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  3. Team page

Team page

Last modified: 02-09-2025

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 - Welcome
00:27 - O
verview and download team
01:23 - Adjust a team
02:46 - 
Creating teams manually
03:49 - 
Creating team members
04:22 - 
Appoint a team captain 
05:33 - 
Move teams
06:01 - 
Other options

 

Article content

  • Team captain
    • Content
    • Settings
    • Donations
    • Team members
  • Management team
    • Team captain change
    • Adding team members to a team
    • Delete team members
    • Add a team via the dashboard
    • Starting a team as an fundraiser after registration
    • Cap on number of team members

 

Team captain

The 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:

Content

  • Change 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)

Settings

  • Allow 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 members
  • Close team (Settings > Close page)
  • Set target amount team (Settings > Target amount)

Donations

The team captain can view all donations made on team members by clicking on the 'i' behind the donation.

Team members

A 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 team

As 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 starter


Change team captain
You 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 team
If 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 members
A 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 dashboard
You 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 registration
After 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 yet
  • It 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 spaces

Only 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 himself

You 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).

 

Question iconFrequently asked questions

How can I cancel a team?

You can delete a team by going to teams, clicking the three dots and clicking Delete. This button may still be greyed out. That means there are still fundraisers or donations under the team. You can only delete a team that is empty. So if there are still fundraisers and/or donations under it, you will have to move them manually first before you can delete the team.

The option to join an existing team is greyed out. Why can't I sign up for a team?

You can only sign up for a team if a team already exists and there is space. If there are no more teams with open spots in the team, the option to sign up for an existing team will automatically turn grey.

How does the team target amount work?

You can enter the team target amount yourself at Settings > Set Team Target Amount. Here you can set a default amount and a minimum amount.

We can set it for your site that if the target amount of the underlying activators adds up to more than the team target amount, the new target amount will be the sum of the underlying activators. If you would like us to set this up, please contact us.

How can I download an overview with all teams/fundraisers?

In our platform, you can download Excel files with overviews at various levels. For example, you can download an overview of teams at site level, and you will then get all the teams on the platform. If you download them at a more specific level, such as project level, you will only see the teams that are in that project.

An overview of all teams can be found under Teams > Download
For each team, you can also create a printout of the team members. You do this by managing the team and going to Team members. Then click Create Excel file

An overview of all fundraisers can be found under Fundraisers> Download

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Additional questions in the Sign up flow, donation form and customised form

