In This Article:

    P2P Fundraiser Portal (web-based)

    In This Article:

      Recent software enhancements are highlighted in red.

      Online fundraiser pages provide registrants like you with support and encouragement when participating in fundraising activities that support the mission of the foundation. Fundraisers use the power of email and social media to reach out to friends, family, and co-workers to encourage them to donate online and support the mission funded by the event.

      Once you have registered for a Salsa Peer-to-Peer fundraising event—or someone has registered for you—then you are ready to customize your fundraiser account for your fundraising activities. Your fundraiser portal will enable you to...

      • Manage all your events in one place, if you participate in more than one peer-to-peer event for the foundation or even multiple foundations that use Salsa Engage.
      • Post updates to Facebook or Twitter to share your activities.
      • Email updates to friends, family, and co-workers on your progress toward your fundraising goal.
      • Track your online and offline donation progress.
      • Join or manage Teams of fundraisers who band together toward a common goal, encourage each other, and raise more money toward the mission.

      Fundraiser_Portal_Dashboard.png

      Login to Fundraiser Account

      In addition to the activation link in the email you get when you are registered, there is a link for any fundraiser to log in to their own account at the bottom of any fundraiser page on the live event site. A login button can also be added manually to the main P2P page via the Visual Editor.

      Log in with the email address and password used during registration. Just above the Password field is a link to recover a forgotten password.

      NOTE: fundraisers that have not activated their account cannot reset their password until they activate their account in the registration email.

      You can also log in with Facebook, assuming that your Facebook account uses the same email that was used during registration. You must complete a Facebook authorization when you attempt this for the first time.

      P2PF-signin.png

      Once logged in, you are taken to the main, individual fundraiser dashboard. At the top left corner of the page is the name of the organization for which you are fundraising and the name of the default event.

      Beneath their page name and their name are tabs for switching between a fundraiser page and any team page that was created for this event.

      Each tab and section will be addressed below.

      My Events

      If you are registered for more than one P2P event managed by Salsa Engage, you can switch between events using the My Events link in the top right. If you are not involved in more than one event, you will not see this link.

      P2PF-MyFundraisers.png

      Account Settings

      Connect to your Facebook or Twitter accounts here on the Settings tab. Links are also available for downloading an app for iOS or Android to manage these supporters and settings on your smartphone. Fundraisers may also edit their account contact information on this tab.

      P2PF-accountsettings.png

      Social Networks

      Connect to Facebook or Twitter by selecting the appropriate button and authorizing the connection to your social media channel.

      Once connected, a green checkmark will replace the red exclamation point next to Social Networks and your account profile photo shows next to your connected account. Select the Disconnect button to release the authentication.

      Mobile App 

      Using the P2P Mobile App, you can check your progress, ask for donations, and thank donors quickly and easily on the go.The app is free to download for Apple devices on iTunes as well as Android devices on Google Play. A red checkmark next to Mobile App indicates that the app has never been connected to your account.

      Login Information

      Edit your name, email address, and account password.

      Logout

      Log out from your account from any screen. The link is available on every page.

      P2PF-logout.png

      View Page Button

      View your page from any screen in the Fundraiser Page tab. The link as displayed below is available on every page.

      P2PF-viewpage.png

      Clicking the link will open the live fundraising page in a new browser window and is exactly what all public site visitors will see (as long as any changes have been saved and republished).

      Fundraiser Page

      The page is divided into four separate tabs which allow you to track progress toward the fundraising goal, post progress updates to social media, and manage the fundraising page configuration.

      P2PF-fundraisertabs.png

      Fundraiser Page: Dashboard Tab

      This main page provides useful information for you to plan and organize your fundraising efforts. Each section can be hidden by selecting the minus sign enclosed in a box to the right of the section's name.

      Promote Your Fundraiser

      You can promote your activity in the following ways:

      • Generate a new email.
      • Post to your already-existing Facebook account.
      • Post to your already-existing Twitter account.
      • Copy the unique page URL to paste into some other social media or sharing context.
      • Add a donate button to any web page where you want the button to be displayed that directs to your donate page.

      P2P_Promote_Fundraiser.png

       

      Raise Money Via Email Env_icon.png

      Clicking this icon opens a new email in the default email program on that device. We automatically fill email content with the default email content that the foundation has provided. You can edit the default content at this point, as well as updating the TO: address(es) and Subject line.

      Raise Money via Facebook FB_icon.png

      This icon will direct you to authorize the P2P software to work with Facebook. Once authorized, you will see the content suggested by the foundation, and two button options: Share This on Facebook or Compose Your Own.

      P2PF-raisemoneyfacebook.png

      Either button opens a new window to share the content and post to Facebook. In addition to posting the content or allowing you to compose your own, we automatically include a link to your fundraising page.

      Raise Money via Twitter Twitter_icon.png

      This icon will direct you to authorize the P2P software to work with Twitter.

      P2PAuthorizeTwitter.png

      Once authorized, you will see the content suggested by the foundation.

      Either copy and paste the content into the text box or type your own content. Then, post your content on Twitter. A link to your fundraiser page will be appended to the end of your post.

      Copy Your Page Link link_icon.png

      The link to your fundraiser page will be automatically copied to your computer's Clipboard.

