Participant & DIY Settings establish event preferences and activate additional features available to Participants in your Peer-to-Peer campaign. While Participant & DIY Settings can be employed in any Peer-to-Peer (Pledge / Multi-Pledge) campaign, they are often used to empower the creativity of your fundraisers in the context of DIY/community/third-party fundraising initiatives.
There are two different types of settings that can be controlled from this menu:
- Participant's Fundraising Centre
- Registration
Participant & DIY Settings are available to System Administrators in your account. If you do not have access, contact your team's System Admin(s) for permissions.
Participant Fundraising Portal
Additional settings can be enabled in the fundraiser's Fundraising Portal. When activated, they will become available for all participants in the event to leverage when they are logged in.
Settings are enabled or disabled by checking or unchecking the corresponding checkbox for:
Offline Donations
Allows participants to add offline pledges
Live Stream
Adds Livestreaming menu option to allow participants to connect with and broadcasting streams from Twitch, YouTube or Facebook
Fitness Activity
Adds Fitness Challenge menu option for participants to set up personal and/or team fitness goals, and sync activity from Strava
Page End Date
Allows participant to set an end date for their page. When the end date is reached, the participant and their page is deactivated and the customizable "Participant's Campaign Ended" Message Template is sent.
Page End Date may not be later than the Site's Live End Date
Fundraising Widget Settings
Allows registered fundraisers to determine how, or if, a thermometer should be displayed on their personal page. When enabled, thermometers may be set to show:
- Thermometer with goal and amount raised
- Fundraising goal only
- Raised amount only
- Hide the widget
This feature is often best combined with the Fundraising Goal Optional feature in Registration & Scoreboards when offering fundraisers the ability to create tribute pages.
Registration
Options for page registration establish the types of pages offered during registration and preferences you collect from them.
These options do not affect your Registration Options, and personal information is still collected via User Profile Fields and Surveys.
Check the corresponding box next to each feature to enable the feature:
Fund List Available to Participants
When activated, this opens a list of funds available for participants to choose from when creating their personal pages. All donations made to the page will be allocated to the fund specified by the participant and coded as such in your reports and exports. The Available Funds list contains the remaining funds that have been created in General Setup, but are not available for participants to select for their page.
The list is combobox and funds may be selected by either typing to find the fund or choosing from the list. If you'd like to activate all funds, an "All Funds" option is in the list, too.
If a fund you need is not there, you can set one up in the in the “General Set Up” section (in the horizontal navigation menu at the top). Creating a Fund in General Set Up: Under General Setup select “Manage Funds” from the left-hand side and select “Create New Fund”. Once you have filled in the fund name and code, click “Add”.
Collect Tributee Information at Time of Registration
Check "Collect tributee information at time of registration" to allow fundraisers to create tribute pages in honour or in memory of a special person and provide the tributee's name during registration.
After this feature is enabled, you may choose to:
- Make capturing the tributee's name mandatory during registration
- In Multi-Pledge events, which groups you would like collect this information from
- The Header (title) and Description that appears when above the fields where this information is collected during the registration process in English and French.
When a participant chooses to make a tribute page, the First Name and Last Name of the individual that they are honouring will become searchable in the event by visitors finding the page, and will display on in the results prefaced by the Tribute Type the participant selected.
Allow participants to use a Referral code
Enabling "Allow participants to use a referral code," activates a referral program for your Peer-to-Peer event that allows your fundraisers to share a personal referral code with others to join the event with. Fundraisers who participate in the referral program are rewarded with fundraising credits based on the conditions you choose.
Like word of month marketing and referral codes you might engage with in your daily life, a Referral Program for your P2P events makes it easy (and fun) for participants to spread the word, grow your base of participants, and make sure everyone feels recognized for their efforts.
After checking the box to enable, you control the support-facing experience and incentive structure:
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Set the fundraising threshold both referrer and referee must meet
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Choose the credit amount applied to each thermometer. The credit will be automatically created as an Offline Unconfirmed Pledge with the gift type "Fundraising Bonus"
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Decide whether returning participants count, or if only new registrants qualify
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Write the message you’d like to display to participants (e.g., outlining how the program works)
For more details and recommendations on how to launch a referral program and track its adoption, see this article.
Enable minimum participant fundraising pledge
A "Minimum Participant Fundraising Pledge" allows your Peer-to-Peer fundraisers to commit to meeting their minimum fundraising goal. If they don't reach their target by a specified date, they're automatically charged for the difference, meaning a guarantee that they'll reach their goal and no more awkward conversations for you at events.
After checking the box to enable, determine the settings for the commitment participants opt-in to:
- Determine the amount that fundraisers must hit: Minimum Fundraising Goal defined in the event or their Personal Goal
Minimum Fundraising Goal that each fundraiser must reached is based on most current Minimum Fundraising Goal of the Registration Type/Item that the fundraiser signed up as. If a minimum goal is not defined at the Registration Item level, then we'll calculate against the Minimum Fundraising Goal at the Campaign/Event level.
- Set your processing date (when shortfalls will be charged). This can be before the event, on event day, or afterwards to give fundraisers time to meet their goal.
- Customize the opt-in text that participants will see during registration and in their portal
Read more about how fundraising commitments work for you and your fundraisers in this article.
How Settings Appear When Logged In
Participants are able to manage these settings from their logged in. Page Settings are found in My Page, when editing their page.
The flyout menu will include a "Page Settings" section where enabled settings will live:
