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    FAQ: P2P Fundraiser Account Management

    In This Article:

      Fundraiser pages provide support and encouragement to fundraisers participating in online fundraising activities that support the mission of the foundation. Fundraisers can use the power of 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 your supporters have registered for a Salsa Peer-to-Peer fundraising event — or someone has registered for them — and they have activated their fundraising account from their autoresponder email, then they are ready to customize their account for their fundraising activities.

      Login to Fundraiser Account

      P2P_Login.png

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

      Supporters log in with an email address and password. Just above the Password field is a link to recover a forgotten password. Supporters can also log in with Facebook. The first time this is attempted, authorization to use Facebook must be completed.

      Once logged in, supporters are taken to the main, individual fundraiser dashboard. At the top of the page is the name of the default event in which they will be placed, if they are registered for more than one P2P event managed by Salsa Engage. Beneath the event name is the name of their fundraiser page and the name with which they registered. 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.

      View My Page Link

      P2P_View_My_Page.png

      View your page from any screen in the fundraiser account. The link as displayed below is available on every page.

      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).

      Logout

      P2P_Logout.png

      Log the user out from the fundraiser account from any screen. The link is available on every page.

      Fundraiser Page

      P2P_Fundraiser.png

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

      Fundraiser Page: Dashboard Tab

      This main page provides useful information for the fundraiser, helping them to plan and organize their fundraising efforts. 

      Change Page Name

      P2P_Change_Page_Name.png

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

      Team Page Link

      P2P_Live_Team_Link.png

      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.

      Change Goal

      P2P_Change_Goal.png

      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 the fundraiser expects to raise.

      Promote Your Fundraiser

      P2P_Promote_FR.png

      The fundraiser can promote their activity by email, posting to their already-existing Facebook account, posting to their already-existing Twitter account, or copying the unique page URL for pasting into some other social media or sharing context.

      Raise Money Via Email

      P2P_Promote_Email.png

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

      Raise Money via Facebook

      P2P_Promote_FB.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.

      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

      P2P_Promote_Twitter.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.

      RaiseMoneyTwitter.png

      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

      P2P_Promote_Copy_Link.png

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

      Your Donations

      P2P_Donations.png

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

      Offline Donation Form

      P2P_Offline_Donations.png

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

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

      offlineFRform.png

      Fundraiser Page: Post Update Tab

      P2P_Post_Update.png

      Fundraisers can post an update in their own words to tell friends and family how the fundraiser is progressing! Updates post to the fundraising page and optionally to the fundraiser's Facebook and Twitter channels.

      Fundraiser Page: Edit Page Tab

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

      Profile Photo

      P2P_Profile_Photo_Add.png

      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).

      P2P_Edit_Page_ProfilePhoto.png

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

      Your Story

       P2P_Edit_Page_YourStory.png

      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

      P2P_Edit_Page_CoverPhoto.png 

      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.

      Fundraiser Page: Settings Tab

      Connect to the fundraiser's 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.

      Social Networks

      p2p_settings_social_connect.png

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

      p2p_settings_social_networks.png 

      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

      p2p_settings_mobile_app.png 

      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.

      Login Information

      p2p_settings_login_info.png

      Edit the fundraiser's name, email address, and account password.

      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.

      Team Page: Dashboard Tab

      P2P_Team_Page_Dashboard.png

      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

      P2P_Team_Page_-_TeamMembers.png

      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)

      Team Page: Edit Page Tab

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

      Team Profile Photo

      P2P_Team_Edit_ProfilePhoto.png

      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

      P2P_Team_Edit_Story.png

      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

      P2P_Team_Edit_CoverPhoto.png

      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.

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