Peer-to-peer fundraising sites are an excellent way raise up to 2x the funds for any fundraising campaign you can think of, especially walks, runs and races. With peer-to-peer fundraising, you can activate your key supporters to raise funds on your behalf.
Use personal, team, and organization fundraising levels, to invite your friends, family, and partner organizations sign up for their own personal fundraising pages connected to your site. They set their own fundraising goal and can enter in their own text (you'll put in some default text for them though) and they can send their page out to their networks to donate to your cause.
Recommended Modules
We've provided a list of recommended site modules to build out your site, but you're not restricted to these options.
Navigation Bar
Main Hero Module
About Content Module
Single-Column Content Module
Two-Column Content Module
Peer-to-Peer Pages Module
Posts Module
Donations Module
Footer
Feel free to choose alternative modules, mix and match, duplicate a module as needed, and rearrange the order to suit your specific requirements. Your creativity is encouraged!
Setting Up A Peer-to-Peer Site
To set up your peer-to-peer site, follow the steps below.
Use the quick links to jump to the right section:
Site Settings
Step 1: Under Campaigns, select Create Beta Campaign.
Access campaign settings laster by selecting the gear icon on the right.
Step 2: Select your Site to access the site settings, design and preview.
Clicking on the link will take you to the live site.
Step 3: Select the Settings tab and use the left navigation to set up your:
General Settings, Campaign URL and Custom Domain
Funding Goal (Learn how to add registration fees to the total progress.)
To display the Funding Goal, End Date, Impact Metric, Activity Metric and Sharing options on your site, you will need to enable them in the Design settings.
Step 4: Under Portal, select General to customize the Member Portal Sign Up/Login Screens and the fundraiser dashboard. Here you can determine the sign up flow.
Step 5: Choose how your fundraisers will create their pages upon Sign up:
Standard Signup (No Action): When a new user sign ups they are redirected to the site portal home screen. They then need to select Fundraisers and then select the +Create button to create their page.
Create a Personal Page: When a new user signs up a personal page is automatically created for them. They are redirected to the dashboard to select the page, edit and save tot enable the page.
Created pages are in Setup Mode until the fundraiser or team admin Save the page to enable it.
If you prefer all pages automatically become enabled upon creation, you can update the page settings to Public through the Campaign settings >> Personal/Team Pages >> General >> Project Initial Status:
Pro Tip:
We recommend adding the Checklist so that people who sign up or login will see the Step(s) they need to complete.
This Checklist shows up below the welcome appeal.
You can even create a detailed Registration form and add it as a step to complete.
Here's an example of the Member dashboard listing the steps to complete for sign up:
Step 6: Under Personal Pages, select General to let people create personal pages connected to the site.
Turn on Show Personal Pages to display the leaderboard, and Create Personal Pages to allow new sign ups.
To display the peer-to-peer sign up and login links, you will need to enable them in the Design settings.
Under General you can also set up other default settings including:
Page Title: Specify a default title. This will be used if the user does not have a title specified and also as a default for all new personal pages.
Media Gallery: Specify a default media gallery. This will be used if the user does not have any media uploaded and also as a default for all new personal pages.
Fundraiser Image: Specify a default profile photo. This will be used if the user does not have a photo uploaded.
Personal Page End Date: Allow users to specify their own end date (this will override the one set for your site).
Require Team Page: Require users to join a team page before completing their personal page setup. Please make sure teams are enabled and set up.
Require Organization Page: Require users to join an organization page before completing their personal page setup. Please make sure teams are enabled and set up.
Recommended Funding Goal: Pre-populate a fundraising fundraising goal for your users during the page setup process.
Project Initial Status (Setup or Public): This setting determines whether new projects start in "Setup" mode (hidden from public) or "Public" mode (immediately visible to visitors).
These details can be customized by the fundraiser upon sign up.
Step 7: Select Custom Fields to ask your fundraisers custom questions upon sign up such as, t-shirt size, guest info, mailing address and more.
This personal page data will show up in the Manage tab >> Personal Pages. The data can be exported into a csv or Excel file, or auto pushed to other tools.
