Your admin dashboard allows you to create a participant on any campaign where registration is enabled, whether you are selling tickets or simply allowing fundraisers to join a peer-to-peer campaign.
Creating a participant uses the Quick Order functionality. If payment for registration is needed, payment can be taken by credit card over the phone, cash or check, or bypassed via an invite code or discount code. Receipts will be sent to the email you provide for the participant, documenting their order. Sending a receipt is optional if there is no payment affiliated with their order.
This feature is ideal for situations where:
A participant wants to pay for their ticket or registration with cash/check
A participant needs assistance navigating registration and you want to complete it for them, taking any necessary payment over the phone
You need to quickly generate a fundraising page on a P2P-enabled campaign
The steps for this procedure vary slightly for different campaign types. Identify your campaign type, then follow the provided steps below.
Note: If you have unclaimed guest registrations being held for sponsored attendees or groups affiliated with ticket bundles that you need to input names for, follow these instructions instead.
Create participant on In-Person Event campaign
Navigate to your campaign's Dashboard.
Click Create in the top right corner, then select Participant.
The Quick Order modal will open and display your ticket options. You may see an option to include an invite code if sponsor tickets and/or ticket bundles are enabled on your campaign. If you have discount codes enabled on your campaign, you will also see the option to enter a discount code. Apply a code if needed.
Select the ticket or ticket bundle option the participant would like to purchase. In the pop-up that appears, provide their details and answer any custom questions affiliated with the registration. Click Add Ticket.
If there are other tickets or contributions the supporter would like added to their order, add those items. When ready to complete their purchase, click Checkout.
On the checkout screen, enter the name and email address of the order buyer (where their receipt will be sent). If payment is needed, choose Credit Card or Cash or Check, then enter their payment details.
Press Submit. A receipt for the order will be sent to the order buyer. Should there be an issue you will be notified immediately.
Note: When registering participants via Quick Order, all of your ticket options will display, including any hidden or inactive tickets. You may notice two sections for tickets to select from (Active Tickets and Inactive Tickets), which will allow you to sell tickets you have hidden from public purchase.
Create participant on P2P In-Person Event campaign
Navigate to your campaign's Dashboard.
Click Create in the top right corner, then select Participant.
The Quick Order modal will open and display your ticket options. You may see an option to include an invite code if sponsor tickets and/or ticket bundles are enabled on your campaign. If you have discount codes enabled on your campaign, you will also see the option to enter a discount code. Apply a code if needed.
Select the ticket the participant would like. In the pop-up that appears, provide their details, including their preference for creating a fundraising page (if optional) and setting a fundraising goal and activity goal (if applicable). Answer any custom questions affiliated with the registration as needed. Click Add Ticket.
If there are other tickets or contributions the supporter would like added to their order, add those items. When ready to complete their purchase, click Checkout.
If teams are enabled on your campaign, you will see the option to add participants to a team. Assign a fundraising team, create a team, or skip as needed. After adding a team to the order, click Continue.
On the checkout screen, enter the name and email address of the order buyer (where their receipt will be sent). If payment is needed, choose Credit Card or Cash or Check, then enter their payment details.
Press Submit. A receipt for the order will be sent to the order buyer. Any fundraisers that were registered would receive an email with instructions how on how to access to their fundraising page. Should there be an issue you will be notified immediately.
Note: If you are registering a participant for a ticket that has a minimum fundraising commitment, the participant must complete the steps in the email they receive upon registration so they can place a credit card on file and accept the minimum fundraising commitment waiver.
Note: If registering multiple participants to be fundraisers on the campaign, a unique email address will be needed for each fundraiser. If this poses a challenge to the supporter whose participants you are registering, they can choose to register on their own and manage all the fundraising pages under their Pledge It account. Managed pages can only be created by the user, not an admin. Learn more about managed fundraising pages.
Create participant on a Virtual Challenge or Peer-to-Peer campaign
The steps for registering participants on Virtual Challenge or Peer-to-Peer campaigns will vary slightly depending on if you are using Quick Join or Tickets.
Navigate to your campaign's Dashboard.
Click Create in the top right corner, then select Participant.
If your campaign has tickets, select the ticket the participant would like, then enter their fundraising goals and participant details. If using Quick Join, simply enter their fundraising goals and participant details. Select Add Ticket or Add Registration.
Add any additional participants if needed, then click Checkout.
If teams are enabled on your campaign, you will see the option to add participants to a team. Assign a fundraising team, create a team, or skip as needed. After adding a team to the order, click Continue.
On the checkout screen, enter the name and email address of the order buyer (where their receipt will be sent). If payment is needed, choose Credit Card or Cash or Check, then enter their payment details.
Press Submit. A receipt for the order will be sent to the order buyer. Any fundraisers that were registered would receive an email with instructions how on how to access to their fundraising page. Should there be an issue you will be notified immediately.
Frequently Asked Questions
What receipt do participants receive after I complete their registration?
Participants you register are sent the Order Receipt that shows a record of their registration. This receipt includes a link back to your campaign, so participants have easy access to the campaign page and additional details. If the participant requested an additional donation or items be added to their order, the receipt would show a full record of their purchase in addition to their registration.
Do I have to have an email address to create a fundraising page?
No. Fundraising pages can be generated by admins without an email address. Fundraising pages without email addresses are completely functional and appear like normal fundraising pages, but any changes to their settings must be managed by an admin. An email address can be linked to them later if needed.
If you are creating a fundraising page on behalf of a participant and you want the participant to be able to access their fundraising page immediately after you complete the order, it is recommended that you enter their email during the checkout process. They would receive a welcome email prompting them to claim their page.