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How To Set Up Default Settings For Personal Fundraising Pages
How To Set Up Default Settings For Personal Fundraising Pages
Jenna Notarfrancesco avatar
Written by Jenna Notarfrancesco
Updated over a year ago

If you have peer-to-peer fundraising enabled on your site, you can set default content and customize how those pages work for your participants.

Access the General and Default settings by navigating to Campaign Settings >> Site >> Personal Pages >> General, Custom Fields, Default Appeal or Welcome E-mail.

Use the quick links below to jump to the right section:

Best Practices: General Settings

Show Personal Pages

Turning on peer-to-peer fundraising allows people to create their own personal fundraising pages.

Learn how to add the Peer-to-Peer Pages module to your site to display the leaderboard.

Create Personal Pages

You have the option to disable new participants from creating personal pages. Disabling this would prevent new participants from creating a fundraising page connected to your site.

Learn how to enable/disable the Sign Up button from your site.

Default Media Gallery

Here you can add any number of images or video links as a default media gallery for all created pages. This will be the image prominently displayed as the personal page leaderboard icon and will be used if the user does not have any media uploaded.

Images must be JPEG, GIF, or PNG. 5 MB max size. Recommended image size is at least 800 pixels wide.

Default Fundraiser Image

Here, you'll be able to upload a default personal page photo, such as the logo for the organization or campaign. The Default Fundraiser Image will be used if the fundraiser does not have a photo uploaded for the profile photo of their personal fundraising pages.

JPEG, GIF, or PNG. 5 MB max size. Recommended image size is at least 400 x 400 pixels.

Display Personal Page End Date
Enable this to let your fundraiser set their own end date instead of following your campaign’s end date.

  • Turn this on if you are running an ongoing campaign with no overall end date (ex. Birthday fundraising, DIY fundraising, etc).

  • Turn this off if you are running a campaign with a defined end date (virtual event, walkathon, etc)

Recommended Amount

Set a default goal that will auto-populate when a new fundraiser signs up. While they can still set their own goal, admins use this feature to give the fundraiser an idea of how much the organization would like to see supporters raise.

Best Practices: Custom Fields

Custom fundraiser fields allow you to collect additional info from your peer to peer fundraisers during their personal or team fundraising page setup.

Best Practices: Default Fundraiser Appeal

Write out the text that you want to automatically appear on personal fundraising pages as a template. While participants can edit this, you'll want to enter in text that can work on their page even if they don't edit it. This is helpful so they have something to work off of.

Best Practices: Welcome Email

The Welcome Email is a feature that sends an automated email to the fundraiser when they register for a personal fundraising page on your fundraising website.

This email welcomes the fundraiser to their account and provides tips on using CauseVox. We allow you to customize this email and can be used for anything, including:

  • Establishing a point of contact if the fundraiser has questions

  • Linking fundraising toolkits and guides

  • Detailing event or campaign information

Additional Notes

  • You can ask personal fundraising page participants to seamlessly pay a fee as part of creating a personal page (not common). This is typically used as part of an "entry fee" to a walkathon, race, or other types of peer to peer events.

  • Team and Organization fundraising pages allow personal page participants to join or create team and organization pages. This is best used with school classes, companies, and boards.

  • Learn how to update the appearance of your peer-to-peer pages by adding custom site modules through the Site Editor.

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