In This Article:

    P2P Fundraiser Portal

    In This Article:

      Once you have registered for a Salsa Peer-to-Peer (P2P) fundraising event—or someone has registered for you—then you are ready to customize your fundraiser account for your fundraising activities. Your P2P fundraiser portal enables you to...

      • Manage all your event participation and fundraising 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.

      NOTE: the mobile apps for iPhone and Android are no longer available.

      Login to Fundraiser Account

      When you register for a P2P event, you will receive a confirmation email. In that email there is an account activation link. The link for any fundraiser to log in to their own account is also located 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 by email.

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

      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 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 the page name and the organization name are tabs for switching between a fundraiser page and any team page that you created or joined for this event.

      P2P_Portal_dashboard.png

      My Events

      If you are registered for more than one P2P event managed through 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 published event, you will not see this link.

      P2PF-MyFundraisers.png

      You will see a list of all your P2P events when you click on the My Events link. The event you are currently logged in to is indicated by a check mark (). Select a different event to manage by clicking the button in the rightmost column.

      Account Settings

      Connect to your Facebook or Twitter accounts here in the Account Settings link in the top right. Edit your account login information on this screen.

      Navigate back to your event with the Back button to the right of the Social Networks heading.

      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.

       

      Login Information

      Edit your name, email address, and account password.

      Logout

      Log out from your account from any screen using the link in the top right corner of the screen. The link is available on every page.

      View Page Button

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

      P2P_Portal_View_Page.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 selected tab will be in white. The Team Page tab not selected is grey. 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.

      P2P_Portal_Fundraiser_Tabs.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 Event

      P2P_Portal_Dashboard_Promote.png

      You can promote your activity in the following ways:

      • Generate a new email. Env_icon.png
      • Post to your already-existing Facebook account. FB_icon.png
      • Post to your already-existing Twitter account. Twitter_icon.png
      • Copy the unique page URL to paste into some other social media or sharing context. link_icon.png
      • Add a donate button to any web page. embed_icon.png
      • Embed your fundraiser page within any web page. embed_icon.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 embed_icon.png

      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_icon.png

      Embed your fundraiser 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 on your behalf 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 fundraiser 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.

      Fundraising Progress 

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

      P2P_Portal_Dashboard_Progress.png

      Fundraiser Page: Post Update Tab

      Post an update in your own words to tell friends and family how you are progressing! These updates display right on the fundraising page and optionally to your Facebook and Twitter channels.

      P2PF-fundraiserpostupdate.png

      Fundraiser Page: Edit Page Tab

      The Edit Page tab contains the following editable elements to your page: the profile photo, story, page settings, and cover photo.

      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. Use JPG, PNG, or GIF images only, 3MB in size or smaller.

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

      Page Settings

      Change your page name or your page URL. These are automatically configured during registration but can be changed at any time. Click the Edit button to make these changes.

      P2P_Portal_Page_Settings.png

      Change Page Name

      Under the Your Page header...

      1. Edit the page name.
      2. Click Save in the middle of the screen.

      Change Page URL

      1. Edit the custom URL you want to reference your page.
      2. Click Save in the middle of the screen.

      P2P_Portal_Edit_Page_Page_Settings_Edit.png

      My Story

      Fundraisers need to tell people why they are raising 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.

      P2P_Portal_Edit_Story.png

      Cover Photo

      The organization holding the event sets the cover photo by default. It's best to leave the cover photo as-is but it can be cropped or removed and replaced with another banner if necessary. For best results, image should be at least 950 pixels wide. Use JPG, PNG, or GIF images only, 3MB in size or smaller.

      P2P_Portal_Edit_Cover_Photo.png

      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 printable 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. Your campaign manager can add offline contributions to Salsa Engage to update your fundraising efforts. Share this printed form frequently with your campaign manager so your online goals are up-to-date.

      NOTE: this form does not populate online donations within the table.


      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 add to 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. The selected tab will be in white. The Fundraiser Page tab not selected is grey.

      P2P_Portal_Team_Dashboard.png

      Team Page: Dashboard Tab

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

      • Promote Your Team
      • Edit your Team Goal in Team Progress

      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

      Page Settings

      Change your page name or your page URL. These are automatically configured during registration but can be changed at any time. Click the Edit button to make these changes.

      P2P_Portal_Edit_Team_Page_Settings.png

      Change Page Name

      Under the Your Page header...

      1. Edit the page name.
      2. Click Save in the middle of the screen.

      Change Page URL

      1. Edit the custom URL you want to reference your page.
      2. Click Save in the middle of the screen.

      Change Team Profile Photo

      Teams can add an eye-catching profile photo that will help raise money by uploading a new image (JPG, PNG, or GIF format only, 3MB or smaller 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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