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Create a Peer-to-Peer (P2P) Campaign - Guide for Organisations

Create a Peer-to-Peer Campaign and get your community to create challenges and fundraising initiatives on behalf of your organisation.

Davide Ferrari avatar
Written by Davide Ferrari
Updated over a year ago

5. FAQs


What is a Peer-to-Peer (P2P)?

StockCrowd's Peer-to-Peer tool enables organisations to empower their donor communities and turn them into ambassadors for their causes.

The organisations create a Peer-to-Peer space with information and instructions about the campaign (Marketplace), and the donors can create their Fundraising Pages related to that campaign.

In other words, with Peer-to-Peer pages, donors act as fundraisers, launching solidarity initiatives or challenges in favour of an organisation with the aim of raising funds for it.

❗️ If you are a Fundraiser, you can find more information on how to create your own Fundraising Page to support a Peer-to-Peer (P2P) Campaign in this article.

How it works:

  • Create a Peer-to-Peer Marketplace, where you will see all the Fundraising Pages created by your community.

  • Fundraisers create an account in the Marketplace and create their Fundraising pages, including photos, stories and goals.

  • The organisation validates the Fundraising Pages and with a click of a button, the page is published in the marketplace next to the other Fundraising Pages created.
    It is also possible to configure your P2P Campaign to approve the Fundraising Pages automatically, as per step 7.4 of this article.

  • The fundraiser receives confirmation of their published campaign and can share it with their friends and family.

With StockCrowd, the money raised goes directly to your organisation´s bank account and the data of the new donors belongs to your organisation.

📌 Before activating your marketplace, be sure to configure the following:

  • Donation Box - here you can customise the donation box, including the colour, amounts, descriptions and more.

  • Messenger Service - In the case you have personalised emails as part of your plan you can customise the thank you message sent to donors here.

  • Tracking Codes - Track activity in your marketplace by adding your Google Analytics or Google Tag Manager code in this section.

  • Payment Gateways and Methods- it is essential to have your payment gateway set up and to check the payment methods which you wish to be available to donors.

How to create a Peer-to-Peer Marketplace

1. First Steps

From your StockCrowd Account's home page click on "Create Campaign" under the option of "New Peer-to-Peer".

Fill in the initial form and click "Continue".

Later, if you need to, you can edit the title, base language and country in Content > General Configuration.

2. Header

To edit the header go to Content > Header.

In this section, you can personalise:


2.1. Your Organisation's Logo

Upload your logo which will appear in the top left corner of your marketplace.

The logo will appear with a maximum height of 50px.

2.2. Header background image

The background image for your header is one of the most important elements of the marketplace.

It is important to select it carefully ensuring that it inspires your community to take action, whilst also allowing the text on top to be read.

2.3. Title, Subtitle and Description

Add the main texts that will appear in your Marketplace.

2.4. Navigation Menu

Edit the titles which will appear in the navigation menu of your marketplace for the following:

  • Home tab

  • Project tab

  • Instructions tab

  • FAQs tab

2.5. CTA (Call-To-Action) buttons

Personalise the texts on the "Start Campaign" and "Donate to a Campaign" buttons, and save the changes.

2.6. Translate your Marketplace

Peer-to-Peer Campaigns can currently be translated into Spanish and Catalan.

To add the translations next to the save button on each content page, click the "By default version" button and then you will be able to switch to versions in other languages to add the relevant texts.

3. The Project

In "The Project" section, we can add text and photos about your project or cause.

4. Instructions

In the Instructions section, you can add the instructions for your fundraisers to follow in order to create their first Fundraising Page.

Click "Add" to add text and an image for each step:

5. FAQs

In the FAQ section, you can resolve questions which you frequently receive from fundraisers and/or donors.

You can group questions into different topics to show them in the Marketplace as you choose.

To add a question, click add and add the question and answer, and choose a section to add them in.