It is possible within the platform to request additional information. For example, requesting a shirt size, explicit parental consent, agreeing to the additional participant regulations, etc. But also, for example, requesting extra information when making a Donations to apply for tax certificates or a special opt-in to be called. There are three places where we can add additional questions for you. In the sign up flow, the donation form and in a customised form. You cannot add the extra questions yourself. Should you wish to do so, please contact us and we will add them. Content of articleSorts of additional questionsInsert fieldsText fieldTextareaMore-choicesDropdownRadioCheckboxExtra textWhere can additional questions be added?Sign up flowDonation formCustomised formOn which levels can additional questions be added?Where can I see the completed answers to the additional questions?  Types of extra questionsInput fieldsWe have two types of input fields, a textarea and a textarea. The two are distinguished by the size of rows displayed. If you expect a short answer then you choose a textarea. In it you ask a question (which has a maximum of 40 characters) a the user fills in an answer: If you expect a longer answer you can work with a textarea: PlaceholderFor a text field or -area, you can specify a placeholder. This will then appear when the question is completed. This can be useful if you want to receive the information in a particular way, for example "enter the date dd-mm-yyyy here".Validation typesYou can have a specific form of an  answer specified. For example, if you ask for a specific date or a bank account number. If information is then specified that does not meet those specific validation requirements, the answer will not be accepted. These are the validation types we have:Numbers onlyOnly letters, dashes and dotsNumbers, letters, dashes and dots onlyValid e-mail addressValid phone numberValid IBAN numberValid zip codeValid date of birth (dd-mm-yyyy)Valid date (dd-mm-yyyy)Valid date in the future (dd-mm-yyyy)Valid date in the past (dd-mm-yyyy) Multiple-choice optionsWe have three options for multiple-choice options, and with all three you may also optionally choose to display only one option. These are the dropdown, radio and checkbox:DropdownAt the dropdown you ask a question after which the user has to click on the answer option to expand it. There they can then select one of the choices.  RadioFor radio, the first response option is selected by default. Users can then choose to select another option instead.CheckboxThis allows you to tick one or more answer options yourself.For all the questions above (except radio), you can indicate whether that question is mandatory or optional. Extra textTo introduce the questions, or give some extra information, we can insert titles and info text. A title has a slightly larger font than the infotext.  Where can additional questions be added?There are three places where we can add additional questions. In the sign up flow, on the donation form and in a customised form.Sign up flowThe additional questions are asked in the sign up flow after creating the sponsor page (or team page/company page) and before the webshop/startup donation/overview page (depending on which steps there are in the sign up flow):Donation formThe addition of additional questions to the donation form works the same and you will then see these below the personal data. The only difference is that no special personal data should be asked in this place. Customised formWe can create a customised form. This is in the form of a Menu item and in it you can request information (separate from the sign-up and donation flow).You enter an e-mail address and the completed forms are one on one forwarded to that e-mail address. These come in as separate emails and you cannot download an Excel file from this.Optionally, you can set another destination url where the user, after filling in the form, is automatically redirected.Below are some examples of applications of custom forms:Customised form of the Giro di Muscoli for participants in the family stageHere they ask participants to fill in the names.  Customised Night of Refugee form to order t-shirts separatelyCustomised form from the Metakids Foundation for a participant action.An action starter sells shells and these can be ordered using this form. This action starter receives the submitted emails and can match the orders to the payment reference.On which levels can additional questions be set?"Customised forms always appear as Menu items, but additional questions for the sign-up or donation flow can be set at different levels. Below you can see which ones:Everywhere on the websiteOn the homepage onlyOn the homepage of a Sub siteOn a specific CampaignIn addition, you can choose between whether the additional questions should be asked to a campaigner, a team captain or a company starter.Where do I see the completed answers to the additional questions?For the Donations form you will see these in your dashboard near the donation itself if you click on the 'eye'. In addition, you can find it in the Donations Excel file. An extra tab has been added there where the completed answers to the extra questions are listed.In the Sign up flow, you can see the extra questions in the actions/participants when you click on the 'eye'. In addition, you can find them in the Fundraisers Excel file. There too, an extra tab has been added where the completed answers to the extra questions can be found. For Teams and Companies it works in the same way (click on eyelet, and in the export of Teams and Companies respectively)In the case of a adjusted form, the completed results are emailed to the email address provided. Do you want additional questions added? Then contact us.

Activities

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.  

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. 

Fundraising page optional

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.

Coupons

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. 

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.

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:

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.

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:

Retention of participants

The retention functionality involves asking the action starter/participant how many times he or she has participated before. Based on this, you can set a different target amount, send other emails based on the number of participations and add a badge on the campaign page. This is particularly useful for events organised annually, for example.Content of articleSet EditionsDefault target amount depending on number of participationsWelcome email - Welcome back!Badges - Make it visible to everyone Set EditionsVia Settings > Editions you can set the edition for each level (website, Sub site, Campaigns). You first set the edition:Here is no erving. If you set the 7th Edition at the website level, this will not be transferred to an underlying Campaign. So there you still have to set it manually.After setting this, an additional mandatory question will appear in the Sign up flow:Then, based on the given number of previous participations, other functions can be triggered:Default target amount depending on number of participationsDepending on the number chosen, the proposed target amount may varyëren.Example: If you join for the first time, the minimum target amount is €300. If you are participating in this event for the second time or more, the minimum target amount is €250.This can be set at the level where people can register, under Settings > Target amounts. There you can choose a target amount depending on the number of entries. This way, you can allow participants who have already raised a very high amount once to raise a lower minimum amount next time. In practice, you then often see that they still raise a nice amount, while the threshold to participate again and ask for an amount is lower. Welcome email - Welcome back!A different welcome e-mail can be sent based on the number of participants. This allows you to address the participant with a different tone if he has participated before or if he has participated in all Editions. Badges - Make it visible to everyoneIn the media (image/video) on the Fundraising page, you can display a badge for x participations. So you can overlay an image over the media, for example a crown or medal. This makes it visible to everyone on the site that someone has already participated several times! See also the support article Badges for some examples.Would you like to use the retention functionality? Just contact us, and we'll be happy to turn it on for you and then you can set the Editions for each level yourself. 

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