How Peer-to-Peer Participants Can Register Themselves
There are two methods for your participants to register themselves! The first is by filling out the participant’s registration form, which you can send through the dashboard. The second way is through the button on your campaign's main page named Create your own fundraising page.
Using the Self-Registration Form:
1. From your dashboard, click Donation campaigns, then the Manage button on the Peer-to-Peer campaign.
2. Next, click Participants on the left side of the screen.
3. Once on the Participants page, you can Copy the link to the participant’s registration form and send the link to participants via email or social media. You can view the form by clicking the Open Form button.
Using the Self-Registration Button:
See an example of the Create your own fundraising page button on your campaign's main page below!
To add the self-registration button to your campaign's main page follow these steps:
1. From the dashboard click Donation Campaigns, then the Manage button on the Peer-to-Peer campaign.
2. Next, click Settings on the left side of the screen.
3. Once on the Settings page, scroll down to "Display settings". Click the Show a public link to the participant self-registration page on your campaign page box, then click Save.
Done, you have successfully added the Create your own fundraising page button!
When clicked, the Create your own fundraising page button will automatically prompt your participants to register:
Once participants fill out the registration form, using either method, they can add a photo and share their page!
Your participant will automatically receive an email confirmation with their page's link to share and a button so they can manage their own page!
How to Approve Participants Who Registered via the Registration Form
Some organizations choose to approve participants before they start raising funds. You can turn this setting on by following these steps:
1. From your dashboard head to Donation campaigns and click Manage on the Peer-to-Peer campaign.
2. Next, click Settings on the left side of the screen.
3. On the settings page scroll down to Display Settings and select the "Unapproved" option from the default visibility drop-down. Remember to click Save.
Now when participants register through the registration form, they will initially appear as “Unapproved" and will not be able to start raising funds until you approve them. Follow the steps below to approve participants:
1. In your campaign's dashboard click Participants on the left side of the screen. Once on the Participants page, you will see everyone who has registered. Click on the name of the “Unapproved” participant.
2. Once you have clicked on the participant’s name, scroll down to the privacy settings and select the visibility Private - Restricted - Public. Then click Save, and they are good to go!
How to Tell When a Peer-to-Peer Participant Has Claimed Their Page
1. From your dashboard, click on Donation campaigns.
2. Find your Peer-to-Peer campaign and click Manage.
3. Select Participants on the left-hand side.
4. Click on the book icon on the far, right-hand side of the report bar.
5. Select Claimed?
6. You will now see an added column. "Yes" means they have claimed their page. "No" means they have not yet claimed their page. Clicking on the header name "Claimed?" will organize the list by grouping all the "No"s and "Yes"s together.
