In this article, you'll find a description of each section of the Campaign Settings in your peer-to-peer control panel.

Contents:

• General Settings
• Contact Information
• Registration Settings
• Fundraising Settings
• Goals and Thermometers
• Default Avatars
• Custom Settings
• Admin Notifications
• Internationalization Settings

 

Getting Started

To get started, navigate to the your peer-to-peer form and click Campaign Settings in the left-hand navigation.

 

General Settings

The General Settings section is the first step to configuring your campaign.

The Internal Name field can be customized however you'd like—it will only show up internally in your control panel and in reports.

In the Internal Categorization drop-down, select the type of campaign you’re hosting. The most common types of campaigns are listed here. You can also use the checkbox to indicate whether This is a virtual campaign. Internal categorization is for informational purposes only and won’t be displayed to participants.

The Form Tags area is how you can attach informational tags to your form.

The Name field is where you’ll set the name for your campaign. This will be reflected on the final peer-to-peer site and used throughout the system to pre-fill content that references the campaign.

Status is the setting that allows people to view, register for, and donate to your event. There are three possible settings:

• When your campaign is set to Active, people will be able to view the peer-to-peer site, participant pages, and team pages. They'll also be able to donate to your campaign, individuals, or teams.
• If your campaign is set to Disabled, people won't be able to see the peer-to-peer site, participant pages, or team pages. Instead, they'll see a message stating that the campaign has been disabled. If you select this option, an editing area will appear in which you can personalize your message.
• You can also set the status to Closed. If a campaign is closed, people will be able to view the peer-to-peer site, participant pages, team pages, and other information, but they won't be able to register or donate. When the status changes to closed, the Closed Message text box appears. Customize your closed campaign messaging by changing the text in the text box.

Your Fundraising Goal is the amount of money you want to raise by the end of your campaign. This number will populate the campaign thermometer.

This area also includes settings for your campaign's Time Zone and Default Country if those need to be adjusted.

If your campaign has a specific date, you can use the Campaign has start/end dates toggle. This does not affect registration ability but will provide the ability to show a countdown in the thermometers located on individual and team fundraising pages.

Pro tip: If you'd still like to use the countdown feature for an event that doesn't have a specific date but has a campaign end date, you can use the campaign end date for the event start date and achieve the same countdown abilities.

If you plan to accept donations to your campaign after the end date, you can do so without having to modify the countdown end date and time.

The Thermometer widget is designed to hide the countdown once it reaches zero, so your donors won't feel like they've run out of time to donate to your campaign.

If you'd like to disable registration at a date prior to the campaign start date, or at any point while the campaign is still accessible, use the toggle to enable the Campaign has a registration cutoff date option.

Once toggled on, choose the date and time of your desired registration cutoff date. This will only affect registration, not the ability to donate in any capacity.

Please note: The registration cutoff date cannot be set for after the set campaign end date and time.

You can also activate the option to redirect campaigns that have been closed or have ended. When you do so, you'll see a place to enter the URL of where you'd like to redirect visitors.

 

Contact Information

The information you enter here will be used to populate the campaign contact information in your system emails, where applicable. Although optional, it does allow you to direct questions to a specific person or department within your organization to help streamline communication.

Outgoing Email Settings

The From Email Address and From Name fields in this section allow you to indicate whom you'd like your system emails to be sent on behalf of.

 

Registration Settings

In this section, you'll configure the registration types you'd like to have available during the registration process.

To allow Qgiv to configure some of the settings for you, click the How should I configure my settings? link in the top right corner of the Registration Settings area.

This will open the quick setup options for registration settings. This modal will also appear automatically the first time you access the Campaign Settings.

Here, you can indicate whether you're hosting An Event or A Campaign, and the system will automatically configure your settings based on the most common configurations for that type of peer-to-peer registration. You can also select Start from Scratch to manually configure your settings.

Please note: Selecting any of these options will immediately update your registration settings and overwrite any selections you've made. Click Cancel at the bottom or the X in the top right corner to exit this modal without making any changes.

Turning the Enable Individual Fundraising toggle to the on position will let individual participants register. They won’t be obligated to join a team.

If you'd like to support teams, turn on the Enable Team Fundraising toggle. If you allow team registrations, you'll have some additional options to consider:

If you have circumstances that would require you enabling or disabling team creation or the ability to join existing teams, you have checkboxes to indicate your preference (as shown above).

