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

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.

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

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.

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 feeChange registration feeView chosen registration feeAdd registration feeSettings ⟶ registration feeThe 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 feeSettings ⟶ Registration feeBy 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.

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.

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:

Settings ⟶ CouponsSometimes 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 couponAdd CouponsUse coupons use couponsAdd CouponsClick Add Coupons addFill in a descriptionOn the left at 'Discount' you can set the type of code and the discount Select One-time code or Reusable codeA 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 discountWith 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 generatedChoose Generate automatically or Define the text yourselfIn the case of Generate automatically the text of the coupon code is randomly determinedIn 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 SaveThen 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 useAs 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. 

Settings ⟶ Default fundraising page settingsCreativity is not given to everyone. And not everyone has the patience to come up with their own texts or upload their own photo in the submission flow either. Give the user a hand by already filling in a title, description or photo! Participants who just want to join in don't have to face unnecessary barriers, which improves conversion. But participants who want to actively manage their own fundraiser can still fill in their own picture, title and description. Changing default fundraiser settingsChange fundraiser pictureClick on Upload fundraiser photoSelect the location of the photoIf an activist has not uploaded a photo then this photo will be shown by defaultChange default fundraiser titleEnter the fundraiser title you want to usePress saveThis title appears prefilled in the login flow and can still be modified by the user.Change default fundraiser descriptionEnter the description you want to usePress saveThis description appears prefilled in the login flow and can still be modified by the user.Settings ⟶ Default team settingsChanging default team settingsTexts can also already be entered before creating a team. The default team settings involve the default team title and description. All of this is to speed through the sign-up flow, and the user can then choose to keep this text or give it their own interpretation.We have now made this option available for teams too! You can enter a default team title and description.Change default team titleEnter the team title you want to usePress saveThis title appears prefilled in the login flow and can still be modified by the user.Change default team descriptionEnter the description you want to usePress saveThis description appears prefilled in the login flow and can still be modified by the user.Cap on number of team membersIf you have an event where you have a maximum number of team members, you can set this via Settings > Default fundraising page settings. All teams that are then created may have a maximum of that set number of members.You can set a maximum via Team members limit via Settings > Default team settingsIf you choose "Yes, I want to specify a limit for teams under this page." then you can set the maximum number of team members there. The fundraiser who is himself a team captain also counts as an fundraiser.After activation, any limits set by the team captain will be overwritten. However, if you reset it at a later time, the previously set limit will also be reset.Existing teams that already have more members than your set maximum will remain intact. Suppose you have a team of 6 people, and you set a maximum of 4 people per team over the entire campaign, then that team will keep those six people. Therefore, make sure that you have set it up properly beforehand. This can be done by a site administrator, sub site administrator, and campaign administrator.The option 'allow team members' disappears the moment you set a maximum number of team members over a certain level. A team captain can therefore no longer set the maximum himselfYou can set the cap at site level, sub site level and campaign level and there is no inheritance in it (so it is only for that level).Can't figure it out? please contact us!

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.