Registration fee

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.

The retention functionality involves asking the action starter/participant how many times he or she has participated before. Based on this, you can set a different target amount, send other emails based on the number of participations and add a badge on the campaign page. This is particularly useful for events organised annually, for example.
Content of article

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

 
Set Editions
Via Settings > Editions you can set the edition for each level (website, Sub site, Campaigns). You first set the edition:

Here is no erving. If you set the 7th Edition at the website level, this will not be transferred to an underlying Campaign. So there you still have to set it manually.
After setting this, an additional mandatory question will appear in the Sign up flow:

Then, based on the given number of previous participations, other functions can be triggered:
Default target amount depending on number of participations
Depending on the number chosen, the proposed target amount may varyëren. Example: If you join for the first time, the minimum target amount is €300. If you are participating in this event for the second time or more, the minimum target amount is €250.
This can be set at the level where people can register, under Settings > Target amounts. There you can choose a target amount depending on the number of entries. This way, you can allow participants who have already raised a very high amount once to raise a lower minimum amount next time. In practice, you then often see that they still raise a nice amount, while the threshold to participate again and ask for an amount is lower.

 
Welcome email - Welcome back!
A different welcome e-mail can be sent based on the number of participants. This allows you to address the participant with a different tone if he has participated before or if he has participated in all Editions. 

Badges - Make it visible to everyone
In the media (image/video) on the Fundraising page, you can display a badge for x participations. So you can overlay an image over the media, for example a crown or medal. This makes it visible to everyone on the site that someone has already participated several times! See also the support article Badges for some examples.

Would you like to use the retention functionality? Just contact us, and we'll be happy to turn it on for you and then you can set the Editions for each level yourself. 

Settings ⟶ Default fundraising page settings
Creativity is not given to everyone. And not everyone has the patience to come up with their own texts or upload their own photo in the submission flow either. Give the user a hand by already filling in a title, description or photo! Participants who just want to join in don't have to face unnecessary barriers, which improves conversion. But participants who want to actively manage their own fundraiser can still fill in their own picture, title and description.
 
Changing default fundraiser settings

Change fundraiser picture

Click on Upload fundraiser photo
Select the location of the photo

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

Change default fundraiser title

Enter the fundraiser title you want to use
Press save

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

Change default fundraiser description

Enter the description you want to use
Press save

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

Settings ⟶ Default team settings
Changing default team settings
Texts can also already be entered before creating a team. The default team settings involve the default team title and description. All of this is to speed through the sign-up flow, and the user can then choose to keep this text or give it their own interpretation.
We have now made this option available for teams too! You can enter a default team title and description.

Change default team title

Enter the team title you want to use
Press save

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

Change default team description

Enter the description you want to use
Press save

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

Cap on number of team members
If you have an event where you have a maximum number of team members, you can set this via Settings > Default fundraising page settings. All teams that are then created may have a maximum of that set number of members.
You can set a maximum via Team members limit via Settings > Default team settings
If you choose "Yes, I want to specify a limit for teams under this page." then you can set the maximum number of team members there. The fundraiser who is himself a team captain also counts as an fundraiser.

After activation, any limits set by the team captain will be overwritten. However, if you reset it at a later time, the previously set limit will also be reset.
Existing teams that already have more members than your set maximum will remain intact. Suppose you have a team of 6 people, and you set a maximum of 4 people per team over the entire campaign, then that team will keep those six people. Therefore, make sure that you have set it up properly beforehand. This can be done by a site administrator, sub site administrator, and campaign administrator.
The option 'allow team members' disappears the moment you set a maximum number of team members over a certain level. A team captain can therefore no longer set the maximum himself
You can set the cap at site level, sub site level and campaign level and there is no inheritance in it (so it is only for that level).
Can't figure it out? please contact us!

