Overview of all support articles

With the company sign up flow, you can book and checkout spots for several colleagues at once for an event.

The default options for registering for an event are:-individual-team-team member
But what if a company wants to sign up, reserving and checking out a number of places right away? And that no other people can register on their company page. For this, the special sign up flow for companies is available! This functionality can be enabled or disabled by Kentaa per website.
 
Article content:

Business package

Specific number of entries
Company determines number of entries
Add company package to the notification flow

Sign up flow company

Mail after registration
Creating a company manually

Registration flow actions

Working method in combination with activity module

Dashboard
Companies and actions

 
See the video explaining more about how it works here:

00:34 - General01:43 - Creating packages and selecting registration type04:02 - Registration flow for company creation08:05 - Special link08:21 - Sign up flow for creating fundraising page under company10:34 - Adding extra places to company11:21 - Manually create company

 
 
Business package
The registration flow for companies works on the basis of one or more company packages. A business package can be a specific number of registration tickets, or it can be a number specified by the company itself. Items can be added to a package as desired, such as promotional displays, t-shirts, etc. For example, you can put together a bronze, silver and gold package.To use the sign-up flow for companies, at least one company package needs to be created. You go to the place in the platform where you want to add it (e.g. directly under the website, or at a certain project) and go to Settings > Business packages. Then click on Add business package and you will be taken to this screen:

You have two choices:Specific number of entriesCompany determines how many registrations
Specific number of entries
With this choice, the content of the package is fixed. For example, a business package where you purchase 10 places. Here you enter the following:
Title of the packageDescription of package contentsNumber of registration spacesTotal amount for the package (this amount can also be 0 euro)
Company determines number of registrations
Here, the price per spot is fixed, but the company decides how many spots they want to reserve and checkout.
You enter the following for each business package:Title of the packageDescription of the contents of the packageAmount to be paid per registration (this amount can also be 0 euro)
Add company package to the notification flow
Now that the business package has been created, it is important to add the possibility of company registration to the sign-up flow. You do this by going (at the place where you want to add it) to Settings > Sign-up flow. You can then choose from these options here:

 
Sign up flow company
The sign up flow is as follows:
1. In the 'How do you want to participate' selection screen, an option has been added to sign up as a company

2. In the next step, you choose a package. If it is a package where there is only an amount per registration, you should also enter the number here

3. In the step after that, fill in all company details

4. Here you enter the contact person's details. This person will also be the administrator of the company page

5. Then you create the company page. You upload a logo and fill in the title, motivation and target amount

6. Additional questions (optional)You will only see this page if additional questions have been added at company level. Would you like to have these added? Please contact us via support@kentaa.nl

 
7.On the summary page, check all details entered and then go to the payment screen
 
Mail after registration
An e-mail will be sent to you after registration:
 
In that mail is a link that allows someone to sign up directly. One shares this link with colleagues who want to participate and then they can create a fundraiser page right away! This link can also be found in the admin dashboard.
Creating a company manually
You can also add companies manually from the dashboard. You do this by going to where you can add the company (e.g. on a particular project). Then click Companies and then Add. If you don't see this option, please contact support@kentaa.nl. If so, the functionality still needs to be turned on.
Then fill in all the fields you would normally have had to fill in as well. The fields marked with an asterisk (*) are compulsory. After filling in and saving, the company is created. No e-mails are sent when creating the company via the dashboard.
Registration flow actions
The sign up flow for someone using such a link to create company fundraiser looks like this:
1. Start sign up flow. Here you can see what you are going to sign up for

2. We are curious to know who you are. Create your profile here

3. Your personal page. Here you enter your title, motivation and how much money you want to raise

4. Overview page where you can check the data entered. As payment has already been made, you can go directly to the checkout page

Now a colleague's action page has been created. A visitor can donate to that fundraiser page or to the company.
Working method in combination with activity module
If the activity module is also used, the company's application flow requests the desired activity. This activity then applies to all members within the team.
 
Dashboard
In the dashboard, a new menu item called Companies has been added. This will list all registered companies. If you press the 'i' you will see the company's details. Here you will also see the link where you can register.

You can also download an Excel file from the overview. Here you can see an example of its output.
 
Companies and fundraising pages
You can think of a fundraiser that signed up through a link (I'll just call these 'Company fundraisers' below) as a regular action (i.e. not created under a company), but there are still a few differences. Below is a summary:

You cannot move regular action starters to a company. Conversely, you cannot move fundraisers to (for example) a project either.
Fundraiser actions appear in the overview of all action starters and also in the export (and api) of all action starters. You will then see some extra columns reflected in the Excel file. See an example here.

Want to use this functionality? Then get in touch with us! If you have a custom design, the functionality needs to be built in here first.

Watch the video explaining this functionality here.

 
The achievement tracker allows a fundraiser to add sporting achievements to their fundraising page. The distance covered is added up and displayed on the action page. An action starter can also link to his Strava account, after which new achievements are automatically added to his page!Moreover, the total the total distance covered by all actions is added up and displayed on the homepage.
Article content:

Achievement

Set target
Add achievement (manual)

Strava

Creating a Strava app
Linking your own Strava account to an action page
Disconnect Strava

Use achievement tracker

Turn off achievement
Visibility
Excel file
Target distance reached e-mail
Highlighting achievement tracker

Achievement
An fundraiser can add achievements by logging into his dashboard. There, there is a 'Achievements' tab that looks like this:

Set target
Similar to setting a target amount, a fundraiser can set a goal for their achievement. In this case, it is a certain number of kilometres. If the achievement tracker is on, the target distance is also (optionally) asked out in the sign-up flow. You can see the new question at the bottom:

 
Add achievement (manual)
The add achievement screen looks like this:

First, you choose a Sport. Here you can choose from Running, Walking, Cycling, Swimming, Skating, Skeelering or Other (for all other sports).
Then you give the achievement a title. This will appear at the top of your achievement page
Then fill in the description of the achievement. This is optional, you can also continue without filling it in.
Then enter the date and time
Add your distance travelled and click save

You will see that the action has been added and the mileage has been updated. At 'source' there is a Kentaa icon indicating that it was added through the platform.

 
For the front-end action page, this looks like this:

Here, 'Rondje Veluwezoom' is the Title and the text below it is the description.
On the homepage, the number of kilometres travelled across the platform has been added below the donation counter:

Strava
You can also choose to link to Strava. Strava is an app that many athletes use to track their achievement. To avoid having to enter sporting achievements in two places, we have linked to Strava.
Any activity added there is then forwarded to the fundraisers achievement page and filed away under the appropriate sport. Before you can do this, a Strava app must be created once for the platform:
 
Creating a Strava app
To have Strava working on your platform, a general connection to the Strava app must be created. This may be your personal account and is purely to establish the technical link with the platform. Nothing else happens to your information or account. The easiest way is to create a new Strava account here with a general company e-mail address. You only need this to establish the link. No other emails will be sent to it (you can uncheck that in the sign-up process).
Once that app is properly installed, action starters can link to their own Strava account through the platform.
Below is a roadmap to do this.
1. Create an account at www.strava.com (this is a personal account)2. Go (already logged in) to https://www.strava.com/settings/apiFill in the following:

Application NameHere you enter the desired name of the app, usually the name of the site or of your foundation
CategoryChoose 'Charity' here
ClubYou can leave this blank
WebsiteEnter the url of the website here (with https:// in front)
Application DescriptionHere you can give a description of the application of the app
Authorisation callback domainEnter oauth.kentaa.co.uk here (make sure there are no spaces!)Click agree and create to continue

3. Then upload your app icon

4. Then send the Client ID and Client Secret to us. When we then add them to your platform, the link is ready.

Linking your own Strava account to an action page
Now that the Strava app is linked to the platform, a Strava icon will appear:

Click connect and give the app permission. Then, newly added activities within Strava will automatically appear on the action page (this can take up to 10 minutes). Below is an example of an achievement added via the link (also note the Strava icon):

And at the front, this looks like this:

The achievement above (25.23 km) was manually entered in Strava and therefore no map was available. If a route map is available then you will see a map of this with the achievement. An example of this:

Any photos taken while recording the achievement in Strava also come with it. For example, see this hike:

Disconnect Strava
The owner of the action has the option to undo the Strava link. This can be done from his/her Strava account, but also from the action dashboard within Kentaa. To do so, click on the Strava disconnect cross on the achievement tab (in the screenshot at the bottom right):

A site administrator cannot undo individual Strava links (unless it owns the action). However, a site administrator can choose to disable the achievement tracker on a level (e.g. for a project). If that happens then all achievements will be deleted and links to Strava broken. See Turning off achievements for this.
 
Use achievement tracker
You can specify per level whether you want to use the achievement tracker. You can turn this on or off at the website level and per segment or project. You can also indicate whether you want to see the number of kilometres travelled in the counter. You can set this at segment or website level via Settings > Achievements.
Turn off achievements
If no achievements have been added under a project yet, you can switch them on or off without any consequences. If achievements have already been added, when you turn them off (by unchecking that achievements may be used) you will receive a message indicating how many Strava links and achievements will be removed.

Turning off achievements can be useful to reset the total distance back to zero, for example in a challenge that lasts a month and has a certain start date. However, it is important to inform the action starters in such a case. Their previous achievements and target kilometres are then deleted, so they need to reconnect with Strava.
Visibility
If you turn off the 'Show the number of kilometres travelled on the page' button, no total number of kilometres will be shown at the donation counter. This can be useful if you do not yet want to show the final score of the challenge, or if the total number of kilometres is not relevant at that location. You can only set this at website and segment level.
Excel file
If you create an export of all actions and use the achievement tracker, the export will have four columns about it. These are the columns Target Distance, Distance Traveled (km), Distance Traveled (%) and Achievement Source.
Distance travelled (%) shows the percentage to which the target distance was achieved. At Achievement source you can see in which way(s) achievements have been uploaded.

Target distance reached e-mail
If you have achieved the target distance, an automatic email will be sent (provided it is on). This looks like this:

You can customise the mail as you wish via E-mails > Overview e-mails > Fundraisers > Achievement target of the action has been achieved.
 
Highlighting achievement tracker
The achievement tracker can only be found by the action starter when he/she logs into his/her own dashboard. It is not shown while creating a fundraising page, which is why it is important to draw attention to it. Below are several ways you could do this:
News releaseIf several fundraisers have already been started and you want to reach out to them, you can do this through a news release. You can create and publish a news release and then you can choose to share the message with the existing fundraisers. That way you can make them aware of the new functionality!
Menu page explaining the achievement trackerYou can also create a menu page with more explanation about how the achievement tracker works and how you use it. You can also refer to it in automatic e-mails or in a news item. Do you get questions from action starters about the achievement tracker? Then include these in a frequently asked questions block!
Automatic e-mail The best way to make new fundraisers aware of the achievement tracker is via an e-mail that each action starter receives. In it, point them to the possibilities of adding achievements.
You can choose to include the achievement tracker in the mail after creating an action, but also, for example, the mail sent three days after creating an action.
 
Would you like to have an example of text from an automatic mail or menu page? Then click here for a pdf file with texts and screenshots you could use! You can also create a news item based on this.
 

We can turn on the achievement tracker directly for all our generic templates. If you want to have this enabled, please contact us after which we will enable the functionality. If you also send us the Client ID and Client Secret, we can also link it directly to Strava.

We have four different templates for our Kentaa platform. If you are using one of the templates and would like to see how the site would look in a different template, you can contact us for this and we can convert it for you.
Below you can see the different flavours.
Template 1Template 2Template 3Template 4 (New!)
 
Template 1:
Sample site
Click on the screenshot to enlarge it

Desktop
 
Mobile

 

Homepage
 
 

 
 
 

 

Project
 
 

 
 
 

 

Fundraiser overview
 
 

 
 
 

 

Fundraising page
 
 

 
 
 

Downloads and frequently asked questions
 

 
 
 

Contact
 

 
 
 

 
Template 2:
Sample site
Click on the screenshot to enlarge it

Desktop
 
Mobile

 

Homepage
 
 

 
 
 

 

Project
 
 

 
 
 

 

Fundraisers overview
 
 

 
 
 

 

Fundraising page
 
 

 
 
 

Downloads and frequently asked questions
 

 
 
 

Contact
 

 
 
 

 
Template 3: (only for Kentaa Premium)
Sample site
Click on the screenshot to enlarge it

Desktop
 
Mobile

 

Homepage
 
 

 
 
 

 

Project
 
 

 
 
 

 

Fundraisers overview
 
 

 
 
 

 

Fundraising page
 
 

 
 
 

Downloads and frequently asked questions
 

 
 
 

Contact
 

 
 
 

 
Template 4: (only for Kentaa Premium)
Sample site
Click on the screenshot to enlarge it

Desktop
 
Mobile

 

Homepage
 
 

 
 
 

 

Project
 
 

 
 
 

 

Fundraisers overview
 
 

 
 
 

 

Fundraising page
 
 

 
 
 

Downloads and frequently asked questions
 

 
 
 

Contact
 

 
 
 

 

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.

00:34 - Export teams01:44 - Adjust team data02:28 - Allow team members03:17 - Add team manually04:55 - Change team owner05:46 - Move team06:40 - Add team member to team08:42 - Delete team10:14 - Set team to invisible

 
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

 
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

Edit team name, profile picture, title and team description (Content > Description)
Add image or video to team page (Content > Media)
Add sponsor logos (Content > Add sponsor)
Add news items (Content > News items)

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 team)
Set target amount team (Set target amounts)

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

Team members
A team captain can remove activists from his or her team. This can be done in the team members overview page, by clicking on the cog behind one of the team members and choosing 'Remove from team'. A team captain can also see more information about team members' actions by clicking on the eye under the cogwheel.
 
Management team
As a site administrator, you can immediately see per action whether it is a member of a team or not. You can see this through the following icons:

Action starter
Team member
Team starter

Change 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 cog 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/action holder to a team is basically no more than moving this action to the team. First, find the action by going to 'Actions'. Then click on the cog icon and select move. You look up the team and click move. Then the action page will appear under the team and that person has joined the team.

Deleting team membersA team member is nothing more than an action 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 action 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 cog 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 segment 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.

We have created a wide selection of mails to make it easier for you. Once set up properly, this will save you a lot of communication time and add value to the platform.
Watch the video on managing teams here, or read more about specific sections below.

00:40 - When are mails sent?01:33 - System emails and marketing emails02:09 - Categories04:39 - Unsubscribing to emails05:28 - Reply address06:02 - Signature06:53 - Turning emails on and off07:16 - Customise mail and send test mail08:34 - Conditional emails09:56 - Use of tags10:42 - Inheritance of mails13:13 - Mails at retention functionality

Trigger mailsWe only work with so-called 'trigger mails'. These are emails that you can set up in advance and that are sent after a certain event.
LevelsYou can set the mails by level and this works as follows:If you set a mail at the main level (i.e. at the website level), then it is automatically taken over that way at a lower level (e.g. a project). But if you change the mail at that project, then the changed mail will only be used for that project. This way, you can easily set your mails globally and make them more specific per level if required. Mails related to the edition are not automatically taken over at a lower level.
You can see the overview of emails in the dashboard under the heading Emails. Here you will see three options: Email overview, Configure signature and Reply address.
Email overview
When you open the overview of emails, you will immediately see a distinction between different categories we use in our platform. These are:

Donors (people who make a donation on the platform)
Participants (fundraisers who do not have their own fundraising page)
Fundraisers (fundraisers who have their own fundraising page)
Team starters (fundraisers who have started their own team (also called team captains))
Site administrator (the administrators of the site)
Visitors (interested parties who have indicated on the site that they wish to be kept informed)
Users (these are not visible and contain the standard system emails like completed contact forms, password recovery, AVG emails etc.)

You can unfold these categories and in them are all the mails sent to that category after a certain event.
Here is an overview of some of the emails that go to a donor:

Explanation of symbols

This collapses the entire menu with this type of mail

This toggle allows you to toggle a mail on or off

This button allows you to copy a mail. This is done by selecting the condition at the bottom of the mail and saving the mail

If you have changed the mail then you can use this to restore it to the original mails as we set it up. A kind of 'go back to factory settings' button

Here you can edit the content of the mail

Here you can see a preview of the mail and have it sent to an e-mail address as a test

In the screenshot, you can see that behind the mail "Thank you mail after new donation" the arrow is black. This means that the original mail has been modified, and you can restore it if you wish. If you reset it to the original mail and click on the pen you will see this content of the mail:

TagsWhat immediately stands out are the so-called tags. This is information framed by percentage signs and looks like this: %tagname%.
If you click on 'Add tag' you will see which tags are available for that mail and what the tag stands for. The tag will be replaced in the final mail. In the case of the sentence Dear %donor_firstname%, this will eventually become Dear Jasper in the mail,
By mail, not all tags may be available. The mail 'Thank you mail after new donation' is used after a new donation has been made. This can be a donation at website level, but also, for example, a donation on an action. Because this mail is generic and is used in both cases, you cannot choose the %action_title% tag here. You can always see which tags are available under 'add tag'.

 
Configure signature
Via E-mails > Configure signature, you can set a default mail signature. This will then appear instead of the %signature% tag in the e-mails you send. Here you can, for example, choose to insert an image.
 

 
Reply address
The reply address is the e-mail address from whose name and e-mail address we send the automated e-mails. However, the emails are sent from support@kentaa.nl. We do not have access to your email account.Example:

Suppose a donation is made on the platform, then the donor will receive thank you mail after a new donation(provided this mail is on). If you then press the sender you will see the following:

If the donor has a question about this and presses reply, it will come out to the e-mail address info@kentaa.nl (the set reply address). It happens sporadically that someone copies the e-mail address support@kentaa.nl manually and sends us the mail, instead of sending it to the reply address. In such a case, we will forward the mail to the reply address set on the platform.

