Performance tracker

It is possible within the platform to request additional information. For example, requesting a shirt size, explicit parental consent, agreeing to additional participant rules, etc. But also, for example, requesting extra information when making a donation to apply for tax certificates or a special opt-in to be called.
There are three places where we can add additional questions for you. In the application flow, the donation form and in a customised form. You cannot add the extra questions yourself. If you want to, you can contact us and we will add them.
 
Article content
Types of additional questions

Entry fields

Text field
Textarea

Multi-choice

Dropdown
Radio
Checkbox

Additional text

Where can additional questions be added?

Application flow
Donation form
Customised form

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

We have two types of input fields, a text field and a textarea. The two are distinguished by the size of rows displayed. If you expect a short answer then choose a textarea, in which you ask a question (which has a maximum of 40 characters) a the user fills in an answer:

If you expect a longer answer, you can work with a textarea:
PlaceholderYou can specify a placeholder for a text field or area. This will then appear when the question is completed. This can be useful if you want to receive the information in a certain way, e.g. "enter the date dd-mm-yyyy".

Validation typesYou can have a specific form of an answer specified. For example, when asking for a specific date or a bank account number. If information is then specified that does not meet those specific validation requirements, the answer will not be accepted. These are the validation types we have:

Multi-choice
We have three options for multiple-choice options, and with all three you can also optionally choose to display only one option. These are the dropdown, radio and checkbox:
Dropdown
At the dropdown, you ask a question after which the user has to click on the answer option to expand it. There, it can then select one of the choices.
Radio
In radio, the first answer option is selected by default. The user can then choose to select another option instead of that one.

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

For all the questions above (except radio), you can indicate whether that question is mandatory or optional.
Additional text
To introduce the questions, or give some extra information, we can insert titles and info text. A title has a slightly larger font than the info text.

Where can additional questions be added?
There are three places where we can add additional questions. In the application flow, on the donation form and in a customised form.
Application flow
The additional questions are asked out in the sign-up flow after creating the sponsor page (or team page/company page) and before the webshop/startup donation/overview page (depending on which steps there are in the sign-up flow):

Donation form
Adding extra questions to the donation form works the same and you will then see these under personal data. The only difference is that no special personal data should be asked in this place.
 
Customised form
We can create a customised form. This is in the form of a menu item and in it you can request information (separate from the sign-up and donation flow).
You provide an e-mail address and the completed forms are forwarded one-to-one to that e-mail address. These come in as separate emails and you cannot download an Excel file from this.
Optionally, you can set another destination url where, after filling in the form, the user is automatically redirected to.
Here are some examples of applications of custom forms:
Adapted form from the Giro di Muscoli for participants in the family stageHere they ask participants to fill in the names.
Adapted Night of Refugee form to order t-shirts separately
Customised form from the Metakids Foundation for a participant action.An action starter sells shells and these can be ordered via this form. This action starter receives the submitted emails and can match the orders to the payment reference.
At which levels can additional questions be set?
Custom forms always appear as a menu item, but additional questions for the sign-up or donation flow can be set at different levels - you can see which ones below:

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

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

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

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

Business package

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

Sign up flow company

Mail after registration
Creating a company manually

Registration flow actions

Working method in combination with activity module

Dashboard
Companies and actions

 
See the video explaining more about how it works here:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Settings ⟶ Default action settings
Creativity is not given to everyone. And not everyone has the patience to come up with their own texts or upload their own photo in the submission flow either. Give the user a hand by already filling in a title, description or photo! Participants who just want to join in don't have to face unnecessary barriers, which improves conversion. But participants who want to actively manage their own action can still fill in their own picture, title and description.

Changing default action settings

Change action picture

Click on Upload action photo
Select the location of the photo

If an activist has not uploaded a photo then this photo will be shown by default

Change default action title

Enter the action title you want to use
Press save

This title appears prefilled in the login flow and can still be modified by the user.

Change default action description

Enter the description you want to use
Press save

This description appears prefilled in the login flow and can still be modified by the user.

Settings ⟶ Default team settings
Changing default team settings
Texts can also already be entered before creating a team. The default team settings involve the default team title and description. All of this is to speed through the sign-up flow, and the user can then choose to keep this text or give it their own interpretation.
We have now made this option available for teams too! You can enter a default team title and description.

Change default team title

Enter the team title you want to use
Press save

This title appears prefilled in the login flow and can still be modified by the user.

Change default team description

Enter the description you want to use
Press save

This description appears prefilled in the login flow and can still be modified by the user.

If you are interested, please contact us!

With the activities module, a (mandatory) choice question can be added in the registration flow. For example, a list of distances or registration options from which the action starter must choose, or the question of what kind of action it concerns.

Content:

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

1. Add activities
Settings ⟶ Activity list
Before you start, you will first need to add activities to the overall list of activities. Think of this as a kind of library where all activities are listed and you can choose which of them you want to use per site, segment or project.

2. Selecting and using activities
At site level, per segment and per project, you can configure activities for use. This configuration consists of 2 parts: selecting activities and using activities.
2.1 Selecting activities
Settings ⟶ Activities
The first part consists of choosing the activities from which the action starter can choose. At site level, this allows you to choose from the full list of activities. At segment and project level, a thinned list may be visible, depending on the configuration below. A maximum number of participants can also be specified for each selected activity.