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

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

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

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

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

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

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

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

Settings ⟶ Coupons
Sometimes you have that special sponsor, ten employees of a particular organisation or someone who also committed last year, who deserves a discount on their registration. Coupons have been created for this purpose. With this feature, it is possible to create one or more discount code(s) that allow one to pay less registration fee.

00:00 - Welcome00:25 - Where to find the Coupon feature00:42 - Let's create a coupon03:51 - How to use a coupon

Add Coupons
Use coupons use coupons

Add Coupons

Click Add Coupons add
Fill in a descriptionOn the left at 'Discount' you can set the type of code and the discount 
Select One-time code or Reusable code

A One-time code is a code that is used only ééonce. Choose this one if you want to use several codes s. For example, when handing out codes in person at an event.
A Reusable code is a generic code, which can be used several times. This code is generated and can then be used a set number of times (or infinitely).

Select the type of discount

With Percentage (%) a certain discount percentage is given on the Registration fee.
At Fixed amount (€), a fixed discount is given on the registration fee. However, this can never be lower than 0.On the right-hand side you can now set how you wish the code to be generated

Choose Generate automatically or Define the text  yourself

In the case of Generate automatically the text of the coupon code is randomly determined
In the case ofDetermine text you can specify your own text of the discount code (at the bottom). This can be useful, for example, if you use the discount code for promotional purposes. You can only use the capital letters A-Z, 0-9 and dashes, and no spaces, when entering your own Coupons.

Fill in the number of codes (max 500 per batch in the case of a One-off code)
You can then choose to attach an End date and Time to the code. If you don't want to specify an end date, you can leave this field blank.
Click Save
Then you return to the Overview and you can view discount code(s) under the blue eye ()  
Download an export of the Coupons using Make Excel file 

Coupons in use

As soon as an action starter has used a Once usable discount code it is crossed out (under the blue eye). The exact time when the coupon code was used and by which action starter is indicated. You can also use the button View to see which campaign starter it concerns. The code cannot be used after this.
In case a Reusable code is used, the eyelet shows when and by whom this code was used. AnExcel file of this is also available for download.
In the Donations Overview (under menu item Donations), it is indicated whether a coupon code has been used by the following icon: 
In the Donations export, the column Discount shows how much discount the action starter received on the Registration fee. The column Coupon shows the code used.
On the My Entry page that each action starter has, it also states whether a Coupons was used and what effect it had on the entry. 

View the video explaining this functionality here.

 
The Achievements Tracker allows campaigners to add sporting achievements to their Fundraising page. The distance covered is added up and displayed on the Fundraising page. A fundraiser can also link to a Strava account, after which new achievements are automatically added to the page!In addition, the total distance covered by all Fundraisers is added up and displayed on the homepage.
Article content:

Achievements

Set target
Add Achievements (manual) 

Strava

Creating a Strava app
Link your Strava account to a Fundraising page
Link Strava

Use Achievements

Achievements turn off
Visibility
Excel file
Target distance reached email
Achievements in the spotlight

Achievements
A fundraiser can add Achievements by logging into the dashboard and finding the 'Achievements' tab that looks like this:

Set target
In addition to setting a target amount, a fundraiser can set a goal for their achievement. In this case, it is a certain number of kilometres. If achievements are turned on, the target distance is also (optionally) asked in the sign-up flow. You can see the new question at the bottom:

 
Add Achievements (manually)
The Add Achievements screen looks like this:

First, you select a Sport. Here you can choose from Running, Hiking, Cycling, Swimming, Skating, Skeelering or Other (for all other sports). 
Next, you give the Achievements a title. This will appear at the top of your Fundraising page.
Fill in the description of the achievement. This is optional; you can continue without filling it in.
Fill in the date and time.
Add your distance covered and click save.

You can see that the fundraiser has been added, and the mileage has been updated. At 'source', there is an iRaiser icon indicating that it was added via the platform.

