GDPR changes
Senast ändrad: 27-02-2024The following changes went live on 20 October 2022 (iRaiser Premium and iRaiser Forms) and on 18 October 2022 (Digicollect): (Update: some more changes went live on 20 June 2023. See point four of this article)
Content:
iRaiser Premium
- General terms and conditions and privacy
- Opt-ins have become soft opt-ins
- Enter whether data may be shared
- Update 20 June 2023: Adjustment in showing donor name
- General terms and conditions and privacy
- Opt-ins have become soft opt-ins
- Enter whether data may be shared
iRaiser Premium (incl. iRaiser Forms):
In the Academy of 20-01-2022, the changes were discussed:
iRaiser Academy 20-01-2022 0:00 Introduction |
1. General terms and conditions and privacy
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According to the Consumer & Market Authority, general terms and conditions are valid if the consumer knows they apply at the time he or she purchases the service from you. So you must make the general terms and conditions available and clickable in the sign-up and donation flow. - Source
When creating an action én when making a donation, Users no longer have to agree to the terms and conditions. You automatically agree to these when making the Donations or when continuing in the flow:
As you now also automatically agree to the privacy statement, we have added this to the api as well. This will be automatically saved as consent for newly created Fundraisers after 20 October. For old action starters/donors, this data is not saved retroactively.
2. Opt-ins have become soft opt-ins
Normally, a consumer must give an active opt-in at the time he or she wants to receive a newsletter or to be contacted by phone. The exception to this rule is the concept of 'customer relationship'. Since 1 July 2021, the concept of 'customer relationship' has been broadened for charities. Besides a financialële transaction, a volunteer and event participant is also counted under a customer relationship. In other words, someone who takes action on your behalf may be seen as a customer relationship. For a donor, this was already the case as they completed a financialële transaction. - Source
We replaced several opt-ins with soft opt-ins for the above reason. Whereas previously you had to tick yourself that you want to be kept informed of News updates, for example, this tick is now already on by default. This also applies to the two different tick boxes aimed at telephone solicitation. Here it is good to know that you, the customer, can change these consent texts yourself in the dashboard. We have turned on the checkmark by default in these places:
To keep informed
This is what you will see after making a Donations:
b. When entering your phone number in the Sign up flow or Donate
We can turn on the second tick about marketing purposes at your request.
c. Newsletter (when donating)
3. Indicating whether data may be shared
Contact information was shared (at the time it was entered by the donor) with the action starter. As this is not always desirable, we chose to add an additional soft opt-in when making a donation to an action, team, company on Campaign:
You, as a donor, can choose not to share details with the initiator of the action. This can be:
- The action initiator
- The team captain
- The company manager
- The project manager
If you uncheck this box (which is on by default) then that data is not shared with the action starter. Who will see it returned as Anonymous:
In the Excel file, an additional column has been added, at the very end, with 'Share contact information':
You as site administrators can still view this data.
4. Update 20 June 2023: Adjustment in show first name donor
Since 20 June 2023, a change has gone live that relates to the following scenario:
- You make a Donation and, when Donating, choose not to share your details with the initiator.
Previously, the name on the front end was then always shown as anonymous. With the logic that it's strange not to share your details with the initiator of the action, but that they could then still see at the front end who had donated.
We noticed, however, that it raised a lot of questions and confusion among donors. Especially because they were under the impression that showing the name was only linked to the checkbox "Display my name on the website. "
We have now made that showing of name dependent only on the option "Shield my name on the website." If that tick is not turned on, you will see the donor's name on the website.
To clarify, we have now changed the text on sharing with the initiator to: "Sharing my contact information with the initiator of this action, so they may send me a thank you, for example."
We hope this makes it a lot clearer for the donor. This is a change that took effect from 20 June. Older Donations have not been made visible retroactively. In case you had an old donation where it was indicated that the data should not be shared with the initiator, the check mark at name blocking has now been switched on for each old donation. If you have a donor who wanted this to be shown, you can now change this in the system by looking up the donation and setting the checkmark to 'do not hide'.
