Peer-to-Peer Events

Intro and FAQ
Peer-to-Peer (or, P2P) Fundraising is the practice of funding a project or venture by raising money from people via the internet. Sometimes referred to as 'personal fundraising campaigns', these can be a very effective fundraising tool for nonprofits.
What are some benefits to my organization?
  • Increase donations; peer to peer donations made up almost 30% of all online donations in 2015
  • Supporters become promoters, increasing awareness and organizations' list size
What are some best practices to follow?
  • Establish clear goals for fundraisers
  • Provide fundraisers with the tools
  • Coach fundraisers
  • Promote, promote, promote via multimedia approach
How can we help fundraisers reset lost passwords?
  •  After registering to create a Personal Fundraising or Team Page, Fundraisers are prompted to finish creating their pages. They will also receive an email which asks them to login. At the login screen they  are able to reset their own passwords or choose "I forgot" and receive new password instructions or login with Facebook.


How can Engage help me with Peer to Peer Events?
  • Follow the steps below and contact Engage's support team with any questions.
Engage makes Peer to Peer Event creation a breeze. Go to Activities > Peer to Peer Events > Create a Peer to Peer Event and see six tabs appear:
Setup, Registrations, Event Page, Fundraiser Page, Team Page and Autoresponders, outlined below.
1. Setup
This step asks some basic questions about the P2P Event. Options unique to Peer-to-Peer Events are highlighted across this and every step.
2. Registrations
After the Setup tab, fill in the Registrations section to create tickets. Here the information collected includes Name, Description, Price, Deductible amount, Date and Quantity restrictions, etc. One key feature unique to P2P Events (as opposed to Engage's standard Events) is the ability to require the registrant to create of a personal fundraiser. Because personal and team fundraising are what sets P2P events apart from standard ones, at least one registration type should include personal and/or team fundraising.
After choosing the Registration basics, choose to ask custom questions of one registration type or all types as shown.
Choose from Single Choice questions (provide a dropdown list of pre-set answers), Yes/No or offer Text Box where supporters enter their own answers.
Before moving on to create the Event Page, choose to apply any additional purchases with registrations. If optional purchases are created, Configuration Options, i.e. options to associate sizes or colors if the optional purchase is a t-shirt or hat as shown.
3. Event Page Workflow
A: Event Page
After setting up Registration Levels, the Event tab is where the public form is built.  This series of pages is where potential fundraisers will learn about the Event's details, then register, checkout and confirm registrations.
Just before creating content, choose a layout:
To create the page content, use Engage's Visual Editor for Activities, outlined in general detail here.
Use the editor to drag and drop the building blocks of the P2P Event into the selected layout.
(Pro Tip: Use the Outline view to easily move components around.)
The building blocks include content sections, buttons, images, and more. The organization's default design settings (color scheme, fonts, etc) will load automatically into the editor as shown below-- but feel free to click into the Design tab to edit.
Please note that P2P Events contain several unique elements which are defined below. Find them at the top right of the Editor, by clicking the Elements tab:
Team Search
This will appear as a search bar on your Event Page where a visitor may enter a Team Name to search.
Fundraiser Search
This will appear as a search bar on your Event Page where a visitor may enter a Fundraiser Name to search.
This will display as a list of top individuals and top teams with their names and profile images.
B: Registration Page
After setting up the Event page, the Registration Page is where visitors to the Event land after clicking "register" on the Event page. Visitors to this page make their ticket selections here. Notice that the Event's Public Name and Start/End dates/times automatically populate.
C: Checkout
After choosing tickets, visitors land on the checkout page where they will pay for tickets, make optional donations, etc. Engage users can choose to customize the displayed donation amounts, choose required fields,make design changes etc. 
D: Confirmation Page
After an event registration and/or donation is processed, supporters can either land on a "Thank You Page" (shown below) or the Engage user can choose to have the supporter redirected to a new page, either one on their site or wherever they'd like.
4. Fundraiser Page Workflow
After setting up the Event Page, the Fundraiser Page must be created. This is the series of pages supporters will see when they choose to register as Fundraisers.  This page has three parts: Personal Fundraising Page, Donate and Confirmation View, each outlined below.
A: Personal Fundraising Page
Set the default Personal Fundraising Page here. Note there are several unique elements here (and that reappear when setting up the Team page, too)
Elements unique to this page are defined below.
Cover Image*
Engage users may set a default image here to be replaced by the participant.
Profile Image*
Engage users may set a default image here to be replaced by the participant.
Goal Tracker
Displays a visual ratio of dollars raised to goal. Customize the color and position of thermometer by clicking into the element in the Editor. 
The idea behind a personal statement is that donors tend to connect best when they are moved by great, succinct storytelling. Engage users should enter a default statement but then have the participant customize it with their own compelling story.
Social Updates
This will display a feed of the fundraiser's event-related posts from their own social media accounts.
Social Comments
This will display comments from the fundraiser's friends on their social networks.
Donor List
This will display a scrolling list of donors' names and amounts. Donors are given the option to not be included in this list on their donation page.
Create Your Own Page
Visitors to a Personal Fundraising Page might be inspired to create their own. Include this button to allow for donors to become fundraisers.
B: Donate Page
When supporters click "Donate" on the Personal Fundraising Page, this is where they land. Visitors to this page see the Personal Fundraiser's name,  profile image and personal statement.
C: Confirmation View
Very similar to the Event Page's Confirmation View, the Personal Fundraising Page Confirmation view determines what a participant sees after their transaction has completed.
