Peer-to-Peer Overview

A Peer to Peer (P2P) campaign is a fundraising strategy where your constituents raise money on your behalf by soliciting their social networks.  Participant fundraisers create their own fundraising pages using the Constituent Portal and share the link via social media, email, and text, significantly expanding your organization's reach. All the money is collected and tracked through the software, so your fundraisers do not have to collect any money on their own.

P2P campaigns can be stand alone fundraisers, for example just having your constituents raise money for a specific purpose like sponsoring a classroom or scholarship funds. P2P campaigns can also be linked to an event like sporting events (5K or dance-a-thon), trivia nights, chef bake-offs, or celebrations like your organization's anniversary. P2P campaign events can even be virtual, like virtual singing or talent contests.

The Peer-to-Peer Fundraising module contains three sub-pages.

• P2P Dashboard - This will take you to the main P2P grid where you are able to view and edit all donations that have been made through your participant’s donation forms.
• Campaign Pages – This option will take you to the setup pages to create a new event/campaign or edit an existing one.
• Milestones & Badges - This takes you to the page where you can create custom milestones to track fundraising progress and award badges for the participant's or team's pages when they achieve those milestones.

The basic steps for setting up a P2P campaign include:

1. Choose your project or event and create your campaign purpose and goals.
2. Build your campaign from the P2P module's Campaign Pages. You can learn more in this article: How do I create a new Peer-to-Peer Campaign?
3. If your constituents don't have a lot of experience with technology like apps, QR codes, or social media, you may want to create a “how to” guide to help them with the steps for creating and sharing their pages.
4. Establish milestones and create badges to award your participants automatically when they reach those goals. You can learn more about creating milestones in this article What kind of milestones can I create for my P2P campaign?
5. Invite your fundraisers to sign up.
   1. For stand-alone P2P campaigns, you can share the link to your P2P campaign to invite users to create their fundraising pages from the Constituent Portal. You can do this via emails, texts, links on your website, or sharing QR codes to sign up. See this article for help in having fundraisers sign up How do participants sign up?
   2. For campaigns linked to events, you will create your event page and link it to the P2P campaign you created. Linking a Peer to Peer Campaign to an Event Page You can then share the event page for your participants to sign up through the event page. Registering for a Peer to Peer Event
6. Once you have participants signed up for fundraising, you can track the donations and progress on the P2P Campaign Dashboard page. You can see more about the dashboard in this article Where can I track the P2P donations?

See instructions and examples for creating the campaign in this video: https://vimeo.com/525764190/585df3a286

Peer to Peer Fundraising