Digicollect
In the academy of 6-10, the changes were discussed:
Digicollect Academy 06-10-2022 02:45 - Poules |
1. General terms and conditions and privacy
According to the Consumer & Market Authority, general terms and conditions are valid if the consumer knows they apply at the time he or she purchases the service from you. So you should make the general terms and conditions available and clickable in the sign-up and donation flow. - Source
When creating a collection box én when making a donation, Users no longer have to agree to the terms and conditions. You automatically agree to these when making the donation or when continuing in the flow:
2. Opt-ins have become soft opt-ins outs
Normally, a consumer must give an active opt-in at the time he or she wants to receive a newsletter or to be contacted by phone. The exception to this rule is the concept of 'customer relationship'. Since 1 July 2021, the concept of 'customer relationship' has been broadened for charities. Besides a financialële transaction, a volunteer and event participant is also counted under a customer relationship. In other words, someone who takes action on your behalf may be seen as a customer relationship. For a donor, this was already the case as they completed a financialële transaction. - Source
We replaced several opt-ins with soft opt-ins for the above reason. Whereas previously you had to tick yourself that you want to be kept informed of News updates, for example, this tick is now already on by default. This also applies to the two different tick boxes aimed at telephone solicitation. Here it is good to know that you, the customer, can adjust these consent texts yourself in the dashboard.
We have turned on the tick by default in these places:
When entering the mobile number
When creating a collection box, if you enter a phone number both checkboxes for approach for tips or marketing purposes are on by default. We can enable the functionality to show the second tick for you:
Newsletter
When donating, if you leave your email address then opt-in for the newsletter is also already automatically on:
3. Indicate whether data may be shared
Contact information was shared (at the time it was filled in by the donor) with the collector. As this is not always desirable, we chose to add an additional soft opt-in when making a Donations: 'My contact information may be shared with the collector.' :
If you uncheck this box (which is on by default) then that data is not shared with the collector. It will see them as Anonymous in the automatic Emails:
In the Donations overview that a collector can see, the donation can also be seen as anonymous:
You as site administrators can still view this data.
Kanske också intressant
Retention of participants
The retention functionality involves asking the action starter/participant how many times he or she has participated before. Based on this, you can set a different target amount, send other emails based on the number of participations and add a badge on the campaign page. This is particularly useful for events organised annually, for example.
Content of article
Set Editions
Default target amount depending on number of participations
Welcome email - Welcome back!
Badges - Make it visible to everyone
Set Editions
Via Settings > Editions you can set the edition for each level (website, Sub site, Campaigns). You first set the edition:
Here is no erving. If you set the 7th Edition at the website level, this will not be transferred to an underlying Campaign. So there you still have to set it manually.
After setting this, an additional mandatory question will appear in the Sign up flow:
Then, based on the given number of previous participations, other functions can be triggered:
Default target amount depending on number of participations
Depending on the number chosen, the proposed target amount may varyëren. Example: If you join for the first time, the minimum target amount is €300. If you are participating in this event for the second time or more, the minimum target amount is €250.
This can be set at the level where people can register, under Settings > Target amounts. There you can choose a target amount depending on the number of entries. This way, you can allow participants who have already raised a very high amount once to raise a lower minimum amount next time. In practice, you then often see that they still raise a nice amount, while the threshold to participate again and ask for an amount is lower.
Welcome email - Welcome back!
A different welcome e-mail can be sent based on the number of participants. This allows you to address the participant with a different tone if he has participated before or if he has participated in all Editions.
Badges - Make it visible to everyone
In the media (image/video) on the Fundraising page, you can display a badge for x participations. So you can overlay an image over the media, for example a crown or medal. This makes it visible to everyone on the site that someone has already participated several times! See also the support article Badges for some examples.
Would you like to use the retention functionality? Just contact us, and we'll be happy to turn it on for you and then you can set the Editions for each level yourself.
Badges to reward action starters
Action starters can get badges in the iRaiser platform to reward them and give them extra motivation. There are two types of badges:
Achievements badges. These are badges that one can earn by actively recruiting. These badges ("medals") are greyed out on the Fundraising page and are coloured in when the respective goal is achieved.
Retention badges. This badge is linked to the number of participations. This badge ("ribbon") appears on the participant's action picture and shows how many times someone has already participated in the event.
Badges for achieved goals (Achievements badges)
These badges are aimed at motivating action starters to get started with their Fundraising page and reach various goals.
For example, someone gets a badge for the first Donations and for posting a blog post. There are also badges for the amount of money raised (250, 500 and 1000 euros) and badges for the number of supporters (10, 25 and 50 donations).
When this functionality is on, the following badges automatically appear on each Fundraising page:
These badges are greyed out when not yet achieved and coloured in when achieved. The green colour you see above in the badge is the spot colour set on the site. This way, the badges are nicely integrated into your style.
