(4 min read)
Attention: EveryAction is now Bonterra CRM. Please bear with us as we update our screenshots to match our new name.
The Peer-to-Peer fundraising add-on tool allows users to create a social media based fundraising campaign that engages and empowers an organization’s supporters. Supporters are able to create a personalized campaign based upon the template created and shared by users.
Getting Started
Creating a Peer-to-Peer fundraising campaign begins by selecting the Peer-to-Peer form type within Online Actions. Set up closely mirrors the process of a normal Online Action form with the added step of Configure Peer-to-Peer.
Before you begin, create a Contribution Form for your outreach. Be sure to add a Source Code for your campaign.
Setting up Peer-to-Peer
Select an existing Contribution Form that will be used to display contribution options to donors.
The next section sets up the Default Fundraising Page. These fields will become the default values on the landing page that your supporters can customize for their own fundraising campaigns. The default Title, Description, and Goal can all be edited by users to personalize the messaging that you put here.
The Fundraiser Notification Email will be sent to your supporters when a donor contributes to their campaign. Donors will receive the confirmation email from the contribution form that was selected above.
Finish configuring the remaining form sections as you would any other form. The Build Page will capture information from the people that sign up to fundraise for you, while the underlying contribution form will capture the data from their donors.
The Social Sharing options on the Confirmation Page tab allow you to select an image and some default text to appear when linked on social media sites such as Facebook. The Facebook button and Twitter handle options will allow users to share directly from the page to the respective site.
Signing up to be a Fundraiser
Once a Peer-to-Peer form has been published, the embed text or shareable link will be generated. Send this link to potential fundraisers directly. When they follow the link, they will be greeted with a sign-up form from your Build Page. At the bottom of this page is the Forgot My Password link. This will match their email address already in the system and send the user a customized URL to log them in.
Individual fundraising pages are associated with email addresses and the Forgot Password link will send that email address a unique URL with a login token.
This is hands-off for administrators – no administration is necessary for these accounts.
A sign up will generate a new record if that Fundraiser does not yet exist in the system and create a pledge for the default Goal amount.
The Source Code selected on the first set up page will get applied to that pledge, which allows for easy filtering by Source later on.
Once a fundraiser has signed up, they’ll be taken to their Fundraising Dashboard. This screen will allow them to edit their message and goal. Editing the goal amount will also adjust the existing Pledge.
The Dashboard also contains the fundraiser’s unique link that they will share via social media or directly to their potential donors.
Once saved, the fundraiser’s unique URL will update with their customized information and will immediately be available for use.
Tracking Progress
Progress on a Peer-to-Peer campaign can be tracked in the following areas:
| Attributions and Soft Credits Report | In this report, you can filter and Group by contributions that came from your Peer-to-Peer campaign using the Attribution Type of Peer-to-Peer |
| Contribution Report | Add an Attribution column to track which contributions can be associated with which fundraisers |
| Online Activity Report | The sign-up by fundraiser to host is recorded as a submission to the Peer-to-Peer Form. The contribution is listed as a Contribution under the Contribution form hosted as part of the peer-to-peer campaign. |
| Pledges | Pledges will flag that a donor has contributed to the pledge amount. When viewing the details of a pledge, the applied contributions section will appear in the pledge to represent donors who have contributed to a peer-to-peer campaign. |
| Pledge Report | The goal amount of the fundraiser will be recorded as a pledge in the Pledge Report |
| Raised Contributions | Raised contributions on the contact record of a host will have the name of the donors who donated to that specific fundraising campaign |
Alternate search terms: peer to peer, P2P, p2p, PEER to PEER, ptp