In this article, you will read more about how the donation counter is built up and how to reset it for a new edition.The following is covered:

Donation counter
Reconciliation of donation amount
Reset counter to zero
Action, donation and team archiving roadmap

 
Donation counter
The donation counter is a sum of the following components:
Donation amounts

All donations that have paid status
All manual donations
One-off authorisations and payments via invoice that have pending status

Entry fee

Only if set to be counted in the donation counter
Any discount (via discount codes) will be deducted from the registration fee, unless configured differently for the website

What's not in the donation counter:

Contribution transaction costs
Webshop
Donations falling under closed projects where it was chosen not to include them in the numerator count
Credit card payments with 'pending' status
Committed donations

 
Reconciliation of donation amount
To check all this, you should download an Excel file at website level at donations > overview donations > Create Excel file
*You may have projects whose donations have been removed from the counter (by closing the project, and then via Settings > Project status removing the amount from the counter). You can recognise these by the exclamation mark in the overview of projects:

In that case, you need to exclude donations on these projects first. You do this by going to the 'Project title' column and filtering out the projects that do not count.Steps to calculate the counter:

Select all columns and turn on the filter
In the 'Payment status' column, turn on the following statuses: N/A and Paid
Go to the 'Donation amount' column and write down the total accumulated amount of the column (A)
Remove filters (apart from any project title filters)
In column 'Payment method', select Authorisation and Payment by invoice status
In the 'Payment status' column, select Pending status
Go to the 'Donation amount' column and write down the total accumulated amount of the column (B)
Remove filters (apart from any project title filters)
In the 'Payment status' column, turn on the following statuses: N/A and Paid
In the 'Show in donation counter' column, select Yes status
Go to the 'Entry fee' column write down the total accumulated amount of the column (C)
The amount on the counter is (A) + (B) + (C)
 

Reset counter to zero
There are many sites that work with donation years (e.g. 2019) or have recurring events. For these, it is useful to reset the counter to zero so that it is ready for the next edition.
There are several options for setting the counter to zero, depending on how your platform is set up.
1. Close projectThe best option is to group the entire overview of donations and actions into a project, e.g. '2019'. You can then close this project and change the project status. You can then indicate that you don't want to count the amount in the counter status. That way, the money goes out of the counter status and you have total proceeds and donations from the previous edition clearly displayed in your dashboard. Here you can see a step-by-step plan to do this. Tip: Copy your project if you want to create a new edition.Don't have any projects and still want to reset the counter via this method? Then contact us, we can print a script for this.
+ All donations are clearly archived in a project+ Returning participants keep their login details and are recognised for a next edition
2. Negative manual donationThe quickest way to reset the counter is via a negative manual donation. You do this by making a manual donation with a minus sign (-) in front of it.
+ A lightning-fast way to reset the counter position instantly- All actions, teams and donors remain in the same place. This can cause possible problems with a new edition- A noticeably large minus amount will appear on your site. Temporarily, of course, but it is there
3. Create new siteYou can close the old site, archive it and create a new site. That way, you start with a clean slate. The disadvantage is that you have to rebuild the new site and users have to create an account again. There are also costs associated with this.
+ You start with a clean slate and can set up the site for the new edition as you wish- There are costs associated with creating a new site. Please contact your sales consultant for this- Users must create a new account on the new site
Project closure roadmap
The option to close a project and not have the stand counted towards the tally is the nicest one. But what if not all actions and donations hang under a project? This way, you can then still archive it:

Choose a project you want to hang all actions and donations under (or create a new one). For example, edition-2019
Move all teams created at site level to the newly created project*
Move all site-level actions to the newly created project*
Move all donations to the newly created project*.

For manual donations, you cannot move them. In that case, it is best to remove the donation and create a new donation at project level

Close the project (Tip: check whether you have automatic mail on or off before closing the project)
Set the project status via Settings > Project status to 'No, do not show the statistics of this project in the total counter status on upper levels'.

*There may be so many donations, teams or actions that moving them manually is impossible. In that case, please contact us. Also if you want advice on how best to prepare the site for next year.

Settings ⟶ Default action 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 action can still fill in their own picture, title and description.

Changing default action settings

Change action picture

Click on Upload action 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 action title

Enter the action 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 action 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.

If you are interested, please contact us!

This article explains the different users, administrators and permissions. We distinguish between two categories: administrators and users.
Administrators
Administrators are present at the following levels: you have site administrators, segment administrators and project administrators. All manage a particular level and have their own set of rights. We leave team captains and action starters out of this chapter.
Site administrators
Administrators with the most rights. The name says it all: as a site administrator, you have control over the entire website. Site administrators can only be created by other site administrators or Kentaa employees. A site administrator cannot delete itself. You can create, edit and delete site administrators (at website level) via Accounts ⟶ Administrators. See the overview under the heading Rights to see what rights the site administrator has.
Segment managers
On a website with segments, it can be a lot of work to oversee and manage everything properly. It is therefore possible to appoint an administrator for each segment, who is authorised to make changes on that segment. To add a segment manager, you first have to manage the segment and then navigate to Managers. Then add a segment administrator using the Add administrator button.
Check the overview under the heading Rights to see what rights the segment administrator has.
Project managers
An administrator can also be designated on a project. This project administrator can help manage this specific project. View the overview under the heading Rights to see what rights the project administrator has.
Rights
We have prepared an overview of the rights that administrators have and which actions they are allowed to perform (and which they are not). Download the overview here (PDF) or click on the image below to start the download.

Users
Accounts ⟶ Users
Each action starter and administrator is given a user account when added. In this user account, or profile, the person's personal data is stored. The following data is retrievable/ stored:

First name *
Insert
Surname *
Email address *
Street
House number
Addition
Postcode
Residence
Country
Date of birth
Gender
Phone number
Language(not asked)

By default, first name, surname and e-mail address are mandatory. However, it is possible to make several details mandatory. This then applies to both new action starters and new administrators. See also the Who are you step in the login flow. The Kentaa employee can add the data mandatory or optional. Please contact them at support@kentaa.nl, by phone or via chat.
Change user behind action
It sometimes happens that an action starter no longer feels like participating, or is physically unable to participate. In this case, another user may take over his action. The site administrator can arrange this for the action starter by searching for the relevant action under Actions ⟶ ⟶ Assign user.
Forgotten password
It happens often enough: an action starter or administrator has forgotten the password to log in. As a site administrator, you can help these people by sending an e-mail to reset the password via Accounts ⟶ Users ⟶ ⟶ Resend password .

Banners give the website a nice entrance and clear impression of the website.

Add banners
Content ⟶ Banners
When you have chosen to use banners on the website, click the checkbox for Show banners on the website. This will display the option to add banners, see below.
Per design, the format of the banner(s) may vary. Some designs have a page-wide banner while others have a framed banner. A few characteristics about banners:

It is advised to upload the banner in JPG or JPEG format because of the small file size
There is a maximum of 5 banners per page to upload
The carousel 'rotates' at 8-second intervals
The minimum size of each banner is 1170 pixels wide. There is no minimum or maximum height
We recommend a format of 1920 x 600 pixels
Banners appear on every page
A different banner, or other banners, can be added per segment or project

Click Add banner to add a new banner.
Upload the banner photo (the size we recommend is approximately 1920x600 pixels and jpeg format).
Evt.: do you want the banner to be clickable? Then you can add a link in the URL field. Optional: under Open in , specify whether the link should open in the same window or in a new window.
Click Save and the banner has been added.

Please note that the first banner uploaded determines the size for subsequent banners to be uploaded.
Change/remove banners
Content ⟶ Banners ⟶ Modify

Click Edit behind the relevant banner to make adjustments
Click on Save

Content ⟶ Banners ⟶ Remove

Click Delete behind the relevant banner to remove it
Click Ok if you are sure

You can add sponsor logos to indicate which organisations support your campaign, event, cause or action. By adding these images, you also give companies a nice incentive to donate.
Add sponsor logo
Content ⟶ Sponsor logos

Click Add sponsor to add a new sponsor logo.
Upload your photo.
Evt.: do you want the sponsor logo to be clickable? Then you can add the website (e.g. of the sponsor) in the URL field. Optional: under Open in , specify whether the link should open in the same window or in a new window.
Click on Save. The sponsor logo has been added.

Change/remove sponsor logo
Content ⟶ Sponsor logos ⟶ Modify

Click on Change behind the relevant sponsor logo to make adjustments
Click on Save

Content ⟶ Sponsor logos ⟶ Remove

Click Remove behind the relevant sponsor logo to delete it
Click Ok if you are sure

 
Showing sponsorship logos of upper levels
Per segment or project, sponsorship logos set at a higher level (website or segment) are adopted by default. You can choose to adopt these, or to upload your own logos. In the latter case, press change default value and choose 'No, do not show sponsor logos from higher levels'.

Do you want your Kentaa website to seamlessly match your corporate identity or purpose? By customising the page design, people will immediately see that this site is yours. You can customise the design of your website using colours, a logo and a background image. You can find these via Settings > Design
Article content:

Colour & contrast colour
Logo
Favicon
Background image

Colour & contrast colour

Under Primary colour, choose the colour of your house style. You can do this by moving the mouse over the pallet or by entering the HEX code.
Under Contrast colour, choose a contrasting colour. This can be white or black.
Click on Save

Logo

Press the Upload logo button and choose the desired file for your logo from your files
Evt: Select Show logo to show/not show the logo on the homepage
Evt: Give the logo extra white space at the top and bottom so that it does not 'stick' to the menu bar and top of the website
Click on Save

Favicon
The favicon gives that extra bit of recognition to a website. All browsers support the favicon in their own way; in most cases, the favicon is displayed in the tab with the title of the website.

Press the Upload favicon button and choose the desired file from your files (recommended 16x16 pixels)
Click on Save

Want to get the favicon from another website? Use Google's handy tool: https://www.google.com/s2/favicons?domain=www.kentaa.nl. After domain=, enter the website URL.

 
Background image
You can upload a background image for in the login flow. Make sure it is at least 1280 pixels wide.
 
Front end design editor
At the front end of the website (on the site's homepage and segment if present), you can set various other things such as button colours, font, hyperlinks and instantly see the changes. Read more about this in the support article.

Every Kentaa website includes the newsletter module by default, where visitors can leave an e-mail address to appear on the newsletter subscription list. Visitors can subscribe at 3 different moments: while donating, when filling in a contact form and at the bottom of each page.
Within the Kentaa system, all opt-ins are stored to be able to prove the given consent if necessary. As no newsletters are sent from Kentaa, it is your own responsibility to provide clear opt-out options in the newsletters sent by you.

Set up newsletter module (textual)
Viewing newsletter subscriptions
Exporting newsletter subscriptions
Newsletter subscriptions among donors
API

Set up newsletter module (textual)
Content ⟶ AVG texts
Under AVG Texts under the heading Newsletter subscriptions, you will find the texts that will be displayed at the different newsletter moments.

Click Change default value to enter your own text
Click on Save

Viewing newsletter subscriptions
Administration ⟶ Newsletter subscriptions
This page shows all newsletter subscriptions. Use the search bar to find a specific person. The Remove button allows you to permanently remove e-mail addresses from the list. Use the headings(Email address, Subscription date and Language) to sort the list.
Exporting newsletter subscriptions
Administration ⟶ Newsletter subscriptions
The most prominent way is to export the newsletter subscriptions using the Create Excel file button on this page. The exported Excel file contains more information than initially visible in the dashboard, namely the columns:

Time
Email
First name
Insert
Surname
Language - the tenderer's set language(code)
Site-url - the URL where the registrant was currently located
Segment - the subscription segment, if any
Project - the possible project of registration

Newsletter subscriptions among donors
Donations ⟶ Overview of donations
Would you rather see specifically which donor signed up for the newsletter while donating? To do so, download the donors' Excel file via the Create Excel file button.
API
Newsletter subscriptions can also be exported via the API.
For more information regarding the Kentaa API, please contact support@kentaa.nl or via chat.

p class="">When registering a participant/action starter, it is possible to charge a registration fee, so registering for the event and creating the personal action page is one integrated process.

The entry fee must always be paid when creating an action, regardless of whether you sign up as a member of a team or as an individual participant. Entry fees can be added at multiple levels and 'trickle down'. When entry fees are added at the website level, any segments and projects receive this same entry fee. It is then possible to override the entry fee if there is a different value at the relevant level. It is possible to add multiple entry 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 entry fee
Change registration fee
View chosen registration fee

Add entry fee
Settings ⟶ Entry fee
The Add Entry Fee button allows you to add the option(s), asking for a title and amount. Next to this, it asks whether the paid entry fee should be included in the counter position on the website. Usually, the entry 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 ⟶ Entry fee
By clicking the Modify button, it is possible to modify 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 entry fee the campaigner has paid by managing the campaign under My Entry. In addition, the entry fee choice can be viewed in the participants' exports.
- On the action page, the chosen entry fee is always displayed. This is a fixed element of the page and cannot be hidden. If the title of the entry fee is simply "Entry Fee", it will not be displayed.
- Entry fees are reflected in the Excel export of all action starters and donations.

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 Kentaa platform. With this function, it is 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 Kentaa employee on the website. Please contact support@kentaa.nl for this . After this, it is important that the products are added to the catalogue. Once the products are added to the catalogue, the action starter can see this immediately and order directly in the action start flow!
But what if these products are only for a specific segment or project? 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 activists 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 segment or project.
Add shop articles
Administration ⟶ Webshop catalogue

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

Note: Unchecking Yes, there is a webshop catalogue disables the webshop but does not remove the products.

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

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

 

Settings ⟶ Discount codes
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. For this purpose, the discount code functionality has been created. With this feature, it is possible to create one or more discount code(s) that allow one to pay less registration fee.

Add discount codes
Using discount codes

Add discount codes

Click on Add discount codes
Enter a descriptionOn the left-hand side under 'Discount', you can set the type of code and the discount:
Choose One-off code or Reusable code

A One-time code is a code that is used only once. Choose this one if you want to use several codes. For example, when handing out codes in person at an event.
A Reusable code is a generic code that can be used multiple times. This code is generated and can then be used a set number of times (or infinitely).

Choose the type of discount

At Percentage (%), a certain discount percentage is given on the entry fee.
At Fixed Amount (€), a fixed discount is given on the entry fee. However, this can never be lower than 0.On the right-hand side, you can now set how you wish to generate the code

Choose Generate automatically or Define text yourself

In case of Generate automatically, the text of the discount code is determined randomly
In the case of Determine text yourself, 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 capital letters A-Z, 0-9 and dashes and no spaces in the case of a customised discount code.

Enter 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 on Save
You then return to the overview and can view discount code(s) under the blue eye ()
Possibly: download an export of the discount codes using Make Excel file

Discount codes in use

Once an action starter has put into use a One-Time Use discount code, it will be crossed out (under the blue eye). The exact time when the discount code was used and by which action starter is mentioned. You can also use the View button to see which campaign starter it concerns. The code can no longer be used after this.
In case a Reusable code is used, the eyelet shows when and by whom this code was used. An Excel file of this is also available for download.
In the Donations overview (under menu item Donations), the following icon indicates whether a discount code has been used:
In the Donations export, the Discount column shows how much discount the action starter received on the entry fee. The Discount Code column shows the code used.
The My Entry page that every action starter has also shows whether a discount code was used and what effect it had on the entry.

Content ⟶ News
You can keep your visitors informed about new developments with the news function. At every level (website, segment, project, team and action) it is possible to add news items.

Add news item
News item display(s)
Change news item
Delete news item

Add news item

Click on Add news item
Make up a good, catchy Title or use the title of the post as a tag: %news_title%
Type your message
Optionally, use Tags to categorise your news item(s) (you can filter by these later)
Share your message directly with your supporters (see below for explanation)
Make a choice to publish the message immediately, publish it at a specific date and time or save it as a draft
Click on Save
After saving, you can still add Media (images and/or videos) to the news item
Tip: share your post!

Share news item via social media
After posting, you'll want to let everyone know about the news! This can of course be done via the social media share buttons found with the posted news item:

Share news release with supporters
When adding a news item, you get the chance to share the news item with the constituency. This happens only after you set the status to published (you don't have to actually publish the post yet to see this):

This means that the following people will receive an e-mail notification:

Action starters under the relevant page (project, segment or site level)
Donors who have indicated that they wish to be kept informed of news on the relevant page
Visitors who used the Keep me informed function on the relevant page

News item display(s)
Posted news items are always viewable on the page on which they are posted. Per template/design, the placement and display of the message may differ. An overview of all news messages can always be seen at /news.
By default, only news items posted at website level appear on the homepage. However, there is the option to also show segment- and project-level news items here. Would you like this setting changed? If so, feel free to contact support@kentaa.nl, or chat with us!
Order of news releases
The news items will appear in order of publication date. However, if you want to move an old post up the list, you can change its publication date. Conversely, you can also move the publication date of a news item further into the past, so that it appears at the bottom.
Change news item
You can edit a news item at any time, especially useful for unpublished posts to create the perfect news item. Click the Modify button behind the relevant post to make changes. Don't forget to save the changes.
Delete news item
Not entirely happy with a news item after all, or should the information no longer appear on the website after a while? Then delete the message with the Delete button behind the news item concerned.

pre>Content ⟶ Featured
Do you want to highlight parts of the website? Then you can highlight them on the homepage. You can do this with segments, projects, actions and teams. You can use this function to highlight current projects or participants, for example.

Highlighting items on the homepage
Customise order of featured items
Unblocking
Highlighted project marked as recommended
Undo recommendation
Change texts above highlighted actions and teams on the homepage

Highlighting items on the homepage

Scroll to the level from which you want to highlight something on the homepage (actions, teams, projects, segments). The example uses actions.
Click on 'Add action'.
You get to the overview. Next to the item, click the cog icon and choose 'Highlight on homepage'. The item is now highlighted.

Customise order of featured items

Scroll to the desired level.
Click and drag the items to change the order.

Unblocking

Choose the items you no longer want to highlight and click 'Remove from list'.

Highlighted project marked as recommended

Scroll down to the highlighted projects.
Choose the desired project and click 'Mark as recommended'.

Undo recommendation

Click on 'Marked as recommended' to undo the marking.

Change texts above highlighted actions and teams on the homepage
Content ⟶ Texts on homepage

If default values are used, click 'Change default value'.
Customise the title and description.
Click 'Save' to save the modified texts.

