Note: This quick start guide is for P2P In-Person Events. Learn more about our different campaign types or view other Quick Start Guides.
Looking to get your campaign off the ground fast? Use the following guide to make sure you've customized the most important areas of your campaign. If you haven't yet created your campaign, start by viewing step-by-step instructions for creating a campaign.
Campaign Basics
When you create a new campaign or duplicate a campaign, you'll provide several details that cover the basic settings, such as your campaign name, fundraising goal, event date, and more. You can update these settings at any time by visiting Settings > General Settings. It's good to double check they're correct before sharing your campaign.
Page Design
Curate the look and feel of your campaign. Make sure any "need to know" information is easily accessible and organized, but don't overwhelm viewers with too much text. Adding even some light customization can help your campaign feel like an extension of your organization's branding and build trust among participants and donors.
Registration Experience
By default, your campaign will start with a free Individual Registration option. You can edit this ticket or add new tickets as needed to customize your campaign's registration options.
Note: If you're using features like activity tracking/pledging or enforcing fundraising commitments, be sure to review your settings for those features.
Fundraising Experience
Make sure you set your fundraisers up for success! Your Fundraiser Welcome Email is the first touchpoint they receive, so be sure to share some encouraging tips to motivate participants. Their personal and/or team fundraising pages are the pages that your donors visit the most, so we recommend curating them with an impact-oriented message and photos that speak to your cause.
Note: Is fundraising required of every participant on your campaign? To ensure every participant creates a fundraising page, visit Settings > General Settings and toggle on the option to require fundraising. If this is not enabled, participants will be able to opt out of creating a fundraising page.
Donor Experience
Customize the donation options donors see and ensure you're collecting the information you need from donors.
Additional Features
Covering the above items will make sure your campaign is in a strong place before your participants join. You can always make adjustments as needed or choose to enable additional features.
The following features can be enabled at anytime on your campaign. Once enabled, new sections will be activated in your Dashboard to help you use and customize these tools:
Tip: If you don't have a need for selling sponsor packages but do want to recognize sponsors or partner organizations, adding the Logo Grid content block is a fast and easy way to show off logos.
Frequently Asked Questions
How do I launch my campaign? Do I have to indicate it is live?
Your campaign is not publicly accessible until you choose to circulate the link. When you're ready to launch, simply begin sharing your campaign's URL widely. Visit your campaign's homepage to copy the URL from the address bar or copy your campaign's link from your Dashboard home.
How can I do a test registration on a P2P In-Person Event?
We recommend that you register yourself to see what your fundraisers and participants will experience. If your registration is paid, you should start by making a free discount code so you can bypass the payment portion.
Then simply visit your campaign's homepage and go through registration, selecting your preferred ticket and answering any questions you've required. If you create a fundraising page, you'll be walked through the steps to customize it after completing your order. Be sure to check your email to review the Order Receipt and Fundraiser Welcome Email for any changes you might want to make.
To delete your free registration after you've finished, go to your Dashboard > Orders and select your order. Click the trash can icon in the top right to remove your test registration.