Badges are automatically coloured when the condition is achieved. When the functionality is turned on, all badges of existing action starters are also awarded retroactively.
There are no emails associated with the badges. Although you could copyëren the email "More raised than set amount". You can then indicate in the mail when they reach 250, 500 and 1000 euros that they have earned a badge. Hooray!
The badges have a fixed layout and also fixed conditions, and you can only choose to put all eight of them on them. You cannot make your own adjustments to this at the moment. We do want to make this adjustable in due course.
Interested? Then send a message to iRaiser and we can turn it on for you!
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Badges for number of participations (retention badges)
You have the option of displaying a badge (image) on participants' fundraising page depending on the number of times they have participated.
These Badges are part of the retention functionality, which consists of:
The edition of your event -> This feature must be enabled to use the badges and retention functionality.
A conditional welcome email based on number of participations
Able to set target amounts for action starters based on number of participations
The aim is to make participants feel welcome and encourage them to participate more often. For a complete description, read the article on retention functionality.
You can upload an image per participation. We have created four designs for you, see the downloads below. But you can also choose to design your own badges. This image has specific requirements: it must be a png image with transparency, the image must be 745x419 Pixels in size. So a landscape image. The badge is being placed over the existing image, so make sure the badge is not too large and is in one of the corners.
You can only add retention badges if an edition is set. Please contact us for this.
Download below your set of badges for returning participants.
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).
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.
A/B testing
An A/B test is a form of split testing in which you can test multiple variants against each other to see which variant 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.
Content article
Baseline
Suggested donation amounts
Information about baseline
A/B test
Setup A/B test
Results A/B test
See here also the explanation as given at the iRaiser Academy on 20 January 2022
Baseline
Suggested 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 from which you measure and compare split tests.
When someone makes a donation you will see the suggested donation amounts:
This can also include text to give more interpretation of what you are doing with the amount. For example:
When adjusting donation amounts, at the bottom you have to indicate whether you want to keep the current baseline or create a new one.
If you create a new baseline it will start measuring from that point on. You can see all its 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.
Information about baseline
If you go to Settings >A/B testing you will always see the huige baseline at the top:
You can see here:
Active sinceThe moment when the chosen amounts were set
Chosen amountsThe chosen donation amounts. If you move over them you will also see the description
Number of visitsThe number of visitors who came to the donation form
Number of DonationsThe number of times the donation has been completed
ConversionThe percentage of visitors who completed the donation
Average donation amount The average amount made per donation
Days activeThe number of days these donation amounts are like this
AchievementsYou can see here whether that 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's all information about the current baseline.
A/B test
Set 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 the amounts
the mouse-over text
You can do two types of A/B test:
Test against current baselineWhere you change only Group A or Group B, testing against the current baseline
Test two separate groupsWhere you change both Group A and B, testing two new groups against each other.
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'll see these randomly. You can't change the suggested donation amounts while an A/B test is running.
Results test
You can abort a test yourself by going to the cog above the test and choosing 'Abort'. And otherwise it is automatically stopped when 100 Donations have been made to both groups. Because you can get a group randomly, it may be that, for example, 130 Donations have been made to one group and 100 to the other.
If the test is stopped then the 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 seem that one group has better results, but if there is a very high Donations in one group 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 rate as a new baseline via Settings > Suggested donation amounts.
Target urls in the platform
General target urls
Our flows for starting fundraisers 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 fundraiser 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 sub sites (i.e. an extra layer above campaigns) then the main url will also be different. It will look like this: <sub site name.Mainurl> and replaces <Headurl> in the flow below, if you want to measure the flow at sub site level.
If you want to set up a measurement in analytics, you can replace the ID and fundraiser url with .*Example:https://demo1.kentaa.nl/actie/.*/donate/.*/thanksHere you replace <fundraiser-url> and <ID> with .* to capture this.
