Disable creation of fundraising pages
Last modified: 17-08-2023You can specify per level (website/Sub site/Campaigns)
whether Fundraisers may be started. By default it is on that actions may be started, but via Settings > Disable creation of fundraising pages you can turn this on or off per level.
Now Fundraisers can be started:
Now it is not possible to start Fundraisers:
Frequently asked questions
Whether you can start an fundraiser also depends on possible space. If you have set up Activities and they are full, you will not be able to start an fundraiser until there is space again.
For this, the same applies as creating an fundraiser via the frontend: This is only possible if it is currently possible to create an fundraiser and there is space (i.e. the Activities are not full). However, you can allow fundraiser creation again, create the fundraiser and then disable it again immediately afterwards.
No, you then only block creation of fundraising pages at that level. Fundraisers can then still be started at the sub site or campaign level, but can no longer be created directly under the website.
Perhaps also interesting
Fundraisers
You can register as an individual through the sign-up flow and then you will have a separate fundraising page. You can add news items here and edit your fundraising page.
You may also register as a team member. For that, you also create an fundraiser, but then the fundraiser is linked to the team and the revenues count for the team.
Watch the video on managing fundraisers here, or read more about specific sections below.
00:29 - Export fundraisers01:58 - Adjust data fundraiser04:03 - Add fundraiser manually06:58 - Change owner fundraiser09:25 - Edit profile data10:16 - Move fundraiser12:32 - Set fundraiser to invisible13:18 - Delete fundraiser
Article content
Features fundraisers
Management of fundraisers
Moving fundraisers
Manually adding fundraisers
Emails to fundraisers
Feature fundraisers
An fundraiser always has one ownerAn fundraiser is always linked to a user, which is the owner of the fundraiser. And they can also manage the fundraising page. However, a user may have several fundraisers.
An fundraiser can close and reopen an fundraiser himself The latter can only be done if it is possible to start an fundraiser at that time.
You can move or assign an fundraiser to someone else afterwardsThis can only be done by a site administrator.
Management of fundraisers
When an fundraiser logs in, he/she enters the dashboard directly to edit his/her fundraising page. If the fundraiser has multiple fundraisers, there is a drop-down menu in front of it to choose which fundraiser he/she wants to edit. As site administrator, you can edit an fundraiser by looking it up in the fundraiser overview. You then click on the pencil icon to enter the fundraiser management. There you have the following options:
My page
MotivationChange fundraiser name, fundraiser title, description, fundraiser url and number of participations (only an administrator can change the number of participations)
Photos and videosAdd photos and videos to be placed on the fundraising page
Sponsor logosAdd sponsor logos that will appear with the fundraiser
BlogHere, an fundraiser can post his or her own Blog about his or her fundraiser. People who have indicated that they want to be kept informed will receive a notification about this.
AgendaHere, fundraisers can organise their own fun things and put them in the agenda. People can then also donate to it
Settings
Close pageAn fundraiser (or a site administrator) can close the fundraiser here. A closed fundraiser can be reopened (provided it is currently possible to start an fundraiser at that level) by the fundraiser or site administrator. Once an fundraiser is closed, it can no longer be donated to. If an fundraiser hangs below a project and that project is closed, all underlying fundraisers are also closed at the same time.
Target amountHere, an fundraiser can adjust his/her target amount. This cannot be later than the minimum target amount set at that level.
Countdown dateHere you can change the countdown date for the fundraiser. You will only see this option if it is possible to set a countdown date for the fundraiser and if the level the fundraiser falls under does not have a countdown date set.
PSP description (not visible to fundraisers)Here, administrators can change the PSP description of an fundraiser.
Additional description (not visible to fundraisers)Here, administrators can change the additional description of an fundraiser.
Donations
Donations overviewHere you can see the donations made to this fundraiser. An fundraiser will see less information if he clicks on the 'i' (example). Site administrators can also download all donations for this fundraiser here
Manual donationsHere you can add a manual donation and it will be added to this fundraiser.
Achievements Here, an fundraiser can add achievements, link with Strava and set a target distance. You can read more about achievements here.