Note: do you have a multilingual website? If so, don't forget to adjust the other languages as well.

It is possible to track visitor behaviour on the Kentaa website, through Google Analytics. You can also have tracking pixels added by a support person upon request.

Adding Google Analytics to the Kentaa platform
Measuring sign-up flow in Google analytics
Adding tracking pixels

Adding Google Analytics to the Kentaa platform
Settings ⟶ Google Analytics
Note: the first part of this tutorial is about creating and setting up a Google Analytics 'property'. If you have already done that, you can skip the first step.

Create a Google Analytics property for the Kentaa website within your organisation's Google account. To do so, use this guide.
Then enter the tracking ID obtained and click Save. From then on, traffic is measured.

Measuring sign-up flow in Google analytics
Google Analytics can help you broadly measure the effectiveness of your sign-up flow. In order to choose the right settings for this and interpret the information, we have written a guide. Download the guide.
Adding tracking pixels
Tracking pixels allow you to measure very specific things, for example how many action pages are created. You don't have the ability to add tracking pixels yourself. For that, you can engage a support person by sending an email to support@kentaa.nl or starting a chat.

Institutions ⟶ Rewards (crowdfunding)
Do you want to give users extra motivation to donate? Then maybe rewards are right for your website. With rewards, you can link a goal or consideration to a specific amount you choose.
For each reward, you can indicate whether the donor's address details should be requested so that you can send the reward afterwards. You can also indicate how many of these rewards are available and the availability is automatically updated as soon as the donor chooses this reward.
Adding rewards

Select Yes under the heading Rewards on donations
Enter the donation amount under Amount (tip: start with an amount higher than €5)
Enter a Title
Enter a Description
Under Reward payout, select whether it is a physical reward that is sent out
Evt: Indicate availability of reward at Number available
Evt: Tick I want to send the reward . to
Evt.: Label the reward as recommended with the Mark as recommended button
Click Save or select Add another reward to make multiple rewards available

Rewards

After a contributor has chosen a reward, the details (title, description etc.) of this reward cannot be edited by the administrators. This requires contacting the Kentaa support team(chat, email or phone). This measure has been taken to prevent fraud.
The main level administrator (site administrator) can enable an automatic e-mail in order to be informed of the chosen (physical) rewards. This e-mail is fully customisable and can be found under: E-mails > E-mails to site administrator > Receive donation linked to a physical reward
A reward that has already been sent and thus completed can be marked as such by the site administrator. By clicking on the gift icon behind the donation in question, the detail screen appears, in which the reward can be 'ticked off' at the bottom. This will display the processing time. This time is also shown in the Excel export.

Add manual donation
Donations ⟶ Manual donations

First, go to the level at which you want to add a manual donation. This can in fact be done at all levels of the Kentaa website (Main level, on a segment, to a project, a team or an action).
Then go to the Donations menu item and click on Manual donations.
Click on Add manual donation.

A new window opens.

Enter the date and time when the donation was made. By default, the current date and time are entered here.
Under Amount, enter the donation amount.
Also enter a First name and Last name. The remaining fields are optional.
Optional: tick Anonymous if the contributor's name should not be displayed at the front end of the website.
Click on Save
The manual donation has been added and will be counted in the donation counter(s).

Note! It is also possible to enter a negative manual donation, for example to reduce the total amount on the meter. Simply insert a minus-dash (-) before the amount. A negative donation will not be displayed on the website.
In case you are working with Matchfunding and it is active in the place where you add a manual donation, you have to choose whether the manual donation should also be matchfunded or not.

Settings ⟶ Social sharing
An important part of the Kentaa platform is the ability to share pages via social media. This can easily be done via the share icons that can be found in several areas of the platform. These consist of:

A button to share via Facebook
A button to share via Twitter
A button to share via WhatsApp
A button to share via LinkedIn
A button to share via E-mail
A widget to embed a donation or subscription button on an external site
A button to download a QR code that leads to donating on that page
A button to indicate that you want to be notified of news around that page.

Some of the texts that appear on social media can be customised.

To adjust the default texts, click Change default value.

Beware: In the E-mail text, %url% must at all times be present, as this will be replaced by the link being shared.
Adjust the text and click Save. The text has been modified.

Tick
For Tikkie, you can also set the sharing texts. When Tikkie is on the site, the following configurable texts appear under Social sharing:

 

Note: Is your site available in multiple languages? Then click on the little flag to change the texts to another language as well.

 
 
Caching at Facebook and LinkedIn
It sometimes happens that you have replaced an image on the site and share via Facebook, but you still see the old image there. Sharing via LinkedIn or Facebook always retrieves the image from the page, however, it often happens that LinkedIn/Facebook has not yet processed a new image across all their servers. As a result, you then see the old cached version still coming back (or in some cases no image). There are tools to manually update this in the case of old information.
For LinkedIn, this is the post inspector. This lets you 'scrape' the new information so it will show this when sharing. You copy the link you wanted to share on LinkedIn and it will refresh it.
With Facebook, this is the debugger. Again, you run the link to the collection box through the scraper and then the photo is updated. If you share the site afterwards you do see the right photo.

By far the most information can be found in the menu structure. There is a menu structure at both the top and bottom of the page. The menu at the top of the page is used for most information and may contain submenus, in order to group information more closely. The menu used at the bottom of the page contains by default the pages Privacy, General terms and conditions and Cookies. This menu is also expandable for information, but cannot contain submenus.

Both top and bottom menu structures can be customised. The procedure explained in this article is the same for both structures. This article focuses mainly on the menu structure at the top of the page.
Content:

Add menu item
Change menu item
Move menu item
Delete menu item
Menu on segment page
Menu on project page

Content ⟶ Menu
1. Add menu item
The Add menu item button adds a new menu item. Below is an overview of the form:
Menu item nameThis is the name as the item is displayed in the menu bar.
VisibilityAdjust the visibility of the menu item. By default, the item is shown in the menu. You can choose to hide it in the menu and make the item accessible only via direct URL.
AccessMake the menu item visible and accessible only to logged-in visitors.
Menu typeYou have a choice of 4 types for your menu item:

Content page
Link to page
Contact page
Customised form

Below we treat all variants.
1.1 Content page
TitleThis title will appear at the top of the page.
URLDefine the URL of page yourself, for examplehttps://www.voorduurzamewereld.nl/over-ons. This is the part after the forward slash.
ContentThe actual content seen on the page. Think here of paragraphs of text, bullet points, links, images and videos.
DownloadsOfferfiles as downloads. Think of participant rules, files to share via social media, etc. After adding a file, you can see the download in the menu item (at the 'front'). If you open the file and copy the link behind it, you can link to it.
You could even create a separate page of downloads and hide it in the menu, so it is not visible to visitors. Then you can use the direct url to see the downloads and be able to copy direct links to them. Within our platform, this is the way to upload files yourself!
You can also choose to request the data when uploading a download. In this case, someone has to leave a name and email address. This can generate potential leads!
Frequently asked questionsAdd frequently asked questions to the content page to catch any questions already. You do this by adding a question and answer.
1.2 Link to page
Would you like to link to an internal or external page in the menu? You can do so with this menu type. An internal page, e.g. the login flow can be called with /join. Within the Kentaa platform there are a number of static pages that can be linked to:

/news
/news items*
/news items/tags/<tag>
/action*
/participants*
/teams*
/projects*
/projects/<tag>
/donate
/donate/choose
/donors
/tips

You can also enter external websites, e.g.: https://www.google.com. Make sure to include http:// or https:// in the link. If you do not do this, it will try to find this page internally and generate an error message.
1.3 Contact page
It is possible to include a contact form in the menu, using the menu type Contact page. Once you choose this type, the following fields will appear:
Contact e-mail
The e-mail address to which the contact form will be sent.
Content
The content is displayed above the form. A great place for e.g. address details, Chamber of Commerce number and VAT number or an introduction of the contact person.

1.4 Customised form (invisible)
The last option is the Customised Form. Is the contact form not quite to your taste, or do you want to ask people to leave their details for a survey or a pre-registration? This is all possible with the customised form. As this functionality is somewhat technical, for now it is only possible for the Kentaa employee to set this up.
So be sure to get in touch if you want a customised form created in the menu.
Add submenu item
To group information, it is possible to add a submenu under an existing menu item. This sets up the menu bar in a compact and clear way.
Create a submenu item by clicking ⟶ Add subitem .
You can create an unlimited number of sub-menu items, although it is advised to limit this to a maximum of 5 items. A sub-submenu cannot be created.
2. Move menu item
The menu items can be changed using drag and drop.

3. Delete menu item
Behind a menu item, click ⟶ Remove to delete the menu item.

Note: deleted menu items cannot be recovered!

4. Menu at the bottom of the page
Kentaa always delivers a Kentaa website with a default text for these pages. The content of these pages can still be modified via the Kentaa Dashboard. Due to space limitations, it is not possible to create submenu items in this menu.
The responsibility and liability lies with you for correctly using the standard texts provided by Kentaa and correctly requesting permission for data processing from web visitors. Kentaa takes care of asking permission to place cookies and whether or not to place the cookies based on the web visitor's cookie settings. The mandatory pages are provided with version control. Once a change is made to these pages, it is saved as a new version. This is important for storing the website visitor's "consent". The consent always stores the then current version number. The version number is displayed on the pages (visible to visitors).
5. Menu on segment page
A menu can also be created at the top of the page on the segment page. By default, the menu from the website level is adopted, but this can be overwritten. See the demonstration below to switch at segment level from the menu from website level to your own (newly built) menu structure.

6. Menu on project page
The menu on the project page works slightly differently. Here it is not the menu at the top or bottom of the page, but its own menu structure on the project page (see image).

For each project/event page, there are a number of menu items that are added automatically and a bunch of configurable menu items.
Automatically added menu items:

Project or Event (shows the description of the project)
Donors
News

Three menu items can be added per project and one menu item specifically for contact details.
 

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 action starter must choose, or the question of what kind of action it concerns.

Content:

Add activities
Selecting and using activities
Showing/not showing selected activity

1. Add activities
Settings ⟶ Activity list
Before 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, segment or project.

2. Selecting and using activities
At site level, per segment and per project, you can configure activities for use. This configuration consists of 2 parts: selecting activities and using activities.
2.1 Selecting activities
Settings ⟶ Activities
The first part consists of choosing the activities from which the action starter can choose. At site level, this allows you to choose from the full list of activities. At segment and project 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 activities
Settings ⟶ Activities
Under 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 action and no activity needs to be selected, then on This page"No, there is no need to select.... " is selected. If on underlying projects 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 projects and can still be chosen which set of activities is shown to the action starter.

Here you determine whether action starters below the current level should choose an activity.
You can choose to tick that Action Starters 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 action starters get to see on the underlying levels (segments and/or projects).
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 actions directly below this page must choose an activity. You indicate that action starters 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 activity
The 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 flow
Once 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 action starter 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 action page
Individual action starters also automatically show on their action page which activity they have chosen. Is this not entirely applicable? Let a Kentaa staff member know and we will make this choice invisible across the entire website on the action page.
 
 

Action starters can get badges in the Kentaa platform to reward them and give them extra motivation. There are two types of badges:

Achievement badges. These are badges that can be earned through active fundraising. These badges ("medals") are greyed out on the action 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 photo and shows how many times someone has already participated in the event.

Badges for achieved goals (achievement badges)
These badges aim to motivate action starters to get started with their action page and meet various goals.
For instance, someone gets a badge for the first donation 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).
If this functionality is on, the following badges will automatically appear on each action 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 in upon achieving the condition. When the functionality is turned on, all badges of existing action starters are also awarded retroactively.
There are no mails attached to the badges. Although you could copy 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. In time, however, we plan to make this adjustable.
Interested? Then send a message to support@kentaa.nl and we can turn this on for you in no time!
Badges for number of participations (retention badges)
You have the option of displaying a badge (image) on participants' action 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 on to use the badges and retention functionality.
A conditional welcome e-mail based on number of participations
Being 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. So a landscape image.

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

One of the most important pages within the platform is the donation page. In the donation form, the donor can decide how much to donate, or choose one of the suggested donation amounts. By default, these amounts are set at €15, €25, €50 and €100.

Suggested donation amounts adjustable
In the Dashboard, these amounts are customisable via Settings/ Set donation amounts, allowing you to experiment with the right amounts based on average donation amounts or linked to impact.
Show text at donation amount
An explanation or encouragement can be added to each suggested donation amount. This explanation appears when the donor hovers over the amount. You can use this explanation to make the proposed donation amount concrete or as an encouragement, for example:

Donation form in registration flow (self-donation)
Not only on the donation form are donation amounts customisable. The sign-up flow also includes a donation form. Of course, these amounts are also adjustable, and it is possible to display a text with each amount.

Matchfunding is a tool that can be used in both crowdfunding and peer-to-peer fundraising. It allows companies and funds to support actions and campaigns on the Kentaa platform.
Article content

General
Use
Type of matchfunding

Starter donation
Multiply donation

Output

Excel

General
Two forms of matchfunding are supported within the Kentaa framework:
Start donation2. Multiply donation
In the first variant, each new action, project or campaign receives an initial donation of a fixed amount from the company or fund. This could be interesting at a fundraising event (each participant is sponsored with xx euros by company X) or on a crowdfunding platform (each campaign receives an initial donation of € xx from company X).
In the second variant, every donation is doubled (or far x-fold) by the company or fund doing the matchfunding. In both variants, the maximum amount available for matchfunding can be set.
The donation counter graphically displays the 'matchfunding' contribution. Thereby it can be referred to a page within the platform with more information. No variable licence fees are charged by Kentaa on matchfunding contributions.

Use
Upon request, we can turn on the Matchfunding functionality. You can then find it in the dashboard under menu item 'Settings -> Matchfunding'. You can enable it at site, segment or project level by going to this level, managing it and going to Settings > Matchfunding and clicking on 'Yes, I want to use Matchfunding'.You can then fill in the various fields:

By organisation (mandatory field)Here you enter the name of the organisation sponsoring the matchfunding
Colour You can choose a colour here and this colour will be reflected in the donation counter.
Donation message Enter a message here. This will be displayed when the donation is made.Suppose you enter "Matchfunding - Sustainability Fund" here, it will look like this at the front end:

More info URLTo provide more information about how your crowdfunding and matchfunding works, you can create a menu item (at site or segment level). As soon as a url is entered, an i will be added where the user can click to read more information.
Type of matchfunding
Starting donation
In this type of matchfunding, the organisation donates the first part of target amount when an action is created, i.e. not when making a donation. After the action is created, a (manual) donation is made on this action immediately. You set its amount under Amount. You can optionally set a Maximum amount. Once that amount is reached, no more matchfunding is done.
You can see an example of this type of matchfunding here
2. Multiply donation
This type of matchfunding focuses on donations, and here the organisation multiplies every donation. After a donation is made, it is multiplied immediately. Under Number, you can set how often you want to double the donation. Suppose 100 euros is donatedIf you set once, the organisation adds 100 euros.If you set 2x, the organisation adds 200 euro.If you set 3 times, 300 euro is added by the organisation.If you set 4 times, 400 euros will be added by the organisation.
You can also set limits. A limit indicates what the maximum doubling can be. If you set 4x as the number and a limit of 400 euros, and someone donates 200 euros then the amount the organisation contributes is 400 euros.
Again, you can set a maximum amount. If that is reached then the pot is 'used up' and no more matchfunding is done.
You can see an example of this type of matchfunding here
If you have this type of matchfunding active and you make a manual donation, you have to choose whether to matchfund the manual donation or not:

 
Output
A donation made through Matchfunding is a manual automatic donation. It looks as follows:

The matchfunding is linked to the original donation. If you delete it then the matchfunding donation is also deleted. If you move the original donation then the matchfunding also moves with it.
Excel
The Excel file adds a new type of Payment Method: Matchfunding. Here is an example of an Excel file with matchfunding in which the columns not used by matchfunding have been omitted for convenience.
 
Interested in this functionality on your platform? Then get in touch with us.

When you click on 'donate', you get the choice of who you want to donate to. Depending on how your website is structured, you may get the following options:
Donate to:

Person
Team
Project
Segment (one level above project)
General donation (website level)

In some cases, it may not be desirable for people to be able to donate directly to a project or segment. And sometimes a general donation is also undesirable, which is why this option can be turned off. By the way, actions and teams can always be donated to.
You can also donate to a company, but this option is not in the selection screen. To do so, you need to go to the company page first and then click donate.
Turn off donation option
To turn off the donation option aa a project page, segment page or general donation, first go to that level within the dashboard. General donation hangs under website level, so there you can go directly to Settings > Donate. If you want to turn off the option for a donation on a specific project page or segment page, you first need to manage that project or segment and only then go to Settings > Donate. You will then see the following:
 

If you uncheck the box, it is still possible to donate on action and team pages under that project/segment/general donation. However, you will then no longer be able to donate on that page itself. So if you set this at the website level, you can no longer make a general donation.
If you leave the checkmark on, it is again possible to donate on the relevant page.

It is possible within the platform to request additional information. For example, requesting a shirt size, explicit parental consent, agreeing to additional participant rules, etc. But also, for example, requesting extra information when making a donation 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 application flow, the donation form and in a customised form. You cannot add the extra questions yourself. If you want to, you can contact us and we will add them.
 
Article content
Types of additional questions

Entry fields

Text field
Textarea

Multi-choice

Dropdown
Radio
Checkbox

Additional text

Where can additional questions be added?

Application flow
Donation form
Customised form

At which levels can additional questions be added?
Where do I see the completed answers to the additional questions?
 
Types of additional questions
Entry fields

We have two types of input fields, a text field and a textarea. The two are distinguished by the size of rows displayed. If you expect a short answer then choose a textarea, in which 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:
PlaceholderYou can specify a placeholder for a text field or area. This will then appear when the question is completed. This can be useful if you want to receive the information in a certain way, e.g. "enter the date dd-mm-yyyy".

Validation typesYou can have a specific form of an answer specified. For example, when asking 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:

Multi-choice
We have three options for multiple-choice options, and with all three you can 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, it can then select one of the choices.
Radio
In radio, the first answer option is selected by default. The user can then choose to select another option instead of that one.