In many cases, Peer to Peer Events include teams. Choose whether or not your Peer to Peer Event will include teams in the Setup step.
From a Fundraising Registrant's perspective, they click the "Register" button on Event Page like the sample below:
After clicking register, they land on the Resgistration step where they choose a type of registration. In this case, they are choosing to register as a fundraiser.
Fundraisers will be asked to login with Facebook or create an account to login. If they have already created one, they have the option to login.
Choosing Create an Account takes fundraisers to this page:
Choosing Continue with Facebook takes fundraisers through their Facebook page to login.
Using Facebook to login, fundraisers do not have to create accounts to manage their fundraisers they can choose to use Facebook credentials instead.
After entering in name, email and password, Engage will ask Fundraisers to name their Personal Fundraising Page, enter a dollar amount goal and, if an organization has enabled teams, Fundraisers will choose whether they would also like to join or create a team.
If no teams have been setup but were enabled by the organization, the team option appears like this:
For fundraisers who choose to create a team; whether first or fifteenth, they will either choose a team or name a new one, then arrive at the checkout step where they will fill out standard credit card information, plus choose whether they'd like to kick start their fundraising efforts with a contribution of their own.
Fundraisers will then fill in standard credit card fields, choose to opt-in to email, sign a waiver (if the organization has required one) and then checkout.
After clicking the Register button, fundraisers land on a Thank You page with a few unique elements for Peer to Peer Events including:
1. Complete your fundraising page setup here:
Allows for fundraisers to login to their fundraising pages to complete them.
When they login they will land on "Edit Page"
A. Profile Photo
Fundraisers first land in the Edit tab of their Fundraiser page. Red exclamation marks note the elements of the page that need attention. The first order of business is to change or save the Profile Photo. If Facebook has been used to login, the Profile Photo automatically displays the the Facebook profile picture but fundraisers are always able to upload an image from their computers if preferred or they can choose to use their Facebook photo if they have not yet connected to Facebook.
B. Your Story
Providing a compelling story/personal statement to illustrate the significance of the mission is an important component of successful Peer to Peer Events. Organizations should aim to provide fundraisers with tips and tools to help craft meaningful stories.
C: Cover Photo
Fundraisers can upload an image to use as a Cover Photo on their page. Once selected, fundraisers are prompted to set a viewing area as shown below.
2. Update Registration link: allows fundraisers to edit their information by clicking into fields shown below.
For fundraisers who choose to join an existing team, they'll still need to name their Personal Fundraising Page, then they will choose one from the dropdown list of teams as shown:
After a team is selected, the fundraiser clicks on the Checkout tab. From there they are taken to the checkout step where the options are the same, except a fundraiser who has joined and not started a team will have the option to edit her/his Personal Fundraising page but will have no option to edit the team page.
5. Team Page Workflow
This page workflow, like Personal Fundraising, has three parts: Personal Team Page, Donate and Confirmation View, each outlined below.
A: Team Fundraising Page
Set the default Team Fundraising Page here. Note there are several unique elements here and some small variations from the Personal Fundraising Page.
Elements unique to this page are defined below.
is i
The only element in Team Pages that is not available in Personal Fundraising Pages is the leaderboard which is also present in the Event Page.
Team Members
This element automatically displays team member names, profile images and goals.
Join This Team
This button directs supporters to join the team.
6. Autoresponders
Peer to Peer Events include eight different Autoresponders; one for each interaction type from the form. Note that there is default content in each Autoresponder, however it is highly recommended that these are edited.
Autoresponders are crucial for making the thank you/confirmation messages as relevant and personal as possible. That said, organizations will want to go a step further to increase donations by way of topical, compelling follow-up. For this reason, Engage's P2P tool includes a Coaching section outlined below.
After customizing Autoresponders, click "Publish Page" and three new tabs appear; Published Details, Results and Management.
7. Published Details
This tab is provides the URL for the Event page as well as one for the Fundraiser Page and the other for the Team Page, if applicable.
In addition to URLs that can be linked from websites, the Published Details tab displays code which can be used to embed forms or to create buttons on websites to link to pages.
Event Title
This is set in the Design > Page Settings area shown below. The Event Title is the title shown in search results.
Search Engine-Friendly Page Description
To maximize visibility, enter in a description of your Peer to Peer Page that includes some keywords.
Search Friendly Keywords
If an organization is a tiger rescue center in Florida, keywords might include Florida, tiger rescue, tiger habitat, etc. Using relevant keywords contributes to a website being included in search engine results.
8. Results
Engage makes it easy to interpret the results of P2P Events. There are multiple ways for donors to interact on a Peer to Peer Event and the metrics reflect that variety. In addition to viewing results, Engage provides an export option for registrations (individuals registered for an event) and submissions (transactions on a particular Peer to Peer Event).
9. Management
Successful management of teams and personal fundraisers is critical to the overall success of a fundraiser.  With that in mind, the Management tab includes several tools to assist.
The best way to set fundraisers up for success is to provide easy to use tools and remain engaged and available as a resource to supporters.
Built in to Engage's P2p Events tool are a variety of Follow Up Messages designed to target the right fundraisers at the right times.
Messaging Defaults
Set default messages fundraisers can use for asks as well as thank you messages. These are expected to be used most efficiently by way of the mobile application, outlined here.
View: Participants, Teams and Purchases
All Engage Activities allow for the downloading of participants, transactions etc. That said, Peer-to-Peer metrics include and offer more. Download all participants, teams only or purchases only. Use these lists for reference, reporting and inventory management.
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