Discount codes

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

Movies

Application flow: the basics
Registration flow: additional steps

Options at Settings > Login flow

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

Application flow steps

Basic

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

Supplementary

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

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

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

 
Registration flow: additional steps

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

Options at Settings > Login flow
 

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

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

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

Adjust order of steps in login flow

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Editions: retention at events
If you use retention (editions) and an edition is set at the level you sign up at, you will be asked if you have participated before. Based on the answer, you can add badges, add a different target amount or send other emails based on the number of participations.
Date of action
There is a site setting where it is mandatory for an action starter to specify an end date of the action. An action starter then gets the mandatory question "Until when does your action run". If a general countdown date is set at the level they are notified at then the question is not asked. All underlying actions will then automatically get that date as the end date.
Performance: Mileage target
If achievements are possible at the level at which you create your action, you will be asked how many kilometres the action starter wants to cover. This is an optional question, and if filled in then this becomes the target distance for this action.
Additional questions
We can add extra questions and this can be set per project, segment, at the website level or across the whole site. We can ask the extra questions to action starters, but also specifically to team captains. With the extra questions, you can request additional information needed for your event. For example as in the example below that event participants are 18 years or older or have permission from their parent(s)/guardian(s). The answers to these extra questions are reflected in the export (of actions and teams).

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

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

After clicking, you can enter the code

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

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

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

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

Content:

Add entry fee
Change registration fee
View chosen registration fee

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

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

e-Ticketing is a premium functionality (i.e. not for Kentaa Go customers) that we can turn on upon request. For actions and participants, you can generate tickets and have them automatically mailed to you. The tickets have a QR code and you can eventually scan it via your mobile, webcam or manually.
Article content

Explanatory video
Features
Setting up E-tickets

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

Scanning of tickets

Who all can scan?
Scanner

Add scanner
Mails

Manual scanning
Scanning via camera

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

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

Features

You can set tickets per level, separately
Once tickets are shared, action starters can also find them in their dashboard under "my registration".
If you add multiple participants under the same email address, you will get in multiple tickets (Currently in multiple emails, but we will change that to an email with multiple PDFs)
You can choose to generate the tickets already, but not share them yet (and do so at a later date)

 
Setting up e-tickets
You can set up e-tickets by level. You can choose to do this at website level (for registrations that go directly below website level), for a specific segment (for registrations that go directly at that level) or for registrations under a project. You do this by going to Settings > E-tickets. Here you have two options:

 
E-tickets use directly below this page.
If you use these then e-tickets will be generated. You will then only see the e-tickets via E-tickets > Overview. Nothing else happens and action starters don't see the tickets yet either. You cannot download pdf files yet, but you can already see the ticket numbers.
Share e-tickets with buyer
Only the moment you click "Share e-tickets with buyer." then action starters can see their tickets in the dashboard (example ticket). Existing actions or participants at that level will immediately be sent the mail under Action starters > Send e-tickets. New participants, when creating an action, get their ticket sent directly. That mail looks like this by default, but you can customise it.
This screenshot was taken in the fourth template. To ensure that the logo is always visible, this template chose to always include a white frame for the logo. Otherwise, you might get the situation where the logo is all green and then disappears into the green background.

 
Scanning of tickets
You can scan e-tickets manually or via a camera. On the main level, if you go to E-tickets > Overview (manual) or to E-tickets > Scan. Then you will see all tickets from the entire site (including all underlying segments and projects), and you can scan them all as well. You can also go specifically to, say, a project and there you can only scan tickets that fall under that project.
Who all can scan?
Site administratorsCan set up e-tickets, go to the overview and scan (and create exports). If, as a site administrator, you start scanning at the highest level, you also scan immediately for all underlying projects. You can think of it as a kind of 'super scanner'
Segment managersCan go to the overview and scan (and create exports)
Project managersCan go to the overview and scan (and create exports)
Scanner (see next heading)Scanners can only scan tickets for the entities (website level, segment, project) to which they have been added.
 
Scanner
As a regular scanner, you can also be added at the website level. However, then you can only scan that level, not, for example, underlying segments or projects (unless you are specifically added to those as well).
 
