How to Create a Peer-to-Peer Campaign

Last Updated: Aug 16, 2018 02:46PM PDT

This support article will walk you through how to create, configure, and design a new Peer-to-Peer campaign on Classy. Use this powerful suite of tools to create a beautiful campaign that will move your supporters to action.

 

1. NAVIGATE TO THE CLASSY MANAGER

If you’re in the classic dashboard view,  click on the avatar in the top right-hand of the screen and select “Try the new Classy Manager.”


2. Create the Campaign

Navigate to the Campaigns tab and select the green Create New button. From the drop-down menu, select Peer-to-Peer.



 

3. Enter the Basic Campaign Details

Once you click Create new, you will enter the Campaign Builder; a 6-step process that guides you through building the campaign from start to finish. Move through the basic setup of each page to create your unpublished draft campaign. All elements you set up now can be edited later. Once you set the basics and create your draft campaign, you'll later be able to make more advanced customizations in the Advanced Design tab.

4.  Setup and Design the Campaign Pages

Once you've entered your basic campaign details, set up each of your individual team pages. Below you can find design tips for each page. 

5. Open the Advanced Design tab

Don't kick off your launch party just yet! There are still some essential steps to put the finishing touches on your campaign before you publish. The Design tab will only become available to you once you have exited the Builder and entered the Campaign Manager by creating the draft of your campaign. To enter the Campaign Manager, complete all six steps in the Builder and save your campaign draft. 

If you want complete creative control over your campaigns, the Design tab is where you will likely be spending most of your time within the Campaign Manager. The Design tab can be found editing the individual pages of your campaign. You'll find it on the righthand side of the screen next to Setup.


  

6. Configure the Campaign Details 

After you've set up and designed your campaign, navigate to the Details tab to adjust your campaign settings. Below you can find support articles that outline how to use the various features available in the Details tab of your campaign.

If you have any questions, please reach out to Classy Support for further assistance!