Webshop
Senast ändrad: 19-04-2024Would you like to offer a T-shirt, medal or other goodie to everyone who starts an action on your website? You can do so with the webshop function within the platform. This feature makes it possible to offer products and even services to anyone who creates an action on the website.
The webshop is not on by default on the website, it can be turned on by a support person on the website. To do this, contact iRaiser. After this, the products must be added to the catalogue. Once the products are put in the catalogue, the action starter can see this right away and order directly in the action start flow!
But what if these products only apply to a specific Sub site or Campaigns? No problem! In fact, it is possible to set up a catalogue at segment or project level. This catalogue will then only be visible to the campaigners at this level. Conversely, it is also possible to set up a catalogue on the main level, after which you disable it on a lower Sub site or Campaigns.
Webshop items add
Administration ⟶ Webshop catalog
- Click Yes, there is a webshop catalogue to add webshop items
- Click Product add
- Fill in a title (mandatory)
- Fill in an amount (mandatory)
- Evt: upload an image of the product
- Evt. add multiple variants (e.g. S, M, L, XL, XXL)
- Click Save
Please note: Unticking Yes, there is a Webshop catalogue disables the webshop but does not remove the products.
View webshop orders
Administration ⟶ Webshop orders
This page shows an Overview of all Webshop orders
- Click on the blue eye icon to see details of an order
Vanliga frågor
No, because it is a purchase, it is not included in the counter.
No, add as many products as you want.
Yes, by dragging the products in the overview you can change the order displayed.
No, there is no limit
The registration flow for companies does not (yet) include the webshop step. However, it is possible to log in after registration and then still order a webshop item through a backorder.
No mail is sent to administrators. Many customers choose if the webshop item is sent, to do this once a week at a fixed time. And at that time to make a printout of the orders. Or in case of an event to issue the item on the day of the event.
No, we can only turn this option on or off across the entire platform.
No, the webshop is only available in the sign-up flow, and afterwards for logged-in action starters/participants/business members.
Kanske också intressant
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.
Documents
Participants may need to be able to upload a medical certificate for a particular event to show that they can participate. Or perhaps have to specifically sign and send another document.
Upload documents
This can be conveniently done via Documents. Via Settings > Upload documents you can indicate whether documents should be uploaded after registration. You can indicate here in the Description what should be uploaded:
Mails about documents
Fundraisers are then asked to upload their documents. For new registrations, the mail to fundraisers "Request documents to upload after registering participant" is sent. By default, the two mails below are also still on:
You can turn it off if necessary or adjust the number of days via the copy icon.
Upload documents
In the mails there is a link to go to 'my registration'. This requires the fundraiser to log in and click on 'My registration'.
A notification is displayed at the top that documents still need to beüpload:
Below, the fundraiser can upload his documents:
The text from the Description will appear above 'Upload file'.
After uploading the file, it will look like this:
Controlling documents
If mail to site administrator 'Document(s) uploaded' is on, the site administrator will receive a message after an fundraiser has uploaded documents. In that mail is a link to go directly to the correct page.
You can also go to the Overview of Fundraisers to see if that the fundraisers have already uploaded their documents:
You have these icons:
No document(s) uploaded
No document(s) uploaded, not checked
Document(s) approved
If you then manage the fundraising page and go to 'My Registration' you can check the documents. You can choose to reject them by clicking delete, or approve them by ticking the box at the bottom:
If the documents are deleted, the notification will reappear for the fundraiser and he should upload them again.
If you create an export of all Fundraisers you will see two columns applicable to the documents. These are the columns:
Number of documents
Documents approved
Activities
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 fundraiser must choose, or the question of what kind of fundraiser 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, sub site or campaign.
2. Selecting and using activities
At site level, per sub site and per campaign, 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 fundraiser can choose. At site level, this allows you to choose from the full list of activities. At sub site and campaign 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 fundraiser and no activity needs to be selected, then on This page"No, there is no need to select.... " is selected. If on underlying campaigns 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 campaigns and can still be chosen which set of activities is shown to the fundraiser.
Here you determine whether fundraisers below the current level should choose an activity.
