Default action and team settings

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). 

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

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:

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 activitiesSelecting and using activitiesShowing/not showing selected activity1. Add activitiesSettings ⟶ Activity listBefore 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 activitiesAt 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 activitiesSettings ⟶ ActivitiesThe 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 activitiesSettings ⟶ ActivitiesUnder 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 activityThe 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 flowOnce 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 pageIndividual 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.  

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 

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.

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.

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. 

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.

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.