Table of contents:
How do Peer-to-Peer participants register themselves?
There are two methods for your participants to register themselves!
The first is by filling out the participant’s registration form you can send through the dashboard. To get started, click Donation Campaigns, then the manage button on the peer-to-peer campaign. Then click Participants on the left side of the screen. 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.
The second way is through the Create your own fundraising page button on your campaign's main page! (shown below)
When clicked, this 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 do I approve participants who registered through the registration form?
Some organizations choose to approve participants before they start raising funds. You can turn this setting on by going to the setting section by heading to your dashboard, then clicking on Donation Campaigns > Manage on the peer-to-peer campaign > Settings > scroll down to Display Settings and select the "Unapproved" option from the default visibility drop-down.
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.
To approve your participants, head to the Participants page. Once on the Participants page, you will see everyone who registered. Click on the name of the “Unapproved” participant name.
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 do I know 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.
7. Clicking on the header name "Claimed?" will organize the list by grouping all the "No"s and "Yes"'s together.