You can choose to tick that Fundraisers 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 fundraisers get to see on the underlying levels (sub sites and/or campaigns).
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 fundraisers directly below this page must choose an activity. You indicate that fundraisers 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 fundraiser 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 fundraiser page
Individual fundraisers also automatically show on their fundraising page which activity they have chosen. Is this not entirely applicable? Let a iRaiser staff member know and we will make this choice invisible across the entire website on the fundraising page.
Fundraisers
You can register as an individual through the sign-up flow and then you will have a separate fundraising page. You can add news items here and edit your fundraising page.
You may also register as a team member. For that, you also create an fundraiser, but then the fundraiser is linked to the team and the revenues count for the team.
Watch the video on managing fundraisers here, or read more about specific sections below.
00:29 - Export fundraisers01:58 - Adjust data fundraiser04:03 - Add fundraiser manually06:58 - Change owner fundraiser09:25 - Edit profile data10:16 - Move fundraiser12:32 - Set fundraiser to invisible13:18 - Delete fundraiser
Article content
Features fundraisers
Management of fundraisers
Moving fundraisers
Manually adding fundraisers
Emails to fundraisers
Feature fundraisers
An fundraiser always has one ownerAn fundraiser is always linked to a user, which is the owner of the fundraiser. And they can also manage the fundraising page. However, a user may have several fundraisers.
An fundraiser can close and reopen an fundraiser himself The latter can only be done if it is possible to start an fundraiser at that time.
You can move or assign an fundraiser to someone else afterwardsThis can only be done by a site administrator.
Management of fundraisers
When an fundraiser logs in, he/she enters the dashboard directly to edit his/her fundraising page. If the fundraiser has multiple fundraisers, there is a drop-down menu in front of it to choose which fundraiser he/she wants to edit. As site administrator, you can edit an fundraiser by looking it up in the fundraiser overview. You then click on the pencil icon to enter the fundraiser management. There you have the following options:
My page
MotivationChange fundraiser name, fundraiser title, description, fundraiser url and number of participations (only an administrator can change the number of participations)
Photos and videosAdd photos and videos to be placed on the fundraising page
Sponsor logosAdd sponsor logos that will appear with the fundraiser
BlogHere, an fundraiser can post his or her own Blog about his or her fundraiser. People who have indicated that they want to be kept informed will receive a notification about this.
AgendaHere, fundraisers can organise their own fun things and put them in the agenda. People can then also donate to it
Settings
Close pageAn fundraiser (or a site administrator) can close the fundraiser here. A closed fundraiser can be reopened (provided it is currently possible to start an fundraiser at that level) by the fundraiser or site administrator. Once an fundraiser is closed, it can no longer be donated to. If an fundraiser hangs below a project and that project is closed, all underlying fundraisers are also closed at the same time.
Target amountHere, an fundraiser can adjust his/her target amount. This cannot be later than the minimum target amount set at that level.
Countdown dateHere you can change the countdown date for the fundraiser. You will only see this option if it is possible to set a countdown date for the fundraiser and if the level the fundraiser falls under does not have a countdown date set.
PSP description (not visible to fundraisers)Here, administrators can change the PSP description of an fundraiser.
Additional description (not visible to fundraisers)Here, administrators can change the additional description of an fundraiser.
Donations
Donations overviewHere you can see the donations made to this fundraiser. An fundraiser will see less information if he clicks on the 'i' (example). Site administrators can also download all donations for this fundraiser here
Manual donationsHere you can add a manual donation and it will be added to this fundraiser.
Achievements Here, an fundraiser can add achievements, link with Strava and set a target distance. You can read more about achievements here.
My registrationHere is an overview of all data entered when registering. An fundraiser can possibly modify the activity if that functionality is enabled. Site administrators can modify the number of participations, the activity and the answers to additional questions here.
Moving fundraisers
Someone may have created an fundraiser in the wrong place. You can then easily move the fundraiser back to the right place:
You go to the fundraisers overview and click on the three dots and then on move
Then find the place you want to move the fundraiser to and click move.
Manually adding fundraisers
You can also add fundraisers manually. You can do this by going to where you want to add the fundraiser and then going to fundraisers. Then click (top right) on add.
