Let people fundraise for you for a wider reach with Peer-to-Peer

Hi! I’m Catie with RallyUp, and today, I’m gonna walk you through how to manually add Participants or Teams to your Peer-to-Peer Campaign. And you can do this for any Peer-to-Peer Campaign, whether registration is public or private. There’s two main ways to do it. I’m gonna walk you through them both. But the first one that we’re gonna take a look at is during Campaign Setup. So, of course, you’ll log in to your RallyUp account, and you’ll go to Campaigns in the left menu. And then you’ll find the Campaign where you want to add your Participants or Teams and click on it. And then once you’re in your Campaign Management Menu, you’ll go to Campaign Setup. And then once you’re in Campaign Setup, you’ll go to Peer-to-Peer. Alright. Now before we actually get into adding Participants and Teams, I wanted to call out two questions that ask what information you want to enter for each Participant or Team that you’re adding. And the options you select are going to become relevant later. So you will scroll down to where it says Import Teams or Import Participants. And if your Campaign has both Teams and Participants, then I would go ahead and add the Teams first. Because if you add Participants first, then you’ll still have to go back and manually assign them to Teams, and no one wants to do that. So we’ll just do Teams first. So you will select Upload Team List, and then it’ll have you download a spreadsheet. And I’ve got an example that is already filled out for y’all so you can take a look. Alright. So here is the spreadsheet. It’ll have columns. And the columns that it has will depend on the information that you’re collecting for each Team or Participant. So then you’ll simply fill all of these out. Don’t change any of the column names. Don’t even change the name of the Excel sheet. Just keep everything the way it is. Just fill out the information that you need, save it, and then you can upload it. So let’s go back here and select Upload Spreadsheet. Okay. And then it’ll give you a quick review step that shows how many of each Team you’re gonna be importing. And then if there are any issues with any of the information that you’ve entered into the spreadsheet, it’ll let you know, and it’ll tell you how to fix it. But we should be good to go. So I’m going to select Start Import. And then once your import is completed successfully, you’ll get this success message, and you can close it out, and you’re done. And then we will do the same thing for Participants. So we will download the spreadsheet, and then I’m going to go ahead and upload one that I have already filled out. And you’ll see sixty-three Participants will be imported. Gonna select Start Import. And, again, when it’s done, you’ll get that success message, and you’re good to go. Now, like I said, there’s also another way for you to add Participants or Teams. So let’s check out that option. So let’s go back. And with this option, you can do this while you’re still building up your Campaign or after your Campaign goes live. So you’ll again go to your Campaign Management Menu, and you’ll scroll down to where it says Participant and Team Management. And, again, if your Campaign has both Teams and Participants, I’d recommend adding the Teams first. So we’ll select View Teams. So you see a list of Teams here, but I’m gonna add another one. You’ll select Actions, and then you can Import Teams, which is the exact same process that we just did, or you could add Teams individually. So I’m going to add Team RallyUp. And boom! The Team is added. And then, again, you will do the same thing for your Participants. You’ll go back to Participant and Team Management, and you’ll select View Participants. And then, again, you’ll select Actions. You can import Participants, or you can add them individually. So I’m going to assign this one to Team RallyUp, but we’ll keep his last name private since all the other ones are like that too. And then I will save. And then boom! John Smith is added and assigned to Team RallyUp. And then if you want to see how your Participants and Teams will be listed on the Campaign Page, I can go ahead and show you an example. So if you have the Participant and Team tabs visible on your Campaign Page, then anyone who visits can click on those and can see all of the Participants or Teams that have been added. And that is how you add Participants or Teams to your Peer-to-Peer Campaign! Thank you so much for watching, and I’ll see y’all in the next video.

Hi! I’m Catie with RallyUp, and today I’m gonna walk you through how to run a Peer-to-Peer Campaign. So when you first log in to your account, you’ll go to Campaigns in the left menu, and then select New Campaign. And then when you get to Campaign Setup, you’ll select Peer-to-Peer as your Campaign type. But you’ll notice that you’ll get a message saying that you need to select an additional Campaign type, that you can’t just run Peer-to-Peer on its own. If you want to run, like, a very traditional Peer-to-Peer Campaign where Participants just get credit for donations, then you’ll simply select Crowdfunding. But you can also enable Peer-to-Peer for a lot of other Campaign types. For example, if you want Participants to get credit for Raffle entry purchases or maybe Store merch purchases, you can do that as well. Alright. I’m gonna skip to the Peer-to-Peer section of Campaign Setup. And the first questions you’ll be asked are if you want to allow individuals and/or Teams to be able to sign up to fundraise. And you can enable either or both of these options, and the terminology is customizable as well. If you select Other, then you can enter your own term, but you can also choose one from the drop-down. And you can do that for both Participants and Teams. And the next question you’ll be asked is if you want to enable a Participant Center, and I’ll give you an example of what that looks like. So a Participant Center is basically a section of your Campaign Page where prospective Participants can go to learn more about your fundraiser. They can sign up to participate, view leaderboards if you have those, and view the prizes on offer if you have those. So that is enabled by default. But if you don’t want a Participant Center, you can always turn it off. And then you’ll be asked how will Participants join the Campaign. And you can choose between public and private registration. Public means anyone can go to your Participant Center and sign up to participate. Private means that only the Participants that you personally add to your Campaign can participate. There’s no public registration option available. And then you can choose the information that you want to collect from people during the registration process. And if you need to add a custom field to ask a custom question, you can always do that. And then when you add your registration types, click on Create Participant or Team