 
On the front end of the  Fundraising page, it looks like this:
Here, 'Rondje Veluwezoom' is the Title, and the text below it is the Description. 
On the homepage, the number of kilometres travelled over the entire platform has been added under the donation counter:

Strava
You can also choose to link to Strava. Strava is an app that many athletes use to track their Achievements. To avoid having to enter sports Achievements in two places, we have linked to Strava.
Any activity added on Strava is forwarded to the participant's Fundraising page and filed away under the correct sport.
Before you can make use of this, a Strava app has to be created (once) for the platform:
 
Creating a Strava app 
To connect Strava to your platform, a general link to the Strava app must be created. This can be your personal account and is purely used to establish the technical link with the platform. Nothing else happens to your information or account. The easiest way is to create a new Strava account is with a general company email address. You only need this to establish the link. No other emails will be sent to the email address (you can uncheck email updates in the sign-up process).
 
Once that app is installed properly, fundraisers can link to their own Strava account via the platform.
Below is a step-by-step guide to doing this.
1. Create an account at www.strava.com (this is a personal account)2. Go (once logged in) to https://www.strava.com/settings/apiFill in the following:

Name of applicationHere, you fill in the desired name of the app, usually the name of the site or of your foundation
CategorySelect 'Charitable organisation'
ClubThis can be left blank
WebsiteFill in the URL of the website here (starting with https://)
Description of applicationHere, you can describe the application of the app
Authorisation of callback domainFill in oauth.kentaa.nl hereClick agree and create to continue

3. Next, upload your app icon

4. Then send the Client ID and Client secret to iRaiser support (you can create a new ticket for that). If we then add these to your platform, the connection is ready. Make sure you don't send a screenshot, but copy the ID and secret. Otherwise it's hard to take this over manually.

5. Increase number of athletes in appFor new apps, Strava puts a restriction on the number of athletes allowed to connect. They are by default set on 1, which practically means that only one fundraiser can connect to Strava. You need to make sure that this number is increased to 999. To increase this, they have a contact form that you can fill out. Click here for an example of how to fill out this form and here for a sample screenshot you can attach. After filling it out, Strava support will check the application. They do not provide feedback that it has been accepted, so in this case it is a matter of logging in and checking for yourself if the limit has been upped to 999.
 
6. Periodic reviewsStrava may periodically review apps. In such a case, they email to the email address used to create the app. It is then important to do that check, otherwise they may disable/add restrictions to the app at some point.
 
Linking your personal Strava account to a Fundraising page
Now that the Strava app is linked to the platform, a Strava icon will appear:

 
Click connect and give the app permission. Then, newly added achievements within Strava will automatically appear on the Fundraising page (this can take up to 10 minutes). Below is an example of an achievement added via the link (also note the Strava icon):

On the front end of the Fundraising page, it looks like this:

The Achievement above (25.23 km) was manually entered into Strava; therefore, no map is displayed. If a route map is available, then you will see a map of this with the Achievements. An example of this:

Photos taken during the recording of the Achievements in Strava will also be included. For example, see this hike:

Disconnect Strava
The owner of the Fundraiser page has the option to unlink Strava. This can be done from their Strava account and the Fundraiser dashboard within iRaiser. To do so, on the Achievements tab, click on the Strava disconnect cross (bottom right of the screenshot):

A site administrator cannot undo individual Strava links (unless it owns the Fundraiser page). However, a site administrator can choose to turn off Achievements at a level (e.g. for a Campaign). If that happens, all Achievements will be deleted, and links to Strava will be broken. To do this, see Turn off Achievements.
 
Use Achievements
You can specify per level whether you want to use Achievements. You can turn it on or off at the Website level and per Sub site or Campaign. You can also specify whether you want to see the number of kilometres travelled on the counter. You can set this at Sub site or Website level via Settings > Achievements.
Turn off Achievements
If no Achievements have been added under a Campaign, then you can turn Achievements on or off with no consequences. If Achievements have already been added, when you turn them off (by unchecking that Achievements may be used), you will get a notification indicating how many Strava links and achievements will be removed.

