- Part 1: Introduction to campaign registration
- Part 2: Individuals vs Teams
- Part 3: Personal message
- Part 4: Determining which fundraisers you need information about.
- Part 5: Customizing the registration header.
- Part 6: Customizing form fields and rules
- Part 7: Including campaign customization in registration
- Part 8: Adding waivers/compliance messages
- Part 9: Customizing the confirmation message
- Part 10: Registration fees and rewards
- Part 11: Approving sub-campaigns
Campaign registration involves fundraisers filling out information to receive a sub-campaign under your main campaign, allowing them to raise money on your behalf.
Get ready, folks! This is gonna be a BIIIIIG guide…
NOTE: This feature is not available for all platforms.
The customizability of this registration is one of our favourite features – and the options are many, so grab a glass of water and let’s dive in!
Disclaimer: Please don’t dive into your water glass. It’s for hydration.
This guide includes:
- Introduction to registration
- Individuals vs Teams
- Personalized endorsement message
- Determining which fundraisers you need information about
- Customizing the form header
- Customizing form fields and rules
- Including campaign customization in registration
- Adding waivers/compliance messages
- Customizing the confirmation message
- Registration fees
- Approving campaigns
Part 1: Introduction to campaign registration #
Peer-to-peer and do-it-yourself campaigns (as well as Microprojects if you choose the option) require fundraisers to register to run a sub-campaign under your main campaign, with all funds going directly to your organization and your project. Peer-to-peer fundraising is one of the most popular methods because of its reach: you are targeting your community and your community’s community as well!
To register for a sub-campaign, your fundraisers will first be taken through the process of creating a ConnectionPoint profile (if they don’t already have one), where we require their first name, last name, and email address.
Once they do, they can then register from the big registration button on your main campaign.
Without customization, the registration process will take each fundraiser through the following screens:
You will have their name and email information, and if you do not require any further information from your fundraisers, there is no need to customize the form.
We don’t recommend asking for information you don’t need. This creates a roadblock; if someone is hesitant to provide that information, they may change their mind about signing up.
Otherwise, read on!
Part 2: Individuals vs Teams #
Fundraisers can sign up to participate by themselves (Individual) or as part of a group (Team). A team allows multiple user profiles (fundraisers) to have membership in one sub-campaign. This allows for competition within a team and between teams and individuals. You can also limit the number of teams there can be.
To change whether to allow only one of these or both, follow these steps:
STEP 1 – Click ‘Registration’ in the sidebar menu.
STEP 2 – Under ‘Registration settings,’ turn ‘Registration & tracking’ from ‘Standard’ to ‘Customizable’. *NOTE: This will already be locked in under certain layouts.
STEP 3 – In the same menu, scroll down to ‘Optimize registration for’ and make your selection.
STEP 4 – SAVE!
(Upper right corner)
*New* Want only to allow a certain amount of teams, or set up teams yourself for fundraisers to join but NOT allow them to make their own teams?
Now you can! Under “Optimize registration for…,” when you click ‘Teams” you’ll now see the following option:
Prevent new teams by clicking ‘No’ and then ‘Save.’
Part 3: Personal message #
Trust and transparency are two important factors in raising funds online. Your organization and project might not be recognizable to the supporters this campaign is being shared with – but your fundraisers WILL be.
Anna has signed up on Team West Coast to run 20 km for your organization. She registers and shares her campaign on her Facebook page. When her friends and family click on the post she shared, they see a page with a logo they don’t recognize, and Anna’s name is not immediately within view. Some supporters hesitate, wondering if this is the right link. They decide to wait and talk to Anna. But then they forget, and Anna loses their donation.
Now imagine THIS:
Anna has signed up on Team West Coast to run 20 km for your organization. She registers and shares her campaign on her Facebook page. When her friends and family click on the post she shared, they immediately see a message from Anna, including her picture, that lets them know Anna is joining this run because it’s for a great organization she’s personally interested in. They’re super excited for her, and NOW they remember Anna talking about this organization, so they donate $100.
This banner is linked with each user profile. This comes from a ‘reference code’ in the site address (URL) that is specific to the user. This reference code is automatically tacked on to a campaign link, and starts with? ref.
For more information on this personal endorsement message, please click here.
We bring this up because you can turn off the prompt in the registration flow for writing this message (see the second screenshot of the registration flow in Part 1 above). For all of the reasons we’ve discussed, doing so isn’t recommended.
But it’s your show so we’ll still tell you how! *Please note that this will not turn the banner off; it will only remove its customization from the registration flow.
