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  3. Retention of participants

Retention of participants

Senast ändrad: 21-08-2025

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. 

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Documents

Participants may need to be able to upload a medical certificate for a particular event to show that they can participate. Or perhaps have to specifically sign and send another document.Upload documentsThis can be conveniently done via Documents. Via Settings > Upload documents you can indicate whether documents should be uploaded after registration. You can indicate here in the Description what should be uploaded:Mails about documentsFundraisers are then asked to upload their documents. For new registrations, the mail to fundraisers "Request documents to upload after registering participant" is sent. By default, the two mails below are also still on:You can turn it off if necessary or adjust the number of days via the copy icon.Upload documentsIn the mails there is a link to go to 'my registration'. This requires the fundraiser to log in and click on 'My registration'. A notification is displayed at the top that documents still need to beüpload:Below, the fundraiser can upload his documents:The text from the Description will appear above 'Upload file'.After uploading the file, it will look like this: Controlling documentsIf mail to site administrator 'Document(s) uploaded' is on, the site administrator will receive a message after an fundraiser has uploaded documents. In that mail is a link to go directly to the correct page.You can also go to the Overview of Fundraisers to see if that the fundraisers have already uploaded their documents:You have these icons:No document(s) uploadedNo document(s) uploaded, not checkedDocument(s) approvedIf you then manage the fundraising page and go to 'My Registration' you can check the documents. You can choose to reject them by clicking delete, or approve them by ticking the box at the bottom:If the documents are deleted, the notification will reappear for the fundraiser and he should upload them again.If you create an export of all Fundraisers you will see two columns applicable to the documents. These are the columns:Number of documentsDocuments approved

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.

Team page

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). 

Sign up flow for companies

Business registration allows one to reserve and checkout spots for an event in ééone time for several colleagues.The default options for signing up for an event are:-individual-team-team memberBut what if a company wants to sign up, reserving and paying for a number of places right away? And that no other people can sign up on their company page. For this, the special Sign up flow for Companies is available! This functionality can be turned on or off by iRaiser per website. Article content:Company packagesSpecific Number of EntriesCompany determines number of registrationsAdd company package to Sign up flowSign up flow companyMail after registrationManually create a companySign up flow actionsWorkflow in combination with activity moduleDashboardCompanies and Fundraisers See the video explaining how it works here:00:00 - Welcome00:27 - Start with the company's feature01:06 - Create a company package02:45 - Setup sign up flow for the use of companies03:08 - Walking through the sign up flow for companies05:30 - Add additional team members05:57 - Manually adding a company  Company packagesThe Sign up flow for companies works on the basis of ééone or more Company packages. A company package can be a specific number of registration certificates, or it can be a number specified by the company itself. Items can be added to a package as desired, such as promotional items, t-shirts etc. For example, you can create a bronze, silver and gold package. In order to use the Sign up flow for companies, at least ééone company package has to be created. You go to the place in the platform where you want to add it (e.g. directly under the website, or at a certain Campaign) and go to Settings > Company packages. Then click on Add Company packages and you will come to this screen: You have two choices:Specific number of entriesCompany determines number of entriesSpecific number of tendersWith this choice, the content of the package is fixed. For example, a company package where you purchase 10 places. Here you enter the following:Title of the packageDescription of the contents of the packageNumber of registration placesTotal amount for the package (this amount can also be 0 euro)Company determines number of subscription spacesHere the price per spot is fixed, but the company decides how many spots they want to reserve and settle.You fill in the following per company package:Title of the packageDescription of the contents of the packageAmount to be paid per registration (this amount can also be 0 euro)Add company package to Sign up flowAfter the company package has been created, it is important to add the possibility of company registration to the sign up flow. You do this by going to Settings > Sign up flow (where you want to add this). You can then choose from these options here: Sign up flow companySign up flow looks like this:1. The 'How do you commit' drop-down screen has added the option to sign up as a company2. In the next step, choose a package. If it is a package where there is only an amount per subscription, you also need to enter the number here3. In the step after that, fill in all the company details4. Here you fill in the details of the contact person. This person will also be the manager of the company page5. Next, you create the company page. You upload a logo and fill in the title and motivation and target amount6. Additional questions (optional)You will only see this page if additional questions have been added at company level. Do you want these added? Please contact us at support@kentaa.nl. 7.On the summary page, check all the details entered and then go to the payment screen Mail-after-subscriptionAfter registration you will be sent an email: In that mail is a link that allows someone to sign up directly. One shares this link with colleagues who want to participate and then they can create an action fundraising page right away! This link can also be found in the admin dashboard.Manually create a companyYou can also add Companies manually from the dashboard. You do this by going to where you can add the company (e.g. on a particular Campaign). Then click Companies and then Add. If you don't see this option, please contact support@kentaa.nl. If so, the functionality still needs to be turned on.Next, fill in all the fields you would normally have had to fill in as well. The fields marked with an asterisk (*) are mandatory. After filling in and saving, the company is created. No emails are sent when creating the company via the dashboard.Sign up flow actions.The sign up flow for someone creating an action page with such a link looks like this:1. Start sign up flow. Here you can see what you are going to sign up for 2. We're curious to know who you are. This is where you create your profile3. Your personal page. Here you fill in your title and motivation and how much money you want to raise4. Overview page where you can check the data entered. As payment has already been made you can go straight to round up Now a colleague's Fundraising page has been created. A visitor can Donate to that Fundraising page or to the company.Working method in combination with activity moduleWhen the activity module is also used, the company's Sign up flow requests the desired activity. This activity is then applicable to all members within the team.  DashboardA new menu item called Companies has been added to the dashboard. All registered companies are listed here. If you click on the 'i' you will see the company's details. Here you will also see the link where people can register.  You can also download an Excel file from Overview. Here you can see an example of the output of this. Companies and Fundraisers.An action starter who has signed up through a link (I'll just call these 'Companies Fundraisers' below) can be seen as a regular action (i.e. not created under a company), but there are still a few differences. Here's a summary:You cannot move regular action starters to a Company. Conversely, you cannot move Company Campaigns to (for example) a Campaign. Company actions appear in the Overview of all action starters and also in the export (and api) of all action starters. You will then see some additional columns reflected in the Excel file. See here an example. Do you want to use this functionality? Then get in touch with us! If you have a customised design, the functionality needs to be built in here first.