Add scanner
You can add a scanner per level. This is linked to a user. You can have a user who can only scan. This will then not appear in the dashboard at all, but directly in a scan menu. Handy if you have some volunteers to help with scanning at an event, for instance!
You can add a scanner by going to E-tickets > Scanners

You add someone by creating an account here. If someone is not yet known, a new user is created and receives two e-mails: one to set their password and one to indicate that they have been added as a scanner.
Mails
The mail a scanner receives looks like this:

You can customise it via E-mails > Overview Mails > Scanners > Welcome mail scanner:

You will see this mail only if e-tickets are used at that level!
You can also add someone who is already a user in the system as a scanner of a particular project (or segment or website level). For example, an action starter who wants to help with scanning. You will then see this message:

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

 
There are two ways to actually scan: manually and via a camera
Manual scanning
If you go to the overview of tickets via E-tickets > Overview, you can manually set people as present there. You do this by clicking on the three dots behind the action/participant and marking them as present.

Each ticket comes with a Ticket Number. You can also search by that in the search field.
Should there be internet problems, you can also work with an offline variant by making a download of all tickets in advance. This will then state:Created on || E-ticket number || Name || Title || Scanned on || Scanned by
You can then manually search and tick off ticket numbers.
Scanning via camera
If you go to E-tickets > Scan, it will automatically try to connect to your webcam (computer) or your camera (mobile). After you give that permission, you can scan the QR code. If you scan a code that is invalid you will get a red notification.
The window for scanning looks like this: (with a scanner landing directly in here and thus not landing in a dashboard first)

Here, you can select a camera and then scan a ticket. This could be a camera from your mobile, for example, or a webcam if you work on your PC.
A scanner can also manually enter a code

You hold the QR code in front of the webcam
After a successful scan, you will immediately see the info (at the bottom you will see additional questions, activities, any webshop items and contact details)

For an invalid QR code (with a wrong link), you will see this:
If a ticket has already been scanned, it looks like this:

It may happen that people want to register, for example for an event, but do not want to create a separate campaign page for this. In such a case, you can set the sponsor page to be optional. You set this up by going to the level where you want to set this up and then go to Settings > Sponsor page optional and select Make sponsor page optional.

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

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

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

A participant can still create a sponsorship page if desired, by going to 'My registration' and clicking on 'Create a sponsorship page'.

On the platform, you can see the participants by going to the overview of participants. That defaults to /participants.

You can register as an individual, but you can also start a team or join an existing team. As a team, you have your own team page, where you can see more information about the team and who the team members are. Here, as team captain, you can add news items and edit the team page.

 
Watch the video on managing teams here, or read more about specific sections below.

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

 
Article content

Team captain

Content
Settings
Donations
Team members

Management team

Team captain change
Adding team members to a team
Delete team members
Add a team via the dashboard

 
Team captain
The team captain is the one who created the team and thus the one who is in charge of the team. The team captain can do the following:Content

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

Settings

Allow team members (Settings > Allow team members)

Here the team captain can choose to allow unlimited members, allow a certain number of team members (note: if an activity must be chosen then this option is not there), or no longer allow team members

Close team (Settings > Close team)
Set target amount team (Set target amounts)

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

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

Action starter
Team member
Team starter

Change team captainYou can change the owner of a team. You do this by going to teams and looking up the team. Then click on the cog behind the team and choose 'assign user'. Then select the new owner of the team (if necessary, you can create a new user first).

Adding team members to a teamIf someone has signed up and then finds out that he or she would have preferred to be in a team, that person cannot change that themselves, only a site administrator can do that.
Adding an existing participant/action holder to a team is basically no more than moving this action to the team. First, find the action by going to 'Actions'. Then click on the cog icon and select move. You look up the team and click move. Then the action page will appear under the team and that person has joined the team.

