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 - Overview 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
Management team

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:


Fundraiser	Team member	Team 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).

Vanliga frågor

How can I cancel a team?

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

How does the team target amount work?

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

Kanske också intressant

Default action and team settings

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

Changing default fundraiser settings

Change fundraiser picture

Click on Upload fundraiser photo
Select the location of the photo

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

Change default fundraiser title

Enter the fundraiser title you want to use
Press save

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

Change default fundraiser description

Enter the description you want to use
Press save

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

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

Change default team title

Enter the team title you want to use
Press save

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

Change default team description

Enter the description you want to use
Press save

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

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

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

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:

GDPR changes

The following changes went live on 20 October 2022 (iRaiser Premium and iRaiser Forms) and on 18 October 2022 (Digicollect): (Update: some more changes went live on 20 June 2023. See point four of this article)
Content:iRaiser Premium

General terms and conditions and privacy
Opt-ins have become soft opt-ins

Keep informed
To fill in your phone number
Newsletter

Enter whether data may be shared
Update 20 June 2023: Adjustment in showing donor name

Digicollect

General terms and conditions and privacy
Opt-ins have become soft opt-ins

Mobile number
Newsletter

Enter whether data may be shared

iRaiser Premium (incl. iRaiser Forms):
In the Academy of 20-01-2022, the changes were discussed:

iRaiser Academy 20-01-2022
0:00 Introduction 1:32 A/B testing of donation amounts12:17 A/B testing summary and questions16:01 Badges for Action Starters 20:12 Badges summary and questions26:54 New SUMO34:37 SUMO summary 37:50 Consent Registration for Telecom Act*43:50 Consent registration summary and questions

1. General terms and conditions and privacy
.
According to the Consumer & Market Authority, general terms and conditions are valid if the consumer knows they apply at the time he or she purchases the service from you. So you must make the general terms and conditions available and clickable in the sign-up and donation flow. - Source
When creating an action én when making a donation, Users no longer have to agree to the terms and conditions. You automatically agree to these when making the Donations or when continuing in the flow:

As you now also automatically agree to the privacy statement, we have added this to the api as well. This will be automatically saved as consent for newly created Fundraisers after 20 October. For old action starters/donors, this data is not saved retroactively.
2. Opt-ins have become soft opt-ins
Normally, a consumer must give an active opt-in at the time he or she wants to receive a newsletter or to be contacted by phone. The exception to this rule is the concept of 'customer relationship'. Since 1 July 2021, the concept of 'customer relationship' has been broadened for charities. Besides a financialële transaction, a volunteer and event participant is also counted under a customer relationship. In other words, someone who takes action on your behalf may be seen as a customer relationship. For a donor, this was already the case as they completed a financialële transaction. - Source
We replaced several opt-ins with soft opt-ins for the above reason. Whereas previously you had to tick yourself that you want to be kept informed of News updates, for example, this tick is now already on by default. This also applies to the two different tick boxes aimed at telephone solicitation. Here it is good to know that you, the customer, can change these consent texts yourself in the dashboard. We have turned on the checkmark by default in these places:
To keep informed
This is what you will see after making a Donations:

b. When entering your phone number in the Sign up flow or Donate
We can turn on the second tick about marketing purposes at your request.

c. Newsletter (when donating)

3. Indicating whether data may be shared
Contact information was shared (at the time it was entered by the donor) with the action starter. As this is not always desirable, we chose to add an additional soft opt-in when making a donation to an action, team, company on Campaign:

You, as a donor, can choose not to share details with the initiator of the action. This can be:

The action initiator
The team captain
The company manager
The project manager

If you uncheck this box (which is on by default) then that data is not shared with the action starter. Who will see it returned as Anonymous:

In the Excel file, an additional column has been added, at the very end, with 'Share contact information':