Step 8: Select Default Appeal to set up a sample personal page appeal text which can be personalized by your fundraiser upon sign up.
Step 9: Select Welcome E-mail to set up the custom welcome email automatically sent to fundraisers upon sign up. This can include a thank you message and any details to prepare them for the event or equip them to fundraise.
First enable the email, then edit your subject line and custom message, then Save.
Pro Tip: Link a fundraiser toolkit to set your supporters on a path for success!
Step 10: Follow the same steps for your Team and Organization default settings and Save all changes.
Site Design
Step 1: Select the Design tab and customize any of the following design settings:
Set your site's global design defaults including: Title, Colors, Fonts and Call-to-Action text.
Add Site Modules to the Home Page and any other peer-to-peer pages you wish to build.
Add Other pages like 'About', or 'FAQ' pages to provide more details about your organization, mission, or event. Learn more about how to build pages and Other standalone pages in the Site Design.
Learn more about how to Set or Unlink Default Site Colors, Add Site Modules, Edit Site Modules and Arrange The Site Layout.
Step 2: Select Add Module, or Browse Modules to add the Hero and Peer-to-Peer Pages Modules to the Homepage.
The Homepage Hero showcases funding progress across all p2p pages, as well as other metrics in the site settings.
Peer-to-Peer Pages Module displays the customizable p2p leaderboard.
Step 3: Select Edit on the module(s) to edit the colors, background and other settings.
The Hero module also allows you to customize the button that are displayed.
The Peer-to-Peer Pages module allows you to customize the leaderboard's sort and filter settings.
Step 4: Be sure to add modules, including the Personal or Team Page Hero to the Personal or Team pages.
The Personal and Team Page Heroes provide a space for your default content to live. The default information including the default appeal, media, and funding goal will populate in their hero.
Step 5: Preview your peer-to-peer site at any time by selecting Preview at the top.
Step 6: When you're ready to view your site live at the URL, Enable the site and donation form in the upper right of your site settings.
You can Enable and Disable your fundraising site and form as many times as you'd like and make edits to the site while its enabled and disabled.
Donation Form
Step 1: Set up your donation form by going Back to Sites & Forms and selecting the Donation Form.
Step 2: In the Settings tab, select General to set up:
Form title
Donation type: One-time, Recurring, Pledge
Compact tiers (to remove tier descriptions)
Font style
Accent/button color
Donation receipt copy recipients
Step 3: Select the One-time, Recurring, and/or Pledge links on the left navigation to add donation tiers and a customizable automated receipt for each donation type.
Step 4 (Optional): Enable the Donation Cart and customize the combined receipt if you'd like to turn your donation form into an online shopping cart to let donors pay for multiple donation items in one purchase.
Learn more about Donation Forms and cart options.
Step 5: Select Linked Site to enable specific behavior when a site is connected to your donation form:
Require Peer-to-Peer Selection: When a site is linked to this donation form and peer-to-peer is enabled, require a page to be assigned before being able to check out.
Link to Site End Date: When a site is linked to this form and the end date is reached, the donation form will not accept donations.
Link to Site Donation Status: When a site is linked to this form and the site is disabled for donations, the donation form will not accept donations.
Step 6: Select Custom Fields to add any number of custom questions to the form including:
Subscribing to your organization's updates
Adding a field for Company Name
Anonymous donations
Postal address
Tribute donations ('In Honor' or 'In Memory Of')
Step 7: Select Post Donation Screen to add a custom 'Thank you' the donor sees on the success screen. You can also add a URL to redirect the donor to any site after they've processed the donation.
Step 8: Select Tipping to set a custom donation tip amount to ask donors to cover fees.
Step 9: Select Embed Code to embed the donation form directly onto your website or event landing page.
Learn more about How Donation Form Embeds Work.
Payment Processing
In your Campaign settings, select Payment Processing on the right to connect a Stripe and/or PayPal account and set your campaign currency.
For access to the Site Editor, or if you have additional questions, contact us at [email protected].