Deleting team membersA team member is nothing more than an action page linked to the team. If you delete a team member, the page is no longer linked to the team, but the deleted person's action page remains in contact. You can delete a team member as follows: Find the team and press Manage. Then click on Team members. Then click on the cog behind the team member you want to delete and selectDelete from team.
Adding a team via the dashboardYou can also create a team via the backend. To do this, first go to where you want to create the team. For example, at site level (if your registrations are at website level), under a segment or under a project. In case you want to add the team under a project, first find the project and manage it. Then go to teams and click on add team. A team always has a team captain, so you can link it to an existing account, or add a new account. After linking the team to an account, all you have to do is fill in the team name, team title and team description.

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

 
If you then want to create an action and move over the button, you will see how many spots are still available.

The moment there are no more spots, you cannot click the button and it will be greyed out:

Note: This setting does not go together with activities. This is because you can also set a limit on activities. In case you want to set activities and there is already a maximum number of actions set, you get the message "The limit on the maximum number of actions is cleared.". After that, you won't see the menu item max number of actions until the activities are turned off at that level. If you work with activities and you want to set a maximum number of actions across all your activities (otherwise you could set it per activity), it's best to keep track of this manually and block action triggering at some point.

Would you like to offer a T-shirt, medal or other goodie to everyone who starts an action on your website? You can do so with the webshop function within the Kentaa platform. With this function, it is possible to offer products and even services to anyone who creates an action on the website.

The webshop is not on by default on the website, it can be turned on by a Kentaa employee on the website. Please contact support@kentaa.nl for this . After this, it is important that the products are added to the catalogue. Once the products are added to the catalogue, the action starter can see this immediately and order directly in the action start flow!
But what if these products are only for a specific segment or project? No problem! In fact, it is possible to set up a catalogue at segment or project level. This catalogue will then only be visible to activists at this level. Conversely, it is also possible to set up a catalogue on the main level, after which you disable it on a lower segment or project.
Add shop articles
Administration ⟶ Webshop catalogue

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

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

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

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

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

Now it is not possible to start actions:

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

Achievement badges. These are badges that can be earned through active fundraising. These badges ("medals") are greyed out on the action page and are coloured in when the respective goal is achieved.
Retention badges. This badge is linked to the number of participations. This badge ("ribbon") appears on the participant's action photo and shows how many times someone has already participated in the event.

Badges for achieved goals (achievement badges)
These badges aim to motivate action starters to get started with their action page and meet various goals.
For instance, someone gets a badge for the first donation and for posting a blog post. There are also badges for the amount of money raised (250, 500 and 1000 euros) and badges for the number of supporters (10, 25 and 50 donations).
If this functionality is on, the following badges will automatically appear on each action page:

These badges are greyed out when not yet achieved and coloured in when achieved. The green colour you see above in the badge is the spot colour set on the site. This way, the badges are nicely integrated into your style.
Badges are automatically coloured in upon achieving the condition. When the functionality is turned on, all badges of existing action starters are also awarded retroactively.
There are no mails attached to the badges. Although you could copy the email "More raised than set amount". You can then indicate in the mail when they reach 250, 500 and 1000 euros that they have earned a badge. Hooray!

The badges have a fixed layout and also fixed conditions, and you can only choose to put all eight of them on them. You cannot make your own adjustments to this at the moment. In time, however, we plan to make this adjustable.
Interested? Then send a message to support@kentaa.nl and we can turn this on for you in no time!
Badges for number of participations (retention badges)
You have the option of displaying a badge (image) on participants' action page depending on the number of times they have participated.

These badges are part of the retention functionality, which consists of:

The edition of your event -> This feature must be on to use the badges and retention functionality.
A conditional welcome e-mail based on number of participations
Being able to set target amounts for action starters based on number of participations

The aim is to make participants feel welcome and encourage them to participate more often. For a complete description, read the article on retention functionality.
You can upload an image per participation. We have created four designs for you, see the downloads below. But you can also choose to design your own badges. This image has specific requirements: it must be a png image with transparency, the image must be 745x419 pixels. So a landscape image.

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

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

Article content

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

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

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

 
Welcome e-mail - Welcome back!
Based on the number of participations, a different welcome e-mail can be sent. So you can address the participant with a different tone if he has participated before or if he has participated in all editions.

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

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