Then select the owner. If it is already known, search for it in the search screen. Otherwise, click on Add account.
You will then first create a new account, to which the fundraiser will be linked
You then fill in the fundraiser details and the fundraiser is created.
If an fundraiser is created via the dashboard, no e-mails are sent. You can still send a welcome e-mail yourself from the fundraiser overview by clicking on the three dots > Send welcome e-mail again. Also, no mail to set your password is sent to accounts created via the dashboard. You can send those manually via Accounts > Users > Send password. Or can be requested at the frontend via Forgot password.
Emails to fundraisers
The following mails are linked to fundraisers:
Welcome e-mail after creating fundraiserYou can set this based on the number of previous participations. You can also send this e-mail later by clicking on the three dots > Send welcome e-mail again from the fundraiser overview.
Welcome e-mail after joining the teamThis is sent when you register as a team member. You can also set the mail based on the number of previous participations.
Donation receivedThis is sent after a donation is made directly to the fundraiser
Team has received a donationThis is sent when donating directly to the team (i.e. not to a team member)
Reminder after pledging donationThis is sent x days after pledging a donation. Committed donations are donations you can make on the mobile view by clicking 'pay later'. That functionality can be turned off. The mail can be copied and then the number of days can be adjusted.
No donations receivedBy default, this mail is sent after 14 days, but that number can be adjusted. And is only sent if no donations have yet been received.
Target amount of the fundraiser has been reachedThis mail is sent based on a percentage of the target amount. You can copy the mail and then set your own percentage. If you have set multiple mails to be achieved with a single donation, only the mail that meets the highest condition will go off. For example, if you have set an email at 30% and at 60% of your target amount, and a donation comes in which you raise 100% of your target amount all at once, only the email at 60% will go off.
Tip e-mail after registrationThis mail is also copyable and will be sent x days after creating the fundraiser.
The set countdown date will soon be reachedThis mail goes off x days before the countdown date is reached. You can copy the mail.
Personalise your fundraiser with an image This mail is sent x days after creating the fundraiser if no fundraiser picture has been uploaded. You can copy this mail.
Retrieved more than set amountThis mail is sent based on a set amount. You can copy the mail and then set your own amount. If you have set multiple mails to be achieved with a single donation, only the mail that meets the highest condition will go off.
Team raised more than set amountThis mail is sent based on a set amount. When the team total reaches that, the mail goes off. You can copy the mail and then set your own number. If you have set multiple mails that are achieved with a single donation, only the mail that meets the highest condition will go off.
Project is closed by project managerThis mail goes off when a project is closed. All underlying fundraisers are then informed of this (provided this mail is on). So pay attention to this before closing a project.
News item addedIf you add a news item, you can choose to share it with all fundraisers directly below that level. They will then receive news of this.
Performance goal of the fundraiser has been achievedThis mail is linked to the performance tracker. If this goal is achieved in its entirety, this mail goes off.
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.
Registration fee
When registering a participant/fundraiser, it is possible to charge a registration fee, so registering for the event and creating the personal fundraising page is one integrated process.
The registration fee must always be paid when creating an fundraiser, regardless of whether you sign up as a member of a team or as an individual participant. Registration fees can be added at multiple levels and 'inherit down'. When registration fees are added at the website level, any sub sites and campaigns receive this same registration fee. It is then possible to override the registration fee if there is a different value at the relevant level. It is possible to add multiple registration fee options (with different amounts).
Participants can decide how they want to be registered. This can be useful, for example, for:
Different distances with different starting rates;
Age groups where children pay a reduced rate;
In addition to the regular registration rate, offer a 2nd rate where a T-shirt of the event is offered.
Content:
Add registration fee
Change registration fee
View chosen registration fee
Add registration fee
Settings ⟶ registration fee
The Add registration fee button allows you to add the option(s), asking for a title and amount. Next to this, it asks whether the paid registration fee should be included in the counter position on the website. Usually, the registration fee is meant to cover expenses and is not included (as donation money) in the counter position, but this can of course vary.
