When setting up a Challenge campaign, you'll have the opportunity to create the event that is applied to the fundraiser record and registration. Additionally, you can design an Event Registration or Event Registration with 1-Click form for supporters to use when signing up for your Challenge and setting up their fundraiser. This step allows you to specify key details for fundraisers created through this campaign, such as the Facebook fundraiser cover image, end date, and target amount.
Once you have created a campaign, you will have:
The URL for your Event Registration with 1-Click form. This can be shared with supporters to register for your Challenge and create a fundraiser in a few clicks.
The 1-Click fundraiser URL for the campaign. Supporters can use this to create a fundraiser for this event only. For example, if you have a supporter who has registered and not yet created a fundraiser, they can use this link to bypass the registration form and create a fundraiser only.
You will have an email journey set up, which can be used to send emails to registrants at key moments / milestones.
Step 1: Create Your Event
Navigate to the ''Campaigns'' tab in the main navigation bar at the top of your account, and select ''Campaigns'' from the drop-down.
Click ''New Campaign'' in the top right of your account.
Under the section titled ''Challenge'', click on ''Create Campaign''.
Add the title of your event, i.e. the name of your Challenge. This will become the name of the event that is applied to fundraiser and registration records associated with this campaign.
Add start date - this is the first day of your Challenge.
Add end date - this is the last day of your Challenge.
The description here is for internal use only - add one if you’d like to.
Hit 'Save and Continue' and we’ll move to setting up the registration form.
Step 2: Create Your Event Registration With 1-Click Fundraiser Form
Select ''Create New Form''.
Add a title to the form (the name of your Challenge).
Upload your logo - this will appear on the top of your form.
Select form type - Event Registration with 1Click or just Event Registration.
Request Event Registration = Registration form only
Event Registration with 1-Click = blended link with registration and fundraiser creation in one link
Default Greeting - pre-filled for you!
Default message - do not include any message here.
Choose what fields you want - you will need to include email address and postal address at a minimum. We advise adding phone number here too as there is a very high opt-in rate on these forms.
Drop-down - add this in to add your t-shirt options to the form:
Click to display at the top of the form button - we want the t-shirts to be the first option on the form.
Add in your t-shirt sizes.
You can also include No T-shirt Thank You as an option.
Add your marketing opt-in (radio buttons perform best) and T&Cs - remember to hyperlink your Privacy Policy.
Success Message - if using the Event Registration form:
Message - Thanks for registering - next step - set up your fundraiser.
Include the 1-Click link in 'Add a URL link'
Email - this is a single email that is sent to everyone who clicks submit on your registration form.
From name - should be a named person.
Email address - should be a person's email, not a department email.
Email message - template included. This email is short and sweet, welcoming and encouraging them to set up their fundraiser including the 1-Click link.
Tick the button "Send Email to Registrations" once your ads are live and in testing. When you turn your ads off you can untick this box.
Close this registration form - tick this once your ads have finished or you have reached your quota of incentives. Once the form is closed it cannot be filled.
Hit 'Save And Continue'.
Step 3: Set Up Your Custom Fundraiser (1-Click)
You'll then be taken to the fundraiser setup page. This is where you can customize how fundraisers created for this campaign will appear.
Add your organization’s logo.
Add the header image for your custom fundraiser.
Add the title of your fundraiser - this will show up when fundraisers are created.
Add the description for your fundraiser - this will show up on each fundraising page.
Add a fundraiser end date - this can be either a specific date or a certain number of days from fundraiser creation.
Add in a target amount for each fundraiser.
The custom fundraiser link will populate once you’ve saved the event.
Create the landing page for your fundraiser - this is what people will see when they click the Custom Fundraiser link:
Add in a landing page title.
Add in a landing message.
Add in a success title.
Add in a success message.
Add in the success button text.
Hit 'Save And Continue'.
Step 4: Populate Your Email Journey
Getting email access: see our help article here for how to have the email feature set up in your account.
Complete the basic setup:
Fill in the 'From name' field - this is who will show up as the sender.
Fill in the 'From email' field - this is what will show up as the sender’s email address.
Fill in the 'Reply to' email field - if participants reply, this is where the email will go.
If anyone needs to be excluded from the list, you can include those email addresses in the "Excluded recipients list".
Hit "Save Email Settings".
Build your emails:
Click "Add New Email" (at the top left of the page).
Choose when the email is sent (how many days before/after the event start or end date).
Choose the condition: if you are using our 1-Click event registration form, you can choose “if matched” or “ if not matched” to segment emails by people who have set up fundraisers and those who haven’t.
Fill in the email subject line.
Add a header image.
Write your email:
Use the shortcodes to personalize the emails
Check 'Activate Email' if you are ready for the email to be live.
Check 'Save changes'.
Continue building emails until your whole email journey is in GivePanel. Please find our email templates here.