If participants changing teams would mess up your campaign, you can disable participants from changing teams without reaching out to you. You can also determine whether multiple team captains can be assigned to the team.

Team captains can edit the Team Fundraising Page and enter offline team donations if your settings support either of those activities. These are functions that team members would not have without the captain designation.

The last checkbox prevents the creation of duplicate team names. This makes it easy for participants to find the specific team they want to join during registration.

Use the Enable Non-Fundraising Participants toggle if you want to provide a way for someone to register for an event but NOT receive a fundraising page to continue fundraising efforts.

Once toggled on you can enable the Non-Fundraising option for Primary Participants, Additional Participants, or both.

Please note: If you plan to require all participants to agree to Fundraising Commitments, you must disable Non-Fundraising Participants.

To Enable Additional Participants, toggle the next option on. Additional participants can be added by a primary participant during the initial registration process or at any time from the personal fundraising center in the Manage Registrations area.

If this option isn't enabled, all participants will have to register themselves individually through the main peer-to-peer site.

You can also decide if you want Additional Participants to be able to join a different team than the Primary Participant and if you want the Primary Participant to manage the Additional Participant's fundraising page. This is especially helpful if you have parents signing up their kids as additional participants.

Pro tip: When a participant signs up an additional participant, the additional participant will receive an email asking them to set a password. This email expires at midnight ET on the day it is received. If needed, we can send a reset password email once it has expired.

If you'd like to allow your participants to give a donation during their registration process, you'll want to toggle on the Enable Optional One Time Donation option.

The wording that appears above this field on the registration form can be customized by going to Campaign Builder, navigating to the Registration: Checkout page, and then clicking the Add an Optional Gift gear icon.

If you’d like to Enable Classifications for registration, you can toggle that option on. Classifications offer an additional level of organization to your registration process.

If you toggle on this option, a new Classifications area will appear under Registration Setup in the form-level navigation after you save your Event Settings.

Next, you’ll see a toggle to Enable Scannable QR Tickets. This setting creates a unique QR code for each of your event participants, allowing you to quickly check them in when they arrive at your event.

To learn more about enabling and using Scannable QR Tickets, check out this article.

Next, decide whether you want to collect a participant's phone number during registration. This setting can be Optional, Disabled, or Required.

You can enter your Default Waiver, if applicable, in this section. If you add any text here, the field becomes required and the waiver will have to be agreed to during registration unless you specifically disable or override it within your category configurations.

If you'd like your participants to provide Emergency Contacts during the registration process, you can change the default of None to One or Two. These will be required. If you'd like to give participants the ability to enter separate emergency contacts for their additional participants, you can toggle on that option in the same section.

When you require participants to list an emergency contact, you can specify if you want to collect a Cell Phone Number or Email Address and whether either contact method is required or not. First Name, Last Name, and Phone Number will always be required.

Want to know what your participants' registration process will be like? You can preview registration for fundraising and non-fundraising participants based on your registration settings.

To review your registration process, save your Campaign Settings then click the Registration Form button by hovering over View Campaign Pages at the top of the screen.

Processing will be disabled, but you can go through the motions of registering to determine how the registration pages will look and what the process will feel like for participants.

 

Fundraising Settings

In this area, you can configure some settings for how your participants will fundraise. You can find additional settings related to donations in the Donation Setup area of the peer-to-peer control panel.

First, decide what type of donations should be available to donors. Your options here are One Time Donations and Recurring Donations. At least one of those options must be enabled in order to fundraise for your campaign.

Next, decide who can be credited as the recipient of a donation. Donations can be credited to the Campaign as a whole, to Teams, and/or to individual Participants. The default setting is for donations to be credited to any of these entities. If you disable one or more of these, just make sure that at least one is enabled at all times.

Then, decide whether Teams and/or Participants can accept offline donations. When enabled, individual participants and team captains will be able to enter cash or check donations in their Personal Fundraising Dashboards.

Next, you'll see a toggle to Allow fundraising participants to see anonymous donor information (i.e. name and donation amount).

This toggle allows fundraisers to see information about anonymous donations made to them. When toggled off, only your organization will see anonymous donor information. Of course, anonymous donor information is never shared on public campaign pages, regardless of what you choose for this setting.

