedIf Sub sites are really seen as standalone sites then the general homepage is not relevant to go to. In that case, we can set that the home button and logo do not go to the general homepage of the website, but lead to the homepage of the Sub site.Manage sub sitesYou can manage sub sites by going to Sub sites in the Menu. Add Sub siteHere you can add a sub site by clicking 'Add'. Then enter:sub site name*Title of the Sub site*Description*Target amountSubdomain* (you can set the url here)TagsActivities (if used)RewardsContact person*After saving, the Sub site is published immediately. It appears in the Overview with Sub sites and can be managed by going to sub sties by clicking on the pencil icon. Via the breadcrumb at the top, you can see that you are working at sub site level:All changes you make then apply at the sub site level. If you modify mails here, for example, they will also be automatically adopted as such at underlying Campaigns (unless they are set differently at that level). FeaturedYou can spotlight Sub sites and it works the same way you can spotlight other items. From the Overview of Sub sites, you click on the three dots > highlight and then you can highlight them. Fundraisers, Campaigns and Campaigns can also be highlighted on a sub site page. You do this by managing the sub site, going to Fundraisers and clicking on spotlight. Then it will be highlighted at sub site level only.

Ticketing via the webshop (“Ticketing”)Are you organising an event that requires tickets for attendees? If so, our webshop's ticketing feature could be the perfect solution. This feature allows you to create tickets automatically for your campaign, allowing you to stay organised and ready for your event.Features:This feature allows you to:Create varied ticket types based on cost.Register the data of the person who buy the tickets, also for future communications.Manage ticket availability and the maximum tickets that a supporter can purchase (this can be more than one if needed). During the event, easily track who is attending, and report the final attendance of the event in one click.Scan ticket during the event, and also add volunteers who can help with scanningTo activate this feature, let’s go through the steps to enable this:Enable e-tickets with the webshopFirst of all, check if the “E-tickets” and “Webshop” features are enabled in the left bar of your platform.Then, check if it's possible to turn off the creation of the fundraising page under Settings → Fundraising page.If this is not possible, please contact iRaiser support. We will check if the feature is included in your plan and then activate it for you.Create your ticket(s)To add a ticket item, go to Dashboard > Webshop > Catalog. From there, enable the webshop, add a new item, and select the 'ticket' option. You can then give the ticket a name and an amount. If it's a free ticket, simply enter "0."Additionally, you can indicate availability and set an order limit. This way, you maintain control over the number of available tickets. For example, you could create a ticket with 250 spots available, and allow a single buyer to order only four of them.You can, of course, create more than one type of ticket, with different availability and order limits for each.We also recommend adding an image; this makes the ticket visually recognizable in the registration flow. If a ticket is sold out, it will be grayed out. If it is the only type of ticket available, it will disappear completely from the registration flow.Remember to check where the tickets are available to supporters. If you create a ticket at the website level and make it available in a campaign, that ticket can be sold at both layers. Availability will be influenced by both: if there are 100 tickets available and one is bought at either the website or campaign layer, then there will be 99 tickets available for the next purchase, regardless of whether it happens on the website or in the campaign.Set up the “Sign up flow”The Sign up flow is the process a person goes through to register on the platform. In this case, it's for purchasing tickets. Let’s see how to create a simple registration flow for ticket purchase.Turn “Create a fundraising page off”On Community Fundraising Platform, by default, the person who registers is asked to create a fundraising page. For ticket purchases, we may not want them to create a page, so we need to go to Settings → Fundraising page, and then select “off”.Disable (or not) the “Start Donation”During the sign-up flow, you may ask people to make an additional, optional donation. If you don't want to add this step to make the ticket purchase even more straightforward, go to Settings → Start donation and uncheck that option.Customize the Sign up flowIt’s time to manage the steps of the registration process. Go to Settings → Sign up flow.If your website has different registration options (individual, team, etc.), you can turn them off for this layer where you want to sell tickets. We also suggest “show webshop” as the first step, so that the available tickets are the first thing presented, even before asking for registration data.You can then customize the text shown in every step of the flow on the left hand side: click on the second tab, “Sign up flow”, and then on “edit” corresponding to the step you want to modify.Remember that you can also customize the “Thank you page”, which is the page displayed after tickets are purchased. You can add text to reassure the buyer and build excitement for the event. For example: "Thank you for purchasing your tickets! You'll find them in your email in a few minutes. We're looking forward to seeing you at the event!"In the last tab, “Texts”, you can customize the registration button with a more event-related call to action, like “Reserve your place” or “Buy tickets”.EmailsOnce a client purchases tickets, they will receive related emails. The most important one will contain the PDF of the tickets attached, with one PDF per ticket.A single ticket will look like this:Note:The time it takes to generate them is proportional to the number of tickets. If only one ticket needs to be generated, it will take a few seconds. If 10 tickets need to be generated, the email will take a little longer to be sent.There are three emails to consider when enabling the ticketing system:“Set your password”: This is the standard email sent to any new user creating an account on the platform.In the email section of the layer where you created the tickets, you can then find the “participant” section.Here you may want to customize:Welcome email new participant: This is the email the purchaser will receive just after they have signed up for the event. Thank you mail for webshop ticket(s) order: This is the email with the various tickets attached. If the purchaser buys new tickets, they will receive another email like this one with the new tickets.Managing event attendanceOnce the event begins, you may want to manage the attendees. Each ticket has a QR code and a unique code on it.By clicking on E-tickets → E-tickets webshop → Overview, you will find the complete list of all the tickets generated. You can search for them by purchaser name or ID.You can even scan the QR code with your  camera (by clicking on the icon in the top right corner of the page), or create “scanner” users. Those are specific users that are only allowed to scan the tickets (they can not download data, they can not modify the contents…). Depending on the level you added them, they can scan tickets from that level. For example when you add a scanner to a specific campaign, they can only scan tickets from that campaign.Differences between tickets from participants and tickets from the webshopIn the Community Fundraising Platform, you might encounter another way to generate tickets: "participant tickets."Both types provide a PDF ticket with a scannable code, but there are some differences in how they can be used.Participant Tickets are primarily designed for events where individuals are asked (or encouraged) to set up a fundraising page and are mainly registering themselves. Marathons or other sporting events are good examples of this. If someone wishes to register more than one person, they will need to go through the registration process individually for each person. The ticket can be sent to the purchaser at a different time than when it was bought.Webshop Tickets, on the other hand, are intended for events where the main focus is simply allowing people to attend the event itself. The purchaser can buy multiple tickets in a single transaction, and the registration process can be significantly simplified by offering the ticket as the first step and removing steps like creating a fundraising page. Tickets are sent right after they're bought.If you are hosting a conference, a gala evening, or a concert, webshop tickets are the ideal choice for you.

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: