Additional questions in the Sign up flow, donation form and customised form
Senast ändrad: 21-08-2025It is possible within the platform to request additional information. For example, requesting a shirt size, explicit parental consent, agreeing to the additional participant regulations, etc. But also, for example, requesting extra information when making a Donations to apply for tax certificates or a special opt-in to be called.
There are three places where we can add additional questions for you. In the sign up flow, the donation form and in a customised form. You cannot add the extra questions yourself. Should you wish to do so, please contact us and we will add them.
Content of article
Where can additional questions be added?
On which levels can additional questions be added?
Where can I see the completed answers to the additional questions?
Types of extra questions
Input fields
We have two types of input fields, a textarea and a textarea. The two are distinguished by the size of rows displayed. If you expect a short answer then you choose a textarea. In it you ask a question (which has a maximum of 40 characters) a the user fills in an answer:
If you expect a longer answer you can work with a textarea:
Placeholder
For a text field or -area, you can specify a placeholder. This will then appear when the question is completed. This can be useful if you want to receive the information in a particular way, for example "enter the date dd-mm-yyyy here".
Validation types
You can have a specific form of an answer specified. For example, if you ask for a specific date or a bank account number. If information is then specified that does not meet those specific validation requirements, the answer will not be accepted. These are the validation types we have:
- Numbers only
- Only letters, dashes and dots
- Numbers, letters, dashes and dots only
- Valid e-mail address
- Valid phone number
- Valid IBAN number
- Valid zip code
- Valid date of birth (dd-mm-yyyy)
- Valid date (dd-mm-yyyy)
- Valid date in the future (dd-mm-yyyy)
- Valid date in the past (dd-mm-yyyy)
Multiple-choice options
We have three options for multiple-choice options, and with all three you may also optionally choose to display only one option. These are the dropdown, radio and checkbox:
At the dropdown you ask a question after which the user has to click on the answer option to expand it. There they can then select one of the choices.
For radio, the first response option is selected by default. Users can then choose to select another option instead.
This allows you to tick one or more answer options yourself.
For all the questions above (except radio), you can indicate whether that question is mandatory or optional.
Extra text
To introduce the questions, or give some extra information, we can insert titles and info text. A title has a slightly larger font than the infotext.
Where can additional questions be added?
There are three places where we can add additional questions. In the sign up flow, on the donation form and in a customised form.
Sign up flow
The additional questions are asked in the sign up flow after creating the sponsor page (or team page/company page) and before the webshop/startup donation/overview page (depending on which steps there are in the sign up flow):
Donation form
The addition of additional questions to the donation form works the same and you will then see these below the personal data. The only difference is that no special personal data should be asked in this place.
Customised form
We can create a customised form. This is in the form of a Menu item and in it you can request information (separate from the sign-up and donation flow).
You enter an e-mail address and the completed forms are one on one forwarded to that e-mail address. These come in as separate emails and you cannot download an Excel file from this.
Optionally, you can set another destination url where the user, after filling in the form, is automatically redirected.
Below are some examples of applications of custom forms:
Customised form of the Giro di Muscoli for participants in the family stage
Here they ask participants to fill in the names.
Customised Night of Refugee form to order t-shirts separately
Customised form from the Metakids Foundation for a participant action.
An action starter sells shells and these can be ordered using this form. This action starter receives the submitted emails and can match the orders to the payment reference.
On which levels can additional questions be set?"
Customised forms always appear as Menu items, but additional questions for the sign-up or donation flow can be set at different levels. Below you can see which ones:
- Everywhere on the website
- On the homepage only
- On the homepage of a Sub site
- On a specific Campaign
In addition, you can choose between whether the additional questions should be asked to a campaigner, a team captain or a company starter.
Where do I see the completed answers to the additional questions?
For the Donations form you will see these in your dashboard near the donation itself if you click on the 'eye'. In addition, you can find it in the Donations Excel file. An extra tab has been added there where the completed answers to the extra questions are listed.
In the Sign up flow, you can see the extra questions in the actions/participants when you click on the 'eye'. In addition, you can find them in the Fundraisers Excel file. There too, an extra tab has been added where the completed answers to the extra questions can be found. For Teams and Companies it works in the same way (click on eyelet, and in the export of Teams and Companies respectively)
In the case of a adjusted form, the completed results are emailed to the email address provided.
Do you want additional questions added? Then contact us.
Vanliga frågor
The additional questions are always asked. So you can't put logic into this (think 'if answer a -> then don't ask the next question')
Kanske också intressant
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.
e-Ticketing
e-Ticketing is a premium functionality that we can turn on upon request. For fundraisers and participants, you can generate tickets and have them automatically mailed to you. The tickets have a QR code and you can eventually scan it via your mobile, webcam or manually.Article contentExplanatory videoFeaturesSetting up E-ticketsUse e-tickets directly below this pageShare e-tickets with buyerScanning of ticketsWho all can scan?ScannerAdd scannerMailsManual scanningScanning via camera See also here the explanation as given at the Kentaa Academy on 14 April 2022And the video about the update on 12 August (adding scanners):FeaturesYou can set tickets per level, separatelyOnce tickets are shared, fundraisers can also find them in their dashboard under "my registration".If you add multiple participants under the same email address, you will get in multiple tickets (Currently in multiple emails, but we will change that to an email with multiple PDFs)You can choose to generate the tickets already, but not share them yet (and do so at a later date) Setting up e-ticketsYou can set up e-tickets by level. You can choose to do this at website level (for registrations that go directly below website level), for a specific sub site (for registrations that go directly at that level) or for registrations under a campaign. You do this by going to Settings > E-tickets. Here you have two options: E-tickets use directly below this page.If you use these then e-tickets will be generated. You will then only see the e-tickets via E-tickets > Overview. Nothing else happens and fundraisers don't see the tickets yet either. You cannot download pdf files yet, but you can already see the ticket numbers.Share e-tickets with buyerOnly the moment you click "Share e-tickets with buyer." then fundraisers can see their tickets in the dashboard (example ticket). Existing fundraisers or participants at that level will immediately be sent the mail under Fundraisers > Send e-tickets. New participants, when creating an fundraiser, get their ticket sent directly. That mail looks like this by default, but you can customise it.This screenshot was taken in the fourth template. To ensure that the logo is always visible, this template chose to always include a white frame for the logo. Otherwise, you might get the situation where the logo is all green and then disappears into the green background. Scanning of ticketsYou can scan e-tickets manually or via a camera. On the main level, if you go to E-tickets > Overview (manual) or to E-tickets > Scan. Then you will see all tickets from the entire site (including all underlying sub sites and campaigns), and you can scan them all as well. You can also go specifically to, say, a campaign and there you can only scan tickets that fall under that campaign.Who can scan?Site administratorsCan set up e-tickets, go to the overview and scan (and create exports). If, as a site administrator, you start scanning at the highest level, you also scan immediately for all underlying campaigns. You can think of it as a kind of 'super scanner'Sub site managersCan go to the overview and scan (and create exports)Campaign managersCan go to the overview and scan (and create exports)Scanner (see next heading)Scanners can only scan tickets for the entities (website level, sub site, campaign) to which they have been added. ScannerAs a regular scanner, you can also be added at the website level. However, then you can only scan that level, not, for example, underlying sub sites or campaigns (unless you are specifically added to those as well). Add scannerYou can add a scanner per level. This is linked to a user. You can have a user who can only scan. This will then not appear in the dashboard at all, but directly in a scan menu. Handy if you have some volunteers to help with scanning at an event, for instance!You can add a scanner by going to E-tickets > ScannersYou add someone by creating an account here. If someone is not yet known, a new user is created and receives two e-mails: one to set their password and one to indicate that they have been added as a scanner.MailsThe mail a scanner receives looks like this:You can customise it via E-mails > Overview Mails > Scanners > Welcome mail scanner:You will see this mail only if e-tickets are used at that level!You can also add someone who is already a user in the system as a scanner of a particular campaign (or sub site or website level). For example, an fundraiser who wants to help with scanning. You will then see this message:After saving, this fundraiser can then also scan tickets for that level. If someone who starts an fundraiser is also a scanner and logs in to the dashboard, he will enter the dashboard of his fundraiser. He can then go to scanning by clicking on this icon: There are two ways to actually scan: manually and via a cameraManual scanningIf you go to the overview of tickets via E-tickets > Overview, you can manually set people as present there. You do this by clicking on the three dots behind the fundraiser/participant and marking them as present.Each ticket comes with a Ticket Number. You can also search by that in the search field.Should there be internet problems, you can also work with an offline variant by making a download of all tickets in advance. This will then state:Created on || E-ticket number || Name || Title || Scanned on || Scanned byYou can then manually search and tick off ticket numbers.Scanning via cameraIf you go to E-tickets > Scan, it will automatically try to connect to your webcam (computer) or your camera (mobile). After you give that permission, you can scan the QR code. If you scan a code that is invalid you will get a red notification.The window for scanning looks like this: (with a scanner landing directly in here and thus not landing in a dashboard first)Here, you can select a camera and then scan a ticket. This could be a camera from your mobile, for example, or a webcam if you work on your PC.A scanner can also manually enter a code You hold the QR code in front of the webcamAfter a successful scan, you will immediately see the info (at the bottom you will see additional questions, activities, any webshop items and contact details) For an invalid QR code (with a wrong link), you will see this:If a ticket has already been scanned, it looks like this:
Sign up flow
To start an fundraiser, you need to go through the sign up flow. Below is more information on how this works and you can set it up yourself.Article content:VideosSign up flow: the basicsSign up flow: additional stepsOptions at Settings > Sign up flowView sign up flowSign up optionsAdjust order of steps in sign up flowChange text left sideOther mattersSign up flow stepsBasicApplication options: How do you commit?Profile details: Who are you?Team pagePersonal sponsorship page: individualStarter donationOverview pageThank you pageSupplementaryEntry feeActivitiesEditions: retention at eventsDate of fundraiserPerformance: Mileage targetAdditional questionsWebshopDiscount codes VideosWould you rather see a video with an explanation? You can! Then click on either film below:Sign up flow: the basics00:00 - Welcome00:13 - Intro & table of content00:58 - Change text within sign up flow01:53 - Change sign up options02:14 - Moving steps within sign up flow02:28 - Change start fundraising button02:42 - Sign up flow step by step03:04 - GDPR Texts an menus03:46 - Create team page03:56 - Default contents and settings05:02 - Create fundraising page05:24 - Start donation05:57 - Overview page06:08P - ayment page06:22 - Thank you page Sign up flow: additional steps00:00 - Welcome00:41 - Registration fees02:08 - Activities03:21 - Editions & badges05:26 - Countdown date05:50 - Achievement06:09 - Additional questions06:28 - Webshop07:15 - CouponsOptions at Settings > Sign up flow Settings > Sign up flow takes you to the page to edit your sign up flow. Here you can see a number of settings.View sign up flowYou can always use this button to enter the sign up flow to see what it looks like. The preview mode is only meant to view the sign up flow, you cannot create fundraisers in this mode.Sign up flow optionsHere you can choose which way people can register. You have the following options:Individual + team + team memberIndividual onlyTeam + team memberIndividual + team + team member + companyIndividual + companyYou will only see the options based on the functionalities that are on. If you are not using the company functionality, then you will only see options 1, 2 and 3. If there are no teams either then you can only select individual here and the entire step in the sign up flow will be skipped.Adjust order of steps in sign up flowYou can change the order of the first four steps. You do this by dragging them with the mouse until they are in the desired order. The other steps all have a fixed order.Change text left sideYou can change the texts listed on the left-hand side of the sign up flow. For example, if you click change behind 'Who are you'. You can then edit the text in the next screen:If you click 'Change default value' then you can edit the text and add a description if you want. You can always go back to how it was originally by clicking 'Restore default value' again afterwards. And you change the text on the left (in the green sidebar):You can do this for all steps.Other mattersThere are a number of other things you can set on the Settings > Sign up flow page (see also screenshot below):You can change the text on the fundraiser start button (this can vary per campaign/sub site). The new text (e.g. come into fundraiser, swim along, etc.) can be a maximum of 15 characters and that includes spaces.You can customise the texts on the selection screens. These are selection screens that you see when you click 'start fundraiser' and then have to make a choice:General selection screen "What do you