P2P Registration Page

The P2P Registration Page is the web page that donors will use to sign up or register to become Peer To Peer fundraisers for your organization. Before you can design the Registration Page, however, you must create a Campaign. A Campaign groups together all of the donations from all of the registered fundraisers.

An Appeal Code will be assigned to each fundraiser automatically as part of the registration process and linked automatically to the campaign. You will then be able to track all of the donations to the campaign or track donations on behalf of each of the fundraisers using their appeal code. For more information about setting up a Campaign Code, please see that section.

 

Once you have set up the campaign code, you are ready to create the P2P Registration Page. To create a Registration Page, click the Pages tab. Click Add New Page.

 

 

Give the page a Name and then, in the drop down field, choose P2P Registration Page. Click Save New Page and that will return you to the list of pages. Click the Edit button next to your new page to finish the layout.

 

The next step is to move to the Manage this Page section in the upper left.

 

 

Select the Confirmation Page that you will use following a registration. You will need to have set this page up earlier or you can come back to select it later if necessary. This is the page that the registrant will see once they have completed their registration.

 

Select the Campaign you created earlier.

 

From this point forward, the page layout process is the same as the Donation Page except that there are different controls available for this page.

 

There are two controls in this section, Banner and Banner Logo. Both controls pull in the information from your Company Setup page.

 

The P2P Appeal control provides all of the fields that the registrant will need to sign up.

 

The P2P Registry Submission control is the button that will usually be at the bottom of the page. When the registrant clicks this button, an appeal code will be created to represent that person and it will be linked to the Campaign you selected in the Manage this Page section. A name record will also be created for this person.

 

The One Time Login or Reg control is the only control in this section. It provides the name and address fields for the registrant.

 

In addition to the specific types of controls you also have Generic Text, Generic Image, Generic Line, Generic Link, and Generic Expaner. These all work in the same way as those found on the Donation Page and you can check them out there. However, it is likely that you will want to add a message to your donors to the Confirmation Page and to do that you can use the Generic Text control. 

 

Generic Text: You can add text by clicking the Add button next to the Generic Text control. It will appear in the upper left and you can drag it to where you want it on the page. Now right click and choose Properties.

 

 

Click in the box and begin typing your text. A toolbar appears at the top to allow you to underline, bold, change fonts and colors, etc. just like you would in a word processor like Microsoft Word. Click Close to finish adding your text. Now you can format it further by right-clicking the control and choosing Edit HTML. You can change the size of the text box, align it left, center, or right, change the font style and size and also change the color of the text there. You can even add a background image to the text box.

 

Generic Image: You can add an image or text as well. Click the Add button next to the Generic Image control to add that to the work area. It will appear in the upper left corner and you can drag it to where you want it to be. Now right-click on that control and choose Properties.

 

 

Click the Image Gallery button. You can select one of the images that are already in your library or you can click the Upload Additional Image button. You can then Browse and select the image you want to upload. Then click on it to select it and finally click Close. Notice that the image is scrunched into that original box. Right-click on the control and choose Edit HTML. Here you can set the height and width that we want for the photo. You can also drag the outline of the control to resize it that way as well. Now you can drag the control to any area of the page that looks best.

 

Generic Line: A Line is just a visual separator that you can use to create sections on the page. When you click to add a Generic Line, it appears on the page and you can drag it around and/or make it shorter or wider as needed.

 

Generic Link: The Link allows you to put links to other web sites or web locations into your page. Click to add the Generic Link.

 

 

Enter the Anchor Text. This is the text that the donor will see on the page.

 

Enter the Link. This is the web page or email address for the link. When a donor clicks on the Anchor Text their browser will direct them to this page. You should enter it as http://www.website.com or mailto:email@domain.com.

 

Generic Expander: Allows you to add text that when clicked on, expands and reveals more text. Click the button to add an Expander control to the page. Right-click on the control the Properties.

 

Enter the line that you want donors to see on the page in the Anchor Text field. Enter the text you want them to read in the Expander Content field and click Close. On the final web page, when a donor clicks on the Anchor text, the Expander text will pop up allowing them to read the full paragraph.

 

Once your page looks and feels the way you want you are ready to publish the page. Move to the Manage this Page section of the page to find the Live Page field.

 

 

Copy the URL there and make that a link on your web site. When registrants click that link they will be directed to the P2P Registration page.

 

You will be able to identify who has registered by running the Campaign and Appeal reports found by clicking the Reports tab at the top of the page. For more details on Reports, please see that section. The registrant will receive an email confirming their registration and giving them the unique URL for their donation page.