Checkbox
Here, people can tick one or more answer options themselves.

For all the questions above (except radio), you can indicate whether that question is mandatory or optional.
Additional 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 info text.

Where can additional questions be added?
There are three places where we can add additional questions. In the application flow, on the donation form and in a customised form.
Application flow
The additional questions are asked out 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
Adding extra questions to the donation form works the same and you will then see these under 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 provide an e-mail address and the completed forms are forwarded one-to-one 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, after filling in the form, the user is automatically redirected to.
Here are some examples of applications of custom forms:
Adapted form from the Giro di Muscoli for participants in the family stageHere they ask participants to fill in the names.
Adapted 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 via this form. This action starter receives the submitted emails and can match the orders to the payment reference.
At which levels can additional questions be set?
Custom forms always appear as a menu item, but additional questions for the sign-up or donation flow can be set at different levels - you can see which ones below:

All over the website
Only on the homepage
On the homepage of a segment
On a specific project

In addition, you can choose between whether the extra questions should be asked of a campaigner, a team starter or a company starter.
Where do I see the completed answers to the additional questions?
For the donation form, you will see it in your dashboard near the donation itself when you click on the 'eye'. You can also find them in the donation Excel file. An extra tab has been added there where the completed answers to the extra questions are listed.
In the registration flow, you can see the additional questions for the actions/participants when you click on the 'eye'. You can also find them in the Excel file of the actions. There too, an extra tab has been added where the completed answers to the extra questions can be found. For the teams and companies it works the same way (click on the eye, and in the export of teams and companies respectively)
When the form is modified, the completed results will be emailed to the specified email address.
 
Do you want additional questions added? If so, please contact us.

Content pages are pages that you can customise and add content to. There are the following content pages:

Description (Content > Description)
Motivation (Manage campaigner/team > My (team) page > Motivation)
Menu item (Content > Menu)
News (Content > News)
E-mails (E-mails > Overview e-mails)

A feature of a content page is the ability to format the text via the text editor. Below is an overview of the different options in the text editor.

Editor
The editor usually looks as follows:

Symbols

MultilingualismYou will only see this flag if you have multiple languages. You can then select the language you are changing the content from here.
 
Step backUndoes the last change.
 
Step forwardActivates the last change again.
 
BoldMake selected text bold
 
 
 
 

ItalicPut selected text in italics
 

 
AlignAligns the selected text.
 
Options (in order):

align left
centre
align right
align justify

 
TableSelect Insert Table and then choose one of the other options to add or remove rows or columns
 

ListUnordered list: bulleted enumerationOrdered list: numbered enumeration
 

IndentationAllows you to increase or decrease the indentation
 

HyperlinkInserts a hyperlink. A pop-up window appears. Enter here:
URL: paste here the URL of the (external) page to which the link should pointLink text: this is the visible text of the linkTitle: give the link a title. This title is visible (in certain browsers) when you move the mouse over the text.Target: choose whether the link should be opened in a new window or notType: Here you can choose whether the link should be a normal link or a Kentaa button. A Kentaa button is a special button that has the same style as the donation button.
Click the other button if you want to delete an existing link.
Insert imageAllows you to insert an image into the content
 
 
 
 
 
 
 
 
Add videoHere you can load a video with the url. For example, a Youtube or Vimeo link
 
 
 
Add tagYou will only see this option in e-mails. Here, you can choose a tag that will be replaced in the mail with the information belonging to the tag
 
Menu items
Edit

UndoUndoes the last change.
AgainActivates the last change again.
CutRemoves the selection, but you can paste it somewhere else afterwards
PastePastes the copied or cut selection
Paste as textIf you choose this option, when pasting, no formatting is pasted along, just the text. Until this option is switched off
Select allAllows you to select everything on the content page

LayoutHere you can see various formatting choices.

Fat
Italics
Underlined
Strike out
Superscript
Subscript
Format

HeadingsYou can select different headings here
InlineYou can also add code here, in addition to the previously mentioned options
BlockYou can select a paragraph, section, quote or pre-formatted text here
AlignmentHere you can align text left, right or centre

Delete formattingRemoves the formatting from your selection

 
TableHere you can insert a table of a desired size. The options for this are self-explanatory
Tools > Source codeYou can edit the source code. This can be useful if you want to remove certain html elements. You can also embed content from other sites this way.
 
Tips
Beware of using photos in tablesTables are a nice way on desktop to display information. However, they are static and unsuitable for mobile. If you view the mobile version of the page, it may then be askew or a completely different size. Therefore, try to avoid tables if you want to display photos and information bundled together. It is better to align the photo and put the information next to it.
Embedding maps and other media via the source codeSeveral sites allow you to embed iframes. With Google Maps, you do this via Menu > Share or embed map > Embed a map. There you can copy a code and paste it into a content page via Tools > Source code. Below, for example, you can see the code to add a map of Kentaa headquarters
Code:<iframe src="https://www.google.com/maps/embed?pb=!1m18!1m12!1m3!1d698.3510205308737!2d5.910319305500621!3d51.984724443692194!2m3!1f0!2f0!3f0!3m2!1i1024!2i768!4f13.1!3m3!1m2!1s0x47c7a5b409a273d1%3A0x3c475c3d0d2d00a!2sKentaa!5e0!3m2!1snl!2snl!4v1595428915402!5m2!1snl!2snl" width="600" height="450" frameborder="0" style="border:0;" allowfullscreen=""" aria-hidden="false" tabindex="0"></iframe>
Beware of pastingIf the text has formatting, you may paste it in. All kinds of html can then be pasted as well, which can lead to undesirable situations. You can avoid this by turning on the 'paste as text' button. Alternatively, you can remove the formatting beforehand by first pasting it in Notepad and then copying it again from there
Menu item: Add downloads and FAQsSee also the support article on menu items.
Knowledge Button!A Knowledge Button is a great way to give a hyperlink extra attention. It has the same shape as the donation button on your site. You add it by creating a hyperlink and choosing 'Kentaaknop' as the type. If you want, you can also have a button linked to Whatsapp. This article explains how to do this.

Within the platform, there are various options for viewing statistics. For instance, you can make exports of donations, actions, teams, projects and segments and also view monthly reports. We also have ready-made overviews of relevant overall statistics and more on this in this support article.
Key figures
The key figures can be found at the website level under Analytics > Download Key Figures. Here you can select a certain period for which you want to see the key figures and then click 'Create Excel file'. You will then get an overview of the relevant key figures (the content may vary based on the content of your platform). These key figures can be useful to analyse the data on the platform and adjust it if necessary.More specifically, you will see key figures in the following categories (if present on the platform):PaymentsDonorsDonations per deviceDonations per payment methodAverage donation amountNumber of donationsPay laterActions (including closed and invisible)TeamsProjectsSegmentsTransactions
Analytics
At each level you will see analytics. These are graphically displayed statistics on the following items:
Number of donationsAverage donatedNumber of actionsGender of participants
And if used on the platform:Chosen activitiesChosen entry fee Returning participants
At the top, you can select a period you want to see the analytics from, and you can optionally choose to download the statistics as a pdf.
If you hover over the analytics itself, you will see more information about it. At 'Number of donations', for example, you can see how many donations were made.

 
Underlying level statisticsBy default, statistics of underlying levels are enabled to be shown. This means that all statistics are shown. If you turn this off then you only get the statistics of that level.Specifically, this looks like this, for example:You are at the website level and also have projects. If you do not choose to show statistics from underlying levels then you will only see statistics done at website level. For example, general donations. You will then not see a donation made on a project.
Statistics
At each level, you will also see general statistics:
So you can immediately see what the average donation amount is, how many donations there are and what the amount raised is. These statistics are reflected at every level. For example, you can directly see all relevant information for a project specifically. In addition, action starters, for example, also see relevant statistics for them.
Again, you see that toggle 'Also show statistics from the levels below' and it works the same way. With this, you distinguish between all statistics, and statistics that are directly below that level (which you are currently on).
Statistics with this icon are clickable. This will show you graphs that are also clickable.
 
 
 

What is included in the monthly report?
Immediately after the end of a calendar month, a monthly financial report is available within the Kentaa Dashboard. The monthly financial report contains a sum of all income and expenses in the month in question. It includes the following transactions:

transactions that have been given 'paid' status in the month in question
only the transactions settled via the online checkout
Successful PayPal and Tikkie transactions are also included in the statistics

The monthly report can be viewed by month and downloaded by the site administrator in an excel file.
What do the columns mean?
All black amounts are income and all red amounts are expenses.
Donated
This includes donation income. Both regular donations and any start-up donations. It is a sum of the donation amounts. This does not include contributions to transaction costs, registration fees and webshop income.
Entry fee
This includes receipts from paid registration fees.
Webshop
This includes income from webshop items purchased at registration.
Total refunded/refunded
The total amounts refunded by the site administrator and the total returned by an end user, respectively.
Transaction fee incl. VAT
These are the costs of the payment service provider incl. VAT. PLEASE NOTE: this is an eo good indication of these costs. The costs may differ slightly from the actual payment service provider costs. For the actual payment service provider costs, please refer to the statement of these costs by the respective payment service provider that can be seen in the payment service provider's dashboard. These transaction fees are automatically deducted from the payouts by the payment service provider.
Kentaa costs incl. VAT
This is Kentaa's variable licence fee incl. VAT. These are automatically calculated per transaction based on the applicable agreements. In case of a volume tier this is automatically taken into account. The corresponding invoice of these costs can be downloaded via the download button. These variable Kentaa licence fees are automatically deducted from the payments by the payment service provider, unless other agreements have been made.
Breakdown by segment and project
At the top of the report are the totals for the entire website. A breakdown is then given on that:

All transactions directly under the homepage of the website, broken down by project. Below this are the income from transactions on action and team pages that were created directly under the homepage and therefore do not fall under a project. Finally, general donations made directly on the website's homepage. At the bottom is a subtotal of all transactions directly under homepage, i.e. not under a segment or project.
In case of using the Kentaa Segment module: all transactions per segment. A breakdown of the transactions per segment is also given per project. Below that are the income from transactions on action and team pages that were created directly under the segment page and thus do not fall under a project. Finally, general donations made directly on the segment page of the website. At the bottom is a subtotal of all transactions directly under the relevant segment.

As a site and segment administrator, you can now very easily customise the colours, font and buttons of your Kentaa template yourself!
When you are logged in, a black block with "Customise design" appears on the homepage (and if you have a Kentaa Expert platform also on the segment homepage).

When you click on this, a design editor appears. It consists of three sections:

Theme colour
Font
Buttons

Important: Kentaa offers a choice of four standard templates. The structure per template is fixed. It is therefore not possible to move elements around. See the examples of the standard templates here. Support can change this template free of charge and directly for you. Contact us via chat, phone or e-mail.
Theme colour
Among the theme colours, four things can be adjusted:

Primary colour: This is the spot colour of your website.
Contrast colour: This is used for text on buttons, certain text areas and icons.
Page title colour: This is the colour of the H1 title on each page.
Hyperlink colour: This is the colour of hyperlinks on each page.

The colours can be adjusted by entering the HEX code of the desired colour or with the colour palette sliding out.

The chosen colours are immediately visible. The "Restore" button resets the settings. Only when you click "Save" will the chosen settings be implemented. They can then no longer be restored. Tip: Make a note of the existing colour codes so that you can always "go back to square one".
Font
Two fonts can be set per site: one for headings and one for texts.

The desired font can be selected from the dropdown menu. The selected font can be seen immediately. The "Restore" button resets the settings. Only when you click "Save" will the chosen settings be implemented. The font originally belonging to the template can be recognised in the list because a title 'default' appears above it.
Note: Because fonts vary in width and size, texts may not fit as well on buttons. We cannot adjust the size of buttons per font. So check the site carefully yourself (including on mobile) whether this font does indeed display nicely on your website.
Is your desired font not listed? Then check https://fonts.google.com) to see if it is available as a free Google web font. If so, please let us know. Send an e-mail to support@kentaa.nl so we can investigate whether this font is suitable for the design editor.
Buttons
Depending on your Kentaa package and the settings on your platform, three types of buttons can be customised:

The donation buttons
The start action buttons (if you have the action module)
The project registration button (if you have the project module and projects can be created via the frontend)

For each button type, the font, text colour and background colour can be changed. All independent of each other and independent of the choices at the tabs for theme colours and fonts.

The desired font can be selected from the dropdown menu. The selected font can be seen immediately. The font originally belonging to the template can be recognised in the list by the heading 'standard'.
The colours can be adjusted by entering the HEX code of the desired colour or with the colour palette sliding out. The chosen colours are immediately visible. The "Restore" button resets the settings. Only when you click "Save" will the chosen settings be implemented.
Is the editor in the way? Collapse it again with this icon: or move it with this icon:
Once moved, the editor is saved in that location, including for a next time.

The Kentaa platform is AVG (General Data Protection Regulation) compliant for storing personal data. Administrators can use the dashboard to manage, for example, all consent texts displayed in forms that require users to grant permission by checking a box. The following is general information about AVG compliance within Kentaa and some general explanation of what the AVG is.
Article content:

Introduction
Controller versus Processor
What is personal data?
What is special personal data?
When is personal data processing involved?
General rules for processing personal data
Personal data overview
Exporting personal data: transfer
What are the rights of data subjects?
Express consent
Rights of data subjects

Right of inspection
Right to rectification and completion and/or restriction of processing
Right to oblivion (deletion of personal data)

On request of data subject (end user)
On termination of contract

Right to data portability

Introduction
To safeguard the data of our customers and their users, we have established privacy and data protection policies within Kentaa.
Protection of privacy & personal data; General Data Protection Regulation
The protection of privacy is regulated by various laws and treaties. The most important is the General Data Protection Regulation (GDPR), which comes into force from 25 May 2018 (English: General Data Protection Regulation (GDPR)). This is a European regulation (i.e. with direct effect) that standardises the rules for processing personal data by private companies and public authorities across the European Union. In addition, the Telecommunications Act provides rules on mailings, spam and cookies.
Controller versus Processor
The AVG makes a clear distinction between the duties and responsibilities of a so-called Controller and a Processor. Kentaa's client owns the website and the data acquired with the website. They are the Controller. Kentaa takes care of the technical operation of the website and does not do anything with the data without the consent of the customer. Kentaa is a processor in AVG terms. The powers, duties and responsibilities of us as a Processor in terms of processing personal data are agreed in the so-called Processor Agreement that we enter into with our customers.
What is personal data?
Personal data is any data that allows a person to be identified. A person can be identified if the person using the personal data can identify the person without making a special effort. This could include name and address data. Email addresses, passport photos, fingerprints and, for example, IP addresses are also considered personal data. And data that gives a rating about a person, for example someone's IQ.
What is special personal data?
In addition to ordinary personal data, the law also recognises special personal data. These are data that are so sensitive that their processing may seriously affect someone's privacy. Such data may therefore only be processed under very strict conditions. Special or sensitive personal data include, for example, data that says something about someone's race, religion, health, criminal past or sexual life. Trade union membership and the citizen service number (BSN) are also special personal data.
Special personal data is data about someone's:

racial or ethnic origin
political views
religion or belief
union membership
genetic or biometric data for the purpose of unique identification
health
sexual life
criminal record
criminal record

An organisation may not use special personal data unless there is an exception for this in the law. There must be a need to ask for this data.
"The reason that copies of identity documents are not allowed easily is that a passport photo and BSN reveal special personal data: race, religion, health. The danger of a Citizen Service Number lies in the fact that it is unique and can be used to link files."
When is personal data processing involved?
Processing means any operation concerning personal data. The law lists the following as examples of processing: collecting, recording, organising, storing, updating, changing, retrieving, consulting, using, providing by means of transmission, dissemination or any other form of making available, bringing together, linking, blocking, erasing and destroying data. From this enumeration, it is clear that the processing of personal data is very soon involved. It could be argued that everything one does with personal data falls under processing.
General rules for processing personal data
The main rule is that personal data shall only be processed in accordance with the law and in a proper and careful manner. In addition, personal data may only be collected if a precise purpose is given for it. Moreover, the law stipulates that personal data may only be processed insofar as they are adequate, relevant and not excessive.A practical example is the making of a copy of a passport.An important obligation arising from the law is the notification that the processor must make to the Personal Data Authority AP. This notification is intended to promote transparency: all notifications made to the AP are included in a public register. Some processing operations do not need to be notified under the law, such as the trade register of the Chamber of Commerce. In addition, the AVG includes a large number of processing operations that are exempt from notification. For such exempted processing operations, the other requirements of the AVG simply remain in force.Apart from the general rules mentioned above, a justification must be present for any processing of personal data. This is explained below.
Conditions for processing personal data: justifications
In addition to the above general rules, the AVG requires that at least one of the justifications listed in the law must apply to any processing of personal data. The AVG has the following bases:

ConsentThe data subject (i.e. the person whose data are being processed) has given their unambiguous consent to the processing. This explicit consent is also called informed consent or informed consent.
For processing personal data of a child under 13 years of age, the consent of a parent or legal representative is necessary. An organisation must make a reasonable effort to verify such consent.

Performance of agreementData processing is necessary for the performance of an agreement to which the data subject is a party.

Legal obligationData processing is necessary to fulfil a legal obligation.

Vital interestData processing is necessary to counter a serious threat to the health of the data subject.

Public law taskData processing is necessary for the proper performance of a public law task.

Justified interestData processing is necessary for the fulfilment of a legitimate interest of the person processing the data (or of a third party to whom the data is provided). This means that the person processing the data must weigh his own interest against the interest and rights of the person concerned. Also, the processor must check beforehand whether the same result cannot be achieved with less data.