Change registration fee
Settings ⟶ Registration fee
By clicking the Edit button, it is possible to edit the title and amount of the option. This can be useful when offering an early bird option, where the amount is increased over time.
View chosen registration fee
- The campaigner himself and the site administrator can see what registration fee the campaigner has paid by managing the campaign under My Entry. In addition, the registration fee choice can be viewed in the participants' exports.
- On the fundraising page, the chosen registration fee is always displayed. This is a fixed element of the page and cannot be hidden.
- Registration fees are reflected in the Excel export of all fundraisers and donations.
Maximum fundraising pages
You can limit the number of fundraisers that can be created via Settings > Maximum fundraising pages. You can set this per level (website level, sub site level, campaign level).
If you then want to create an fundraisers and move over the button, you will see how many spots are still available.
The moment there are no more spots, you cannot click the button and it will be greyed out:
Note: This setting does not go together with activities. This is because you can also set a limit on activities. In case you want to set activities and there is already a maximum number of fundraising pages set, you get the message "The limit on the maximum number of fundraising pages is cleared.". After that, you won't see the menu item max number of fundraising pages until the activities are turned off at that level. If you work with activities and you want to set a maximum number of fundraising pages across all your activities (otherwise you could set it per activity), it's best to keep track of this manually and block fundraisers triggering at some point.
GDPR changes
The 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
Keep informed
To fill in your phone number
Newsletter
Enter whether data may be shared
Update 20 June 2023: Adjustment in showing donor name
Digicollect
General terms and conditions and privacy
Opt-ins have become soft opt-ins
Mobile number
Newsletter
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 1:32 A/B testing of donation amounts12:17 A/B testing summary and questions16:01 Badges for Action Starters 20:12 Badges summary and questions26:54 New SUMO34:37 SUMO summary 37:50 Consent Registration for Telecom Act*43:50 Consent registration summary and questions
1. General terms and conditions and privacy
.
According to the Consumer & Market Authority, general terms and conditions are valid if the consumer knows they apply at the time he or she purchases the service from you. 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 23:45 - Recent updates 30:00 - GDPR changes 35:04 - Digicollect action month
1. General terms and conditions and privacy
According to the Consumer & Market Authority, general terms and conditions are valid if the consumer knows they apply at the time he or she purchases the service from you. 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.
Sign up flow for companies
Business registration allows one to reserve and checkout spots for an event in ééone time for several colleagues.
The default options for signing up for an event are:-individual-team-team member
But what if a company wants to sign up, reserving and paying for a number of places right away? And that no other people can sign up on their company page. For this, the special Sign up flow for Companies is available! This functionality can be turned on or off by iRaiser per website.
Article content:
Company packages
Specific Number of Entries
Company determines number of registrations
Add company package to Sign up flow
Sign up flow company
Mail after registration
Manually create a company
Sign up flow actions
Workflow in combination with activity module
Dashboard
Companies and Fundraisers
See the video explaining how it works here:
00:34 - General01:43 - Creation of packages and selection of registration type04:02 - Sign up flow for company creation08:05 - Special link08:21 - Sign up flow for creating action under company10:34 - Adding extra places to company11:21 - Manually create company
Company packages
The Sign up flow for companies works on the basis of ééone or more Company packages. A company package can be a specific number of registration certificates, or it can be a number specified by the company itself. Items can be added to a package as desired, such as promotional items, t-shirts etc. For example, you can create a bronze, silver and gold package. In order to use the Sign up flow for companies, at least ééone company package has to be created. You go to the place in the platform where you want to add it (e.g. directly under the website, or at a certain Campaign) and go to Settings > Company packages. Then click on Add Company packages and you will come to this screen:
You have two choices:Specific number of entriesCompany determines number of entries
Specific number of tenders
With this choice, the content of the package is fixed. For example, a company package where you purchase 10 places. Here you enter the following:
Title of the packageDescription of the contents of the packageNumber of registration placesTotal amount for the package (this amount can also be 0 euro)
Company determines number of subscription spaces
Here the price per spot is fixed, but the company decides how many spots they want to reserve and settle.
