Classifications are an optional way to further segment your participants within your campaign. These aren't always useful, which is why they're optional. If they do come into play with your event, we also offer classification fundraising pages and a classification leader board you can customize in Campaign Builder. The classification leader board allows you to publicly show which Classification is raising the most money.
Contents:
Enable Classifications
To get started, you’ll first need to Enable Classifications in your Campaign Settings.
Scroll down to Registration Settings.
Look for Enable Classifications and toggle it on.
After you toggle on this option and save your Campaign Settings, a new Classifications area will appear within Registration Setup.
Manage Classifications
In the Classifications area, notice the two tabs at the top of the page: there’s a Manage tab and a Settings tab. You’ll set up your classifications in the Manage area, and you’ll use the Settings tab for general Classification settings.
Please note: Classifications aren’t required for peer-to-peer campaigns, but if you have enabled them, you must add at least one for your participants to register.
Adding a Classification to your campaign is easy. First, click the Add New Classification button.
Enter your Classification Name and Description.
You can also add a default image for your Classification Avatar. Just click on Change Default Image, choose a picture from your computer, and use the window to zoom and crop as desired. Once finished, click the I’m Done Editing button. This avatar will appear within the classification leaderboard if it's included in your event.
If necessary, you can adjust the Time Zone for this particular classification. This is helpful if your classifications are representing multiple locations.
After you’ve entered the basic Classification information, use the toggles to adjust who sees the classification during registration. Your options include:
- Online: This option displays the classification for online registrants only.
- Offline (Virtual Terminal): This option displays the classification for admin use only within the Virtual Terminal in your control panel.
If your Classification has specific start and end or registration dates, use the toggles in the Enable Start and End Dates area to set the desired dates.
Calendars will appear so you can enter your desired dates.
Once a classification start date has been entered, that date and time will appear in the header of the Classification page.
The dates and times will also be shared with participants when they select the "Add to My Calendar" option after registering.
In the Registration Limits area, you can set a cap on how many participants can sign up for your classification, how many teams can register for the classification, and how many members can be on each of those teams. As a default, each is set to Unlimited.
To enter a custom cap, click the field and type a number or use the + and - buttons to make adjustments. You can return the cap to unlimited by clicking the infinity sign to the left of the number field.
If you'd like to display the remaining number of spots in a classification or on teams, use the toggles shown below.
If a classification is full, it won't appear as a registration option on the front end. If a classification fills before a participant is finished with the registration process, they'll be prompted to choose another classification before the transaction can be completed. People only wishing to donate to the classification will still be able to do so.
If any of the team limits are met, participants will see the desired team as disabled, accompanied by "Team Full" messaging.
In the listing of classifications, if you've placed a limit on a classification, you can see how many people have registered and how many spots are left.
You can also set fundraising and recruitment goals for each classification.
If you want your Classification to be associated with a specific address, you can add that information under Address Information. Just click the down arrow next to the header and add the pertinent information. Clicking the toggle next to Display Map will show registrants the address on a Google map.
The address information will also be included in participant ticket emails.
Don’t forget to save your new classification by scrolling to the bottom of the page and clicking Add New Classification.
In the main listing of classifications, you'll see Edit and Delete buttons that can be used at any time to update details or delete the classification altogether. They can be reordered by dragging and dropping within the list to the desired order. You can also easily toggle classifications on and off during the event, if necessary.
If you'd like to edit the content that appears on the public-facing classification fundraising page, you can do so by clicking the gray Edit Page button in each individual classification's editing area.
If at any time during the event you'd like to see a sneak peek of how many registrants you have for each of your classifications and/or the amount raised, the classifications listing does provide that to you.
Classification Settings
The Settings area contains general settings for all of your classifications.
Participants will be asked to "Select a Classification” during the registration process. If you'd like to change the classification label to something more fitting for how you happen to be using them, you can do that in the Classification Label box.
For instance, what if the classifications for the event below happen to be locations? Using the Classification Label box, we can switch out the word "Classification" with "Location" to be a bit more specific.
If a donor gives directly to a team or a participant, the donation will count towards their classification. A general donor is someone who is giving to the campaign as a whole, rather than to a specific participant or team. If you'd like your general donors to direct their donation to a specific classification, toggle on the Allow donations to be attributed to a Classification option.
The Include Classifications in Search Results toggle will make classifications searchable, just as participants and teams are, in the search tool in the upper-left corner of your public-facing peer-to-peer site and on the site's search page.
The Limit Team Joining to Classification setting will only allow participants to join teams associated with classifications when it is turned on.
You can also enter a threshold at which you'd like to begin publicly displaying the remaining number of spots in a classification and on associated teams.
Once you've updated your classification settings, be sure you click the Save Settings button at the bottom of the section.
Classification Captains
If you assign a classification captain (or multiple captains), they also have the ability to edit their classification's fundraising page. To make someone a classification captain, click Constituents in your form-level control panel, and select Participants.
Click Edit next to the participant whom you'd like to make captain. You'll see the following along the right side of their details:
Click the down arrow next to Classification Captain, and then click Set as Classification Captain.
You'll be asked to confirm or cancel.
The link text and color will update, indicating you can remove them as captain if you ever need to do so.