❗️Each question must be added to a section, be sure to use the exact same phrasing to ensure that questions are grouped together correctly.

6. Footer

In the Footer section, you can upload your Organisation's logo, add your contact details and social media links and change the background colour of this section.

7. Set up the Marketplace

To configure your marketplace settings and preferences go to Settings > Marketplace arrangement.

The Marketplace configuration section consists of the following tabs:

7.1. Web Address

In the Web Address section you will be able to:

📌 Remember to save the changes after each edition of the content by clicking on

"Save".

7.1.1. Define the web address of your Peer-to-Peer campaign

To define the web address (URL) for your Peer-to-Peer campaign, follow the steps below:

1. Choose a Subdomain

Choose an available domain from the list of available domains.

📌 If you want to choose a Custom Domain, follow the steps in this article.

Once the process is completed, your domain will be displayed among the list of available domains.

2. Choose a Subdomain

Each Peer- To-Peer Campaign you create has to sit on a unique subdomain.

Create a subdomain by adding a prefix to the domain you’ve chosen to use - do this by entering the text in the Subdomain field.

3. View the URL

By choosing the domain and setting up the subdomain name you’ve created your campaign web address (URL)

You can see this under "Your campaign’s current web address".

This is the web address that supporters will use to find out more about, participate in, or give to your P2P fundraising campaign.

7.1.2. Upload a Favicon image

The Favicon image sits in front of your web address in a user’s browser bar. It’s a nice little branding touch that can reassure users that they’re on the right website.

To upload a Favicon image, follow the steps below:

1. Click on "Select image".

2. Select an image from your computer.

The image you upload will be displayed under Favicon image.

Remember to click on Save .

7.2. General Options

In the General Options section you will be able to:

📌 Remember to save the changes after each edition of the contents by clicking on

Save

7.2.1. Define the colours of the Peer-to-Peer campaign and the Fundraising Pages

To define the colours of the Peer-to-Peer Campaign and the Fundraising Pages, follow the steps below:

1. Primary Colour

Select a Primary colour, which will define:

(a) The main colour of the Fundraising Pages displayed in the Peer-to-Peer Campaign.

(b) the coulor of the Personal Fundraising Space (Fundraiser Account).

(c) the colour of the "Amount Raised" panel in the Fundraising Pages

2. Secondary Colour

Select a secondary colour, which will change the colour of the left Call-To-Action (CTA) button of the Peer-to-Peer Campaign.

7.2.2. Decide which information to hide in the Peer-to-Peer campaign

To hide some information in the Peer-to-Peer Campaign, follow the steps below:

1. Hide the total amount raised from the header

Select the option Hide totaliser on the marketplace header to hide the totaliser in the header of the Marketplace.

2. Hide total number of pages in the Marketplace

Select the option Hide number of fundraising Pages in the marketplace to hide the number of Fundraising Pages created for the Peer-to-Peer.

3. Hide the total amount raised

Select the option Hide totaliser in the marketplace to hide the totaliser displayed in the Peer-to-Peer campaign.

4. Hide the most successful Fundraising Pages

Select the option Hide Top 3 Pages row in the marketplace to hide the Fundraising Pages that have raised the most funds.

7.2.3. Allow Fundraising Pages to activate automatically

If you want the new Fundraising Pages to be activated by default, and without the need for a Marketplace Administrator to activate them manually, select the option Activate pages automatically; no approval required.

7.2.4. Decide what data the Fundraisers will have access to

To decide what data Fundraisers will have access to, follow the steps below:

1. Donor's email

Select the option Show donor email to fundraisers if you want the Fundraiser to have access to the email addresses of donors in the Your Donors section.

Fundraisers can thank donors using the built-in message tool (a heart icon shown next to each donation in their dashboard) but if you allow them to see the donor email addresses too, they can also choose to message from their own email provider if they’d prefer.

