e-Ticketing

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.

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 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.

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.

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:

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

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.

You can register as an individual through the sign-up flow and then you will have a separate fundraising page. You can add news items here and edit your fundraising page.You may also register as a team member. For that, you also create an fundraiser, but then the fundraiser is linked to the team and the revenues count for the team.Watch the video on managing fundraisers here, or read more about specific sections below.00:00 - Welcome00:27 - Download overview fundraisers01:40 - Adjust a page02:33 - Adjust my subscription03:14 - Manually adding a fundraise page04:58 - Change the owner of a page06:30 - Move fundraiser07:29 - Other optionsArticle contentFeatures fundraisersManagement of fundraisersMoving fundraisersManually adding fundraisersEmails to fundraisers  Feature fundraisersAn fundraiser always has one ownerAn fundraiser is always linked to a user, which is the owner of the fundraiser. And they can also manage the fundraising page. However, a user may have several fundraisers.An fundraiser can close and reopen an fundraiser himselfThe latter can only be done if it is possible to start an fundraiser at that time.You can move or assign an fundraiser to someone else afterwardsThis can only be done by a site administrator. Management of fundraisersWhen an fundraiser logs in, he/she enters the dashboard directly to edit his/her fundraising page. If the fundraiser has multiple fundraisers, there is a drop-down menu in front of it to choose which fundraiser he/she wants to edit. As site administrator, you can edit an fundraiser by looking it up in the fundraiser overview. You then click on the pencil icon to enter the fundraiser management. There you have the following options:My pageMotivationChange fundraiser name, fundraiser title, description, fundraiser url and number of participations (only an administrator can change the number of participations)Photos and videosAdd photos and videos to be placed on the fundraising pageSponsor logosAdd sponsor logos that will appear with the fundraiser BlogHere, an fundraiser can post his or her own Blog about his or her fundraiser. People who have indicated that they want to be kept informed will receive a notification about this.AgendaHere, fundraisers can organise their own fun things and put them in the agenda. People can then also donate to itSettingsClose pageAn fundraiser (or a site administrator) can close the fundraiser here. A closed fundraiser can be reopened (provided it is currently possible to start an fundraiser at that level) by the fundraiser or site administrator. Once an fundraiser is closed, it can no longer be donated to. If an fundraiser hangs below a project and that project is closed, all underlying fundraisers are also closed at the same time.Target amountHere, an fundraiser can adjust his/her target amount. This cannot be later than the minimum target amount set at that level.Countdown dateHere you can change the countdown date for the fundraiser. You will only see this option if it is possible to set a countdown date for the fundraiser and if the level the fundraiser falls under does not have a countdown date set.PSP description (not visible to fundraisers)Here, administrators can change the PSP description of an fundraiser.Additional description (not visible to fundraisers)Here, administrators can change the additional description of an fundraiser.DonationsDonations overviewHere you can see the donations made to this fundraiser. An fundraiser will see less information if he clicks on the 'i' (example). Site administrators can also download all donations for this fundraiser hereManual donationsHere you can add a manual donation and it will be added to this fundraiser.AchievementsHere, an fundraiser can add achievements, link with Strava and set a target distance. You can read more about achievements here.My registrationHere is an overview of all data entered when registering. An fundraiser can possibly modify the activity if that functionality is enabled. Site administrators can modify the number of participations, the activity and the answers to additional questions here.Moving fundraisersSomeone may have created an fundraiser in the wrong place. You can then easily move the fundraiser back to the right place:You go to the fundraisers overview and click on the three dots and then on moveThen find the place you want to move the fundraiser to and click move.Manually adding fundraisersYou can also add fundraisers manually. You can do this by going to where you want to add the fundraiser and then going to fundraisers. Then click (top right) on add.Then select the owner. If it is already known, search for it in the search screen. Otherwise, click on Add account.You will then first create a new account, to which the fundraiser will be linkedYou then fill in the fundraiser details and the fundraiser is created.If an fundraiser is created via the dashboard, no e-mails are sent. You can still send a welcome e-mail yourself from the fundraiser overview by clicking on the three dots > Send welcome e-mail again. Also, no mail to set your password is sent to accounts created via the dashboard. You can send those manually via Accounts > Users > Send password. Or can be requested at the frontend via Forgot password. Emails to fundraisersThe following mails are linked to fundraisers:Welcome e-mail after creating fundraiserYou can set this based on the number of previous participations. You can also send this e-mail later by clicking on the three dots > Send welcome e-mail again from the fundraiser overview.Welcome e-mail after joining the teamThis is sent when you register as a team member. You can also set the mail based on the number of previous participations.Donation receivedThis is sent after a donation is made directly to the fundraiserTeam has received a donationThis is sent when donating directly to the team (i.e. not to a team member)Reminder after pledging donationThis is sent x days after pledging a donation. Committed donations are donations you can make on the mobile view by clicking 'pay later'. That functionality can be turned off. The mail can be copied and then the number of days can be adjusted.No donations receivedBy default, this mail is sent after 14 days, but that number can be adjusted. And is only sent if no donations have yet been received.Target amount of the fundraiser has been reachedThis mail is sent based on a percentage of the target amount. You can copy the mail and then set your own percentage. If you have set multiple mails to be achieved with a single donation, only the mail that meets the highest condition will go off. For example, if you have set an email at 30% and at 60% of your target amount, and a donation comes in which you raise 100% of your target amount all at once, only the email at 60% will go off.Tip e-mail after registrationThis mail is also copyable and will be sent x days after creating the fundraiser.The set countdown date will soon be reachedThis mail goes off x days before the countdown date is reached. You can copy the mail.Personalise your fundraiser with an imageThis mail is sent x days after creating the fundraiser if no fundraiser picture has been uploaded. You can copy this mail.Retrieved more than set amountThis mail is sent based on a set amount. You can copy the mail and then set your own amount. If you have set multiple mails to be achieved with a single donation, only the mail that meets the highest condition will go off.Team raised more than set amountThis mail is sent based on a set amount. When the team total reaches that, the mail goes off. You can copy the mail and then set your own number. If you have set multiple mails that are achieved with a single donation, only the mail that meets the highest condition will go off.Project is closed by project managerThis mail goes off when a project is closed. All underlying fundraisers are then informed of this (provided this mail is on). So pay attention to this before closing a project.News item addedIf you add a news item, you can choose to share it with all fundraisers directly below that level. They will then receive news of this.Performance goal of the fundraiser has been achievedThis mail is linked to the performance tracker. If this goal is achieved in its entirety, this mail goes off.

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 feeChange registration feeView chosen registration feeAdd registration feeSettings ⟶ registration feeThe 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 feeSettings ⟶ Registration feeBy 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.