This documentation provides a step-by-step guide on how to create a fully functional Peer-to-Peer (P2P3) Site. Whether you want to build a P2P DIY or a P2P Event this guide covers what you need to know. From conceptualizing your idea to deploying a live site, you'll learn the key concepts, technologies, and best practices to make your P2P website.
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Before you start
You will need a working Gateway set up before you start. You should have a Test and a Live Gateway, so you can ensure that the Site works as expected.
If you are not a Super Admin in the Account, make sure you have the necessary Permissions needed in order to be able to access and manage the Peer to Peer Module.
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Create your Peer to Peer Site
To create a new Peer to Peer, you can either duplicate or create a new one from scratch.
To create a brand new Site, click Peer to Peer 3 > Sites > Create a Site. You will be shown a variety of different pages you can make:
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Select a Fundraising Goal for your site
There is an option to pre-set the Goal Amount and Currency for your P2P Site or you can skip the step for now if not ready.
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Select a Timeline for your Site
You have an option to set a timeline both date & time for your Peer to Peer Site. You can also skip this step if you don’t want to set any timeline for it as well.
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Create Groups
Two options will be given to you in this area, one is for Individual and the other is to capture both Individual and Teams.
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Participation Type
Peer-to-peer (P2P) engagements encompass a variety of activities, including both DIY (Do It Yourself) endeavors and Organized Events. You can select the type of Peer to Peer you are creating and a template that the site will be based upon:
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In essence, while both P2P DIY and P2P events involve peer-to-peer interaction, the key distinction lies in the level of structure and facilitation involved. DIY emphasizes individual groups and self-directed learning, while P2P Events offer organized platforms for collaborative activities facilitated by organizers or mentors.
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Site Design
Currently there is one option for the Site Template which is the image given. There will be further available ways to build your own template or copy Free & Flexible Templates for the Peer to Peer Site.
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If you skip this step, currently no way to go back to make the selection. For now it is ideal to pre-select the available Site Design. |
Peer to Peer Site Blocks
An easier way to navigate to different parts of your Peer to Peer Site where it is classified according to its purpose and use. Each Block can be navigated to, and able to make thorough changes/updates according to how you want your Site to appear for your Fundraisers/Supporters.
These blocks correspond to how your Site will look like on navigation from start to end.
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These blocks correspond to managing transactions and form completions during the course the Site is active.
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This is where you build/create the different email messages you will use within the Peer to Peer Site and what default content emails are available to participants for their own fundraising pages or groups.
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This is where you can set different Products/Symbolic Gifts you want to share with fundraisers or donors within the Peer to Peer Site created and apply different Discount Codes when registering to your Site.
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