Peer to Peer - Fundraisers

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.

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.