Personal data overview
In the dashboard, via Administration > Personal data overview, you can see a complete and current overview of all data processed by Kentaa for the website, which is subject to the concluded Collaboration Agreement or the General Terms and Conditions for the protection of personal data.
A distinction is made between the personal data that Kentaa processes by default and the, for this website, specific personal data from set-up forms. You can have an Excel file generated from these via the Download button. This is sent by e-mail to the e-mail address of the site administrator requesting the download and can be retrieved there via a link. If desired, you can also filter the data by:

All data
The additional form data (additional questions)
The default data (without the additional questions)

Exporting personal data: transfer
Exporting personal data, also known as transfer, is a form of processing personal data. The conditions described above apply to it in full. In addition, depending on the country to which the data is transferred, additional conditions apply.
What are the rights of data subjects?
The AVG also grants rights to individuals whose data is being processed:

Right of inspectionThis right allows everyone to check whether, and in what way, their data is processed.

Right to rectification and supplementation and/or restriction of processingWhen a person has used his right of inspection and comes to the conclusion that his data needs to be corrected, he can submit a request to that effect to the data controller.

Right to oblivionData subjects may object to certain forms of data processing, as a result of which the processing of their personal data may have to be stopped.

Right to data portabilityThis is the ability to take data from one platform to another.

The Controller (read: our client) must ensure that these rights are met. We as Kentaa only fill a role in this after consultation and approval from our client. Thus, we have built functionalities within the Kentaa framework that largely automate the processes for the above rights. This is described in the agreement we enter into with a client.
Express consent
When a user gives permission (consent) to store personal data anywhere within the Kentaa platform, a number of things are stored in the database to be able to resolve any disputes later. This explicit consent is also called informed consent or informed consent.
The following data will be stored

id of the user (to retrieve the information)
consent text (which can be managed in the dashboard)
date/time
version number of the general conditions
version number of the cookie statement
version number of the privacy settings

Rights of data subjects
Every person whose personal data is stored has a number of different rights under the AVG legislation to view or delete his/her data. Below we explain how we handle the different rights within Kentaa and what you or the user can/should do to make use of these rights.
Users with an account can log in via the dashboard itself to exercise these rights. One does this by going to Account > Data protection when logged in:

Then they get to the dashboard where everything is explained about their rights and they can request different downloads for each right:

 
Right of inspection

This right allows everyone to control whether, and in what way, their data is processed.
Procedure users
The user can use the dashboard (see image above) to download his/her own archive containing all his/her data. After clicking on the Download my archive button, the user receives a notification "Archive is being created now. You will soon receive an e-mail containing a link to download your archive" The link in the e-mail is valid for 24 hours.
Procedure Customers
When a customer turns to you and does not want or cannot log into the dashboard himself, you (customer) can do so.
To do so, go to Accounts > Users and click on the three dots behind the relevant user and go to Data protection:

If a donor makes this request then a request must be sent in writing by you (customer) on behalf of the requester (consumer) to Kentaa via Kentaa's support desk (support@kentaa.nl).
After receiving the request, Kentaa will contact the customer to verify the request. In doing so, Kentaa asks for an identification of the customer which is recorded in a logging. After verification of the request, Kentaa will, within 5 working days, collect all data from the requester (consumer) and bundle it in a password-protected zip file. Kentaa will send the password-protected zip file to the customer by secure WeTransfer. We will send the corresponding password to open the zip file by SMS.
Right to rectification and completion and/or restriction of processing

When someone has used his right of inspection and comes to the conclusion that his data needs to be corrected, he can submit a request to the person responsible for data processing; the Controller (read: you as a Kentaa customer). You yourselves can already adjust a lot of data on fer request of the user via the dashboard.
Should you not be able to change the details via the dashboard, please contact support via a written request on behalf of the applicant(consumer). After receiving the request Kentaa will contact you as a customer to verify the request. After verification of the request Kentaa will change the data within 5 working days and notify the customer.
Right to oblivion (deletion of personal data)

Users with an account can make their own request to delete their personal data. After clicking on the "Delete personal data" button, they will receive an e-mail about this and can still withdraw the request within a week. After that, all data will be irrevocably deleted.
You as a customer can also trigger this customer request via the dashboard:
To do so, go to Accounts > Users and click on the three dots behind the relevant user and go to Data protection.
If a user cannot log in themselves or does not have an account, we can do so at the klnat's request.
At the request of data subject (end user):
There are three options for this:

The affected/end user addresses the request to the customer. Customer issues order for deletion to Kentaa;
The data subject/end user uses the option to delete his/her personal data via the Kentaa Dashboard (option: Data Protection).
The affected/end user addresses the request directly to us.

Kentaa removes Personal Data on dedicated servers and any hosted servers and from (internal) mailboxes, and other systems completely and irrevocably within fourteen working days after being ordered to do so by customer. Within 30 days, Personal Data will be deleted from backup copies and from backup files.
On termination of contract:
If after the end of the agreement it is established that the customer possesses all acquired Personal Data, Kentaa will completely and irrevocably delete all Personal Data on dedicated servers and possibly hosted servers and from (internal) mailboxes within 14 working days after being ordered to do so by the customer. Within 30 days, Personal Data will be removed from backup copies and from backup files.
No later than 3 months after termination of the agreement, Kentaa will fully and irrevocably anonymise all acquired Personal Data, whether or not it has received an order to do so from the customer. Kentaa will inform customer two weeks prior thereto.
Within Kentaa, the account manager (sales consultant) of the relevant customer is responsible for initiating this procedure.
Right to data portability
If a user wants to take their data with them, they can do so by downloading a file containing their data. This works exactly the same as with the Right of Inspection.
Procedure Customers
When a customer turns to you and does not want or cannot log into the dashboard himself, you (customer) can do so.
To do so, go to Accounts > Users and click on the three dots behind the relevant user and go to Data protection.
If a donor makes this request then a request must be sent in writing by you (customer) on behalf of the requester (consumer) to Kentaa via Kentaa's support desk (support@kentaa.nl).
After receiving the request, Kentaa will contact the customer to verify the request. In doing so, Kentaa asks for an identification of the customer which is recorded in a logging. After verification of the request, Kentaa will, within 5 working days, collect all data from the requester (consumer) and bundle it in a password-protected zip file. Kentaa sends the password-protected zip file to the customer via secure WeTransferPlus. We send the corresponding password to open the zip file in a separate email.
Questions?
After reading this information, do you still have questions about the AVG within Kentaa? Please send an email to support @kentaa.nl

This page shows an overview of all donations (including manual and matchfunding) that fall under the level you are currently working on. You can look up specific donations here, see more information about a particular donation and move donations around. You can also make a download of all donations.
 
Article content:

Options

Donations search
Period
Columns
Download

Information
Management options

Manage
Move
Anonymise
Remove

Options
Donations search
In the search bar (top right), you can search by a name, e-mail address or transaction id. The transaction id is the number that usually starts with D2021 and is a unique number. Through that number, you can quickly trace a donation.
Period
You can choose to show only donations from a certain period. If you have many donations, or are only interested in recent or older donations, this may come in handy. You select a period by clicking on 'From start

Then select the desired period:

To make navigating the dashboard easier, we save the period selection in the browser, so the next view you view will also have this period pre-selected.
 
Columns
There are several columns belonging to the donations:

The columns Date, Amount, Payment status and Payment method are clickable. You can filter with these. If you click it again, it will filter in reverse.
At the 'Donation on' column, you can hover over it with the mouse. You will then see the level at which the donation was made appear.
In the column 'Amount' you will see icons when web shop items, discount codes or rewards are involved. You can recognise donations with a web shop item by the shopping cart. For donations where a discount code was used, you will see a ticket icon and for donations where a reward was chosen, you will see a gift behind the donation.
 
Download
You can use the 'Download' button to create a Download of all donations under where you are at the moment. After clicking the button, an Excel file is generated and its link is sent to the e-mail address you are logged in with. If you click on the link (and are logged in) then you can open the Excel file. If you have made a selection you will only see the donations made in that period. The second tab of the Excel file shows the answers to the additional questions.

 
Information
Clicking on the i's will show you all the information about the donation:

If there is a donation with a reward you will also see this. Here, you can click on the box to indicate that the reward has been processed:

Management options
If you click on the three dots you will see the options you have with a donation. These are Manage, Move, Anonymise and Delete

Manage
By managing a donation, you can change a donor's name, or change a message accompanying the donation (for example, if a donor wants to correct a spelling mistake). You can also hide or make visible the name attached to a donation.

Move
It can happen that a donation has ended up in the wrong place, for example on a team instead of a team member. You can then move it by clicking on the three dots and move and find the place where the donation should go. If there is a registration fee attached to the donation, you cannot move it. You cannot move manual donations either. If you want to move them, you can delete them in one place and add them in another. Finally, you cannot move donations made via matchfunding. You can only do that after the matchfunding donation (which is listed as a manual donation) has been removed.

Anonymise
This option allows you to completely anonymise a donation. The account number information will be removed and you will see 'Anonymous Anonymous (Name Shielded)' as a donor.
Remove
You can only delete donations made with a test checkout. You can delete them via this option. Real donations are always saved.

It may happen that people want to register, for example for an event, but do not want to create a separate campaign page for this. 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 go to Settings > Sponsor page optional and select Make sponsor page optional.

In the sign-up flow, a slider will appear at the step where you create the action page:

If you then click this slider then you can continue without creating an action page:

After completing the registration, the participant will receive the 'Welcome e-mail after signing up participant'. If he/she has joined a team then he/she will receive the 'Welcome e-mail after joining team'. If E-tickets are used then the participant will also receive the e-tickets.
 
A participant will appear in the action overview as 'enrolment' 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.

In this product, it is only possible to make one-off donations. However, you may have another place where you can receive periodic donations. In that case, you can add a link (in the place where you want to add this) via Settings > Structural donors.
 
You can set the following here:

 

The URL people are directed to in order to donate structurally on it.
The title and content to go with it
If you want the link to be off temporarily, but want to keep the content, you can click on 'Yes, I want to ask the donor to become a structural donor'.

After making a donation, you will first come to the thank you screen, where you can leave a message with the donation. Next, you come to a screen where you can share your donation with your friends. If you click on 'continue', you come to the screen where you are asked if you want to become a structural donor:

Our Kentaa Forms product does support recurring payments. Interested? Then click here for more information.

At each level (website, segment, project), you can set contact details that apply to that level. You enter the name and e-mail address via Settings > Contact details:

 
The data appear in the following places:
Tip page
This is a regular page of ours that is completely styled and always on the url /tips. You cannot change anything on this page, its content is the same across all our platforms. If the tips are not so relevant to you, you can choose to create your own tips page.There is a block at the bottom which also contains the contact e-mail address entered under settings > contact details.

Dashboard action starter
When an action starter goes to 'My registration' he/she will see an overview of the data entered. It is possible that something went wrong here and they want something changed, for instance an extra question. The e-mail address entered under Settings > Contact details will appear at the top.

For projects and segments, if you click on the i's you can see more information about that project or segment. This also shows the contact details entered:

You can specify per level (website/segment/project) whether actions may be started. By default, actions may be started, but you can turn this on or off per level via Settings > Block action start.
 
Now actions can be started: (see also the text on the right):

Now it is not possible to start actions:

On this page you can manage the texts that are displayed in various places within the Kentaa platform. It is important to clearly state what website visitors are going to sign up for or agree to when giving a consent. All information related to the email opt-in and the use of data should be concrete, transparent and understandable using clear and simple language.
You can specifically adjust the AVG texts per level (website, segment, project) via Content > AVG texts. The set texts automatically carry over to a lower level. For example, if you adjust the text for the newsletter subscription at the website level, this will also be adopted at all the underlying segments and projects (if any), unless they have been set separately at that lower level.
You can adjust the texts (by language) by pressing 'change default' and setting. This can be done for the following items:
Newsletter subscriptions
(see also the support article on the newsletter)
The newsletter can be turned on or off in three places:

At the bottom of the page
When making a donation on the donation form
On the contact form, if someone fills it out (usually found under /contact)

Keep me informed
The asterisk in the social sharing bar. Allows someone to indicate they want to be kept up to date with news. This then relates to where that person is at the time. For example, if someone views an action page and clicks on the asterisk there and leaves their details, they will be kept up to date with news around that action from then on.

Application flow
Personal data is requested to create an action. We recommend keeping the amount of data you ask to a minimum. Through additional questions (via Kentaa Support) you can ask for additional data. Clearly explain what you will use this data for and how long it will be stored. If the additional questions contain special personal data, a different consent text will be displayed.
If a phone number is entered then the mandatory opt-in "Approach for tips" will automatically appear. You can change the content of this (see screenshot below), but the opt-in is mandatory. You cannot change the title "Approach for tips".
We also have the option to turn on a second opt-in to the phone number, called "Marketing purposes". This is aimed at being allowed to use the phone number for things outside the platform. So for example, asking them to become a structural donor, approaching them for other campaigns, sending news releases, etc.
This opt-in is always optional. You cannot change the title for this either, but you can change the corresponding consent text. If you would like to have this on, please contact us at support@kentaa.nl.

Submit project
To register a project, you will be asked for personal data. We recommend that you keep the number of data you ask to a minimum. By means of additional questions (via Kentaa Support) you can ask for additional data. Clearly explain what you will use this data for and how long it will be stored. If the additional questions contain special personal data, a different consent text will be displayed.

Download with additional data
On menu pages, you can add downloads. When offering a 'download', you can choose to request personal data. This data can possibly be used to contact this person. The download can only be obtained if the visitor explicitly gives permission to store the personal data.

For more information on the AVG within Kentaa, see this article. For the latest changes to the platform, see this article.

Each transaction done has a description, and if no PSP description is filled in, it will say Donation <sitename> or Entry Fee <sitename>, depending on whether it is a regular donation or one to which entry fees are linked.
You can add extra text to the PSP description. It will then appear with the description and be for Donation <sitename> or for Subscription <sitename>.
Example:
Here the PSP description "PSP description with attribute" is filled in

In the Buckaroo dashboard (this works the same with other payment providers), this looks as follows:

A donor will also see this on their bank statement or banking app. Depending on the number of characters entered, the psp description will be displayed and thus visible to a donor.
You can set the PSP description by level, and in Buckaroo's dashboard (or another payment provider) you can then search for all donations with that attribute.

Settings > Additional description

In the additional description, you can enter an additional attribute. You can add this attribute at all levels. So at website, segment and project level. This can be useful to earmark money or give a label to certain actions, for instance.

The donor or action starter sees nothing of this attribute, but it is added to the overviews you can create by clicking 'download'. For example, in an overview of donations or actions. You will then find it in the Excel file in the column headed 'Reference'.
Via the api, it also returns. The additional attribute there is called:

external_reference
string
External reference for this site.

 
For more information about the api, please visit our Developer Portal

The retention functionality involves asking the action starter/participant how many times he or she has participated before. Based on that, you can set a different target amount, send other emails based on the number of participations and add a badge on the action page.

Article content

Default target amount depending on number of participations
Welcome e-mail - Welcome back!
Badges - Make it visible to all

For each level (website, segment, project), you can set for how many times the action starter is participating. An additional mandatory question will then appear in the registration flow:

Then, based on the given number of previous participations, other functions can be triggered:
Default target amount depending on number of participations
Depending on the number chosen, the proposed target amount may vary. Example: If you participate for the first time, the minimum target amount is €300. If you participate in this event for the second time or more, the minimum target amount is €250.
You can set this at the level where people can subscribe, under Settings > Set target amounts. There you can choose a target amount, depending on the number of entries. This way, you can allow participants who have already collected a very high amount once to collect a lower minimum amount the next time. In practice, you often see that they still raise a good amount, while the threshold to participate again and ask for an amount is lower.

 
Welcome e-mail - Welcome back!
Based on the number of participations, a different welcome e-mail can be sent. So you can 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 all
In the media (image/video) on the action page, you can display a badge for x participations. You can put an image over the media, for example a crown or medal. This makes it visible to everyone on the site that someone has participated several times! See also the support article Badges for some examples.

 

Would you like to use the retention functionality? Just drop us a line at support@kentaa.nl or in a chat, and we will be happy to turn it on for you.

In this article, the following items:

Layers
Feature segment
Management of segments

Add segment
Lights out

Layers
The platform can consist of several layers. For a simple event where there are only actions and teams, you only need one layer and everyone signs up in the same place. However, you may also be working with projects, for example at a crowdfunding platform, where you raise money for multiple causes.
You may not be able to get by with just projects and need an extra layer, in which case you can use the segments layer, which is a layer above the projects layer. The platform could then look like this, for example:
In the example above, you can see the website consists of a homepage, under which three segments hang. Below each segment, there are three projects again, and below them are actions and teams. However, this does not have to be the case. You can also have segments without projects, or where you can start actions directly at segment level. You can also choose that donations can only be made to a segment; it all depends on how you want to configure this.

Feature segment

A segment always has its own subdomain The url of this is constructed as segmentname.urlsite.nl. You can set the url (the piece before .urlsite.nl) per segment. You do this when creating a new segment, or by managing an existing segment and going to Content > Description.
A segment may have its own designationsFor example, a project may be called 'project' on one segment, while it is called 'event' or 'initiative' on another. Contact support@kentaa.nl to adjust these (provided the denomination is available).
A segment may have different settingsOne segment may allow actions and teams and another may not. And you can also choose not to allow visitors to create their own projects at a certain segment.
Segments are always visibleYou cannot set them to invisible. However, you can choose to highlight certain segments on the homepage and not others. If you no longer use a segment, you can remove it if there are no actions, teams, projects or donations under it.
A segment can have its own brandingYou can set your own logo per segment, as well as adjust the spot colours via Settings > Design. Through the front-end design editor, you can also set separate button colours and fonts. And segments can have their own banners.
A segment can have its own administratorThe administrator can add new projects and manage existing segments. See an overview of segment administrator rights here. You add a segment administrator by managing the segment, then go to Administrators and add a new administrator.
A segment can have its own menuYou can choose to keep the same menu as the one on the website's homepage. But you can also choose to create your own menu under the segment. You then start with an empty menu.
A segment's home button can be customisedIf segments are really seen as standalone sites then the general homepage is not relevant to go to. In that case, we can set the home button and logo not to go to the general homepage of the website, but to lead to the segment's homepage.

