How to Manage Your Participant Center with Crowdfunding

To manage your Participant Center, go to Campaign Details. In the Peer To Peer section check the boxes to indicate individuals and/or teams will be raising funds. Go to the Participant Center and enter a title, description, how participants are registered, what information is collected, and privacy settings. Go to Add Teams to import teams or add them individually. Finally, you can customize the participant registration link. 

Campaign Details

Peer To Peer - Please indicate if you will have Individuals and/or Teams participating in fundraising activities. If you've chosen 'yes' for either option, you can select the preferred wording from our list of options or create a custom wording.

Participant Center

Title - Create a compelling title for your Participant Center.

Description - Describe what the participants will be doing to raise funds and if there are individual incentives. 

Participants

Participant Registration - Select how participants can register:

    • Open Registration & Admin Managed - Participants can register freely, and admins can manage the process by adding participants.
    • Admin Managed Only - Administrators for the Campaign will add the Participants manually, either by individual or by importing a CSV with the required information. 
  • Customize the "Call to Action" button for registration.
  • Edit the registration message.

Privacy Settings - Set privacy preferences for participant information visibility:

  • Hide last names and shorten them to first initials (e.g., Jane Doe to Jane D).
  • Opt to hide the participant list.
  • Opt to hide the leaderboard from the Participant Center.

Participant Registration Options

The required fields - Default fields for participant registration are:

  • First Name
  • Last Name
  • Email Address
    • You can add additional custom fields for gathering specific information during registration.

Teams

Team Registration - The required field for team registration is:

  • Team Name
    • You can require information like Image, Fundraising Goal, and Team Email Address.

Privacy Settings for Teams - Set privacy preferences for participant information visibility:

  • Choose to hide team list from Participant Center
  •  Choose to hide leaderboard. 

Add Teams

  • Click the words "New Team":
    • This will allow you to add individual Teams. 
  • Click "Import from CSV":
    • This will open a second window where you can download a template to follow. 
    • If you have the CSV filled out, click Select File, choose your CSV, then Import.

Add Participants

  • Click the words "New Participant":
    • This will allow you to add individual Participants. 
  • Click "Import from CSV":
    • This will open a second window where you can download a template to follow. 
    • If you have the CSV filled out, click Select File, choose your CSV, then Import.

 

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Questions? Contact Givebacks Support. 

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