2. Send notifications for new donations

Select the option "Send donation notifications to fundraisers" if you want a notification (email) to be sent to the Fundraiser on the occasion of each contribution to his Fundraising Pages.

7.3. Fundraising Pages

In the Fundraising Pages section, you can configure a default page design by uploading images, page titles, descriptions, stories etc... so your supporters have ready-made, brand-friendly Fundraising Pages to work with as soon as they’ve registered in your campaign.

By adding default content, you will help the Fundraiser clearly understand the vision of your organisation and what you want to achieve with the Peer-to-Peer campaign.

It is very likely that if they want to modify the content, they will do so in accordance with your mission and have defined guidelines aligned with your objectives.

📌 Please keep in mind that the Fundraiser, if they wish, they may modify the contents in the way they deem most appropriate.

❗️Remember to save the changes after each edition of the content by clicking on "Save".

👁️ You can see how the Fundraising Pages will look like by clicking Preview default settings.

To personalise the Default Contents you will need to add the following information:

7.3.1. Add the Default Page Image

Select a Default page image by clicking on "Select Image".

The image you have just uploaded will be the default header image for the Fundraising Pages

Which will look like the following:


7.3.2. Add the Default Donor Image

Select a Default donor image by clicking on "Select Image".

The image you upload will be the default donor image for the Fundraising Pages

And it will appear as per the example:


7.3.3. Add the Default Page Title and Description

Enter a Default page title and Default page description.


7.3.4. Set the Default Page Target and End-Date

Define a Default page target and a Default page end date for the Fundraising Pages by filling in the fields Default page target and Default page end date.

📌 Note that once the Default page target and end date are defined, the Fundraiser will only be able to modify the End Date and not the Target.


7.3.5. Write the Default Page Story

Enter a story by filling in the Default page Story field.


7.3.6. Configure the Leaderboard Settings

(a) Distance covered: Select the option "Hide distance covered in the Leaderboard section" to hide the activity results from the Leaderboard.

Before hiding the distance, the Leaderboard shows like so:

However, once it is hidden, the section will show the Individual and Team donations:

(b) Total raised: Select the option Hide total raised in the Leaderboard section to hide from the leaderboard the total amount of funds raised in the Marketplace.

When the amount raised is visible, it will show like so in the Leaderboard:

Once it is hidden, only the Individual and Team distances will be shown:

(c) Highlight the distance covered: Select the option Show the "Distance Covered" tab first in the Leaderboard section to show Distance covered before Total Amount raised.

After selecting that option, it will appear as per the following example:


7.3.7. Configure the Fundraiser Blog Settings

The settings configured here will automatically determine the activities to be synchronised from Strava when fundraisers link their accounts.

(a) Activity types: If the Fundraiser has connected their Fundraising Page to Strava, they will be able to choose which activities will be displayed in order for them to add to their newest blog entry.

When first creating their account, they will be able to choose the activity types from the ones chosen by the organisation.

And it will show like so when adding a blog entry with the selected activities:

(b) Activity updates: Here you can choose date limits for the updates.

  • The option "Activity updates not allowed from" won't let Fundraisers be able to post activity updates from the date added onwards.

  • When adding a date within "Activity updates allowed until", Fundraisers will not be able to post activity updates after the date.

(c) Distance Measurement Unit: Decide with which unit the distances covered in the sports challenges will be measured by clicking on the Distance measurement unit drop-down menu and choosing between Kilometers and Miles.

👉 For more information about the Strava please check this article.

7.4. Registration Form and Custom Fields

In the Registration Form section, you will be able to create Custom Fields for the Fundraiser to fill in when publishing a new Fundraising Page.

📌 Custom fields in the Registration Form must be created separately for each type of Fundraising Page (individual, team or organisation).

In the Registration Form section, you will able to:

7.4.1. View the existing Custom Fields

View the existing Custom Fields by accessing the Registration Form section.