If you would like your peer-to-peer supporters to be able to create donor accounts, toggle on Enable Donor Accounts. With an account activated, donors can view their donations and manage any recurring donations they might set up.

Please note: Fundraising participants will always have an account, whether or not this setting is enabled.

If you Enable GiftAssist, donors can choose to add an additional small amount to their donation or registration cost to assist with processing fees. You can enter a set percent or dollar amount to add to transaction totals.

If you would like GiftAssist to be enabled by default, you can toggle on that option just below the Enable GiftAssist toggle.

There's also an area to enter a message donors will see next to the GiftAssist checkbox during their transaction.

Last in Fundraising Settings, you can Enable Fundraising Commitments to require participants to raise a specific amount by a specific deadline. If the participant raises less than their Commitment Amount, you can charge them for the difference after the deadline.

To learn more about enabling and configuring Fundraising Commitments, check out this article.

 

Goals and Thermometers

In this area, you can set the Minimum Personal Goal and Default Personal Goal, as well as the Minimum Team Goal and Default Team Goal as you'd like them to be suggested during the registration process. Participants can change their goals at any time (if a minimum is set, they can't set it below that amount).

Please note: If Fundraising Commitments are enabled, the Commitment Amount for a registration category will override the minimum and default personal goals you set here. These settings will still apply to categories that don’t have a commitment.

You can also determine what should count toward commitments, fundraising goals, and thermometers. You can choose to Include Unverified Donations, Include Unfulfilled Text Pledges, Include Registration Fees, Include Gift Assist, and Include Store Purchases.

When toggled on, unverified offline donations and unfulfilled matching donations, unfulfilled Text-to-Donate pledges, registration fees for active participants, GiftAssist donations, and event store sales will automatically be applied to a participant and their team’s fundraising progress.  

Pro tip: When offline donations are collected by participants or their teams, the money is considered unverified until it's verified by a campaign administrator. If you leave Include Unverified Donations toggled off, those donations will be hidden from the Participant Fundraising Center until they're verified.

If Fundraising Commitments are enabled, these transactions will also be applied to the commitment balance.

Please note: If you change any of these settings after participants have begun fundraising, it will affect their commitment status.

Simply toggle on these options for those to be included. This will include both fundraising and non-fundraising participants in the total. They’ll also be reflected in the thermometers on their pages and in the campaign thermometer.

If you toggle on Include Store Purchases, you'll need to decide whether product sales can be credited to Campaigns, Teams, or Participants. At least one of these options must be enabled at all times.

 

Default Avatars

The Default Avatar will be used on personal and team pages as a placeholder until the participant or team uploads their own avatar.

If you opt out of uploading Default Avatars, the placeholder will be the participant's initials, as shown below.

To upload a default avatar for personal and/or team pages:

• Click on the Change Default Image link.

• Choose an image from your computer. Max file size is 10MB, and supported formats are .jpg, .jpeg, .jpeg, and .png.
• Use the cropping and zooming tools to modify your image as needed.
• Click I’m Done Editing.

 

Custom Settings

Every peer-to-peer form has a Campaign Alias, which is used to create a campaign-specific URL. When you first view the Campaign Alias field, you’ll see an auto-generated URL, which you can customize by changing the last part of the URL. The greyed-out part of the URL isn't customizable.

Note that the alias (the black text) is visible publicly and will be reflected on every page of your peer-to-peer site.

Please note: Be careful when changing your campaign alias! It affects the web address for your peer-to-peer site. If you change the alias after you’ve gone live with your campaign, all external links to your peer-to-peer site, team pages, and personal pages will be broken.

 

Admin Notifications

If you'd like to be notified via email as peer-to-peer activity occurs, you can to opt in to Admin Notifications.

You can choose from users who are already in your system, or click Add an Email to enter a new recipient. You can further manage the notifications each user receives by clicking Notifications in your org-level control panel along the left side of the screen.

 

Internationalization Settings

To update how currency amounts are displayed within your campaign, select your Currency Format. Options include US Standard, German Standard, Swiss Standard, French Standard, and Indian Standard. If you have a preferred Currency Symbol other than the dollar sign, there's also a place for you to enter that symbol and change its placement to after the amount versus before.

 

Once you’re happy with your Campaign Settings, or if at any time you need to move away from this section, make sure to click the Save Campaign Settings button at the bottom of the page.