You as site administrators can still view this data.
4. Update 20 June 2023: Adjustment in show first name donor
Since 20 June 2023, a change has gone live that relates to the following scenario:
- You make a Donation and, when Donating, choose not to share your details with the initiator.
Previously, the name on the front end was then always shown as anonymous. With the logic that it's strange not to share your details with the initiator of the action, but that they could then still see at the front end who had donated.
We noticed, however, that it raised a lot of questions and confusion among donors. Especially because they were under the impression that showing the name was only linked to the checkbox "Display my name on the website. "
We have now made that showing of name dependent only on the option "Shield my name on the website." If that tick is not turned on, you will see the donor's name on the website.
To clarify, we have now changed the text on sharing with the initiator to: "Sharing my contact information with the initiator of this action, so they may send me a thank you, for example."
We hope this makes it a lot clearer for the donor. This is a change that took effect from 20 June. Older Donations have not been made visible retroactively. In case you had an old donation where it was indicated that the data should not be shared with the initiator, the check mark at name blocking has now been switched on for each old donation. If you have a donor who wanted this to be shown, you can now change this in the system by looking up the donation and setting the checkmark to 'do not hide'.
Digicollect
In the academy of 6-10, the changes were discussed:

Digicollect Academy 06-10-2022
02:45 - Poules 23:45 - Recent updates 30:00 - GDPR changes 35:04 - Digicollect action month

1. General terms and conditions and privacy
According to the Consumer & Market Authority, general terms and conditions are valid if the consumer knows they apply at the time he or she purchases the service from you. So you should make the general terms and conditions available and clickable in the sign-up and donation flow. - Source
When creating a collection box én when making a donation, Users no longer have to agree to the terms and conditions. You automatically agree to these when making the donation or when continuing in the flow:

2. Opt-ins have become soft opt-ins outs
Normally, a consumer must give an active opt-in at the time he or she wants to receive a newsletter or to be contacted by phone. The exception to this rule is the concept of 'customer relationship'. Since 1 July 2021, the concept of 'customer relationship' has been broadened for charities. Besides a financialële transaction, a volunteer and event participant is also counted under a customer relationship. In other words, someone who takes action on your behalf may be seen as a customer relationship. For a donor, this was already the case as they completed a financialële transaction. - Source
We replaced several opt-ins with soft opt-ins for the above reason. Whereas previously you had to tick yourself that you want to be kept informed of News updates, for example, this tick is now already on by default. This also applies to the two different tick boxes aimed at telephone solicitation. Here it is good to know that you, the customer, can adjust these consent texts yourself in the dashboard.
We have turned on the tick by default in these places:
When entering the mobile number
When creating a collection box, if you enter a phone number both checkboxes for approach for tips or marketing purposes are on by default. We can enable the functionality to show the second tick for you:

Newsletter
When donating, if you leave your email address then opt-in for the newsletter is also already automatically on:

3. Indicate whether data may be shared
Contact information was shared (at the time it was filled in by the donor) with the collector. As this is not always desirable, we chose to add an additional soft opt-in when making a Donations: 'My contact information may be shared with the collector.' :

If you uncheck this box (which is on by default) then that data is not shared with the collector. It will see them as Anonymous in the automatic Emails:

In the Donations overview that a collector can see, the donation can also be seen as anonymous:

You as site administrators can still view this data.

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 participations
Able to set target amounts for action starters based on number of participations

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

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

Sign up flow

To start an fundraiser, you need to go through the sign up flow. Below is more information on how this works and you can set it up yourself.
Article content:

Videos

Options at Settings > Sign up flow

View sign up flow
Sign up options
Adjust order of steps in sign up flow
Change text left side
Other matters

Basic

Application options: How do you commit?
Profile details: Who are you?
Team page
Personal sponsorship page: individual
Starter donation
Overview page
Thank you page

Supplementary

Entry fee
Activities
Editions: retention at events
Date of fundraiser
Performance: Mileage target
Additional questions
Webshop
Discount codes

Videos
Would you rather see a video with an explanation? You can! Then click on either film below:
Sign up flow: the basics

00:00 - Welcome00:13 - Intro & table of content00:58 - Change text within sign up flow01:53 - Change sign up options02:14 - Moving steps within sign up flow02:28 - Change start fundraising button02:42 - Sign up flow step by step03:04 - GDPR Texts an menus03:46 - Create team page03:56 - Default contents and settings05:02 - Create fundraising page05:24 - Start donation05:57 - Overview page06:08P - ayment page06:22 - Thank you page

