Peer to Peer - Fundraisers

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Under P2P > Sites > edit relevant site > Select Fundraisers (under Management). The Fundraisers menu allows for the site fundraisers or participants to viewed, managed and exported. Participants will be listed with additional columns of details.

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Searching for participants

The search bar can be used to search for participants by First Name, Last Name, Email address, Page Name, or Page ID. The Participant list can also be filtered by Date Registered, Last Login, or amount Raised.

When searching, default columns will be included:

Column

Description

Column

Description

Name

Name of fundraiser/ participant

Page Name

Fundraiser’s page name

Role

Participants role on the P2P site. Possible roles include:
Team Captain - leader of a team
Team Member - member of a team
Individual - individual fundraiser (not associated with an team)

Participation Status

ACTIVE - participant can login and is displayed on leaderboards
BLOCKED - participant cannot login and is removed from leaderboards

Last Login

Last login date for the participant

Registered

Date when the participant registered

Raised

Amount raised by the participant

Goal

Fundraising goal

Goal %

Percentage to fundraising goal

Participant actions

Option

Functionality

Option

Functionality

Preview the participants fundraising page. This option will open another tab with the participants fundraising page.

Option

Functionality

Option

Functionality

 

Edit the fundraiser. This will open an overlay where the following can be viewed and managed for the participant: Overview, Profile, Team Details, and Donations.

 

Editing fundraisers

Overview

The overview tab includes summary information about the participant and their activity on the P2P site. The participants status can be managed from this area and Users can login as the participant from this tab.

 

Field

Description

Field

Description

Supporter ID

Unique numeric ID for the supporter in your Engaging Networks account

Amount Raised

Sum of donations raised by the participant

Goal

Fundraising goal of participant

Fundraiser's Page

Link of the fundraisers page. Will open the page when clicked

Fundraiser's ID

Unique numeric ID for the fundraiser on the P2P site

Manage Fundraiser's Page

Link to login as the participant

Registered On

Date participant registered for the site

Last Login

Date the participant last logged in

 

 

Will open the participant’s supporter record in Engaging Networks.

 

 

Deactivate - Sets the participants status from ACTIVE to BLOCKED. The participant will no longer be able to login and will be removed from leader boards.
Activate - Sets the participants status from BLOCKED to ACTIVE. The participant will be able to login and added back to leader boards.

Profile

The profile tab includes basic information about the participant including their address information and a link to their full Engaging Networks supporter record.

 

Team Details

The team tab includes information about the participant’s team. If the participant is an individual fundraiser, this area will not have any team details.

Field

Description

Field

Description

Is a Member of Team

Name of team that the participant is a member of

Role

Participants role on the team. Possible roles include:
Team Captain - leader of a team
Team Member - member of a team

Team Page

Team name hyperlinked to the team page

Individual Goal

Participant's individual fundraising goal

Individual raised

Participant's individual fundraising amount raised

Team Goal

Combined team fundraising goal

Team Raised

Combined team fundraising amount raised

Joined team

Date the participant joined the team

 

Link to the participant’s team page

 

 

This will remove the participant from their assigned team and they will become an individual fundraiser

 

 

This can be used to move the participant to another team. An overlay will display and the new team can be selected from a drop down. If the participant is the Team Captain for the team they are being moved from, there will also be a dropdown to select a new Team Captain.

 

 

This can be used to move an individual onto an existing team or to create a new team to add the participant to

Donations

The donation tab allows for donations made to the participants page to be viewed and managed. Donations are listed with Donor Name, Donation Amount, Date, Payment Type, Payment Status.

 

Option

Functionality

Option

Functionality

 

View the donation transaction on the relevant supporter record in the Single Donations Gadget.

 

Move the donation to another fundraiser. An overlay will display to search for other participants where the donation should be moved.

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