2.2 Using activities
Settings ⟶ Activities
Under the Use activities heading, you determine how the activities are deployed. First, you determine how the activities should behave on This page. Then you determine it for Underlying levels.
Example: at the site level, one can start a general action and no activity needs to be selected, then on This page"No, there is no need to select.... " is selected. If on underlying projects one does need to select an activity, one of the "Yes" options is selected at Underlying levels. Both Yes options determine that an activity must be chosen on these underlying projects and can still be chosen which set of activities is shown to the action starter.

Here you determine whether action starters below the current level should choose an activity.
You can choose to tick that Action Starters can edit their activity themselves. They can then modify it under my registration. This is only possible if there is space available at the new activity. The moment the activity is modified, the old activity is released again.

You then choose here what action starters get to see on the underlying levels (segments and/or projects).
Example scenario - You include the Dam tot Damloop event in the website and people can register for this at 2 distances: the half and full marathon. You include these 2 distances as activities in the Activities list (at website level). Then manage the Dam tot Damloop, go to Settings > Activities and tick the 2 distances. You indicate that all actions directly below this page must choose an activity. You indicate that action starters may change their activity themselves. Two weeks before the event, turn off the option that people may change their activity themselves.
3. Showing/not showing selected activity
The selected activity is displayed in several places. You can choose whether this is desirable or not. These are the following places:
On the team page / in the registration flow
Once a team captain has chosen an activity himself, it is displayed on the team page. It is also displayed in the sign-up flow once an action starter wants to join the team. At the step to choose the activity, it is displayed which activity was chosen by the team captain to make the choice easier.
This option can be turned off when setting up activities, via Settings > Activities.

On the action page
Individual action starters also automatically show on their action page which activity they have chosen. Is this not entirely applicable? Let a Kentaa staff member know and we will make this choice invisible across the entire website on the action page.
 
 

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 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.

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.

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.

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

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

Article content

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

 
 
Feature actions

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

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

MotivationChange action starter name, action title, description, action url and number of participations (only an administrator can change the number of participations)
Photos and videosAdd photos and videos to be placed on the action page
Sponsor logosAdd sponsor logos that will appear with the action
BlogHere, an action starter can post his or her own Blog about his or her action. People who have indicated that they want to be kept informed will receive a notification about this.
AgendaHere, action starters can organise their own fun things and put them in the agenda. People can then also donate to it

Settings

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

Donations

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

Achievements Here, an action starter can add achievements, link with Strava and set a target distance. You can read more about achievements here.
My registrationHere is an overview of all data entered when registering. An action starter can possibly modify the activity if that functionality is enabled. Site administrators can modify the number of participations, the activity and the answers to additional questions here.
Moving actions
Someone may have created an action in the wrong place. You can then easily move the action back to the right place:
You go to the actions overview and click on the three dots and then on move

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

Manually adding actions
You can also add actions manually. You can do this by going to where you want to add the action and then going to actions. Then click (top right) on add.

Then select the owner. If it is already known, search for it in the search screen. Otherwise, click on Add account.

You will then first create a new account, to which the action will be linked

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

If an action is created via the dashboard, no e-mails are sent. You can still send a welcome e-mail yourself from the action overview by clicking on the three dots > Send welcome e-mail again. Also, no mail to set your password is sent to accounts created via the dashboard. You can send those manually via Accounts > Users > Send password. Or can be requested at the frontend via Forgot password.

Emails to action starters
The following mails are linked to action starters:

Welcome e-mail after creating actionYou can set this based on the number of previous participations. You can also send this e-mail later by clicking on the three dots > Send welcome e-mail again from the action overview.
Welcome e-mail after joining the teamThis is sent when you register as a team member. You can also set the mail based on the number of previous participations.
Donation receivedThis is sent after a donation is made directly to the action
Team has received a donationThis is sent when donating directly to the team (i.e. not to a team member)
Reminder after pledging donationThis is sent x days after pledging a donation. Committed donations are donations you can make on the mobile view by clicking 'pay later'. That functionality can be turned off. The mail can be copied and then the number of days can be adjusted.
No donations receivedBy default, this mail is sent after 14 days, but that number can be adjusted. And is only sent if no donations have yet been received.
Target amount of the action has been reachedThis mail is sent based on a percentage of the target amount. You can copy the mail and then set your own percentage. If you have set multiple mails to be achieved with a single donation, only the mail that meets the highest condition will go off. For example, if you have set an email at 30% and at 60% of your target amount, and a donation comes in which you raise 100% of your target amount all at once, only the email at 60% will go off.
Tip e-mail after registrationThis mail is also copyable and will be sent x days after creating the action.
The set countdown date will soon be reachedThis mail goes off x days before the countdown date is reached. You can copy the mail.
Personalise your action with an image This mail is sent x days after creating the action if no action picture has been uploaded. You can copy this mail.
Retrieved more than set amountThis mail is sent based on a set amount. You can copy the mail and then set your own amount. If you have set multiple mails to be achieved with a single donation, only the mail that meets the highest condition will go off.
Team raised more than set amountThis mail is sent based on a set amount. When the team total reaches that, the mail goes off. You can copy the mail and then set your own number. If you have set multiple mails that are achieved with a single donation, only the mail that meets the highest condition will go off.
Project is closed by project managerThis mail goes off when a project is closed. All underlying actions are then informed of this (provided this mail is on). So pay attention to this before closing a project.
News item addedIf you add a news item, you can choose to share it with all actions directly below that level. They will then receive news of this.
Performance goal of the action has been achievedThis mail is linked to the performance tracker. If this goal is achieved in its entirety, this mail goes off.

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