Each type of Fundraising Page will have its own Custom fields and in detail:

(a) Individual Fundraiser Fields for the Individual Fundraising Pages

(b) Team Fundraiser Fields for the Team Fundraising Pages

(c) Organisations Fundraiser Fields for the Organisation Fundraising Pages

7.4.2. Create new Custom Fields

To create a new Custom Field follow the steps below:

1. Create the Custom Field

Click on Create Field to start creating a new custom field.

2. Add a name to the field

Enter the name of the custom field by filling in the Field Name in the report field.

This will be the name of the field you will see in the reports.

3. Describe the custom field

Enter the description of the field by filling in the Description field.

This will be the description of the field that the Fundraiser will see in the Registration Form.

4. Choose the type of Custom field

Choose the Custom field type by clicking on the Type drop-down menu.

The Custom Fields available types are:

  • List of values: add a drop-down list with different values ​​for the user to choose from.

  • Text: add a free text box

  • Date: add a date-format field

9 ENG
  • Email: allows you to ask for an additional email.

  • Description: add a text field allowing a maximum of 350-character entries.

  • True o False: add a checkbox to be selected.

  • Number: add a field where number-format entries only are allowed.

5. Select the type of Fundraising Page

Select the type of Fundraising Page the custom field refers to by clicking on the Scope drop-down menu.

6. Define if the field is required

Decide whether the Custom field will be mandatory by selecting the option It will be a required field

7. Save changes

Click on Save changes to save your work.

7.4.3. Edit the Custom Fields

📌 Keep in mind that the following Custom Fields are mandatory, so they can't be edited, translated or deleted:

  • CUSTOM_FIELD_NAME

  • CUSTOM_FIELD_SURNAME

  • CUSTOM_FIELD_EMAIL

To edit a Custom Field follow the steps below:

1. Start editing

Click on the pencil shaped icon to edit a field.

2. Edit the custom field

Edit the Field name in the report, Description fields, and choose the "It will be a required field" option.

📌 Keep in mind that the Field name and Description fields cannot be edited in the report.

3. Save the changes

Click on Save changes.

7.4.4. Remove Custom Fields

📌 Keep in mind that the following Custom Fields:

  • CUSTOM_FIELD_NAME

  • CUSTOM_FIELD_SURNAME

  • CUSTOM_FIELD_EMAIL

Cannot be edited, translated or removed.

To remove a Custom Field follow the steps below:

1. Delete the Field

Click on the trash can icon to delete the Custom Field.

2. Confirm the operation

Click on "Yes" if you are sure that you want to delete this field.

7.4.5. Translate the description of Custom Fields to another language

📌 Keep in mind that the following Custom Fields:

  • CUSTOM_FIELD_NAME

  • CUSTOM_FIELD_SURNAME

  • CUSTOM_FIELD_EMAIL

Cannot be edited, translated or removed.

To translate the description of custom fields to another language follow the steps below:

1. Open Translation options

Click on the flag-shaped icon to open the translation options.

2. Choose the language

Click on the Language drop-down menu and select the language you want to translate the Description field to.

3. Edit the Translation

Enter or edit in the Enter text in the selected language the translation into the language you have chosen.

4. Save the changes

Click on Save changes to save the translation.

5. Delete the translation

Click on Clean to remove the existing translation.

7.4.6. Change the order of Custom Fields

To change the order of the Custom Fields, use the "drag-and-drop" function:

  1. Click on the field you want to move,

  2. Without releasing the field, drag the Custom Field in the new position,

  3. Release the field in the new position.

7.5. Administration

In the Administration section you will be able to:

7.5.1. Add Administrators to the Peer-to-Peer Campaign

📌 We recommend that you add at least one Peer-to-Peer Campaign Administrator in order to receive notifications:

  • About your Peer-to-Peer campaign.

  • Related to the creation of new Fundraising Pages that need your approval to be activated.

  • About the modification of the existing ones by the Fundraiser.