Click on the link below to go directly to the relevant flow
1. Start fundraiser
Starting general fundraiser at site level
Individual
Create a team
Team member
Starting fundraiser for a campaigns
Individual
Create a team
Team member
2. Donate
General donation
Donate to a campaign
Donate to an fundraiser
Donate to a team
Donating to a sub site
1. Start fundraiser
https://<Hoofdurl>/come-in-fundraiser/choose--> choice page for which you want to start an fundraiser. This can be at website level, for a sub site or for campaign (or a combination of these)
a. Start general fundraiser 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/fundraiserurl--> then return to the fundraising page you just created (replace fundraiserurl 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/fundraiserurl--> then return to the fundraising page you just created (replace fundraiserurlwith the url of the page, optional)
B. Starting fundraiser for a campaign
i. Individual
Subscribe
https://<Hoofdurl>/project/<Campaign name>/participate/how-to-participate --> choice page individual, team, team member (mandatory)
https://<Hoofdurl>/project/<Campaign name>/participate/who-are-you--> enter personal data (mandatory)
https://<Hoofdurl>/project/<Campaign name>/participate/registration --> choose registration fee (optional)
https://<Hoofdurl>/project/<Campaign name>/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/<Campaign name>/participate/fundraising-page --> create personal page (mandatory)
https://<Hoofdurl>/project/<Campaign name>/participate/extra-questions --> additional questions (optional)
https://<Hoofdurl>/project/<Campaign name>/participate/webshop --> webshop (optional)
https://<Headurl>/project/<Campaign name>/participate/start-donation --> make start-donation? (optional)
https://<Hoofdurl>/project/<Campaign name>/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/<Campaign name>/participate/who-are-you/2
Rounding up:
https://<Hoofdurl>/project/<Campaign name>/participate/complete --> how would you like to pay? (mandatory)
https://<Hoofdurl>/project/<Campaign name>/participate/done --> payment was successful (mandatory)
https://<Mainurl>/action/fundraiserurl--> then return to the fundraising page you just created (replace fundraiserurl 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/<Campaign name>/participate/how-to-participate --> choice page individual, team, team member (mandatory)
https://<Hoofdurl>/project/<Campaign name>/participate/who-are-you --> enter personal data (mandatory)
https://<Hoofdurl>/project/<Campaign name>/participate/registration --> choose registration fee (optional)
https://<Mainurl>/project/<Campaign name>/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/<Campaign name>/participate/team-page --> create team page (mandatory)
https://<Mainurl>/project/<Campaign name>/participate/fundraising-page --> create personal page (mandatory)
https://<Hoofdurl>/project/<Campaign name>/participate/extra-questions --> additional questions (optional)
https://<Hoofdurl>/project/<Campaign name>/participate/webshop --> webshop (optional)
https://<Headurl>/project/<Campaign name>/participate/start-donation --> make start-donation? (optional)
https://<Hoofdurl>/project/<Campaign name>/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/<Campaign name>/participate/who-are-you/2
Rounding up:
https://<Hoofdurl>/project/<Campaign name>/participate/complete --> how would you like to pay? (mandatory)
https://<Hoofdurl>/project/<Campaign 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/<Campaign name>/participate/how-to-participate --> choice page individual, team, team member (mandatory)
https://<Hoofdurl>/project/<Campaign name>/participate/team-member --> select team you want to join (mandatory)
https://<Hoofdurl>/project/<Campaign name>/participate/who-are-you --> enter personal data (mandatory)
https://<Hoofdurl>/project/<Campaign name>/participate/registration --> choose registration fee (optional)
https://<Mainurl>/project/<Campaign name>/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/<Campaign name>/participate/fundraising-page --> create personal page (mandatory)
https://<Hoofdurl>/project/<Campaign name>/participate/extra-questions --> additional questions (optional)
https://<Hoofdurl>/project/<Campaign name>/participate/webshop --> webshop (optional)
https://<Headurl>/project/<Campaign name>/participate/start-donation --> make start-donation? (optional)
https://<Hoofdurl>/project/<Campaign name>/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/<Campaign name>/participate/who-are-you/2
Rounding up:
https://<Hoofdurl>/project/<Campaign name>/participate/complete --> how would you like to pay? (mandatory)
https://<Hoofdurl>/project/<Campaign name>/participate/done --> payment was successful (mandatory)
https://<Mainurl>/action/fundraiserurl--> then return to the fundraising page you just created (replace fundraiserurl 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 campaign, a donation to an fundraiser, a donation to a team and possibly a donation to a sub site. The choice depends on the settings of the platform.