      Add a Donate Button

      Create a custom donation button that you can add to any web page on which you want this button displayed. Customize the button's text label, font, color, and corner style. Then, copy the code to your clipboard and paste into your web site.

      AddDonateButton.png

      Embed Fundraiser Page

      Embed your fundraising page on an external website, like a blog or other personal page, by copying code and pasting it into your HTML code on that external site. Visitors will be able to make donations to your fundraiser without ever leaving that external site. The functionality is similar to embedding an Engage form widget.

      Embed_Fundraiser.png

      To get the embed code to apply to your external website...

      1. Click the "embed" icon embed_icon.png under Promote Your Fundraiser.
      2. Click Embed Fundraiser tab.
      3. Copy the embed code by clicking Copy to Clipboard.
      4. Paste the code into an area that accepts HTML code on your external page.

      The fundraising page renders where the code is pasted into your external site. Mobile responsiveness remains intact.

      Donations made through the widget will be processed by Engage. Salsa strongly recommends embedding only on secure (https://) pages, to provide security and confidence to donors.

      Progress

      Fundraisers may set their fundraising goal at registration or change it afterward. On this Dashboard screen, under the Your Progress section, select the Change Goal link to edit the monetary amount you expect to raise.

      P2PF-frprogress.png

      Page Settings

      P2PF-frpagesettings.png

      Change Page Name

      The page name is configured during registration but can be changed at any time. Click on the pencil icon to change the page name and to save those changes.

      Team Page Link

      View your live team page from this dashboard screen. Clicking the link highlighted above will open the live team page in a new browser window and is exactly what all your supporters will see, as long as any changes have been saved and republished.

      If you are the Team Captain, you will not be able to abandon your team. However, if you are not a Team Captain, you will be able to...

      • Leave your current team if you are currently on a team.
      • Join an existing team if you are not currently on a team.
      • Join an existing team and jointly remove yourself from a current team.
      • Create a new team and become the Team Captain of the new team
      • Remove yourself from any team of which you were a current member.
        Portal_Join_Team.png

      Fundraiser Page: Post Update Tab

      Fundraisers can post an update in their own words to tell friends and family how you are progressing! Updates post to the fundraising page and optionally to your Facebook and Twitter channels.

      P2PF-fundraiserpostupdate.png

      Fundraiser Page: Edit Page Tab

      The Edit Page tab allows for control of three elements to your page: the profile photo, the story, and the cover photo.

      P2PF-fundraisereditpage.png

      Change Profile Photo

      Fundraisers can add an eye-catching profile photo that will help raise money, from a Facebook Photo or by uploading a new image (jpg, png, or gif format only, 3MB max in size).

      Once a current profile photo has been added, edit the cropping of the photo or remove the photo and add another.

      My Story

      Fundraisers need to tell people why they are helping to raise money for the cause. Let supporters know what it means to support the foundation's mission. Use the editor to tell the story that will be displayed on the fundraising page.

      Cover Photo

      The organization holding the event sets the cover photo by default by. It's best to leave the cover photo as-is but it can be cropped or removed and replaced with another banner if necessary.

      Fundraiser Page: Donations Tab

      A table of donations lists each donor to your cause, so you can thank them for their support.

      P2PF-fundraiserdonations.png

      Offline Donation Form

      If you raise funds offline, keep track of cash and check contributions you receive with this offline form. Selecting the 'this form' link will open a new window.

      Use your browser's Print function to print this form as many times as you need.

      offlineFRform.png

      Team Page

      Fundraisers may be part of a team effort if teams are allowed for that particular event.

      NOTE: Fundraiser goals work may work together to add to the team goal and the event goal. However, team and event goals do not reflect in the individual fundraising goal.

      To switch to the Team Page section, select the Team Page tab toward the top of the screen, just to the right of the Fundraiser Page tab.

      P2PF-teamdashboard.png

      Team Page: Dashboard Tab

      Certain functionality on the Team Page Dashboard works exactly the same as on the Fundraiser Dashboard:

      • Change Name
      • Change Goal
      • Copy Team Page Link
      • Offline Team Donations

      Team Page: Members Tab

      The Team Members tab displays all fundraisers connected to the team, and displays the following information about them:

      • Fundraising Name
      • Fundraiser Page Name
      • Current Amount Raised
      • Current Goal
      • Progress (expressed as a percentage of the Goal reached)

      P2PF-teammembers.png

      Team Page: Edit Page Tab

      Just like the Fundraiser Page, the Team Page profile photo, story, and cover photo may be added or edited.

      P2PF-teameditpage.png

      Change Team Profile Photo

      Teams can add an eye-catching profile photo that will help raise money, from a Facebook Photo or by uploading a new image (jpg, png, or gif format only, 3MB max in size).

      Team Story

      Teams need to tell people why they are helping to raise money for the cause. Let supporters know what it means to support the foundation's mission. Use the editor to tell the story that will be displayed on the team page.

      Team Cover Photo

      The cover photo is set by default by the organization holding the event. It's best to leave the cover photo as-is but it can be cropped or removed and replaced with another banner if necessary, if you have a special logo for your team, for instance.

      Team Page: Donations Tab

      A table of donations lists each donor to your cause, so you can thank them for their support.

      P2PF-teamdonations.png

       

       

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