00:00 - Welcome00:41 - Registration fees02:08 - Activities03:21 - Editions & badges05:26 - Countdown date05:50 - Achievement06:09 - Additional questions06:28 - Webshop07:15 - Coupons

Options at Settings > Sign up flow

Settings > Sign up flow takes you to the page to edit your sign up flow. Here you can see a number of settings.
View sign up flow
You can always use this button to enter the sign up flow to see what it looks like. The preview mode is only meant to view the sign up flow, you cannot create fundraisers in this mode.
Sign up flow options
Here you can choose which way people can register. You have the following options:

Individual + team + team member
Individual only
Team + team member
Individual + team + team member + company
Individual + company

You will only see the options based on the functionalities that are on. If you are not using the company functionality, then you will only see options 1, 2 and 3. If there are no teams either then you can only select individual here and the entire step in the sign up flow will be skipped.

Adjust order of steps in sign up flow

You can change the order of the first four steps. You do this by dragging them with the mouse until they are in the desired order. The other steps all have a fixed order.
Change text left side
You can change the texts listed on the left-hand side of the sign up flow. For example, if you click change behind 'Who are you'. You can then edit the text in the next screen:

If you click 'Change default value' then you can edit the text and add a description if you want. You can always go back to how it was originally by clicking 'Restore default value' again afterwards. And you change the text on the left (in the green sidebar):

You can do this for all steps.
Other matters
There are a number of other things you can set on the Settings > Sign up flow page (see also screenshot below):

You can change the text on the fundraiser start button (this can vary per campaign/sub site). The new text (e.g. come into fundraiser, swim along, etc.) can be a maximum of 15 characters and that includes spaces.
You can customise the texts on the selection screens. These are selection screens that you see when you click 'start fundraiser' and then have to make a choice:

General selection screen "What do you want to take fundraiser for?". Here you choose what you want to start the fundraiser for, whether it is, for example, a general fundraiser or an fundraiser for a campaign
Sub site selection screen "For which sub site do you want to take fundraiser?". Here you choose for which sub site you want to start an fundraiser
Selection screen campaigns" For which campaign would you like to take fundraiser? Here you choose for which campaign you want to start an fundraiser

Sign up flow steps
The sign up flow that fundraisers see is shown based on settings. Think, for example, that you will see an extra step with registration fee, if you use that. Below, under 'Basic' you will see the steps that are normally always there and under 'Additional' the extra steps/options. Each step is described briefly below. More information on specific functionality can be found in the support articles linked to this page. You may find below a functionality that is not included in your package.
Basic
The following steps belong to the basics of the sign up flow
Sign up options: How do you commit?
Here you can see the sign up flow options and choose how you want to sign up. You can set this via Settings > Sign up flow > Registration options. You will not see this step if there is only one option, such as individual.

Profile details: Who are you?
This is where you create an account for the platform. If you already have an account then you can log in and your already known data will be filled in automatically. The mandatory fields here are First name, Last name and e-mail address and agreeing to the general terms and conditions. We can optionally or compulsorily request the following additional fields here:

Address (Street, House number, Suffix)
Postcode
Location
Country
Gender
Phone number (an additional opt-in will automatically be added here in accordance with telecoms legislation)

Team page
If you choose to create a team, you will be taken to the 'Your team page' page. Here you enter at least:The team name, the amount you want to raise, the title and the motivation. You can fill in the title and motivation beforehand via the standard settings. The amount raised can be set via Settings > Set target amount. If you chose individual or team member in the previous step, skip the team page step.

Personal sponsorship page: individual
You then proceed to the page to create your individual fundraiser. Someone who creates a team in the sign up flow also creates a personal fundraiser. You can fill in the title and motivation beforehand via the standard settings. You can set the amount raised via Settings > Set target amounts. It is also possible to continue without creating an individual fundraiser if the sponsor page is optionally enabled.

Starter donation
By default, this step is on, asking the fundraiser to make an initial donation in advance. This donation is optional, but we see that it is often done. You can adjust the amounts and possibly add a description via Settings > Set donation amounts. We can also turn off the initial donation if you wish.

Overview page
Here you will see an overview of what you will order, or what you have selected. If necessary, you can choose to register another person. This way, you can create an fundraiser for several people at once and check them out.