You fill in the following per company package:Title of the packageDescription of the contents of the packageAmount to be paid per registration (this amount can also be 0 euro)
Add company package to Sign up flow
After the company package has been created, it is important to add the possibility of company registration to the sign up flow. You do this by going to Settings > Sign up flow (where you want to add this). You can then choose from these options here:
Sign up flow company
Sign up flow looks like this:
1. The 'How do you commit' drop-down screen has added the option to sign up as a company
2. In the next step, choose a package. If it is a package where there is only an amount per subscription, you also need to enter the number here
3. In the step after that, fill in all the company details
4. Here you fill in the details of the contact person. This person will also be the manager of the company page
5. Next, you create the company page. You upload a logo and fill in the title and motivation and target amount
6. Additional questions (optional)You will only see this page if additional questions have been added at company level. Do you want these added? Please contact us at support@kentaa.nl
.
7.On the summary page, check all the details entered and then go to the payment screen
Mail-after-subscription
After registration you will be sent an email:
In that mail is a link that allows someone to sign up directly. One shares this link with colleagues who want to participate and then they can create an action fundraising page right away! This link can also be found in the admin dashboard.
Manually create a company
You can also add Companies manually from the dashboard. You do this by going to where you can add the company (e.g. on a particular Campaign). Then click Companies and then Add. If you don't see this option, please contact support@kentaa.nl. If so, the functionality still needs to be turned on.
Next, fill in all the fields you would normally have had to fill in as well. The fields marked with an asterisk (*) are mandatory. After filling in and saving, the company is created. No emails are sent when creating the company via the dashboard.
Sign up flow actions
.
The sign up flow for someone creating an action page with such a link looks like this:
1. Start sign up flow. Here you can see what you are going to sign up for
2. We're curious to know who you are. This is where you create your profile
3. Your personal page. Here you fill in your title and motivation and how much money you want to raise
4. Overview page where you can check the data entered. As payment has already been made you can go straight to round up
Now a colleague's Fundraising page has been created. A visitor can Donate to that Fundraising page or to the company.
Working method in combination with activity module
When the activity module is also used, the company's Sign up flow requests the desired activity. This activity is then applicable to all members within the team.
Dashboard
A new menu item called Companies has been added to the dashboard. All registered companies are listed here. If you click on the 'i' you will see the company's details. Here you will also see the link where people can register.
You can also download an Excel file from Overview. Here you can see an example of the output of this.
Companies and Fundraisers
.
An action starter who has signed up through a link (I'll just call these 'Companies Fundraisers' below) can be seen as a regular action (i.e. not created under a company), but there are still a few differences. Here's a summary:
You cannot move regular action starters to a Company. Conversely, you cannot move Company Campaigns to (for example) a Campaign.
Company actions appear in the Overview of all action starters and also in the export (and api) of all action starters. You will then see some additional columns reflected in the Excel file. See here an example.
Do you want to use this functionality? Then get in touch with us! If you have a customised design, the functionality needs to be built in here first.
Default action and team settings
Settings ⟶ Default fundraising page 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 fundraiser can still fill in their own picture, title and description.
Changing default fundraiser settings
Change fundraiser picture
Click on Upload fundraiser 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 fundraiser title
Enter the fundraiser 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 fundraiser 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.
Cap on number of team members
If you have an event where you have a maximum number of team members, you can set this via Settings > Default fundraising page settings. All teams that are then created may have a maximum of that set number of members.
You can set a maximum via Team members limit via Settings > Default team settings
If you choose "Yes, I want to specify a limit for teams under this page." then you can set the maximum number of team members there. The fundraiser who is himself a team captain also counts as an fundraiser.
After activation, any limits set by the team captain will be overwritten. However, if you reset it at a later time, the 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 6 people, and you set a maximum of 4 people per team over the entire campaign, then that team will keep those six people. Therefore, make sure that you have set it up properly beforehand. This can be done by a site administrator, sub site administrator, and campaign administrator.
The option 'allow team members' disappears the moment you set a maximum number of team members over a certain level. A team captain can therefore no longer set the maximum himself
You can set the cap at site level, sub site level and campaign level and there is no inheritance in it (so it is only for that level).
Can't figure it out? please contact us!