To add an Administrator to the Peer-to-Peer Campaign follow the steps below:

1. Add the administrator's email

Enter the email address of the Peer-to-Peer Campaign Administrator in the Email field.

2. Select the language

Select the language in which the Administrator will receive notifications by clicking the Language drop-down and selecting one of the available languages.

3. Add another administrator

Click on "Add another" to add another administrator to your Campaign.

4. Save the change

Click on "Save" to save the changes.

7.5.2. Add contact details for Fundraisers

To add contact details for the Fundraisers follow the steps below:

1. Complete the form

Fill in the Name, Email and Address fields.

2. Save the changes

Click on "Save" to store the changes correctly.

7.6. Regulatory

In the Regulatory section you will be able to:

7.6.1. Set minor control

To set minor control follow the steps below:

1. Set the control for minors

Select the option Ask for parental/legal guardian details for fundraisers under __ years of age and enter the minimum age.

The Fundraiser will see this option when creating his Fundraiser account

and should they be under the minimum age, they will have to provide the details of a parent or a guardian

7.6.2. Customise Fundraiser Terms and Conditions

The Fundraiser will be required to accept the Terms & Conditions before creating his Fundraiser account

To customise the Fundraiser Terms and Conditions follow the steps below:

1. Define the text to accept the terms and conditions

Fill in the Text to show and accept the Terms and Conditions field.

2. Define the Terms and Conditions text

Fill in the Terms and Conditions field with the terms you want to set for your Fundraisers.

3. Save the changes

Click on Save to apply the changes.

📌 If you do not customise the Fundraiser Terms and Conditions the system will publish the following terms and conditions by default:

"Acceptance of terms and conditions:

By registering to create a fundraising campaign on the Organisation name website, the user accepts the terms and conditions set forth in this document (the "Terms and Conditions").

By accepting the Terms and Conditions, the user declares that he/she is of legal age and has sufficient legal capacity to be bound by the Terms and Conditions or to bind a minor for whom he/she is responsible. Campaign creation may only be done by a minor with the supervision and consent of his/her parent(s) or legal guardian(s).

Campaign Creation:

The campaign must be intended to raise funds for the Organisation name or a related cause. The campaign cannot have commercial or political purposes.

The user is responsible for all content related to the campaign, including text, images and videos. The user must ensure that the content of the campaign does not infringe any third party rights. The Organisation name reserves the right to remove any content deemed inappropriate or in violation of the Terms and Conditions.

The campaign must provide accurate, detailed and truthful information about the purpose of the campaign and the amount of funds expected to be raised.

Responsibility:

The user is solely responsible for the campaign. The Organisation name is not responsible for any error, omission or misconduct of the user.

All donations made by donors to the campaigns created by the user will automatically become property of the Organisation name. The Organisation name is not obligated to make any refund of donated funds in the event of cancellation of any account or campaign in accordance with these Terms and Conditions.

The Organisation name is not liable for any damages or harm that may result to the user from the creation of the campaign, including, but not limited to, direct or indirect damages and loss of profits. Specifically, the Organisation name is not responsible for those damages resulting from errors or viruses that may be caused in the user's computer system (software and/or hardware).

Cancellation:

The Organisation name reserves the right to cancel any campaign at any time if the Terms and Conditions are violated.

Furthermore, the offensive, obscene, threatening, defamatory, libelous, slanderous or harassing content used in any part of our fundraising page or in any communication with others or through campaigns will result in revocation of access and removal of your fundraising page from our website. In the event that there are active campaigns, the Organisation name reserves the right to maintain or cancel such campaigns.

Modifications:

The Organisation name reserves the right to modify the Terms and Conditions at any time and without prior notice. Users are advised to regularly review the Terms and Conditions to be aware of any changes."

7.6.3. Customise Marketing Consent Statement

📌 If you decide not to customise the Marketing Consent Statement, the consent option will not be displayed and the Fundraiser will not be required to accept it.