Thank you page
When payment has been made, you come back to the thank-you page. Here you can customise both the text on the left (which is standard) and the text and image on the right. You can use this to display an image that suits your site.

Supplementary
Entry fee
You can add entry fees, if you ask for this for an event, for example. An fundraiser is required to choose an entry fee, but this could possibly be an entry fee of 0 euro.

Activities
The activities module allows you to add a (mandatory) choice question in the sign up flow. For example, a list of distances from which the fundraiser must choose, or the question of what kind of fundraiser it concerns.

Editions: retention at events
If you use retention (editions) and an edition is set at the level you sign up at, you will be asked if you have participated before. Based on the answer, you can add badges, add a different target amount or send other emails based on the number of participations.
Date of fundraiser
There is a site setting where it is mandatory for an fundraiser to specify an end date of the fundraiser. An fundraiser then gets the mandatory question "Until when does your fundraiser run". If a general countdown date is set at the level they are notified at then the question is not asked. All underlying fundraisers will then automatically get that date as the end date.
Performance: Mileage target
If achievements are possible at the level at which you create your fundraiser, you will be asked how many kilometres the fundraiser wants to cover. This is an optional question, and if filled in then this becomes the target distance for this fundraiser.

You can also choose to leave that question away, by going to Settings > Achievements and unchecking the checkbox "Ask the participant's achievements goal in the registration flow":

Additional questions
We can add extra questions and this can be set per campaign, sub site, at the website level or across the whole site. We can ask the extra questions to fundraisers, but also specifically to team captains. With the extra questions, you can request additional information needed for your event. For example as in the example below that event participants are 18 years or older or have permission from their parent(s)/guardian(s). The answers to these extra questions are reflected in the export (of fundraisers and teams).

Webshop
In the webshop, you can offer any additional items that can be bought. You set these up via Administration > Webshop. The webshop is only accessible in the sign up flow. You cannot therefore sell items via the platform outside the sign up flow.

Discount codes
You can add discount codes and they only apply to the registration fee. That way, you can give early registrants a discount, for example, or let certain people register for free. If that functionality is on, you will see a place to enter a code at the overview screen.

After clicking, you can enter the code

And if the code is correct, the discount code will be applied to the registration fee.

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

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

Below, the fundraiser can upload his documents:

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

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

You have these icons:

No document(s) uploaded

No document(s) uploaded, not checked

Document(s) approved

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

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

Number of documents
Documents approved

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 article
Sorts of additional questions

Insert fields

Text field
Textarea

More-choices

Dropdown
Radio
Checkbox

Extra text

Where can additional questions be added?

On which levels can additional questions be added?
Where can I see the completed answers to the additional questions?

Types of extra questions
Input fields

We have two types of input fields, a textarea and a textarea. The two are distinguished by the size of rows displayed. If you expect a short answer then you choose a textarea. In it you ask a question (which has a maximum of 40 characters) a the user fills in an answer:

If you expect a longer answer you can work with a textarea:
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 only
Only letters, dashes and dots
Numbers, letters, dashes and dots only
Valid e-mail address
Valid phone number
Valid IBAN number
Valid zip code
Valid date of birth (dd-mm-yyyy)
Valid date (dd-mm-yyyy)
Valid date in the future (dd-mm-yyyy)
Valid date in the past (dd-mm-yyyy)

Multiple-choice options
We have three options for multiple-choice options, and with all three you may also optionally choose to display only one option. These are the dropdown, radio and checkbox:
Dropdown
At the dropdown you ask a question after which the user has to click on the answer option to expand it. There they can then select one of the choices.
Radio
For radio, the first response option is selected by default. Users can then choose to select another option instead.

Checkbox
This allows you to tick one or more answer options yourself.

For all the questions above (except radio), you can indicate whether that question is mandatory or optional.
Extra text
To introduce the questions, or give some extra information, we can insert titles and info text. A title has a slightly larger font than the infotext.