registration. And you can add images (you can add more than one). Add a title. If you want to charge a registration fee, you can, but you don’t have to. And then you can enter your description that you can format however you like. If you want to collect specific kinds of information for specific types of registration options, you can do that as well. And then you’ll see Import Teams and Import Participants. This is so that you can manually add Participants or Teams to your Campaign instead of having them sign up. But I’m actually gonna cover that in a different video because we have a lot to cover in this one. And then if you go to Optional Settings and select Show Optional Settings, you can enable Participant Fundraising Pages. And, again, I’m gonna show you what that looks like. And, basically, these are like miniature versions of your Campaign Page that Participants or Teams can share on social media that are specific to them. And then if someone donates or makes a purchase through their Fundraising Page, then that donation or purchase is automatically credited to that Participant or Team. And these are editable, so people can change what they like, really make it unique to them. And, again, that is enabled by default. You can always turn it off if you’d prefer. And then you’ll be asked on which Activities or Campaign types you want to apply Peer-to-Peer. So if you just want them to get credit for donations, then you’ll only enable Crowdfunding, but you can let them get credit for Raffle entry purchases, Store purchases, anything like that. And then you can choose whether or not you want to offer prizes. And you can, again, customize the terminology. You can limit the number of Participants per Team. You can require Participant registration if someone creates a Team. And then, we also offer something called Text-to-Register. And, basically, basically, this means that you can have a keyword that you can advertise on social media, in flyers, whatever you like. And then if people text that keyword to a specific number, they will receive a reply with a direct link to your Participant Center, which just makes it a lot easier for them to register. And then next, I’m gonna go to the prizes section. And this lets you determine how fundraising prizes can be earned. So it could be who raises the most money, who who achieves a particular goal, who has the highest number of unique donors, things like that. And then you can also do the same for Teams. And you can enable any or all of these options. And then you can add a prize for each of the options that you’ve selected up here. You’ll select Create a Prize. And, again, you can upload images, a prize title, you can specify the parameters of how people win the prize, you can add a description, everything you need. And then I’m gonna skip to the Participant Center section, which will only appear if you enable a Participant Center, obviously. This lets you add a title, a short summary if you’d like, you know, images or videos, add a description. And then if you go to Optional Settings, select Show Optional Settings, you can choose which leaderboards you want to show. So, again, you can go by amount raised or the number of donors. You can enable both. If you enable more than one, you can select what the default is. And then people who visit your Participant Center can go back and forth between the different leaderboards. It’s pretty cool. And then you can choose whether you want to add a Participant Center button to your Campaign Page, and you can customize the text on that button. So for example, here is the Participant Center button here, and it says, “Help Us Raise”. And then just a couple more, optional fun little things I wanna show you. If you go to Peer-to-Peer Options under the Options section, you can customize your display options. So you can replace Participants’ last names with an initial for privacy, especially if, like, you have students who are fundraising and you wanna protect their privacy. You can hide rankings. You can hide the list of Participants and Teams. And then another cool thing is you can decide whether or not to allow write-in donations. So for example, if a donor comes to your Campaign Page and they wanna make a donation, but they can’t find the Participant that they want to credit for the donation, you can let them write in the name of the Participant. And allowing this makes sure that your Campaign doesn’t miss out on any donations, because sometimes it can take Participants a little while to register to participate. But the people who want to support them wanna donate right away, so they don’t have to wait. They can just go ahead and make their donation, and then you can go back and make sure that that write-in donation is credited properly. And I’ll walk you through all that. Alright. So once you’re done setting up your Campaign, let’s see how it looks. So here’s a traditional Peer-to-Peer Campaign where people can get credit for donations. And you have your list of Participants. You can see that their names their last names are hidden with an initial. You can also see a list of Teams. And then if someone wants to go to the Participant Center and fundraise sign up to fundraise, they can click on the button, and they’ll be taken to the Participant Center. And they can sign up from there. And then I’ve also got an example with some customized terminology. So instead of Participants or Teams, this one uses Students and Classes. And then this one is also a Storefront Campaign. So let’s say I’m a donor, and I want to purchase this cotton candy popcorn, which sounds delicious. I’m gonna add that to my cart and check out. And then when I’m in checkout, I can choose the Student or Class who gets credit for my purchase. So I’m gonna select Choose a Student, and then I can select a Student from the drop-down. Or let’s say for whatever reason, I can’t find the student that I’m looking for, I can check this box. I can’t find the student, and I want to add them. And then I will simply add their name. And then when someone submits a write-in donation, you as the organizer will receive an email letting you know that a write-in donation has been submitted and that it needs to be properly credited. So when that happens, you can go to Campaign Management, which is this little gear icon, and select View Purchases. This might also say View Donations just depending on your Campaign settings and what kind of Campaign you’re running. And then I’m going to find the purchase in question. Here it is, Joel Smith. And I’m gonna hover over it and select this three-dot icon in the corner, and I’m gonna select Edit Purchase. And then I’m going to select Edit, and I will select the student that they were looking for and then save. And now that purchase is properly credited. And that is how you run a Peer-to-Peer Campaign on RallyUp! Thank you so much for watching, and I will see y’all in the next video.