The Fundraiser will be requested to give his consent to marketing communications in the Registration Form.

To customise the Marketing Consent Statement follow the steps below:

1. Define the text to accept the Marketing Consent

Fill in the "Text to show and accept the Marketing Consent" field.

2. Define the Marketing Consent Terms

Fill in the Marketing Consent field with the policy.

3. Save changes

Click on Save to store the changes.

8. Manage the Fundraising Pages

To manage the Fundraising Pages go to Management > Fundraising Pages

In the Fundraising Pages section you will be able to:

8.1. Search for Fundraising Pages

To search for a Fundraising Page follow the steps below:

1. Use the search filters

You can filter the query by:

  • Page

  • Fundraiser or Team Name

  • Fundraiser email

  • Page status

  • Category

  • External ID

  • Custom Codes fields

2. Search for a page

Click on "Search" to find the page.

3. Start a new search

Click on Clear if you want to proceed with a new search.

8.2. Activate Fundraising Pages

To activate a Fundraising Page follow the steps below:

1. Open the page settings

Click on the engine icon to open the page's settings.

2. Edit the Page's data

Click on "Edit data" to edit the Fundraising Page's data.

3. Activate the page

Click on the State drop-down menu and select Active.

8.3. Edit Fundraising Pages data

To activate a Fundraising Page data follow the steps below:

1. Open the page's settings

Click on the cog-wheel icon to open the page's settings.

2. Edit the page data

Click on "Edit data" to edit the page's data.

In the Edit panel you be able to edit:

(a) External ID: enter a free text value through which to identify your campaign in reports and in your CRM;

(b) Email: modify the fundraiser's email. Changing this value will cause the P2P campaign to change owners. If the new Fundraiser is not registered, he must do so.

(c) Objective: Change the fundraiser’s page target.

(d) End Date: change the end date of the campaign initially defined by the fundraiser.

(e) State (Status): change the state of the campaign to one of the following:

  • Active: the Fundraiser page is receiving donations, and the page's end date has not yet been met;

  • Completed the Fundraiser page is not receiving donations because its end date has passed;

  • Pending: the Fundraiser page is ready to receive donations, but is waiting for the Peer-to-Peer administrator to activate it;

  • Rejected: the Fundraiser page has not been authorised by the Peer-to-Peer administrator.

8.4. View Audit Logs

To view Audit Logs, follow the steps below:

1. Open Page's settings

Click on the cog-wheel icon to open the page's settings

2. Access Audit Logs

Click on View Audit Logs to check the logs related to the Fundraising Page.

You will be shown the records related to the campaign and exactly the email and the name and surname of the person who has edited the campaign and the date and time when the edition was completed.

8.5. Edit Custom Codes

📌 Custom Codes can be used to more easily identify and allocate your fundraising income. Once added, codes will appear in the transaction and Peer-to-Peer Fundraising Pages reports and can be sent to third-party applications (e.g. CRMs) using webhooks.

To edit a Custom Code follow the steps below:

1. Open the page's settings

Click on the cog-wheel icon to open the page's settings.

2. Access the Custom Codes

Click on "Custom Codes" to access the ones set for that page.

3. Add a new Custom Code

Click on the + shaped icon to add a new custom code.

4. Add content to the Custom Code

Fill in the Code name and Code value fields to edit the custom codes, and click on "Confirm".

📌 Please keep in mind that the Code name value cannot be equal to "ID"

5. Save the changes

Click on Confirm to save the changes.

6. Edit a Custom Code

You can edit a Custom code by clicking on the icon-shaped icon.

7. Delete a Custom Code

Remove a Custom Code by clicking on the trash can icon.

8.6. Generate Peer-to-Peer pages reports

To generate a Peer-to-Peer page report follow the steps below:

1. Open Fundraising Pages options

Click on "Options" in the header of the Fundraising Pages section.