STEP 1 – Click ‘Registration’ in the sidebar menu of the main campaign.
STEP 2 – Click ‘Registration form’ in the new sidebar menu.
STEP 3 – Look for the setting ‘Collect endorsement’ and toggle it to ‘No’. Then ‘Save’.
Part 4: Determining which fundraisers you need information about. #
As mentioned above, ConnectionPoint will collect names and emails from your fundraisers (ALL fundraisers, no matter which options you choose).
If you are customizing the registration form, you have a choice as to who fills out this extra information.
Depending on your project/event, you might not need all information from every person. If you are allowing teams, perhaps you only need one person to fill the form out. And individuals, of course, you will need information from.
Do you want to choose who you collect information from?
Under the Registration form menu (described in Part 3), you’ll see this option:
If you choose ‘Everyone,’ all fundraisers must fill out the form whether they are registering as an individual, creating a team, or joining a team.
If you choose to ‘Exclude team members,’ only individuals and those creating a team will have to fill out your customized form.
Do you want to leave it up to team creators who fill out the form?
You may also allow team managers (those who create the team and the sub-campaign) to let their invited team members bypass the registration process.
STEP 1 – Click ‘Registration settings’ in the Registration menu, then scroll down to ‘Allow sub-campaigns to bypass registration for invited team members.
STEP 2 – Make your choice and hit ‘Save’ in the top right corner.
When team managers invite members onto their teams (click here for more info), they will see this option:
*NOTE: This will only work when the team managers INVITE their members. Members that register normally will not be able to bypass registration using this feature alone. You would have to ‘Exclude team members’ from registration to allow these to bypass registration.
Part 5: Customizing the registration header. #
If you have been following along with this guide, before you continue on, it may be helpful to scroll to the beginning and refresh your memory on the three default steps a fundraiser takes so you understand where the changes you make will be applied.
The first part they’ll see asks if they want to register as an individual or be part of a team. We recommend placing your organization’s branding in the form’s header, so fundraisers are reassured as often as possible that they’re in the right place and filling out the right form. There isn’t likely anywhere else they could be, but let’s comfort them anyway!
STEP 1 – In the Registration menu, click ‘Header content.’
STEP 2 – Click ‘Custom’ and include your header. Feel free to copy and paste any bit of the default header you’d like to use.
STEP 3 – SAVE!!
We’ll remind you about this button until the end of time (upper right corner).
Part 6: Customizing form fields and rules #
The important thing to remember about a custom registration form is that you can spend a while creating one, but you must also switch the setting to turn the form on for it to be applied.
Under ‘Registration form’ in the sidebar menu (under ‘Header content’), you’ll see the setting ‘Use custom form.’ Switch this to yes!
The moment we’ve all been waiting for.
Let’s chat about how to customize a form asking your fundraisers for more details than their names and email. This page will appear after the header page.
Under the same ‘Registration form’ section of the Registration menu, scroll down to the ‘Customize your form’ section. We’re going to be talking about two sections of this form: Form fields and Form rules.
Clicking ‘Add your first form field’ will open this window:
What would be the best way for this information to be represented?
- Input: fundraiser types in an answer that can be sub-defined as text, email, address, phone number, email, a URL, date, or number
- TextArea: a blank area for the fundraiser to type anything
- Select: fundraiser chooses only one option from a dropdown list
- Checkboxes: fundraiser chooses one or more options to check off
- Radio buttons: fundraiser chooses only one option to check off
- File upload: allow fundraiser to upload an image or document from their device
- Rich text: allows YOU to customize a message in the form. There is nothing for the fundraiser to do
- Terms/Waiver: choose whether to have fundraiser confirm they’ve seen the message you write by clicking a button or applying a digital signature. (*there is a more powerful option for waivers. See Part 8 of this guide.)
You can add up to three fields per line (you’ll be given an option to add the form field beside your current field or under it)
When you download the spreadsheet of your fundraiser information, this dictates what will show in this form field’s column title. So choose something (within the restrictions given) that makes sense and will help you organize the information.
*All other fields have varying options. The in-platform guides will help you out!
You may only need some of your fields to appear in certain circumstances. For example, say you’re hosting a hybrid fundraiser where there are virtual and live options. You need to know who is joining live and who will be attending virtually. You need food allergy information for all live attendees. You want to make it mandatory, but why make those attending virtually fill out those details? You only want the food allergy field to appear if the fundraiser has selected that they’re attending the live event.
