Add Participants and/or Teams to your Peer-to-Peer or A-Thon Campaign.
If you’re running a Peer-to-Peer or A-Thon Campaign on RallyUp, you can opt for public registration (anyone who visits your fundraiser can sign up) or private registration (manually add Participants* and/or Teams* instead of allowing them to sign up on their own).
Understand: Public vs. Private Registration
No matter which registration option you choose, you can manually add or import Participants and/or Teams.
Note that Peer-to-Peer fundraising cannot be used to fundraise for personal causes. RallyUp is a fundraising platform for nonprofits and other charities only.
*Terminology may differ according to Campaign settings.
How do I enable Participants and Teams for my Campaign?
- Go to Account Navigation in the left menu and select Campaigns.
- If you have chosen list view, click on the Campaign title. If you have chosen grid view, click on the Campaign image.
- Select Campaign Setup.
- Go to Peer-to-Peer in the timeline at the top and check the box(es) next to Yes, this Campaign will have Participants/Teams:
You can enable just Participants, just Teams, or both. If you like, customize the terminology by selecting an option from the dropdown menu or selecting Other and adding your own term.
- Scroll down to Choose the information to collect from Participants/Teams during the registration process and select the information you want each Participant/Team to provide:
Any fields marked Required must be filled out before registration can be completed. If you’d like Participants to be able to create an account on RallyUp, track their fundraising progress, modify their Fundraising Page, view their donors, and more, we recommend requiring an email address.
- Select Save.
How do I enable private registration?
All Peer-to-Peer Campaigns default to public registration, but you can switch to private registration easily:
- Go to Account Navigation in the left menu and select Campaigns.
- If you have chosen list view, click on the Campaign title. If you have chosen grid view, click on the Campaign image.
- Select Campaign Setup.
- Go to Peer-to-Peer in the timeline at the top.
- Scroll down to How will participants join the Campaign? and/or How will teams be created? and select Private:
- Select Save.
How do I manually add Participants or Teams?
If you only have a few Participants or Teams, you can add them manually.
What should I know before manually adding Participants or Teams?
- If you’re collecting registration fees, the only way to collect that fee is to go to your Participant Center and add the Participant/Team via the checkout process. If you follow the instructions below instead, no registration fee will be collected.
Understand: Peer-to-Peer Participant Center
What are the steps to manually add a Participant or Team?
- Go to Account Navigation in the left menu and select Campaigns.
- If you have chosen list view, click on the Campaign title. If you have chosen grid view, click on the Campaign image.
- Select View Participants or View Teams, then select ACTIONS.
- Select Add Participant or Add Team and enter the Participant’s or Team’s information:
- Select Save.
How do I import multiple Participants or Teams?
If you have many Participants or Teams to add, we recommend importing them to save time.
What should I know before importing Participants or Teams?
- Keep the column names when you download the template (changing them will cause the import to fail).
- If your Campaign has both Participants and Teams, make sure you’ve added all Teams before importing Participants. If you import a Participant who’s assigned to a Team that hasn’t been created, the Participant will still be added but they won’t be assigned to a Team.
- The columns with required registration information will need to be filled out. Columns with unrequired registration information can be left blank if needed.
What are the steps to import Participants or Teams?
- Go to Account Navigation in the left menu and select Campaigns.
- If you have chosen list view, click on the Campaign title. If you have chosen grid view, click on the Campaign image.
- Select View Participants or View Teams, then select ACTIONS.
- Select Import Participants or Import Teams to upload many at once.
- Select a registration type (optional) and download the spreadsheet template:
- Fill out the spreadsheet, ensuring all required fields are completed. Non-required fields can be left blank if needed.
- Select Upload spreadsheet.
- Select Start import. You’ll be notified if there are any errors preventing the import.
- Once all Participants/Teams are imported successfully, select Close.
Frequently Asked Questions
What’s the difference between public and private registration?
Public registration allows anyone who visits your fundraiser to sign up as a Participant or create a Team. Private registration means you manually add Participants and Teams instead of allowing them to register on their own.
Can I use Peer-to-Peer fundraising for personal causes?
No, Peer-to-Peer fundraising cannot be used for personal causes. RallyUp is a fundraising platform exclusively for nonprofits and registered charities.
Do I need to enable both Participants and Teams?
No, you can choose to enable just Participants, just Teams, or both depending on your Campaign needs. You can also customize the terminology for each.
Will registration fees be collected if I manually add Participants?
No, if you manually add Participants or Teams through Campaign Setup, registration fees will not be collected. To collect registration fees, you must add them through the Participant Center via the checkout process.
Should I import Teams before importing Participants?
Yes, if your Campaign has both Participants and Teams, add all Teams first before importing Participants. If you import a Participant assigned to a non-existent Team, they’ll be added but won’t be assigned to that Team.
What happens if I change column names in the import template?
Changing the column names in the import template will cause the import to fail. Keep all column names exactly as they appear in the downloaded template.
Why should I require an email address during registration?
Requiring an email address allows Participants to create a RallyUp account, track their fundraising progress, modify their Fundraising Page, view their donors, and access other account features.