My registrationHere is an overview of all data entered when registering. An fundraiser can possibly modify the activity if that functionality is enabled. Site administrators can modify the number of participations, the activity and the answers to additional questions here.
Moving fundraisers
Someone may have created an fundraiser in the wrong place. You can then easily move the fundraiser back to the right place:
You go to the fundraisers overview and click on the three dots and then on move
Then find the place you want to move the fundraiser to and click move.
Manually adding fundraisers
You can also add fundraisers manually. You can do this by going to where you want to add the fundraiser and then going to fundraisers. Then click (top right) on add.
Then select the owner. If it is already known, search for it in the search screen. Otherwise, click on Add account.
You will then first create a new account, to which the fundraiser will be linked
You then fill in the fundraiser details and the fundraiser is created.
If an fundraiser is created via the dashboard, no e-mails are sent. You can still send a welcome e-mail yourself from the fundraiser overview by clicking on the three dots > Send welcome e-mail again. Also, no mail to set your password is sent to accounts created via the dashboard. You can send those manually via Accounts > Users > Send password. Or can be requested at the frontend via Forgot password.
Emails to fundraisers
The following mails are linked to fundraisers:
Welcome e-mail after creating fundraiserYou can set this based on the number of previous participations. You can also send this e-mail later by clicking on the three dots > Send welcome e-mail again from the fundraiser overview.
Welcome e-mail after joining the teamThis is sent when you register as a team member. You can also set the mail based on the number of previous participations.
Donation receivedThis is sent after a donation is made directly to the fundraiser
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 fundraiser has been reachedThis mail is sent based on a percentage of the target amount. You can copy the mail and then set your own percentage. If you have set multiple mails to be achieved with a single donation, only the mail that meets the highest condition will go off. For example, if you have set an email at 30% and at 60% of your target amount, and a donation comes in which you raise 100% of your target amount all at once, only the email at 60% will go off.
Tip e-mail after registrationThis mail is also copyable and will be sent x days after creating the fundraiser.
The set countdown date will soon be reachedThis mail goes off x days before the countdown date is reached. You can copy the mail.
Personalise your fundraiser with an image This mail is sent x days after creating the fundraiser if no fundraiser picture has been uploaded. You can copy this mail.
Retrieved more than set amountThis mail is sent based on a set amount. You can copy the mail and then set your own amount. If you have set multiple mails to be achieved with a single donation, only the mail that meets the highest condition will go off.
Team raised more than set amountThis mail is sent based on a set amount. When the team total reaches that, the mail goes off. You can copy the mail and then set your own number. If you have set multiple mails that are achieved with a single donation, only the mail that meets the highest condition will go off.
Project is closed by project managerThis mail goes off when a project is closed. All underlying fundraisers are then informed of this (provided this mail is on). So pay attention to this before closing a project.
News item addedIf you add a news item, you can choose to share it with all fundraisers directly below that level. They will then receive news of this.
Performance goal of the fundraiser has been achievedThis mail is linked to the performance tracker. If this goal is achieved in its entirety, this mail goes off.
Maximum fundraising pages
You can limit the number of fundraisers that can be created via Settings > Maximum fundraising pages. You can set this per level (website level, sub site level, campaign level).
If you then want to create an fundraisers and move over the button, you will see how many spots are still available.
The moment there are no more spots, you cannot click the button and it will be greyed out:
Note: This setting does not go together with activities. This is because you can also set a limit on activities. In case you want to set activities and there is already a maximum number of fundraising pages set, you get the message "The limit on the maximum number of fundraising pages is cleared.". After that, you won't see the menu item max number of fundraising pages until the activities are turned off at that level. If you work with activities and you want to set a maximum number of fundraising pages across all your activities (otherwise you could set it per activity), it's best to keep track of this manually and block fundraisers triggering at some point.
Webshop
Would you like to offer a T-shirt, medal or other goodie to everyone who starts an action on your website? You can do so with the webshop function within the platform. This feature makes it possible to offer products and even services to anyone who creates an action on the website.
