Milestones can be customized when using the Achievements feature on P2P-enabled campaigns. The Milestones feature gives you the ability to define moments where you want to celebrate and encourage your participants along their fundraising journey. Milestones can be customized for individual fundraisers or teams.
For each milestone created, you can customize a message of motivation that an individual fundraiser (for individual-based milestones) or team captain (for team-based milestones) would receive via email upon reaching the milestone.
Fundraisers are able to track their personal milestone progress under the Achievements menu of their fundraising page and their team-based milestone progress under the Achievements menu of their Team Dashboard (if teams are applicable).
Tip: If your campaign is also offering incentives for individuals and/or teams, milestones can be paired with incentives. Using both together allows fundraisers to be notified when they qualify for incentives and activates tools for your organization to manage incentive fulfillment. Learn how to create incentives.
Steps
Visit your campaign's Dashboard.
Select Achievements on the left side menu.
Under the Milestones tab, you will see the default milestones created plus additional categories for milestones that can be enabled on your campaign. See below for how the milestone categories are defined.
Click Create Milestone in the milestone category of your choice, or use the Edit icon to edit a default milestone.
In the pop-up that appears, you can customize:
If the milestone is for individuals or teams
The image that will appear in the milestone email
The milestone metric
The message that will be included in the email
Click Save when complete, then repeat for additional milestones as desired.
Note: Customizing the milestone message is optional, but can be a great way to remind participants of the impact they are having on your organization's mission.
Milestone Categories
Progress to Fundraising Goal | This category refers to when an individual or team reaches a certain percentage of their fundraising goal.
This category has four pre-set milestones (25%, 50%, 75%, 100%) that are enabled by default for individuals on every P2P campaign. You can choose to edit or delete these default milestones.
This category can be enabled for individuals or teams. |
Amount Raised | This category refers to a specific dollar amount that an individual or team raises on the campaign, based on a dollar amount you configure.
This category can be enabled for individuals or teams. |
Progress to Activity Goal | This category is specific to Virtual Challenge campaigns where activity tracking is enabled over a period of time. It refers to when a fundraiser reaches a certain percentage of their personal activity goal.
This category has four pre-set milestones (25%, 50%, 75%, 100%) that are enabled by default for individuals on every Virtual Challenge campaign. You can choose to edit or delete these default milestones.
This category can only be enabled for individuals. |
Activity Amount | This category refers to a specific activity goal that a fundraiser reaches on the campaign, based on an activity goal you configure.
This category can only be enabled for individuals. |
Frequently Asked Questions
Is there a limit to how many milestones I create? Can I create milestones in multiple categories?
There is no set limit to how many milestones you create or how many categories you create milestones in, but we recommend thinking through your communication strategy to identify meaningful moments where you want to use milestones to encourage or celebrate fundraiser success. The goal is to motivate and encourage fundraisers with these touchpoints, not to overwhelm them.
Can I turn off milestones mid-fundraiser?
Yes, you can turn off milestone emails mid-fundraiser to prevent additional milestone emails from being sent out. This will not affect milestone emails that have already been sent out to fundraisers who already reached a milestone. Visit the Achievements section of your dashboard and simply toggle off the milestone you want to disable.
How are milestones and incentives tracked?
Milestones and incentives are tracked based on individual fundraiser performance or team performance relative to category the milestone was created in.
How do milestones interact with minimum fundraising commitments?
These features do not interact. Progress towards a fundraiser's minimum fundraising commitment is independent of their progress towards any milestones.