Management of segments
You can manage segments by going to Segments in the menu.
Add segment
Here you can add a segment by clicking 'Add'. Then enter:

Segment name*
Segment title*
Description*
Target amount
Subdomain* (you can set the url here)
Tags
Activities (if used here)
Rewards
Contact*

After saving, the segment is immediately published. It appears in the overview of segments and can be managed by going to segments by clicking on the pencil icon. Via the breadcrumb at the top, you can see that you are working at segment level:

All changes you make then apply at segment level. If you modify mails here, for example, they will also be automatically adopted as such in underlying projects (unless they are set differently at that level).
Lights out
You can highlight segments and it works the same way you can highlight other items. From the overview of segments, you click the three dots > highlight and then you can highlight them. Actions, teams and projects can also be highlighted on a segment page. You do this by managing the segment, going to actions and clicking on spotlight. It will then be highlighted at segment level only.

You can register as an individual through the sign-up flow and then you will have a separate action page. You can add news items here and edit your action page.
You may also register as a team member. For that, you also create an action, but then the action is linked to the team and the revenues count for the team.
Watch the video on managing actions here, or read more about specific sections below.

00:29 - Export actions01:58 - Adjust data action04:03 - Add action manually06:58 - Change owner action09:25 - Edit profile data10:16 - Move action12:32 - Set action to invisible13:18 - Delete action

Article content

Features actions
Management of actions
Moving actions
Manually adding actions
Emails to action starters

 
 
Feature actions

An action always has one ownerAn action is always linked to a user, which is the owner of the action. And they can also manage the action page. However, a user may have several actions.
An action starter can close and reopen an action himself The latter can only be done if it is possible to start an action at that time.
You can move or assign an action to someone else afterwardsThis can only be done by a site administrator.

 
Management of actions
When an action starter logs in, he/she enters the dashboard directly to edit his/her action page. If the action starter has multiple actions, there is a drop-down menu in front of it to choose which action he/she wants to edit. As site administrator, you can edit an action by looking it up in the action overview. You then click on the pencil icon to enter the action management. There you have the following options:
My page

MotivationChange action starter name, action title, description, action 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 action page
Sponsor logosAdd sponsor logos that will appear with the action
BlogHere, an action starter can post his or her own Blog about his or her action. People who have indicated that they want to be kept informed will receive a notification about this.
AgendaHere, action starters can organise their own fun things and put them in the agenda. People can then also donate to it

Settings

Close pageAn action starter (or a site administrator) can close the action here. A closed action can be reopened (provided it is currently possible to start an action at that level) by the action starter or site administrator. Once an action is closed, it can no longer be donated to. If an action hangs below a project and that project is closed, all underlying actions are also closed at the same time.
Target amountHere, an action starter 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 action. You will only see this option if it is possible to set a countdown date for the action and if the level the action falls under does not have a countdown date set.
PSP description (not visible to action starters)Here, administrators can change the PSP description of an action.
Additional description (not visible to action starters)Here, administrators can change the additional description of an action.

Donations

Donations overviewHere you can see the donations made to this action. An action starter will see less information if he clicks on the 'i' (example). Site administrators can also download all donations for this action here
Manual donationsHere you can add a manual donation and it will be added to this action.

Achievements Here, an action starter 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 action starter 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 actions
Someone may have created an action in the wrong place. You can then easily move the action back to the right place:
You go to the actions overview and click on the three dots and then on move

Then find the place you want to move the action to and click move.

Manually adding actions
You can also add actions manually. You can do this by going to where you want to add the action and then going to actions. 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 action will be linked

You then fill in the action details and the action is created.

If an action is created via the dashboard, no e-mails are sent. You can still send a welcome e-mail yourself from the action 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 action starters
The following mails are linked to action starters:

Welcome e-mail after creating actionYou 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 action 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 action
Team 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 action 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 action.
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 action with an image This mail is sent x days after creating the action if no action 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 actions 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 actions directly below that level. They will then receive news of this.
Performance goal of the action has been achievedThis mail is linked to the performance tracker. If this goal is achieved in its entirety, this mail goes off.

In this article, the following items:

Layers
Project features
Management of projects

Add project
Lights out
Copying projects

What is all being copied?

Layers
The platform can consist of several layers. For a simple event where there are only actions and teams, you only need one layer and everyone signs up in the same place. However, you may also be working with projects, for example at a crowdfunding platform, where you raise money for multiple causes.
In that case, people will only be able to donate to such a project, but you also have website where you can also start actions. For example, if you have multiple events, or variants such as an event for adults and one for children. In such a case, you can work with multiple projects and the advantage of this is that each project can have its own settings. You can then also tailor the emails to the target group.
Project features

A project always has its own subdomain The url of this is constructed as <siteurl>/project/<projecturl> or <segmenturl>.<siteurl>/project/<projecturl>. You can set the >projecturl> per project. You do this by managing an existing project and going to Content > Description and then adjusting the web address.
A project can have different settingsIn one project, you can allow action starting and not in another, and you can also choose, for example, whether people can create teams and change the mails. So there are several things you can set for each project.
You can close projects, set them to invisible or delete themIf you want to close a project, you can do so easily. All underlying actions and teams are then also immediately closed. You can remove closed projects from the counter via Settings > Project status (this setting is only visible when a project is closed). You can also set projects to invisible, after which they are no longer visible at the frontend of the site. If you no longer use a project, you can delete it if there are no actions, teams or donations under it.
A project can have its own bannerYou can set a banner for a project. However, a project does inherit the spot colour of a parent segment or website level.
A project can have its own administratorThe administrator can modify various texts and settings. See an overview of the rights of the project administrator here. You add a project administrator by managing the project and then going to Administrators and adding a new administrator.

Management of projects
You can manage projects by going to Projects in the menu.
Add project
Here you can add a project by clicking 'Add'. Then enter:

Project title*
Description*
Tags
Countdown
Activities* (if used here)
Rewards
Contact*

After saving, the project is unpublished. You can then configure the project at your leisure before putting it live. If you click on the eye at the top, you can already see what the project will look like. If everything is correct, you can then put the project live. You can do this by managing the unpublished project and then clicking 'Publish' on the notification at the top. You can also do this by going to the overview of all projects, clicking on the 'Unpublished' tab and then clicking on the three dots behind the project you want to publish and then clicking on 'Publish'.

After publishing, the project appears in the overview of projects and you can manage it by going to projects by clicking on the pencil icon. Through the breadcrumb at the top, you can see that you are working at project level:

All changes you make then apply at project level, i.e. only to this project.
After creating a project, you can once again set the following things specifically for a project:

You can change the url of a project via Content > Description > Web address
You can give a project its own banner via Content > Banners
You can create your own menu for a project. It does not appear at the top of the homepage (that is where the fixed menu is), but on the project page as an extra tab. You create it via Content > Menu
A project can have its own image. This image (or film) is then displayed in the overview pages and has a fixed ratio of 745x419. If you have uploaded an image, you can then crop it to that ratio. You do this via Content > Media

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

Movies

Application flow: the basics
Registration flow: additional steps

Options at Settings > Login flow

View login flow
Login options
Adjust order of steps in login flow
Change text left side
Other matters

Application flow steps

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 action
Performance: Mileage target
Additional questions
Webshop
Discount codes

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

01:15 - Application options: How do you commit?04:16 - Profile details: Who are you06:00 - Personal sponsorship page: team08:46 - Personal sponsorship page: individual10:16 - Start donation10:40 - Overview page11:42 - Thank you page

 
Registration flow: additional steps

00:52 - Entry fee01:42 - Activities04:02 - Additional team captain questions04:49 - Editions: retention at events05:34 - Badges based on number of participations06:16 - Adjust target amounts based on number of participations06:54 - Adjust emails based on number of participations07:35 - Date of action08:06 - Performance: mileage target08:35 - Additional questions action starter09:07 - Webshop10:07 - Discount codes

Options at Settings > Login flow
 

Settings > Login flow takes you to the page to edit your login flow. Here you can see a number of settings.
View login flow
You can always use this button to enter the login flow to see what it looks like. The preview mode is only meant to view the login flow, you cannot create actions in this mode.
Login 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 login 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 login 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-in flow page (see also screenshot below):

You can change the text on the action start button (this can vary per project/segment). The new text (e.g. come into action, 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 action' and then have to make a choice:

General selection screen "What do you want to take action for?". Here you choose what you want to start the action for, whether it is, for example, a general action or an action for a project
Segment selection screen "For which segment do you want to take action?". Here you choose for which segment you want to start an action
Selection screen projects " For which project would you like to take action? Here you choose for which project you want to start an action

Registration flow steps
The sign-up flow that action starters 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 login flow
Sign-up options: How do you commit?
Here you can see the sign-up options and choose how you want to sign up. You can set this via Settings > Registration 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 action. Someone who creates a team in the sign-up flow also creates a personal action. 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 action if the sponsor page is optionally enabled.

Starter donation
By default, this step is on, asking the action starter 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 action 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 action starter 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 notification flow. For example, a list of distances from which the action starter must choose, or the question of what kind of action 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 action
There is a site setting where it is mandatory for an action starter to specify an end date of the action. An action starter then gets the mandatory question "Until when does your action run". If a general countdown date is set at the level they are notified at then the question is not asked. All underlying actions 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 action, you will be asked how many kilometres the action starter wants to cover. This is an optional question, and if filled in then this becomes the target distance for this action.
Additional questions
We can add extra questions and this can be set per project, segment, at the website level or across the whole site. We can ask the extra questions to action starters, 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 actions 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 registration flow. You cannot therefore sell items via the platform outside the registration 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.

Welcome to Kentaa and great that we can help you with your new site! But what's involved in creating it all?
Article content:

Global roadmap
Agreement for a new website
Creation of demo site
Domain setup

Hosting
DNS
SSL

Checkout

Payment methods
Standard requirements from the payment provider
Creating account with the Payment provider

CM
Mollie
Buckaroo

Going live
6. Optional: Linking Tag
Practical steps

Dashboard training
Kick-off: going through site settings
Checklist for going live

 
Roadmap
This is roughly the roadmap for creating a Kentaa Premium site:

Agreement for new websiteAgreement is given to create the site
Create demo siteKentaa creates a demo site and adds you as site administrator and you can start filling it immediately
Setting up the domainThe domain where the site is to be located is determined and technically configured and the platform is set up on the new domain
Checkout creationA new account is created with a payment provider and a website profile is added and approved
LiveWhen everything is ready, the checkout can be linked to the website and you can go live!
Optional: Linking Tag

Besides these technical steps, there are a few practical ones:

View dashboard training and explanation in support centre
Kick-off: Walk through site settings and current connection status
Checklist: have you thought about this before going live?

We will discuss in detail and specifically what is involved in each step.
 
1. Agreement for new website
Before we can start, an agreement on creating the site has to be given. This is done in cooperation with the account manager (Hiske, Maks, Lizzy or Marc). If you are a new customer, an agreement is signed to use the platform. If you are an existing customer, simply agreeing on the costs for an additional website. The account manager then sends a signal to support and starts the connection.
2. Creating demo site
After the agreement, we will create a demo site for you. The site is then temporarily on a Kentaad domain, e.g. website.kentaa.nl, and we add you as administrator. From then on, you can start filling and customising the site. On the demo site there is a test checkout, which you can use to make test payments. So you can create actions, teams, projects and make test payments to go through the flows. When going live, we can remove all test data for you, but you can already see what the site will look like when it is already filled.
Any changes you make on the demo site will also go along with it when we eventually put the site on the domain. You will also receive a connection e-mail from us with an overview of all the steps and how to carry them out.
3. Setting up domain
An important part of any website is the domain name. A domain name is a unique name on the internet on which the platform will appear. For more information on domain names, see sidn.co.uk.
Every Kentaa website must have its own domain name. Here we distinguish between top-level domains and subdomains.
Some examples of top-level domains are:

forkentaa.co.uk
supportkentaa.co.uk
supportkentaa.co.uk
kentaa actions.co.uk
kentaa-in-action.co.uk
inactionforkentaa.co.uk
action-forkentaa.co.uk

Subdomains:

actions.kentaa.co.uk
cominaction.kentaa.co.uk
support.kentaa.co.uk

Of course, these are just examples and can also be chosen to be completely individual.

Note: When using the Segments module, it must be a top-level domain, i.e. not a subdomain. This is required because each segment will have a subdomain.

Hosting
All Kentaa websites are stored on and served from Amazon Web Services servers in Ireland. We work with 1 codebase on which all websites run and it is not possible to host the website on our own servers.
We can hold and manage the desired domain for you. Then we will also immediately set everything up technically so that the platform can be transferred. If you also want to link mailboxes to the domain, you should do the hosting yourself, because we do not do that. In that case, we will ask you to set up some DNS data, which we will forward to you.
 
DNS
A domain name is a unique name on the internet. A domain name has a long number as its address: the IP address. Because such a number is difficult to remember, domain names were invented. The domain name system translates the IP address into a domain name and serves as a mask for the IP address, leading to Kentaa's servers where the website physically resides. The domain is usually owned by you and not necessarily managed by Kentaa. To link the domain to our servers, so that the domain knows where to point, we use DNS.
Setting up DNS requires some technical knowledge and is usually outsourced to a web hosting company or arranged by an in-house IT person. We ask for this contact during the connection process to make setting up the DNS as smooth as possible and not to bore you with technical details.
If we manage the domain, we set the DNS data ourselves. If you manage the domain yourself, we send you the DNS data to be set. With the DNS configuration, we provide an A record (for the domain) and a CNAME record for the www and/or subdomain. For the website to function correctly, it is important that this is copied exactly as it is. In addition, we supply one or more _acme-challenge records. We use these to request the SSL certificate. Are you having trouble setting this up? Please contact us and send a screenshot of the settings.
We use automatic scaling of servers within Amazon and within this process IP addresses can be changed. The CNAME record ensures that the correct IP addresses are always found behind the domain.
After setting the DNS, depending on the TTL (time to live), it can take from 5 minutes to up to 24 hours for the change to take effect and be visible to everyone.
SSL
Keeping data safe is our top priority. That is why all our websites are equipped with a secure connection by means of an SSL certificate as standard. This can be recognised on the site by the closed padlock and the https:// indication in the browser's address bar.

A user can see from the SSL certificate (by clicking on the lock icon) who issued the certificate.

The installation of an SSL certificate on the (sub)domain is done by Kentaa. Via the _acme-challenge records, we can periodically renew the certificate automatically.
 
4. Box office
In order to receive donations, there needs to be a cash register behind the site where the funds can come in. For this, it is important to create an account with a payment provider. This should be a so-called merchant account. That is an account that will hang under our partner account. We can then use split billing, allowing us to deduct the Kentaa fee directly and you will benefit from our more competitive partner rates.
Payment methods
In the platform, we support the following payment methods:

iDEAL
Credit card

Visa
Mastercard
Maestro
American Express

Paypal
Bancontact
Sofort
Giropay
Swish
Authorisation
Tikkie (does not go through the payment provider, but through ABN AMRO)

Standard requirements from payment provider
The Chamber of Commerce number and statutory name should always be stated on the website/URL. For this, you can expand the general terms and conditions with a paragraph containing your contact information, including the Chamber of Commerce number.
All payment providers have strict compliance requirements, for which they will be asked for the following forms during account creation.

Articles of association and/or memorandum of association
A recent extract from the Chamber of Commerce (no more than three months old)
Copy of a valid proof of identity of chairman and treasurer of <foundation> (and/or of the board member(s) authorised to sign independently or jointly according to the records at the Chamber of Commerce).
Copy of a recent bank statement (max. 3 months old) of the account of <foundation> to which the payment provider should deposit the money. The name of this bank account should match the organisation name on the Chamber of Commerce extract.
A UBO form

However, after receiving all the forms, they may have specific questions and require clarification. Or if documents are not complete or correct these need to be resubmitted. These may be reasons that may cause delays.
 
Create account with Payment provider
We have three fixed payment providers at our disposal: CM, Mollie and Buckaroo. CM has the most competitive rates, followed by Mollie and then Buckaroo.
Below is information on connecting this.
CM
We have a set page under which you can create your account.After signing up for this, someone from CM (usually this is Nienke Jans) will contact you to explain the procedure and request documents from you. The onboarding consists of the following parts:
1. Screening by the compliance department
2. Contract signing
3. Creating the account
In doing so, CM guides you through the entire process.
 
Mollie
For Mollie, we have a special sign-up link. If you use the link, you will create the account directly in the right place (under our partner account), so it is important to do so via this link. In this guide, there is a step-by-step plan to create the account with. In it, they ask, among other things, to make a payment to verify the bank account number.
Mollie manual
Once the account is created you should do the following:

Add us to the account from Settings > Team > with the role of Administrator and the email address beheer@kentaa.nl
Click on a Mollie Connect link we create for you and give us permission to link through Mollie Connect. This allows us to link a website profile under your account to the platform.

Once Mollie has approved the website profile, the checkout can be linked. With them, there is a procedure for approving the account first, and then they check the website profile separately.
 
Buckaroo
Account creation is done via an agreement that goes through us. We will draw up that agreement and once you have completed it and sent the other documents as well, we will forward it to Buckaroo. They create the account based on that information. Once that is done, they will also have immediately added the website and the checkout can then be linked.
5. Going live
Once the site is on domain and the checkout is linked, you are ready to go live! Your account manager will then also contact you to connect the dots and provide you with some final tips.
 
6. Optional: linking Tag
Tikkie can be linked to the platform. However, this one works differently and the revenue from it does not come into your CM/Mollie/Buckaroo account, but comes into your business Tikkie account. We also do not receive donor details from donations made via Tikkie, so these are always anonymous.
To activate Tikkie on the platform, we need a token from you. Attached is a manual including how to create the token via screenshots. The abridged roadmap for this is:

Log on to https://business.tikkie.me/login
In the top right, go to settings/toothbar
Click on 'API settings
Click on 'Create Token'
Under description, enter the name of the app (this is only important for your own administration) and under options, always tick 'Create payment requests' and also 'Refund paid requests'.
Now click on 'Create Token'
The token is now in the overview and can be copied. Share the token with us.