The webshop is not on by default on the website, it can be turned on by a support person on the website. To do this, contact iRaiser. After this, the products must be added to the catalogue. Once the products are put in the catalogue, the action starter can see this right away and order directly in the action start flow!
But what if these products only apply to a specific Sub site or Campaigns? No problem! In fact, it is possible to set up a catalogue at segment or project level. This catalogue will then only be visible to the campaigners at this level. Conversely, it is also possible to set up a catalogue on the main level, after which you disable it on a lower Sub site or Campaigns.
Webshop items add
Administration ⟶ Webshop catalog
Click Yes, there is a webshop catalogue to add webshop items
Click Product add
Fill in a title (mandatory)
Fill in an amount (mandatory)
Evt: upload an image of the product
Evt. add multiple variants (e.g. S, M, L, XL, XXL)
Click Save
Please note: Unticking Yes, there is a Webshop catalogue disables the webshop but does not remove the products.
View webshop orders
Administration ⟶ Webshop orders
This page shows an Overview of all Webshop orders
Click on the blue eye icon to see details of an order
Team page
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
Starting a team as an fundraiser after registration
Cap on number of team members
Team captain
The team captain is the one who created the team and thus the one who is in charge of the team. The team captain can do the following:Content
Change team name, profile picture, title and team description (Content > Motivation)
Add image or video to team page (Content > Pictures and videos)
Add sponsor logos (Content > Sponsor logos)
Add news items (Content > Blog)
Settings
Allow team members (Settings > Allow team members)
Here the team captain can choose to allow unlimited members, allow a certain number of team members (note: if an activity must be chosen then this option is not there), or no longer allow team members
Close team (Settings > Close page)
Set target amount team (Settings > Target amount)
Donations
The team captain can view all donations made on team members by clicking on the 'i' behind the donation.
Team members
A team captain can remove activists from his or her team. This can be done on the team members overview page, by clicking on the three dots behind one of the team members and choosing 'Remove from team'. A team captain can also see more information about team members' fundraisers by clicking on the 'i' under the three dots.
Management team
As a site administrator, you can immediately see per fundraiser whether it is a member of a team or not. You can see this through the following icons:
Fundraiser
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 three dots behind the team and choose 'assign user'. Then select the new owner of the team (if necessary, you can create a new user first).
Adding team members to a teamIf someone has signed up and then finds out that he or she would have preferred to be in a team, that person cannot change that themselves, only a site administrator can do that.
Adding an existing participant/fundraiser holder to a team is basically no more than moving this fundraiser to the team. First, you look up the fundraiser by going to 'Fundraisers'. Then click on the three dots and select move. You look up the team and click move. Then the fundraising page will appear under the team and that person has joined the team.
Deleting team membersA team member is nothing more than an fundraising page linked to the team. If you delete a team member, the page is no longer linked to the team, but the deleted person's fundraising page remains in contact. You can delete a team member as follows: Find the team and press Manage. Then click on Team members. Then click on the three dots behind the team member you want to delete and selectDelete from team.
Adding a team via the dashboardYou can also create a team via the backend. To do this, first go to where you want to create the team. For example, at site level (if your registrations are at website level), under a sub site or under a project. In case you want to add the team under a project, first find the project and manage it. Then go to teams and click on add team. A team always has a team captain, so you can link it to an existing account, or add a new account. After linking the team to an account, all you have to do is fill in the team name, team title and team description.
Starting a team as an fundraiser after registrationAfter registering an fundraiser, you can also optionally start a team as an fundraiser. This can be done via the start team button:
You can then create a team via the dashboard:
After completing all the information (including, for example, additional questions to the team captain), the team is created. The fundraiser this team is created with then becomes team captain. No e-mails are sent after team creation.
You will see the button to create the team only if:
You don't have a team yet
It is possible to start a team (So via Settings > Sign-up flow > Sign-up options)
It is possible to start an fundraiser. So the fundraiser start must not be blocked and there must still be free spaces
Only site administrators and the fundraiser himself can do this. The button is not visible to subsite and campaign administrators.
Cap on number of team members
If you have an event with a maximum number of team members, you can set this via Settings > Default team settings. All teams that are then created are allowed to have a maximum of that set number of members.