Webshop e-tickets

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

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:

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. 

Maximum fundraising pages

You can limit the number of fundraisers that can be created via Settings > Maximum fundraising pages. You can set this per level (website level, sub site level, campaign level). If you then want to create an fundraisers and move over the button, you will see how many spots are still available.The moment there are no more spots, you cannot click the button and it will be greyed out:Note: This setting does not go together with activities. This is because you can also set a limit on activities. In case you want to set activities and there is already a maximum number of fundraising pages set, you get the message "The limit on the maximum number of fundraising pages is cleared.". After that, you won't see the menu item max number of fundraising pages until the activities are turned off at that level. If you work with activities and you want to set a maximum number of fundraising pages across all your activities (otherwise you could set it per activity), it's best to keep track of this manually and block fundraisers triggering at some point.

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:

Webshop

If you would like to learn more about the feature for creating e-tickets via the webshop, click here.If you would like to know how to submit items for purchase, continue reading this article.Would you like to offer a T-shirt, medal or other goodie to everyone who starts an action on your website? You can do so with the webshop function within the platform. This feature makes it possible to offer products and even services to anyone who creates an action on the website. The webshop is not on by default on the website, it can be turned on by a support person on the website. To do this, contact iRaiser. After this, the products must be added to the catalogue. Once the products are put in the catalogue, the action starter can see this right away and order directly in the action start flow!But what if these products only apply to a specific Sub site or Campaigns? No problem! In fact, it is possible to set up a catalogue at segment or project level. This catalogue will then only be visible to the campaigners at this level. Conversely, it is also possible to set up a catalogue on the main level, after which you disable it on a lower Sub site or Campaigns.Webshop items addAdministration ⟶ Webshop catalogClick Yes, there is a webshop catalogue to add webshop itemsClick Product addFill in a title (mandatory)Fill in an amount (mandatory)Evt: upload an image of the productEvt. add multiple variants (e.g. S, M, L, XL, XXL)Click SavePlease note: Unticking Yes, there is a Webshop catalogue disables the webshop but does not remove the products. View webshop ordersAdministration ⟶ Webshop ordersThis page shows an Overview of all Webshop ordersClick on the blue eye icon to see details of an order 

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