 

Welcome to the Kentaa platform! Nice that you found your way to our support centre. This is the 'heart' of the dashboard with information on how it works as well as tips on how to use it.
As you have seen, there are many ways to set up your platform and options to set up. To get you a bit more started, you can find some tips and interesting links and videos below.
Dashboard
When you log in, you enter the dashboard. You immediately see an overview page with handy statistics in the middle. If you are in the middle of an event, you can quickly see the daily totals there.

Want to know a bit more about navigating the dashboard? Then watch this video with more explanation.
 
Support centre
You get to our Support Centre "SUMO" by clicking on "Need help". You can also get there by clicking the blue info button next to a menu item. Then you go directly to the support article about that page, handy!

In our Support Centre, you can not only find help articles explaining more about certain functionalities. You can also find inspiration here. For instance, watch webinars, download a whitepaper or 'browse' SUMO. You can click on any of the categories to read more about them and see underlying articles. Want to see some frequently asked questions? Then click on the FAQ.
Tips

Are you new to the platform and in the process of getting the platform live? Then read more about connecting a new website.
Visit our Kentaa Academy, where you will see all kinds of videos explaining more. We also give regular webinars online, about both the (new) functionalities and how to use your platform even better. To do so, follow the updates at the top left of your dashboard.
Got a question? Ask it first in SUMO's search window. You will often find an answer to your question there

 
A good basic understanding of the Kentaa Dashboard will help you use the platform to its full potential.
 
Videos
In the videos below, you will learn more about the specific topics. To the right, you will see timestamps, in case you want to go directly to a particular part of the video.

Managing the platform

Navigating the dashboard
How do you fill your Kentaa website?
Donations
Actions
Teams

The e-mail module
The login flow

The basics
Extensions and options

Managing the platform
The Kentaa Dashboard has several features that make managing your platform easy.

Navigating the dashboard
00:16 - How is the dashboard put together and what options are available?06:58 - Different layers in the platform

How do you fill your website?
00:31 - Description 03:21 - Add banner05:20 - About us06:15 - Menu12:03 - Add news 13:45 - Adjust texts

Donations
00:20 - Making exports01:58 - Changing donation data03:03 - Adding donations manually05:07 - Moving donations

Actions
00:29 - Export actions01:58 - Adjust data action04:03 - Add action manually06:58 - Change owner action09:25 - Edit profile data10:16 - Move action12:32 - Set action to invisible13:18 - Delete action

Teams
00:34 - Export teams01:44 - Adjust team data02:28 - Allow team members03:17 - Add team manually04:55 - Change team owner05:46 - Move team06:40 - Add team member to team08:42 - Delete team10:14 - Set team to invisible

 
The e-mail module
One of the strengths of the Kentaa Dashboard is the automatic e-mail module. With it, you build a customer journey for your donors, participants and action starters. How do you set it up? Jasper tells you in the video below.

E-mail module
00:40 - When are mails sent? 01:33 - System emails and marketing emails 02:09 - Categories 04:39 - Unsubscribing to mails05:28 - Reply address06:02 - Signature 06:53 - Turning mails on and off 07:16 - Customising mail and sending test mail 08:34 - Conditional emails09:56 - Using tags10:42 - Inheritance of mails13:13 - Mails at retention functionality

 
The login flow
To recruit action starters and participants, a good sign-up flow is essential. In the videos below, Jasper explains how best to set it up.

Application flow (basics)
01:15 - Application options: How do you commit? 04:16 - Profile details: Who are you 06:00 - Personal sponsorship page: team 08:46 - Personal sponsorship page: individual10:16 - Start donation 10:40 - Overview page11:42 - Thank you page

Login flow (extensions and options)
00:52 - Entry fee 01:42 - Activities 04:02 - Additional team captain questions 04:49 - Editions: event retention 05:34 - Badges based on number of participations 06:16 - Adjust target amounts based on number of participations 06:54 - Adjust emails based on number of participations07:35 - Date of action08:06 - Performance: kilometre target 08:35 - Additional questions action starter 09:07 - Webshop 10:07 - Discount codes

Registration flow for companies
00:34 - General 01:43 - Creating packages and selecting registration type04:02 - Registration flow for company creation 08:05 - Special link 08:21 - Registration flow for creating action under company10:34 - Adding extra places to company 11:21 - Manually create company

 

An A/B test is a form of split testing in which you can test several variants against each other to see which one has the best conversion rate. The aim is to use the test to measure which suggested donation amounts yield the most and therefore increase conversion.
Article content

Baseline

Setting donation amounts
Baseline information

A/B testing

Setting up A/B tests
A/B test results

See also here the explanation as given at the Kentaa Academy on 20 January 2022

 
Baseline
Setting donation amounts
You can A/B test on the donation flow within the Kentaplatform. Via Settings > Set donation amounts, you can set different suggested donation amounts. The currently set amount is your baseline. The baseline is the basis you measure and compare split tests against.
When someone makes a donation you will see the suggested donation amounts:

There may also be text in there to give more interpretation of what you do with the amount. For example:

 
When adjusting donation amounts, at the bottom you need to indicate whether you want to keep the current baseline, or create a new one.

If you create a new baseline then it starts measuring from that point on. You can see all the results via Settings > A/B testing. If you keep the current baseline, the adjustments are taken into account, but the baseline in terms of measurement remains intact. This is useful if, for example, you have made a typo and want to adjust it.
 
Baseline information
If you go to Settings > A/B testing, you will always see the huige baseline at the top:

You see here:

Active sinceThe moment the selected amounts were set
Chosen amountsThe chosen donation amounts. If you move over it, you will also see the description
Number of visitsThe number of visitors who came on the donation form
Number of donationsThe number of times the donation has been completed
ConversionThe percentage of visitors who complete the donation
Average donation amount The average amount made per donation
Active daysThe number of days these donation amounts are active
PerformanceYou can see here whether it is the baseline or a split test group

You can click on the gear icon and then view details to see more specific information about the donations:

That is all information about the current baseline.
A/B testing
Setting up test
You start an A/B test by clicking on "start A/B test". All currently set data will then be filled in automatically:

In the A/B test, variants can be specified for:

the amounts
the order of amounts
the mouse-over text.

You can do two types of A/B testing:

Testing against current baselineHere you change only Group A or Group B, testing against the current baseline
Testing two separate groupsHere you change both Group A and B, testing two new groups against each other.

If you then save then the A/B test starts. The following then happens:From then on, donors randomly see the suggested amounts belonging to Group A or B. Suppose you have set these amounts:
And you click save then the test starts:

From then on, visitors who go to the donation form will either see the donation amounts as set at A, or from B. You will see these randomly. You cannot change the suggested donation amounts while an A/B test is running.
Test results
You can abort a test yourself by going to the cog above the test and choosing 'Abort'. Otherwise, it is automatically aborted when 100 donations have been made to both groups. Because you can get a group randomly, it could be that 130 donations have been made to one group and 100 to the other.
If the test is stopped then its results will appear in the history, as, for example, in the case of this test that was manually aborted:

Interpreting the results is also important. It may appear that a certain group has better results, but if one group has a very high donation rate it distorts the picture. We recommend looking at these critically and you can choose to set one of the groups that has a better conversion as a new baseline via Settings > Set donation amounts.

General target urls
Our flows for starting actions and donating largely follow a fixed sequence. In order to measure things even better, for instance in your own Google Analytics, the flow for starting an action and donating is described below.
Below you need to replace <Mainurl> with the url of your platform.
Good to know is that the url may be different. If your site uses segments (i.e. an extra layer above projects) then the main url will also be different. It will look like this: <Segmentname.Mainurl> and replaces <Headurl> in the flow below, if you want to measure the flow at segment level.
If you want to set up a measurement in analytics, you can replace the ID and action url with .*Example:https://demo1.kentaa.nl/actie/.*/donate/.*/thanksHere you replace <action-url> and <ID> with .* to capture this.
Click on the link below to go directly to the relevant flow
1. Start action

Starting general action at site level

Individual
Create a team
Team member

Starting action for a project

Individual
Create a team
Team member

2. Donate

General donation
Donate to a project
Donate to an action
Donate to a team
Donating to a segment

1. Start action
https://<Hoofdurl>/come-in-action/choose--> choice page for which you want to start an action. This can be at website level, for a segment or for project (or a combination of these)
a. Start general action at site level
https://<Hoofdurl>/subscribing is redirected to https://<Hoofdurl>/participate/how-to-participate -> choose between participating as an individual, team or team memberWherever mandatory is indicated, this step always returns in the registration flow. If it is optional, this step may not appear in your application flow, depending on the configuration.
i. Individual

Subscribe

https://<Mainurl>/participate/how-to-participate --> choice page individual, team, team member (mandatory)
https://<Hoofdurl>/participate/who-are-you --> enter personal data (mandatory)
https://<Hoofdurl>/participate/registration --> choose registration fee (optional)
https://<Headurl>/participate/choose-activity --> choose activity (optional)The above steps can be changed in terms of order in the dashboard under settings > login flow, so they may be different for you.
https://<Hoofdurl>/participate/fundraising-page --> create personal page (mandatory)
https://<Mainurl>/participate/extra-questions --> additional questions (optional)
https://<Hoofdurl>/participate/webshop --> webshop (optional)
https://<Headurl>/participate/start-donation --> make start-donation? (optional)
https://<Hoofdurl>/participate/summary --> overview page with your total order (mandatory)Add another person (optional)

Here you enter the flow again but with /2 after the url, for example:https://<Headurl>/participate/who-are-you/2

Rounding up:

https://<Hoofdurl>/participate/complete --> how would you like to pay? (mandatory)
https://<Hoofdurl>/participate/done --> payment succeeded (mandatory)
https://<Mainurl>/action/actionurl --> then return to the action page you just created (replace actionurl with the url of the page, optional)

ii. Create team
This flow has the same structure. However, there is an extra step in it, which is in bold.

Subscribe

https://<Mainurl>/participate/how-to-participate --> choice page individual, team, team member (mandatory)
https://<Hoofdurl>/participate/who-are-you --> enter personal data (mandatory)
https://<Hoofdurl>/participate/registration --> choose registration fee (optional)
https://<Headurl>/participate/choose-activity --> choose activity (optional)The above steps can be changed in terms of order in the dashboard under settings > login flow, so they may be different for you.
https://<Hoofdurl>/participate/team-page --> create team page (mandatory)
https://<Hoofdurl>/participate/fundraising-page --> create personal page (mandatory)
https://<Mainurl>/participate/extra-questions --> additional questions (optional)
https://<Hoofdurl>/participate/webshop --> webshop (optional)
https://<Headurl>/participate/start-donation --> make start-donation? (optional)
https://<Hoofdurl>/participate/summary --> overview page with your total order (mandatory)Add another person (optional)

Here you enter the flow again but with /2 after the url, for example:https://<Hoofdurl>/participate/who-are-you/2

Rounding up:

https://<Hoofdurl>/participate/complete --> how would you like to pay? (mandatory)
https://<Hoofdurl>/participate/done --> payment succeeded (mandatory)
https://<Mainurl>/team/teamurl --> then return to the team page you just created (replace team-url with the url of the page, optional)

iii. Team member
There is also an extra step here, which is in bold

Subscribe

https://<Headurl>/participate/how-to-participate--> choice page individual, team, team member (mandatory)
https://<Hoofdurl>/join/team-member --> select team you want to join (mandatory)
https://<Hoofdurl>/participate/who-are-you --> enter personal data (mandatory)
https://<Hoofdurl>/participate/registration --> choose registration fee (optional)
https://<Mainurl>/participate/choose-activity --> choose activity (optional)The above steps can be changed in terms of order in the dashboard under settings > login flow, so they may be different for you.
https://<Hoofdurl>/participate/fundraising-page --> create personal page (mandatory)
https://<Mainurl>/participate/extra-questions --> additional questions (optional)
https://<Hoofdurl>/participate/webshop --> webshop (optional)
https://<Headurl>/participate/start-donation --> make start-donation? (optional)
https://<Hoofdurl>/participate/summary --> overview page with your total order (mandatory)Add another person (optional)

Here you enter the flow again but with /2 after the url, for example:https://<Hoofdurl>/participate/who-are-you/2

Rounding up:

https://<Hoofdurl>/participate/complete --> how would you like to pay? (mandatory)
https://<Hoofdurl>/participate/done --> payment succeeded (mandatory)
https://<Mainurl>/action/actionurl --> then return to the action page you just created (replace actionurl with the url of the page, optional)

 
B. Starting action for a project
 
i. Individual

Subscribe

https://<Hoofdurl>/project/<Project name>/participate/how-to-participate --> choice page individual, team, team member (mandatory)
https://<Hoofdurl>/project/<Projectname>/participate/who-are-you--> enter personal data (mandatory)
https://<Hoofdurl>/project/<Project name>/participate/registration --> choose registration fee (optional)
https://<Hoofdurl>/project/<Projectname>/participate/choose-activity --> choose activity (optional)The above steps can be changed in terms of order in the dashboard under settings > submission flow, so they may be different for you
https://<Mainurl>/project/<Projectname>/participate/fundraising-page --> create personal page (mandatory)
https://<Hoofdurl>/project/<Project name>/participate/extra-questions --> additional questions (optional)
https://<Hoofdurl>/project/<Project name>/participate/webshop --> webshop (optional)
https://<Headurl>/project/<Projectname>/participate/start-donation --> make start-donation? (optional)
https://<Hoofdurl>/project/<Projectname>/participate/summary --> overview page with your total order (mandatory)Add another person (optional)

Here you enter the flow again but with /2 after the url, for example:https://<Hoofdurl>/project/<Projectname>/participate/who-are-you/2

Rounding up:

https://<Hoofdurl>/project/<Project name>/participate/complete --> how would you like to pay? (mandatory)
https://<Hoofdurl>/project/<Project name>/participate/done --> payment was successful (mandatory)
https://<Mainurl>/action/actionurl --> then return to the action page you just created (replace actionurl with the url of the page, optional)

ii. Create team
This flow has the same structure. However, there is an extra step in it, which is in bold.

Subscribe

https://<Hoofdurl>/project/<Project name>/participate/how-to-participate --> choice page individual, team, team member (mandatory)
https://<Hoofdurl>/project/<Projectname>/participate/who-are-you --> enter personal data (mandatory)
https://<Hoofdurl>/project/<Project name>/participate/registration --> choose registration fee (optional)
https://<Mainurl>/project/<Projectname>/participate/choose-activity --> choose activity (optional)The above steps can be changed in order in the dashboard under settings > login flow, so they may be different for you.
https://<Hoofdurl>/projects/<Projectname>/participate/team-page --> create team page (mandatory)
https://<Mainurl>/project/<Projectname>/participate/fundraising-page --> create personal page (mandatory)
https://<Hoofdurl>/project/<Project name>/participate/extra-questions --> additional questions (optional)
https://<Hoofdurl>/project/<Project name>/participate/webshop --> webshop (optional)
https://<Headurl>/project/<Projectname>/participate/start-donation --> make start-donation? (optional)
https://<Hoofdurl>/project/<Projectname>/participate/summary --> overview page with your total order (mandatory)Add another person (optional)

Here you enter the flow again but with /2 after the url, for example:https://<Hoofdurl>/project/<Projectname>/participate/who-are-you/2

Rounding up:

https://<Hoofdurl>/project/<Project name>/participate/complete --> how would you like to pay? (mandatory)
https://<Hoofdurl>/project/<Project name>/participate/done --> payment was successful (mandatory)
https://<Mainurl>/team/teamurl --> then return to the team page you just created (replace team-url with the url of the page, optional)

iii. Team member
There is also an extra step here, which is in bold

Subscribe

https://<Hoofdurl>/project/<Project name>/participate/how-to-participate --> choice page individual, team, team member (mandatory)
https://<Hoofdurl>/projects/join/teammember --> select team you want to join (mandatory)
https://<Hoofdurl>/project/<Projectname>/participate/who-are-you --> enter personal data (mandatory)
https://<Hoofdurl>/project/<Project name>/participate/registration --> choose registration fee (optional)
https://<Mainurl>/project/<Projectname>/participate/choose-activity --> choose activity (optional)The above steps can be changed in order in the dashboard under settings > login flow, so they may be different for you.
https://<Mainurl>/project/<Projectname>/participate/fundraising-page --> create personal page (mandatory)
https://<Hoofdurl>/project/<Project name>/participate/extra-questions --> additional questions (optional)
https://<Hoofdurl>/project/<Project name>/participate/webshop --> webshop (optional)
https://<Headurl>/project/<Projectname>/participate/start-donation --> make start-donation? (optional)
https://<Hoofdurl>/project/<Projectname>/participate/summary --> overview page with your total order (mandatory)Add another person (optional)

Here you enter the flow again but with /2 after the url, for example:https://<Hoofdurl>/project/<Projectname>/participate/who-are-you/2

Rounding up:

https://<Hoofdurl>/project/<Project name>/participate/complete --> how would you like to pay? (mandatory)
https://<Hoofdurl>/project/<Project name>/participate/done --> payment was successful (mandatory)
https://<Mainurl>/action/actionurl --> then return to the action page you just created (replace actionurl with the url of the page, optional)