Turning off Achievements can be useful for resetting mileage back to zero, for example, in a challenge that lasts a month and has a certain start date. However, in such a case, it is important to inform the fundraisers. Their previous Achievements and target mileage will be removed, so they need to reconnect with Strava.
Visibility
If you turn off the 'Show the number of kilometres travelled on the page' button, no total kilometres will be shown with the donation counter. This can be useful if you don't want to show the final result of the challenge yet, or if the total number of kilometres is irrelevant at that location. You can only set this at Website and Sub site level. 
Excel file
If you create an export of all Fundraiser pages and use the performance tracker, the export will have four related columns. The columns are Target Distance, Distance Traveled (km), Distance Traveled (%) and Achievements Source. 
Distance travelled (%) shows the percentage to which the target distance was achieved. At Achievements Source you can see in what way(s) achievements have been added.

Target distance reached email
If you have achieved the target distance, an automatic email will be sent (provided it is on). This looks as follows:

You can customise the mail as you wish via Emails > Email overview > Fundraisers > Performance goal of the fundraiser has been reached.
 
Achievements in the spotlight
Fundraisers can only find Achievements when they log in to their personal dashboard. It is not shown during the creation of a Fundraising page, so it is important to bring it to their attention. Below are several ways you could do this:
News releaseIf several Fundraising pages have already been created and you want to reach out to the fundraisers, you can do this through a news release. You can create and publish a news release and you can choose to share the message with the existing fundraisers. That way, you can make them aware of the new functionality!
Menu page explaining AchievementsYou can also create a Menu page explaining how Achievements work and how you use the functionality. You could also refer to this in the automatic emails or in a news item. Do you get questions from fundraisers about Achievements? Then include these in a frequently asked questions block!
Automatic email The best way to make new fundraisers aware of the Achievements is via an email that every fundraiser receives. In it, point them to the possibilities of adding Achievements. 
You can choose to include Achievements in the email sent to fundraisers after they create their page, but also, for example, the email sent three days after creating a fundraising page.
 
Would you like an example text for an automatic mail or Menu page? Then click here for a PDF file with texts and screenshots you could use! You can also create a news item based on this.
 

We can turn on Achievements directly for all our generic templates. If you would like to have this feature turned on, please create a new support ticket and we will enable the functionality. If you also send us the Client ID and Client Secret, we can link to Strava directly.

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 documents
This can be conveniently done via Documents. Via Settings > Upload documents you can indicate whether documents should be uploaded after registration. You can indicate here in the Description what should be uploaded:
Mails about documents
Fundraisers are then asked to upload their documents. For new registrations, the mail to fundraisers "Request documents to upload after registering participant" is sent. By default, the two mails below are also still on:

You can turn it off if necessary or adjust the number of days via the copy icon.
Upload documents
In the mails there is a link to go to 'my registration'. This requires the fundraiser to log in and click on 'My registration'. 
A notification is displayed at the top that documents still need to beüpload:

Below, the fundraiser can upload his documents:

The text from the Description will appear above 'Upload file'.
After uploading the file, it will look like this:

 
Controlling documents
If mail to site administrator 'Document(s) uploaded' is on, the site administrator will receive a message after an fundraiser has uploaded documents. In that mail is a link to go directly to the correct page.
You can also go to the Overview of Fundraisers to see if that the fundraisers have already uploaded their documents:

You have these icons:

No document(s) uploaded

No document(s) uploaded, not checked

Document(s) approved

If you then manage the fundraising page and go to 'My Registration' you can check the documents. You can choose to reject them by clicking delete, or approve them by ticking the box at the bottom:

If the documents are deleted, the notification will reappear for the fundraiser and he should upload them again.
If you create an export of all Fundraisers you will see two columns applicable to the documents. These are the columns:

Number of documents
Documents approved

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.

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

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

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

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

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

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

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

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

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