Clicking ‘Form rules’ will open this window:
Click ‘Add a rule’ for options:
Using our example above, we have set the rule that when the fundraiser has selected ‘Virtual’ as their attendance, the platform will ‘Hide’ the ‘Allergies’ section from the fundraiser on the form. HINT: you have to click Add and then Apply!
**We highly recommend playing around with these options to make the form look just how you’d like it to. It takes a bit of practice – just remember you can always delete and start over again! Let us know if you need extra assistance at email@example.com.
Part 7: Including campaign customization in registration #
Once your new fundraiser has completed registration, they are taken directly to their new campaign page. They then can go nuts and change pictures, write their stories, change the background, and truly make it their own.
They may not realize this is an option – and customizing can significantly impact their success because they’re putting their personality into their page for their community to recognize.
You have the option to include the campaign creation flow into the registration process, which guides fundraisers through customizing the title, story, team name/picture (if applicable), and gallery pictures of their sub-campaign (and theirs only). It’s similar to the flow you went through when creating your main campaign:
If you wish to turn this feature on:
Under the Registration Form (Registration in sidebar menu → Registration form), look for ‘Prompt for customization’ and toggle it to ‘On’. Don’t forget to save!
Part 8: Adding waivers/compliance messages #
Are you running an event that requires a waiver to participate?
Your fundraisers will not be able to complete the registration process without acknowledging the waiver. And it saves you time from having to send out a form separately from the platform!
STEP 1: In the Registration menu, click ‘Compliance message.’
STEP 2: Toggle ‘Show compliance message?’ to ‘Yes’ (1), then choose to either write your message directly in the field provided (2) or paste a link to an external waiver (3). Or both if you have the need. Then choose whether you’d like a signature or not (4). If not, the fundraiser will hit an ‘Accept’ button to proceed with registration.
STEP 3 – SAVE!!
Part 9: Customizing the confirmation message #
Just as we suggested about the registration form header, customizing the confirmation message is also a good idea.
Your logo, a personalized message, a funny picture, whatever you like to thank the registrant-turned-fundraiser for their commitment to helping!
STEP 1 – Click ‘Confirmation message’ in the sidebar of the registration menu.
STEP 2 – Compose your message.
STEP 3 – As always, SAVE YOUR WORK!
Part 10: Registration fees and rewards #
Want to add fees to registration? Or some rewards that are only available to your fundraisers?
When you add a fee to your registration flow, it becomes mandatory that fundraisers pick one of your fees. Rewards, however, are not mandatory.
STEP 1 – In the Registration menu, click ‘Fees & rewards’ in the sidebar, then ‘Add a fee or reward.’
STEP 2 – Fill out the Basics for your fee or reward.
For detailed information on settings up rewards, read our comprehensive ‘Rewards Guide.’
We’d like to draw your attention to the ‘Offer to’ section. If you want different fees/rewards for Teams and Individuals, this setting will help you out.
Let’s go over some example situations and how you would set up the registration fee for each.
Scenario 1 – Everyone registering must pay a fee.
Set the ‘Offer to’ option to ‘Everyone registering.’ That may have been an obvious one…
Scenario 2 – Individuals pay one fee, and teams share another fee.
Create TWO fees and set BOTH to ‘Individuals and team creators’. Name them ‘Individual Registration Fee’ and ‘Team Registration Fee’. Fundraisers registering individually or as team creators will see both options and will have to pick the correct one. This will require some management on your part to ensure fundraisers are choosing the correct fee. See how to easily do this in the next part of this guide.
Unsure which to choose? Ask us at firstname.lastname@example.org.
STEP 3 – Click ‘Add reward.’
STEP 4 – SAVE!!
Important: Don’t want the fees to count towards your fundraisers’ goals? At the bottom of the Fee and reward page is the option to exclude these payments from the sub-campaign AND main campaign goals:
Fundraisers will be prompted to pay fees at the end of their registration process:
They can choose their fee and continue in the regular checkout flow:
Part 11: Approving sub-campaigns #
You can approve new sub-campaigns before they go live if you want to check over a campaign’s details or ensure the fundraiser(s) have registered properly.
You may also set the sub-campaigns not to go live automatically; rather the fundraiser(s) will have to launch it manually.
STEP 1 – In the ‘Registration settings’ menu, scroll down to see ‘Require your approval to raise money?’ and ‘Automatically launch sub-campaigns?’ and make your choice.
STEP 2 – SAVE!!
For how to manage your newly registered fundraisers and their sub-campaigns, click here.