You can set a maximum via Settings > Default team settings via Team members limit:
If you choose "Yes, I want to specify a limit for teams under this page." there, you can set the maximum number of team members. The fundraiser who is a team captain himself also counts as an fundraiser.
After activation, any limits set by the team captain are overwritten. However, if you reset them at a later time, then that previously set limit will also be reset.
Existing teams that already have more members than your set maximum will remain intact. Suppose you have a team of six people, and you set a maximum across the whole project of four people per team, that team will still keep those six people. Therefore, make sure you have already set it up properly beforehand. A site administrator, sub site administrator and campaign administrator can do this.
The 'allow team members' option disappears the moment you set a maximum number of team members over a certain level. So a team captain can no longer set the maximum himself
You can set the cap at site level, sub site level and campaign level and there is no erving in it (so it is only for that level).
Registration fee
When registering a participant/fundraiser, it is possible to charge a registration fee, so registering for the event and creating the personal fundraising page is one integrated process.
The registration fee must always be paid when creating an fundraiser, regardless of whether you sign up as a member of a team or as an individual participant. Registration fees can be added at multiple levels and 'inherit down'. When registration fees are added at the website level, any sub sites and campaigns receive this same registration fee. It is then possible to override the registration fee if there is a different value at the relevant level. It is possible to add multiple registration fee options (with different amounts).
Participants can decide how they want to be registered. This can be useful, for example, for:
Different distances with different starting rates;
Age groups where children pay a reduced rate;
In addition to the regular registration rate, offer a 2nd rate where a T-shirt of the event is offered.
Content:
Add registration fee
Change registration fee
View chosen registration fee
Add registration fee
Settings ⟶ registration fee
The Add registration fee button allows you to add the option(s), asking for a title and amount. Next to this, it asks whether the paid registration fee should be included in the counter position on the website. Usually, the registration fee is meant to cover expenses and is not included (as donation money) in the counter position, but this can of course vary.
Change registration fee
Settings ⟶ Registration fee
By clicking the Edit button, it is possible to edit the title and amount of the option. This can be useful when offering an early bird option, where the amount is increased over time.
View chosen registration fee
- The campaigner himself and the site administrator can see what registration fee the campaigner has paid by managing the campaign under My Entry. In addition, the registration fee choice can be viewed in the participants' exports.
- On the fundraising page, the chosen registration fee is always displayed. This is a fixed element of the page and cannot be hidden.
- Registration fees are reflected in the Excel export of all fundraisers and donations.
Additional questions in the Sign up flow, donation form and customised form
It is possible within the platform to request additional information. For example, requesting a shirt size, explicit parental consent, agreeing to the additional participant regulations, etc. But also, for example, requesting extra information when making a Donations to apply for tax certificates or a special opt-in to be called.
There are three places where we can add additional questions for you. In the sign up flow, the donation form and in a customised form. You cannot add the extra questions yourself. Should you wish to do so, please contact us and we will add them.
Content of article
Sorts of additional questions
Insert fields
Text field
Textarea
More-choices
Dropdown
Radio
Checkbox
Extra text
Where can additional questions be added?
Sign up flow
Donation form
Customised form
On which levels can additional questions be added?
Where can I see the completed answers to the additional questions?
Types of extra questions
Input fields
We have two types of input fields, a textarea and a textarea. The two are distinguished by the size of rows displayed. If you expect a short answer then you choose a textarea. In it you ask a question (which has a maximum of 40 characters) a the user fills in an answer:
If you expect a longer answer you can work with a textarea:
PlaceholderFor a text field or -area, you can specify a placeholder. This will then appear when the question is completed. This can be useful if you want to receive the information in a particular way, for example "enter the date dd-mm-yyyy here".