Where can additional questions be added?
There are three places where we can add additional questions. In the sign up flow, on the donation form and in a customised form.
Sign up flow
The additional questions are asked in the sign up flow after creating the sponsor page (or team page/company page) and before the webshop/startup donation/overview page (depending on which steps there are in the sign up flow):

Donation form
The addition of additional questions to the donation form works the same and you will then see these below the personal data. The only difference is that no special personal data should be asked in this place.

Customised form
We can create a customised form. This is in the form of a Menu item and in it you can request information (separate from the sign-up and donation flow).
You enter an e-mail address and the completed forms are one on one forwarded to that e-mail address. These come in as separate emails and you cannot download an Excel file from this.
Optionally, you can set another destination url where the user, after filling in the form, is automatically redirected.
Below are some examples of applications of custom forms:
Customised form of the Giro di Muscoli for participants in the family stageHere they ask participants to fill in the names.
Customised Night of Refugee form to order t-shirts separately
Customised form from the Metakids Foundation for a participant action.An action starter sells shells and these can be ordered using this form. This action starter receives the submitted emails and can match the orders to the payment reference.
On which levels can additional questions be set?"
Customised forms always appear as Menu items, but additional questions for the sign-up or donation flow can be set at different levels. Below you can see which ones:

Everywhere on the website
On the homepage only
On the homepage of a Sub site
On a specific Campaign

In addition, you can choose between whether the additional questions should be asked to a campaigner, a team captain or a company starter.
Where do I see the completed answers to the additional questions?
For the Donations form you will see these in your dashboard near the donation itself if you click on the 'eye'. In addition, you can find it in the Donations Excel file. An extra tab has been added there where the completed answers to the extra questions are listed.
In the Sign up flow, you can see the extra questions in the actions/participants when you click on the 'eye'. In addition, you can find them in the Fundraisers Excel file. There too, an extra tab has been added where the completed answers to the extra questions can be found. For Teams and Companies it works in the same way (click on eyelet, and in the export of Teams and Companies respectively)
In the case of a adjusted form, the completed results are emailed to the email address provided.

Do you want additional questions added? Then contact us.

Registration fee

When registering a participant/fundraiser, it is possible to charge a registration fee, so registering for the event and creating the personal fundraising page is one integrated process.

The registration fee must always be paid when creating an fundraiser, regardless of whether you sign up as a member of a team or as an individual participant. Registration fees can be added at multiple levels and 'inherit down'. When registration fees are added at the website level, any sub sites and campaigns receive this same registration fee. It is then possible to override the registration fee if there is a different value at the relevant level. It is possible to add multiple registration fee options (with different amounts).
Participants can decide how they want to be registered. This can be useful, for example, for:

Different distances with different starting rates;
Age groups where children pay a reduced rate;
In addition to the regular registration rate, offer a 2nd rate where a T-shirt of the event is offered.

Content:

Add registration fee
Change registration fee
View chosen registration fee

Add registration fee
Settings ⟶ registration fee
The Add registration fee button allows you to add the option(s), asking for a title and amount. Next to this, it asks whether the paid registration fee should be included in the counter position on the website. Usually, the registration fee is meant to cover expenses and is not included (as donation money) in the counter position, but this can of course vary.

Change registration fee
Settings ⟶ Registration fee
By clicking the Edit button, it is possible to edit the title and amount of the option. This can be useful when offering an early bird option, where the amount is increased over time.
View chosen registration fee
- The campaigner himself and the site administrator can see what registration fee the campaigner has paid by managing the campaign under My Entry. In addition, the registration fee choice can be viewed in the participants' exports.
- On the fundraising page, the chosen registration fee is always displayed. This is a fixed element of the page and cannot be hidden.
- Registration fees are reflected in the Excel export of all fundraisers and donations.

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.

Webshop

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 add
Administration ⟶ Webshop catalog

Click Yes, there is a webshop catalogue to add webshop items
Click Product add
Fill in a title (mandatory)
Fill in an amount (mandatory)
Evt: upload an image of the product
Evt. add multiple variants (e.g. S, M, L, XL, XXL)
Click Save

Please note: Unticking Yes, there is a Webshop catalogue disables the webshop but does not remove the products.

View webshop orders
Administration ⟶ Webshop orders
This page shows an Overview of all Webshop orders

Click on the blue eye icon to see details of an order

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Team page