2. Donate
If you click donate then, if there is a choice, you will be taken to the following url:https://<Mainurl>/donate/choose --> If there is a choice then choose here what you want to donate to
Here you have a choice between a general donation, a donation to a project, a donation to an action, a donation to a team and possibly a donation to a segment. The choice depends on the settings of the platform.
If you donate to an action, team or project on a segment then the main url below should read as <segment.mainurl>
a. General donation

https://<Hoofdurl>/donate --> choose amount and enter personal data
https://<Headurl>/donate/<ID>/thanks --> thanks page you return to after paying.
https://<Hoofdurl>/donate/<ID>/share --> page where you can share that you donated.
https://<Hoofdurl>/donate/<ID>/periodic-donation --> page where you can indicate to become a structural donor (optional)

b. Donate to project

https://<Hoofdurl>/project/<Project-url>/donate --> choose amount and enter personal data
https://<Mainurl>/project/<Project-url>/donate/<ID>/thanks --> thanks page you return to after paying.
https://<Mainurl>/project/<Project-url>donate/<ID>/share --> page where you can share that you donated.
https://<Hoofdurl>/project/<Project-url>/donate/<ID>/periodic-donation --> page where you can indicate to become a structural donor (optional)

c. Donating to an action

https://<Mainurl>/action/<Actionurl>/donate --> choose amount and enter personal data
https://<Mainurl>/action/<Actionurl>/donate/<ID>/thanks --> thanks page you return to after paying.
https://<Mainurl>/action/<Actionurl>/donate/<ID>/share --> page where you can share that you donated.
https://<Mainurl>/action/<Action-url>/donate/<ID>/periodic-donation --> page where you can indicate to become a structural donor (optional)

d. Donating to a team

https://<headurl>/team/<team-url>/donate --> choose amount and enter personal details
https://<Mainurl>/team/<team-url>/donate/<ID>/thanks --> thanks page you return to after paying.
https://<headurl>/team/<team-url>donate/<ID>/share --> page where you can share that you donated.
https://<Hoofdurl>/team/<team-url>/donate/<ID>/periodic-donation --> page where you can indicate to become a structural donor (optional)

e. Donating to a segment

https://<segment.Hoofdurl>/donate --> choose amount and enter personal details
https://<segment.Mainurl>/donate/<ID>/thanks --> thanks page you return to after paying.
https://<segment.Hoofdurl>/donate/<ID>/share --> page where you can share that you donated.
https://<segment.Hoofdurl>/donate/<ID>/periodic-donation --> page where you can indicate to become a structural donor (optional)

 

e-Ticketing is a premium functionality (i.e. not for Kentaa Go customers) that we can turn on upon request. For actions 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 content

Explanatory video
Features
Setting up E-tickets

Use e-tickets directly below this page
Share e-tickets with buyer

Scanning of tickets

Who all can scan?
Scanner

Add scanner
Mails

Manual scanning
Scanning via camera

 
See also here the explanation as given at the Kentaa Academy on 14 April 2022

And the video about the update on 12 August (adding scanners):

Features

You can set tickets per level, separately
Once tickets are shared, action starters 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-tickets
You 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 segment (for registrations that go directly at that level) or for registrations under a project. 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 action starters 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 buyer
Only the moment you click "Share e-tickets with buyer." then action starters can see their tickets in the dashboard (example ticket). Existing actions or participants at that level will immediately be sent the mail under Action starters > Send e-tickets. New participants, when creating an action, 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 tickets
You 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 segments and projects), and you can scan them all as well. You can also go specifically to, say, a project and there you can only scan tickets that fall under that project.
Who all 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 projects. You can think of it as a kind of 'super scanner'
Segment managersCan go to the overview and scan (and create exports)
Project managersCan go to the overview and scan (and create exports)
Scanner (see next heading)Scanners can only scan tickets for the entities (website level, segment, project) to which they have been added.
 
Scanner
As a regular scanner, you can also be added at the website level. However, then you can only scan that level, not, for example, underlying segments or projects (unless you are specifically added to those as well).
 
Add scanner
You 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 > Scanners

You 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.
Mails
The 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 project (or segment or website level). For example, an action starter who wants to help with scanning. You will then see this message:

After saving, this action starter can then also scan tickets for that level. If someone who starts an action is also a scanner and logs in to the dashboard, he will enter the dashboard of his action. He can then go to scanning by clicking on this icon:

 
There are two ways to actually scan: manually and via a camera
Manual scanning
If 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 action/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 by
You can then manually search and tick off ticket numbers.
Scanning via camera
If 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 webcam
After 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:

About us is a content block in which you briefly tell what you do or what you stand for. You can find this option via Content > About us.

This block consists of a logo, the name of your foundation/association/organisation and content. Depending on the template, this content will appear in the following places:

Homepage (except the first template)
Widget

The text in the description of the about us text is plain text. That means the formatting (enters, styling) is filtered out. Any links in it are converted to a real link, however.
An example of what this looks like:

The countdown date lets you set the end or start date. You can find it in Settings > Set countdown date.
You can set a label there (e.g. Still to go, Until the start, etc.) and the moment to count down to.

Then, at the level where you set it, a countdown date will appear and automatically count down. This differs from template to template. The example below is from the third template.

Setting by level
You can set it to the following levels:

Website
Segment
Project
Action

WebsiteIf you set the countdown date at this level, you will see it appear on the homepage (provided the countdown date is in the future). Any actions created directly under website level will automatically get the countdown date as the end date of the action.
SegmentIf you set the countdown date at this level, you will see it appear on the segment's homepage (provided the countdown date is in the future). Any actions created directly below segment level will automatically get the countdown date as the end date of the action.
Project levelAgain, if you set the countdown date here, it will only impact the project itself. You will then see the countdown date appear on the project page itself (provided the countdown date is in the future). Any actions created directly under project level will automatically get the countdown date as the end date of the action.
Action levelDepending on whether the whole site is set to request the countdown date from actions, it is requested in the submission flow. An action starter can change this himself later via Settings > Countdown date. Only if the level under which the action hangs already has a countdown date set, this option is not available. All actions are then automatically given this countdown date.
The countdown date is something cosmetic. No actions will be closed when the countdown date is over. However, the countdown date then disappears from the site. However, an e-mail may go off. In fact, you can set a number of emails related to the countdown date in the emails:
Emails
The following emails relate to the countdown date
Action starters:

Set countdown date will soon be reached (Sent X days before countdown date )

Project managers:

The countdown date of an action will soon be reached (Sent X days before countdown date)
7 days before the set countdown date of the project is reached
Set countdown date of project has been reached
Set countdown date of project reached and target amount not achieved

Segment managers

The countdown date of an action will soon be reached (Will be sent X days before countdown date)
7 days before the set segment countdown date is reached
Set countdown date has been reached

Site administrator

The countdown date of an action will soon be reached (Will be sent X days before countdown date)
7 days before the site's set countdown date is reached
Site set countdown date has been reached

You can limit the number of actions that can be created via Settings > Max. number of actions. You can set this per level (website level, segment level, project level).

 
If you then want to create an action 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 actions set, you get the message "The limit on the maximum number of actions is cleared.". After that, you won't see the menu item max number of actions until the activities are turned off at that level. If you work with activities and you want to set a maximum number of actions across all your activities (otherwise you could set it per activity), it's best to keep track of this manually and block action triggering at some point.

There are several places where you can enter a target amount. You can set this specifically per level (Website, Segment, Project, Action, Team). You can set these via Settings > Set target amounts. We distinguish between a:

Default amountThis amount is shown by default as the target amount when creating a project, company, team or action. But can be changed afterwards
Minimum amountWhen creating a project, company, team or action, you can adjust the target amount, but it cannot be set lower than this amount

You can set this at the website level and for projects, companies, teams and actions.
WebsiteUnder website, you can set the target amount for the entire site. This will then appear on the homepage with a retrieved percentage. You can also leave the target amount empty. Then no target amount will appear in the counter status. You will also not see a collected percentage.

An example of a set target amount of €1000000 on the homepage
 
ProjectsThis is where you set the default target amount for projects. This is mainly used when site users can create their own projects. You can then also set a minimum amount to be entered there. Alternatively, you can leave the target amount blank.
CompaniesHere you set the default target amount that companies enter when creating a company. You can leave the target amount blank, but teams must always enter a target amount themselves (it cannot be left blank)
TeamsHere you set the default target amount that Teams specify when creating a company. You can leave the target amount blank, but teams must always enter a target amount themselves (it cannot be left blank)
ActionsHere you set the default target amount that Teams specify when creating a company. You can leave the target amount blank, but teams must always enter a target amount themselves (it cannot be left blank)
 
Target amounts based on number of participations
If you use editions, you can choose to let people who have participated before raise a lower target amount a second time. Depending on the number chosen, the suggested target amount may vary.Example: If you participate for the first time, the minimum target amount is €300. If you participate in this event for the second time or more, the minimum target amount is €250.
You can set this at the level where people can subscribe, under Settings > Set target amounts. There you can choose a target amount, depending on the number of entries. This way, you can allow participants who have already collected a very high amount once to collect a lower minimum amount the next time. In practice, you often see that they still raise a good amount, while the threshold to participate again and ask for an amount is lower.

You can add your social media channels so visitors can follow you. You will see this option under Settings > Social media. You can set social media at website level and segment level. You cannot set this at project level.
You can add the following Social tracking channels:
FacebookLinkedInYoutubeInstagramTwitter

They will then be added at the bottom of the page:

Depending on the template, the icons may look slightly different. Clicking them will take you to your tracking page.

If you want to close a project, you can do so by managing the project and going to Settings > Close project. After closing the project, all underlying actions and teams are also automatically closed. It is then also no longer possible to donate to the project or an action/team under that project.
If you close a project then two emails can be sent out if they are on. They are:
E-mails > Overview e-mails > Action starters > Project has been closed by project manager *E-mails > Overview e-mails > Team starters > Project has been closed by project manager *
Make sure you turn it off, or make sure the content is correct. Otherwise, a bulk email will go out to all action starters/team starters at closing.
After closing the project, the Settings > Project status option has been added. By default, the amount retrieved is shown in the general counter status. You can also choose not to show the amount in the counter status in the project status. After calculating the new counter status, the accumulated amount of that project is removed. A project whose amount is no longer included in the general counter status can be recognised by the triangle in the overview of projects:

In the audit log, you can find the changes that have been made. If you click on the eye behind a particular change, you will see some more information about the change. Handy for finding certain changes!
You can filter by a specific date and also search in the search window. Here you can also search by names, e-mail addresses, and by functionalities.
If you want to check a particular ip address, you can see it when you click on the eye. You can then also search on that ip address again.

The following changes went live on 20 October (Kentaa Premium and Kentaa Forms) and on 18 October (Digicollect):
Content:Kentaa Premium

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

Keeping informed
When entering your phone number
Newsletter

Indicating whether data may be shared

Digicollect

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

Mobile number
Newsletter

Indicating whether data may be shared

Kentaa Premium (incl. Kentaa Forms):
Changes were discussed at the Academy on 20-01-2022:

Kentaa 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 telecoms law*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. You should therefore make the general terms and conditions available and clickable in the sign-up and donation flow. - Source
So when creating an action and when making a donation, the user no longer has to agree to the general terms and conditions. You automatically agree to these when making the donation or when continuing in the flow:

Since you now also automatically agree to the privacy statement, we have also added this to the api. This is automatically saved as consent for newly created actions after 20 October. For old action starters/donors, this data is not stored 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 financial 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. This was already the case for a donor, as they completed a financial transaction. - Source
We have replaced several opt-ins with soft opt-ins for the above reason. Whereas previously you had to tick yourself that you wanted to be kept informed of news, for instance, 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 tick in these places by default:
Keeping informed
You will see this after making a donation:

b. When entering your phone number in the sign-up flow or when donating
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 details were shared (at the time they were filled in 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 or project:

As a donor, you can choose not to share the data with the initiator of the action. This may be:

The action starter
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. That one will see it returned as Anonymous:

In the Excel file, an extra column has been added, at the very end, with 'share contact details':

You as site administrators can still view this data.
 
Digicollect
Changes were discussed in the 6-10 academy:

Digicollect Academy 06-10-2022
02:45 - Poules 23:45 - Recent updates 30:00 - AVG 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. You should therefore make the general terms and conditions available and clickable in the sign-up and donation flow. - Source
So when creating a collection box and when making a donation, the user no longer has to agree to the general 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 financial 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. This was already the case for a donor, as they completed a financial transaction. - Source
We have replaced several opt-ins with soft opt-ins for the above reason. Whereas previously you had to tick yourself that you wanted to be kept informed of news, for instance, 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 turned on the checkmark 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 turn on the functionality to show the second tick for you:

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

 
3. Indicating whether data may be shared
Contact details were shared (at the time they were 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 donation: 'My contact details may be shared with the collector.' :

If you uncheck this box (which is on by default) then those details are not shared with the collector. The latter will see them as Anonymous in the automatic emails:

In the overview of donors that a collector can see, the donation is also shown as anonymous:

You as site administrators can still view this data.

Through our notification centre, we notify you of the most important news, such as new features and invitations to webinars, via the present and the bell at the top left of your dashboard. However, not all updates appear there. We also have many small changes that do not make it to the notification centre. Below you can see per day the updates we have made that are relevant for our customers. These are mostly functionality updates or additions; they do not include bug fixes. You will see updates on:

Kentaa
Digicollect
Kentaa Formsand on
SUMO support centre
Kentaa api
Digicollect api
Kentaa connect
Salesforce

Date
Platform
Update

 
 
 

December
 
 

8-12-2022
Digicollect
Forgot password title changed to request password

5-12-2022
Digicollect
In memoriam buses are no longer indexed in Google

5-12-2022
Kentaa
Rabo Omnikassa updated to Rabo Smart Pay

 
 
 

November
 
 

29-11-2022
Kentaa
Added level filter in donation overview that now allows you to show general donations as well

21-11-2022
Kentaa
Webshop orders excel extended with segment and project information

21-11-2022
Kentaa
Amount collected now visible when scanning e-ticket

21-11-2022
Kentaa
For missing profile picture, we now show an initial (not for donations)

21-11-2022
SUMO support centre
Videos and webinars and new on platform updated

14-11-2022
Kentaa api
When creating a user via the api, you can set a password send mail

14-11-2022
Kentaa api
Added field for 'share data with initiator'

14-11-2022
Kentaa connect
Webhooks added (create/update) for businesses

10-11-2022
Kentaa
Trustly added as a payment method

09-11-2022
Digicollect
If the name of the donor is not filled in, then the Donor Name field is left blank

08-11-2022
Digicollect
The collection week end date field can now only be set once per campaign

 
 
 

October
 
 

24-10-2022
Digicollect
U-scope added where the collector/donor is addressed with you

20-10-2022
Kentaa, Kentaa Forms, Digicollect
AVG: All existing opt-ins have become opt-outs More info

20-10-2022
Kentaa, Digicollect
AVG: As a donor, you can choose whether your contact details can be shared with the initiator. More info

20-10-2022
Kentaa, Kentaa Forms, Digicollect
AVG: The terms and conditions are no longer a separate opt-in, but you accept them when making a donation/creating an action. More info

20-10-2022
Kentaa Forms
Added possibility to change template per form, yourself

20-10-2022
Kentaa
A company's chosen activity is now shown on the company page

20-10-2022
Kentaa
Italian and French added as languages in admin dashboard

 
 
 

September
 
 

28-9-2022
Kentaa
Second part English-language urls put live. More info

26-9-2022
Kentaa
QR share code added at site, segment, company, project and team level

20-9-2022
Digicollect
Text on validity password link added to standard email

19-09-2022
Digicollect
Pool functionality added. More info

01-09-2022
Kentaa
Mandatory fields contact form are now marked with asterisks (*)

 
 
 

August
 
 

28-8-2022
Digicollect, Kentaa, Kentaa Forms
Order of payment methods adjustable per site

23-8-2022
Kentaa
Additional explanation text for quick donation and donation with additional options

16-8-2022
Kentaa, Kentaa Forms
Added ability to block donors via ip address (this goes through Kentaa support)

11-8-2022
Kentaa
Role of scanner added for scanning e-tickets. More info

 
 
 

July
 
 

29-7-2022
Kentaa
Hyperlink colour setting added to front-end design editor

29-7-2022
Kentaa
Default sorting team members adjusted to amount retrieved instead of last added

12-7-2022
Kentaa
Text on becoming a structural donor clarified

12-7-2022
Kentaa
E-ticket Excel file extended with column e-mail address

 
 
 

June
 
 

29-6-2022
Salesforce
Expansion of Salesforce objects Action, Donation, Project, Team. Various counters added. More info (click on Description of the Kentaa Objects)

20-6-2022
Kentaa
Donating to business enabled

20-6-2022
Kentaa api
Companies added to api

20-6-2022
Kentaa
You can now also manually add companies via the dashboard

20-6-2022
Kentaa
Added ability to set additional questions when creating a company (via Kentaa support)

20-6-2022
Digicollect
Invoice download bar created via admin dashboard

 
 
 

May
 
 

31-5-2022
Kentaa
Free business packages can now also be set up

30-5-2022
Digicollect
Instead of the term collection box, you can now choose donation box (via Kentaa support)

30-5-2022
Digicollect api
Ability to update existing buses via the api

24-5-2022
Kentaa api
Ability to send the welcome e-mail when creating an action via the api

10-5-2022
Digicollect
The suggested donation amounts can now be set by yourself

10-5-2022
Digicollect
English and German added as languages in the admin dashboard

10-5-2022
Digicollect
English and German can now also be set as additional languages for visitors

2-5-2022
Digicollect api
Api extended so you can now create buses via the api

 
 
 

April
 
 

14-4-2022
Kentaa
tag 'email address action starter' made available in emails The countdown date of an action will soon be reached and action starter has raised more than set amount

7-4-2022
Kentaa
Addition e-ticketing

 
 
 

March
 
 

29-3-2022
Kentaa
Poster creation only available for logged-in action starter (no longer for visitors)

21-3-2022
Kentaa
Nets added as new Payment provider (for use Swish)

 
 
 

February
 
 

25-2-2022
Kentaa
Companies to which no more actions or donations are linked can be removed

25-2-2022
Kentaa Connect
Webhooks extended with Application (Kentaa/Digicollect) and site ID

14-2-2022
Kentaa, Kentaa Forms, Digicollect
When donating by authorisation, an additional confirmation screen has been added to check the dates entered

8-2-2022
Kentaa
First section of English-language urls put live. More info

7-2-2022
Kentaa
Background image login flow can now be set via Settings > Design

 
 
 

January
 
 

31-1-2022
Kentaa
The consent texts when leaving a phone number have been made customisable

31-1-2022
Kentaa
Improvements made in editor for use of columns and images

31-1-2022
Digicollect
Added specific requirements for setting a password

25-1-2022
Digicollect
Social sharing urls adjusted so they do not count in Analytics after sharing

19-1-2022
Kentaa
Text when setting favicon clarified

11-1-2022
SUMO support centre
Renewed SUMO live!

3-1-2022
Kentaa
A/B testing functionality added