Validation typesYou can have a specific form of an answer specified. For example, if you ask for a specific date or a bank account number. If information is then specified that does not meet those specific validation requirements, the answer will not be accepted. These are the validation types we have:
Numbers only
Only letters, dashes and dots
Numbers, letters, dashes and dots only
Valid e-mail address
Valid phone number
Valid IBAN number
Valid zip code
Valid date of birth (dd-mm-yyyy)
Valid date (dd-mm-yyyy)
Valid date in the future (dd-mm-yyyy)
Valid date in the past (dd-mm-yyyy)
Multiple-choice options
We have three options for multiple-choice options, and with all three you may also optionally choose to display only one option. These are the dropdown, radio and checkbox:
Dropdown
At the dropdown you ask a question after which the user has to click on the answer option to expand it. There they can then select one of the choices.
Radio
For radio, the first response option is selected by default. Users can then choose to select another option instead.
Checkbox
This allows you to tick one or more answer options yourself.
For all the questions above (except radio), you can indicate whether that question is mandatory or optional.
Extra text
To introduce the questions, or give some extra information, we can insert titles and info text. A title has a slightly larger font than the infotext.
Where can additional questions be added?
There are three places where we can add additional questions. In the sign up flow, on the donation form and in a customised form.
Sign up flow
The additional questions are asked in the sign up flow after creating the sponsor page (or team page/company page) and before the webshop/startup donation/overview page (depending on which steps there are in the sign up flow):
Donation form
The addition of additional questions to the donation form works the same and you will then see these below the personal data. The only difference is that no special personal data should be asked in this place.
Customised form
We can create a customised form. This is in the form of a Menu item and in it you can request information (separate from the sign-up and donation flow).
You enter an e-mail address and the completed forms are one on one forwarded to that e-mail address. These come in as separate emails and you cannot download an Excel file from this.
Optionally, you can set another destination url where the user, after filling in the form, is automatically redirected.
Below are some examples of applications of custom forms:
Customised form of the Giro di Muscoli for participants in the family stageHere they ask participants to fill in the names.
Customised Night of Refugee form to order t-shirts separately
Customised form from the Metakids Foundation for a participant action.An action starter sells shells and these can be ordered using this form. This action starter receives the submitted emails and can match the orders to the payment reference.
On which levels can additional questions be set?"
Customised forms always appear as Menu items, but additional questions for the sign-up or donation flow can be set at different levels. Below you can see which ones:
Everywhere on the website
On the homepage only
On the homepage of a Sub site
On a specific Campaign
In addition, you can choose between whether the additional questions should be asked to a campaigner, a team captain or a company starter.
Where do I see the completed answers to the additional questions?
For the Donations form you will see these in your dashboard near the donation itself if you click on the 'eye'. In addition, you can find it in the Donations Excel file. An extra tab has been added there where the completed answers to the extra questions are listed.
In the Sign up flow, you can see the extra questions in the actions/participants when you click on the 'eye'. In addition, you can find them in the Fundraisers Excel file. There too, an extra tab has been added where the completed answers to the extra questions can be found. For Teams and Companies it works in the same way (click on eyelet, and in the export of Teams and Companies respectively)
In the case of a adjusted form, the completed results are emailed to the email address provided.
Do you want additional questions added? Then contact us.
Sign up flow for companies
Business registration allows one to reserve and checkout spots for an event in ééone time for several colleagues.
The default options for signing up for an event are:-individual-team-team member
But what if a company wants to sign up, reserving and paying for a number of places right away? And that no other people can sign up on their company page. For this, the special Sign up flow for Companies is available! This functionality can be turned on or off by iRaiser per website.
Article content:
Company packages
Specific Number of Entries
Company determines number of registrations
Add company package to Sign up flow
Sign up flow company
Mail after registration
Manually create a company
Sign up flow actions
Workflow in combination with activity module
Dashboard
Companies and Fundraisers
See the video explaining how it works here:
00:34 - General01:43 - Creation of packages and selection of registration type04:02 - Sign up flow for company creation08:05 - Special link08:21 - Sign up flow for creating action under company10:34 - Adding extra places to company11:21 - Manually create company
Company packages
The Sign up flow for companies works on the basis of ééone or more Company packages. A company package can be a specific number of registration certificates, or it can be a number specified by the company itself. Items can be added to a package as desired, such as promotional items, t-shirts etc. For example, you can create a bronze, silver and gold package. In order to use the Sign up flow for companies, at least ééone company package has to be created. You go to the place in the platform where you want to add it (e.g. directly under the website, or at a certain Campaign) and go to Settings > Company packages. Then click on Add Company packages and you will come to this screen:
You have two choices:Specific number of entriesCompany determines number of entries
Specific number of tenders
With this choice, the content of the package is fixed. For example, a company package where you purchase 10 places. Here you enter the following:
Title of the packageDescription of the contents of the packageNumber of registration placesTotal amount for the package (this amount can also be 0 euro)
Company determines number of subscription spaces
Here the price per spot is fixed, but the company decides how many spots they want to reserve and settle.