want to take fundraiser for?". Here you choose what you want to start the fundraiser for, whether it is, for example, a general fundraiser or an fundraiser for a campaignSub site selection screen "For which sub site do you want to take fundraiser?". Here you choose for which sub site you want to start an fundraiserSelection screen campaigns" For which campaign would you like to take fundraiser? Here you choose for which campaign you want to start an fundraiserSign up flow stepsThe sign up flow that fundraisers see is shown based on settings. Think, for example, that you will see an extra step with registration fee, if you use that. Below, under 'Basic' you will see the steps that are normally always there and under 'Additional' the extra steps/options. Each step is described briefly below. More information on specific functionality can be found in the support articles linked to this page. You may find below a functionality that is not included in your package.BasicThe following steps belong to the basics of the sign up flowSign up options: How do you commit?Here you can see the sign up flow options and choose how you want to sign up. You can set this via Settings > Sign up flow > Registration options. You will not see this step if there is only one option, such as individual.Profile details: Who are you?This is where you create an account for the platform. If you already have an account then you can log in and your already known data will be filled in automatically. The mandatory fields here are First name, Last name and e-mail address and agreeing to the general terms and conditions. We can optionally or compulsorily request the following additional fields here:Address (Street, House number, Suffix)PostcodeLocationCountryGenderPhone number (an additional opt-in will automatically be added here in accordance with telecoms legislation)Team pageIf you choose to create a team, you will be taken to the 'Your team page' page. Here you enter at least:The team name, the amount you want to raise, the title and the motivation. You can fill in the title and motivation beforehand via the standard settings. The amount raised can be set via Settings > Set target amount. If you chose individual or team member in the previous step, skip the team page step.Personal sponsorship page: individualYou then proceed to the page to create your individual fundraiser. Someone who creates a team in the sign up flow also creates a personal fundraiser. You can fill in the title and motivation beforehand via the standard settings. You can set the amount raised via Settings > Set target amounts. It is also possible to continue without creating an individual fundraiser if the sponsor page is optionally enabled.Starter donationBy default, this step is on, asking the fundraiser to make an initial donation in advance. This donation is optional, but we see that it is often done. You can adjust the amounts and possibly add a description via Settings > Set donation amounts. We can also turn off the initial donation if you wish.Overview pageHere you will see an overview of what you will order, or what you have selected. If necessary, you can choose to register another person. This way, you can create an fundraiser for several people at once and check them out.Thank you pageWhen payment has been made, you come back to the thank-you page. Here you can customise both the text on the left (which is standard) and the text and image on the right. You can use this to display an image that suits your site.SupplementaryEntry feeYou can add entry fees, if you ask for this for an event, for example. An fundraiser is required to choose an entry fee, but this could possibly be an entry fee of 0 euro.ActivitiesThe activities module allows you to add a (mandatory) choice question in the sign up flow. For example, a list of distances from which the fundraiser must choose, or the question of what kind of fundraiser it concerns.Editions: retention at eventsIf you use retention (editions) and an edition is set at the level you sign up at, you will be asked if you have participated before. Based on the answer, you can add badges, add a different target amount or send other emails based on the number of participations.Date of fundraiserThere is a site setting where it is mandatory for an fundraiser to specify an end date of the fundraiser. An fundraiser then gets the mandatory question "Until when does your fundraiser run". If a general countdown date is set at the level they are notified at then the question is not asked. All underlying fundraisers will then automatically get that date as the end date.Performance: Mileage targetIf achievements are possible at the level at which you create your fundraiser, you will be asked how many kilometres the fundraiser wants to cover. This is an optional question, and if filled in then this becomes the target distance for this fundraiser.You can also choose to leave that question away, by going to Settings > Achievements and unchecking the checkbox "Ask the participant's achievements goal in the registration flow":Additional questionsWe can add extra questions and this can be set per campaign, sub site, at the website level or across the whole site. We can ask the extra questions to fundraisers, but also specifically to team captains. With the extra questions, you