If you donate to an fundraiser, team or campaign on a sub site then the main url below should read as <sub site.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 campaign
https://<Hoofdurl>/project/<Campaign-url>/donate --> choose amount and enter personal data
https://<Mainurl>/project/<Campaign-url>/donate/<ID>/thanks --> thanks page you return to after paying.
https://<Mainurl>/project/<Campaign-url>donate/<ID>/share --> page where you can share that you donated.
https://<Hoofdurl>/project/<Campaign-url>/donate/<ID>/periodic-donation --> page where you can indicate to become a structural donor (optional)
c. Donating to an fundraiser
https://<Mainurl>/action/<fundraiserurl>/donate --> choose amount and enter personal data
https://<Mainurl>/action/<fundraiserurl>/donate/<ID>/thanks --> thanks page you return to after paying.
https://<Mainurl>/action/<fundraiserurl>/donate/<ID>/share --> page where you can share that you donated.
https://<Mainurl>/action/<fundraiserurl>/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 sub site
https://<sub site.Hoofdurl>/donate --> choose amount and enter personal details
https://<sub site.Mainurl>/donate/<ID>/thanks --> thanks page you return to after paying.
https://<sub site.Hoofdurl>/donate/<ID>/share --> page where you can share that you donated.
https://<sub site.Hoofdurl>/donate/<ID>/periodic-donation --> page where you can indicate to become a structural donor (optional)
Recurring donations
It is only possible to make one-off Donations in this product. 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 > Recurring donations.
You can set the following here:
The URL that people are directed to in order to structurally Donate on.
The title and content to go with it
If you want the link to be off temporarily but keep the content, you can click 'Yes, I want to ask the donor to become a structural donor'
After making a Donations, you first come to the Thank You screen, where you can leave a message with the donation. Then you come to a screen where you can share your donation with your friends. Clicking on 'Become a recurring donor' will take you to the screen where you are asked if you want to become a structural donor:
Our product iRaiser Forms does support recurring payments. Interested? Then click here for more information.
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
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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.
Sign up flow
To start an fundraiser, you need to go through the sign up flow. Below is more information on how this works and you can set it up yourself.
Article content:
Videos
Sign up flow: the basics
Sign up flow: additional steps
Options at Settings > Sign up flow
View sign up flow
Sign up options
Adjust order of steps in sign up flow
Change text left side
Other matters
Sign up 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 fundraiser
Performance: Mileage target
Additional questions
Webshop
Discount codes
Videos
Would you rather see a video with an explanation? You can! Then click on either film below:
Sign up flow: the basics
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
Sign up 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 fundraiser08:06 - Performance: mileage target08:35 - Additional questions fundraiser09:07 - Webshop10:07 - Discount codes
Options at Settings > Sign up flow
Settings > Sign up flow takes you to the page to edit your sign up flow. Here you can see a number of settings.
View sign up flow
You can always use this button to enter the sign up flow to see what it looks like. The preview mode is only meant to view the sign up flow, you cannot create fundraisers in this mode.
Sign up flow options
Here you can choose which way people can register. You have the following options:
Individual + team + team member
Individual only
Team + team member
Individual + team + team member + company
Individual + company
You will only see the options based on the functionalities that are on. If you are not using the company functionality, then you will only see options 1, 2 and 3. If there are no teams either then you can only select individual here and the entire step in the sign up flow will be skipped.
Adjust order of steps in sign up flow
You can change the order of the first four steps. You do this by dragging them with the mouse until they are in the desired order. The other steps all have a fixed order.
Change text left side
You can change the texts listed on the left-hand side of the sign up flow. For example, if you click change behind 'Who are you'. You can then edit the text in the next screen:
If you click 'Change default value' then you can edit the text and add a description if you want. You can always go back to how it was originally by clicking 'Restore default value' again afterwards. And you change the text on the left (in the green sidebar):
You can do this for all steps.
Other matters
There are a number of other things you can set on the Settings > Sign up flow page (see also screenshot below):
You can change the text on the fundraiser start button (this can vary per campaign/sub site). The new text (e.g. come into fundraiser, swim along, etc.) can be a maximum of 15 characters and that includes spaces.
You can customise the texts on the selection screens. These are selection screens that you see when you click 'start fundraiser' and then have to make a choice:
General selection screen "What do you want to take fundraiser for?". Here you choose what you want to start the fundraiser for, whether it is, for example, a general fundraiser or an fundraiser for a campaign
Sub site selection screen "For which sub site do you want to take fundraiser?". Here you choose for which sub site you want to start an fundraiser
Selection screen campaigns" For which campaign would you like to take fundraiser? Here you choose for which campaign you want to start an fundraiser
Sign up flow steps
The sign up flow that fundraisers see is shown based on settings. Think, for example, that you will see an extra step with registration fee, if you use that. Below, under 'Basic' you will see the steps that are normally always there and under 'Additional' the extra steps/options. Each step is described briefly below. More information on specific functionality can be found in the support articles linked to this page. You may find below a functionality that is not included in your package.