You fill in the following per company package:Title of the packageDescription of the contents of the packageAmount to be paid per registration (this amount can also be 0 euro)
Add company package to Sign up flow
After the company package has been created, it is important to add the possibility of company registration to the sign up flow. You do this by going to Settings > Sign up flow (where you want to add this). You can then choose from these options here:
Sign up flow company
Sign up flow looks like this:
1. The 'How do you commit' drop-down screen has added the option to sign up as a company
2. In the next step, choose a package. If it is a package where there is only an amount per subscription, you also need to enter the number here
3. In the step after that, fill in all the company details
4. Here you fill in the details of the contact person. This person will also be the manager of the company page
5. Next, you create the company page. You upload a logo and fill in the title and motivation and target amount
6. Additional questions (optional)You will only see this page if additional questions have been added at company level. Do you want these added? Please contact us at support@kentaa.nl
.
7.On the summary page, check all the details entered and then go to the payment screen
Mail-after-subscription
After registration you will be sent an email:
In that mail is a link that allows someone to sign up directly. One shares this link with colleagues who want to participate and then they can create an action fundraising page right away! This link can also be found in the admin dashboard.
Manually create a company
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 Campaign). Then click Companies and then Add. If you don't see this option, please contact support@kentaa.nl. If so, the functionality still needs to be turned on.
Next, fill in all the fields you would normally have had to fill in as well. The fields marked with an asterisk (*) are mandatory. After filling in and saving, the company is created. No emails are sent when creating the company via the dashboard.
Sign up flow actions
.
The sign up flow for someone creating an action page with such a link looks like this:
1. Start sign up flow. Here you can see what you are going to sign up for
2. We're curious to know who you are. This is where you create your profile
3. Your personal page. Here you fill in your title and 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 straight to round up
Now a colleague's Fundraising page has been created. A visitor can Donate to that Fundraising page or to the company.
Working method in combination with activity module
When the activity module is also used, the company's Sign up flow requests the desired activity. This activity is then applicable to all members within the team.
Dashboard
A new menu item called Companies has been added to the dashboard. All registered companies are listed here. If you click on the 'i' you will see the company's details. Here you will also see the link where people can register.
You can also download an Excel file from Overview. Here you can see an example of the output of this.
Companies and Fundraisers
.
An action starter who has signed up through a link (I'll just call these 'Companies Fundraisers' below) can be seen as a regular action (i.e. not created under a company), but there are still a few differences. Here's a summary:
You cannot move regular action starters to a Company. Conversely, you cannot move Company Campaigns to (for example) a Campaign.
Company actions appear in the Overview of all action starters and also in the export (and api) of all action starters. You will then see some additional columns reflected in the Excel file. See here an example.
Do you want to use this functionality? Then get in touch with us! If you have a customised design, the functionality needs to be built in here first.
Coupons
Settings ⟶ Coupons
Sometimes you have that special sponsor, ten employees of a particular organisation or someone who also committed last year, who deserves a discount on their registration. Coupons have been created for this purpose. With this feature, it is possible to create one or more discount code(s) that allow one to pay less registration fee.
Add Coupons
Use coupons use coupons
Add Coupons
Click Add Coupons add
Fill in a descriptionOn the left at 'Discount' you can set the type of code and the discount
Select One-time code or Reusable code
A One-time code is a code that is used only ééonce. Choose this one if you want to use several codes s. For example, when handing out codes in person at an event.
A Reusable code is a generic code, which can be used several times. This code is generated and can then be used a set number of times (or infinitely).
