With WeGive's P2P Presets, you can build custom P2P Fundraise Templates that simplify the Peer-to-Peer fundraising process for your supporters. These preset templates empower your supporters to easily raise funds on your behalf, while allowing you to maintain control over important fundraiser aspects. These P2P Presets will live under the "Fundraise" button in your Donor Portal and on your Fundraiser Pages.
How to Create a P2P Preset
From the P2P Preset edit page, you can start customizing your P2P Fundraiser template. You can personalize the template with your organization's name, start and end date, fundraising goal, background photo, and description text.
If you check the Fixed box next to any feature, that specific element will be locked, preventing your supporters from editing it when they create their P2P fundraiser. If you enter information but leave the Fixed box unchecked, the preset details will appear as a default, but supporters can still modify them. Leaving a field blank allows supporters to fully customize that section without any pre-filled information.
Attach a specific checkout to your fundraiser to have a fully customized and branded experience for your donors when they give to your fundraiser.
Your "Donor Portal P2P Create" is the default P2P Preset that is accessible from your Donor Portal (unless disabled under Donor Portal > Customization).
From the Donor Portal, supporters can click on "Create New" to start fundraising for your organization.
You can also attach P2P Presets to your Fundraiser page through the Implement <> button.
Your P2P Preset will live under the "Fundraise" button on your Fundraiser page.
Under the Related tab, you can view all P2P fundraiser created using your P2P Preset template.
You can also go to the Donor Portal > P2P Fundraiser table to view all created P2P Fundraisers your supporters have created.
How to Start a Fundraiser as a Supporter
Clicking the "Fundraise" button on the Donor Portal or on a Fundraiser page will allow supporters to create their own fundraiser for your organization.
They can customize any aspects of the P2P Preset that has is not fixed on your template.
If clicked on from the Fundraiser page, this will create a Child Fundraiser page connected to the overarching fundraiser. From the Child Fundraiser, supporters can send their fundraiser to their friends, family, and peers.
All proceeds collected from their fundraiser will display on the Parent Fundraiser page.
