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Quick Start: Peer-to-Peer

Action items to complete before launching your peer-to-peer campaign

Updated over 3 weeks ago

Note: This quick start guide is for standard Peer-to-Peer campaigns. 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, vanity URL, and more. You can update these settings at any time by visiting Settings > General Settings, but 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

Standard Peer-to-Peer campaigns do not require any type of ticket for participants to register. They can simply sign up, choose to join a team (if teams are enabled), and create their fundraising page. However, if your campaign requires paid registration you will need to enable a ticket and set a price.

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 will also be 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.

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 Peer-to-Peer campaign?

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 to create your fundraising page and/or team. Be sure to check your email to review the Fundraiser Welcome Email for any changes you might want to make.

To delete your fundraising page and/or team after you've finished, go to your Dashboard > Recruit and pull up your participant profile. Use the three dot menu below your name and select "Delete permanently." If you made a team page that you also want to delete, you may also need to pull up the team profile and delete the team.

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