Select the type of discount
With Percentage (%) a certain discount percentage is given on the Registration fee.
At Fixed amount (€), a fixed discount is given on the registration fee. However, this can never be lower than 0.On the right-hand side you can now set how you wish the code to be generated
Choose Generate automatically or Define the text yourself
In the case of Generate automatically the text of the coupon code is randomly determined
In the case ofDetermine text you can specify your own text of the discount code (at the bottom). This can be useful, for example, if you use the discount code for promotional purposes. You can only use the capital letters A-Z, 0-9 and dashes, and no spaces, when entering your own Coupons.
Fill in the number of codes (max 500 per batch in the case of a One-off code)
You can then choose to attach an End date and Time to the code. If you don't want to specify an end date, you can leave this field blank.
Click Save
Then you return to the Overview and you can view discount code(s) under the blue eye ()
Download an export of the Coupons using Make Excel file
Coupons in use
As soon as an action starter has used a Once usable discount code it is crossed out (under the blue eye). The exact time when the coupon code was used and by which action starter is indicated. You can also use the button View to see which campaign starter it concerns. The code cannot be used after this.
In case a Reusable code is used, the eyelet shows when and by whom this code was used. AnExcel file of this is also available for download.
In the Donations Overview (under menu item Donations), it is indicated whether a coupon code has been used by the following icon:
In the Donations export, the column Discount shows how much discount the action starter received on the Registration fee. The column Coupon shows the code used.
On the My Entry page that each action starter has, it also states whether a Coupons was used and what effect it had on the entry.
Fundraising page optional
It may happen that people want to register, for example for an event, but do not want to create a separate Fundraising page for this purpose. In such a case, you can set the sponsor page to be optional. You set this up by going to the level where you want to set this up and then going to Settings > Fundraising page optional and choosing to make Fundraising page optional there.
In the Sign up flow, the step where you create the Fundraising page will have a slider:
If you create the action page, the slider will appear at the step where you create the action page.
If you then click this slider you can continue without creating a Fundraising page:
After completing the registration, the participant will receive the 'Welcome email after signing up participant'. If he/she has joined a team then he/she will receive the 'Welcome email after joining team'. If E-tickets are used then the participant will also receive the e-tickets.
A participant will appear as 'registration' in the action overview after completing the registration:
A participant can still create a sponsorship page if desired, by going to 'My Registration' and clicking on 'Create a sponsorship page'.
On the platform, you can see the participants by going to the Overview of Participants. That defaults to /participants.
Documents
Participants may need to be able to upload a medical certificate for a particular event to show that they can participate. Or perhaps have to specifically sign and send another document.
Upload documents
This can be conveniently done via Documents. Via Settings > Upload documents you can indicate whether documents should be uploaded after registration. You can indicate here in the Description what should be uploaded:
Mails about documents
Fundraisers are then asked to upload their documents. For new registrations, the mail to fundraisers "Request documents to upload after registering participant" is sent. By default, the two mails below are also still on:
You can turn it off if necessary or adjust the number of days via the copy icon.
Upload documents
In the mails there is a link to go to 'my registration'. This requires the fundraiser to log in and click on 'My registration'.
A notification is displayed at the top that documents still need to beüpload:
Below, the fundraiser can upload his documents:
The text from the Description will appear above 'Upload file'.
After uploading the file, it will look like this:
Controlling documents
If mail to site administrator 'Document(s) uploaded' is on, the site administrator will receive a message after an fundraiser has uploaded documents. In that mail is a link to go directly to the correct page.
You can also go to the Overview of Fundraisers to see if that the fundraisers have already uploaded their documents:
You have these icons:
No document(s) uploaded
No document(s) uploaded, not checked
Document(s) approved
If you then manage the fundraising page and go to 'My Registration' you can check the documents. You can choose to reject them by clicking delete, or approve them by ticking the box at the bottom:
If the documents are deleted, the notification will reappear for the fundraiser and he should upload them again.
If you create an export of all Fundraisers you will see two columns applicable to the documents. These are the columns:
Number of documents
Documents approved