Peer-to-peer fundraising empowers your supporters to raise money on your behalf by creating personal fundraising pages and sharing them with their networks.
Step 1: Access Online Actions
- Log in to EveryAction
- From the left-hand side bar, click Engagement> Communication Tools> Online Actions
- Or you can use the “Search for a page” field and type “Online Actions”.
- Click "Create New Form"
- Select "Peer-to-peer" from the form type options (requires Peer-to-Peer package)
Step 2: Configure the Basics
- Enter a form name for your campaign
- Add a compelling title that will appear on fundraising pages
- Set a vanity URL if desired
- Configure basic settings like CAPTCHA and FastAction
- Click "Next" to continue to the Build Page step
Step 3: Set up campaign details
- Add content explaining your campaign and its goals
- Set a campaign fundraising goal
- Configure default settings for individual fundraisers:
- Suggested individual fundraising goal
- Default page content they can customize
- Sample social media messages
- Add campaign images that will appear on fundraising pages
Step 4: Configure fundraiser options
- Decide whether to allow team fundraising
- If enabling teams:
- Set suggested team fundraising goals
- Create default team page content
- Configure team captain permissions
- Choose what aspects fundraisers can customize on their pages
- Set up leaderboards to encourage friendly competition
Step 5: Complete and launch your campaign
- Design your campaign pages to match your branding
- Set up confirmation emails for both fundraisers and donors
- Preview the campaign to test the fundraiser signup process
- Publish your campaign when ready
- Share the campaign signup link with potential fundraisers
- Monitor progress through the Online Actions dashboard
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