Basic
The following steps belong to the basics of the sign up flow
Sign up options: How do you commit?
Here you can see the sign up flow options and choose how you want to sign up. You can set this via Settings > Sign up flow > Registration options. You will not see this step if there is only one option, such as individual.
Profile details: Who are you?
This is where you create an account for the platform. If you already have an account then you can log in and your already known data will be filled in automatically. The mandatory fields here are First name, Last name and e-mail address and agreeing to the general terms and conditions. We can optionally or compulsorily request the following additional fields here:
Address (Street, House number, Suffix)
Postcode
Location
Country
Gender
Phone number (an additional opt-in will automatically be added here in accordance with telecoms legislation)
Team page
If you choose to create a team, you will be taken to the 'Your team page' page. Here you enter at least:The team name, the amount you want to raise, the title and the motivation. You can fill in the title and motivation beforehand via the standard settings. The amount raised can be set via Settings > Set target amount. If you chose individual or team member in the previous step, skip the team page step.
Personal sponsorship page: individual
You then proceed to the page to create your individual fundraiser. Someone who creates a team in the sign up flow also creates a personal fundraiser. You can fill in the title and motivation beforehand via the standard settings. You can set the amount raised via Settings > Set target amounts. It is also possible to continue without creating an individual fundraiser if the sponsor page is optionally enabled.
Starter donation
By default, this step is on, asking the fundraiser to make an initial donation in advance. This donation is optional, but we see that it is often done. You can adjust the amounts and possibly add a description via Settings > Set donation amounts. We can also turn off the initial donation if you wish.
Overview page
Here you will see an overview of what you will order, or what you have selected. If necessary, you can choose to register another person. This way, you can create an fundraiser for several people at once and check them out.
Thank you page
When payment has been made, you come back to the thank-you page. Here you can customise both the text on the left (which is standard) and the text and image on the right. You can use this to display an image that suits your site.
Supplementary
Entry fee
You can add entry fees, if you ask for this for an event, for example. An fundraiser is required to choose an entry fee, but this could possibly be an entry fee of 0 euro.
Activities
The activities module allows you to add a (mandatory) choice question in the sign up flow. For example, a list of distances from which the fundraiser must choose, or the question of what kind of fundraiser it concerns.
Editions: retention at events
If you use retention (editions) and an edition is set at the level you sign up at, you will be asked if you have participated before. Based on the answer, you can add badges, add a different target amount or send other emails based on the number of participations.
Date of fundraiser
There is a site setting where it is mandatory for an fundraiser to specify an end date of the fundraiser. An fundraiser then gets the mandatory question "Until when does your fundraiser run". If a general countdown date is set at the level they are notified at then the question is not asked. All underlying fundraisers will then automatically get that date as the end date.
Performance: Mileage target
If achievements are possible at the level at which you create your fundraiser, you will be asked how many kilometres the fundraiser wants to cover. This is an optional question, and if filled in then this becomes the target distance for this fundraiser.
Additional questions
We can add extra questions and this can be set per campaign, sub site, at the website level or across the whole site. We can ask the extra questions to fundraisers, but also specifically to team captains. With the extra questions, you can request additional information needed for your event. For example as in the example below that event participants are 18 years or older or have permission from their parent(s)/guardian(s). The answers to these extra questions are reflected in the export (of fundraisers and teams).
Webshop
In the webshop, you can offer any additional items that can be bought. You set these up via Administration > Webshop. The webshop is only accessible in the sign up flow. You cannot therefore sell items via the platform outside the sign up flow.
Discount codes
You can add discount codes and they only apply to the registration fee. That way, you can give early registrants a discount, for example, or let certain people register for free. If that functionality is on, you will see a place to enter a code at the overview screen.
After clicking, you can enter the code
And if the code is correct, the discount code will be applied to the registration fee.
Extra description
Settings > Extra description
In the Extra description, you can enter an extra attribute. You can add this attribute at all levels. So at website- Sub site, campaign level. This can be useful to earmark money or give a label to certain Fundraisers, for example.
The donor or fundraiser does not see anything about this attribute, but it is added to the overviews you can create by clicking 'download'. For example, in an Overview of Donations or Fundraisers. You will then find it in the Excel file in the column headed 'Characteristic'.
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