2. Choose the report

Choose the type of report you want to generate.

The "NEW P2P pages report" will collect more data than the "OLD P2P pages report" thanks to the addition of new columns.

In the following table you will be able to see which columns will be displayed:

OLD P2P pages report

NEW P2P pages report

Fundraising Page ID

Marketplace ID

External ID

Marketplace Name

Fundraising Page title

Profile Fundraiser Name

P2P Marketplace

Profile Fundraiser Surname

Campaign URL

Profile Fundraiser Email

Campaign Type

SC Fundraising Page ID

Team

Page Title

Page status

Page Name

Fundraising Page Creation Date

Page Type

Fundraising page end date

Page Status

Currency

Page URL

Fundraising Goal

Connected Pages

Amount Raised

Lead Page Name

Average Donation

Lead Page URL

Date of the first donation

Lead Page Type

Distance Covered

Organisation Page Name

Unit

Organisation Page URL

Number of donors

Fundraising Page Creation Date

Fundraiser name

Fundraising Page End Date

Fundraiser phone number

Page Currency

Fundraiser email

Fundraising Target

Appeal ID

Page Online Donation Amount

Corporate Code

Page Offline Donation Amount

CRM ID

Page Overall Fundraising Amount

Event Code

Page Gift Aid Amount

Product Code

Lead Page Overall Fundraising Amount

Source Code

Average Gross Donation

Income Code

First Donation Date

Distance Covered

Unit

No. of Donations

No. of Regular Donors

Name

Team Name

Surname

E-mail

Contact Number

Address Line 1

Organisation Name

Address Line 2

Organisation Address Line 1

Town/City

County

Post Code

Country

Organisation social networks: LinkedIn

Organisation social networks: Twitter

Age Check

Parent/Guardian Name

Parent/Guardian Surname

Parent/Guardian Email

Marketing Consent Given

P2P Campaign External ID

Appeal ID

Corporate Code

CRM ID

Event Code

Product Code

Source Code

Income code

Page External ID

9. E-mails sent to fundraisers

A marketplace sends various emails to fundraisers depending on the marketplace's settings and the type of information we wish the fundraiser to receive.

Type of email

When is it sent?

Page created, pending approval

When fundraising pages are not automatically activated, this is sent to fundraisers upon creating an individual, team, or organisational fundraising page. This setting can be modified under Marketplace arrangement> General Options > Activate pages automatically; no approval required.

The example can be viewed here.

Page approved

This is sent to fundraisers when the organisation approves the publication of an individual, team, or organisational fundraising page, provided they are not approved automatically.

The example can be viewed here.

Page automatically approved

This is sent automatically to fundraisers when a fundraising page is created, whether individual, team, or organisational, as long as the organisation has set pages to activate automatically. This option can be enabled under Marketplace arrangement> General Options > Activate pages automatically; no approval required.

The example can be viewed here.

Page rejected

This is dispatched to fundraisers each time the organisation rejects a page, regardless of its activation status.

The example can be viewed here.

Joining a team or organisation

This is sent to the team or organisation captain whenever a fundraiser links with their page using a fundraising page.

The example can be viewed here.

Joining a team or organisation

This is dispatched to the fundraiser requesting to join said team or organisation.

The example can be viewed here.

Leaving a team or organisation

This is sent to the team or organisation captain whenever a fundraiser disconnects their page using their fundraising page.

The example can be viewed here.

Leaving a team or organisation

This is dispatched to the fundraiser requesting to withdraw the request to be part of the team.

The example can be viewed here.

New member of a team

This is sent to the member who has been added to that team.

The example can be viewed here.

Donation received

This is sent to the fundraiser when their fundraising page receives a donation. This option can be enabled under Marketplace arrangement> General Options > Send donation notifications to fundraisers.

The example can be viewed here.

Each email is translated into the following languages and currently cannot be customised:

  • Catalan

  • English

  • Spanish

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