can request additional information needed for your event. For example as in the example below that event participants are 18 years or older or have permission from their parent(s)/guardian(s). The answers to these extra questions are reflected in the export (of fundraisers and teams).WebshopIn the webshop, you can offer any additional items that can be bought. You set these up via Administration > Webshop. The webshop is only accessible in the sign up flow. You cannot therefore sell items via the platform outside the sign up flow.Discount codesYou can add discount codes and they only apply to the registration fee. That way, you can give early registrants a discount, for example, or let certain people register for free. If that functionality is on, you will see a place to enter a code at the overview screen.After clicking, you can enter the codeAnd if the code is correct, the discount code will be applied to the registration fee.
Close Campaigns
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.
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 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.
Retention of participants
The retention functionality involves asking the action starter/participant how many times he or she has participated before. Based on this, you can set a different target amount, send other emails based on the number of participations and add a badge on the campaign page. This is particularly useful for events organised annually, for example.Content of articleSet EditionsDefault target amount depending on number of participationsWelcome email - Welcome back!Badges - Make it visible to everyone Set EditionsVia Settings > Editions you can set the edition for each level (website, Sub site, Campaigns). You first set the edition:Here is no erving. If you set the 7th Edition at the website level, this will not be transferred to an underlying Campaign. So there you still have to set it manually.After setting this, an additional mandatory question will appear in the Sign up flow:Then, based on the given number of previous participations, other functions can be triggered:Default target amount depending on number of participationsDepending on the number chosen, the proposed target amount may varyëren.Example: If you join for the first time, the minimum target amount is €300. If you are participating in this event for the second time or more, the minimum target amount is €250.This can be set at the level where people can register, under Settings > Target amounts. There you can choose a target amount depending on the number of entries. This way, you can allow participants who have already raised a very high amount once to raise a lower minimum amount next time. In practice, you then often see that they still raise a nice amount, while the threshold to participate again and ask for an amount is lower. Welcome email - Welcome back!A different welcome e-mail can be sent based on the number of participants. This allows you to address the participant with a different tone if he has participated before or if he has participated in all Editions. Badges - Make it visible to everyoneIn the media (image/video) on the Fundraising page, you can display a badge for x participations. So you can overlay an image over the media, for example a crown or medal. This makes it visible to everyone on the site that someone has already participated several times! See also the support article Badges for some examples.Would you like to use the retention functionality? Just contact us, and we'll be happy to turn it on for you and then you can set the Editions for each level yourself.
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:AchievementsSet targetAdd Achievements (manual) StravaCreating a Strava appLink your Strava account to a Fundraising pageLink StravaUse AchievementsAchievements turn offVisibilityExcel fileTarget distance reached emailAchievements in the spotlight AchievementsA fundraiser can add Achievements by logging into the dashboard and finding the 'Achievements' tab that looks like this:Set targetIn 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:StravaYou 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 foundationCategorySelect 'Charitable organisation'ClubThis can be left blankWebsiteFill in the URL of the website here (starting with https://)Description of applicationHere, you can describe the application of the appAuthorisation of callback domainFill in oauth.kentaa.nl hereClick agree and create to continue3. Next, upload your app icon4. 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 pageNow 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 StravaThe 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 AchievementsYou 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 AchievementsIf 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.VisibilityIf 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 fileIf 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 emailIf 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 spotlightFundraisers 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.
Campaign
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
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:
Default action and team settings
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!