How to Create, Design, and Launch a new Peer-to-Peer Campaign

Last Updated: Feb 17, 2017 09:09AM PST

This support article will walk you through the creation, design and publishing of a new Peer-to-Peer campaign on Classy! An entirely new suite of design and engagement tools make it easy to create a stunning campaign that will inspire your supporters to help you reach your fundraising goals.

For a quick guide on Background and Image Sizes, you can visit this article on Crowdfunding campaign recommendations. Because all new campaign landing pages have the same design, the image size recommendations for the new Peer-to-Peer campaigns match those of new Crowdfunding campaigns.

1. Creating a Peer-to-Peer Campaign
2. The Builder Step 1: Campaign Basics
3. The Builder Step 2: Landing Page
4. The Builder Step 3: Team Page
5. The Builder Step 4: Fundraiser Page
6. The Builder Step 5: Donation Page
7. The Builder Step 6: Thank You Page
8. Advanced Details and Design

 

1. Creating A Peer-to-Peer Campaign

To start a Peer-to-Peer campaign, navigate to your Fundraising Tab and select the green Create New button. From the dropdown menu, select Peer-to-Peer Campaign.

This will drop you right into the Campaign Builder; a 6-step process that guides you through Campaign Basics, Landing Page, Team Page, Fundraiser Page, Donation Page, and Thank You Page.

Important Note: You will need to move through the basic setup of each page before unlocking the advanced detail and design features. This is meant to get you up-and-running quickly. Critical basics first, fine-tuned details after!

2. The Builder Step 1: Campaign Basics

Once you have filled in all of the required fields, click Next Step to move on!

Note: Campaign URL, Program Designation and Location are not required fields. You will still be able to move through the rest of the builder process without filling those in at this time. You can also edit all of those fields later within the Campaign Manager.

3. The Builder Step 2: Landing Page

Create the basic language and framework for your campaign's landing page. Remember: this is where you will have the opportunity to convert supporters into fundraisers, so consider the overarching campaign story you wish to convey here.

A. Header logo - We recommend an image that is 300px by 50px.

B. Headline - Give your campaign a concise, but catchy, headline.

C. Hero Image - This is the star of the show. Make it beautiful and bold.

D. Primary Color - Select the color for your Call-To-Action buttons and Progress Bar.

E. About The Campaign - Use text, images and videos to tell your supporters more about your campaign and why they should invest in your cause.

F. Impact - Inspire supporters to raise a certain amount of money for your cause. These Impact Levels describe how a specific fundraising goal impacts your cause.

G. Fundraisers - Commonly known as leaderboards, you can easily foster some friendly competition among fundraisers by recognizing your most successful individuals and teams. These can be toggled on or off according to your preference.

4. The Builder Step 3: Team Page

Create your basic Team Fundraising Page template. Many of these fields can be customized by the Team's Captain, but not all of your teams will take advantage of these customization opportunities. Adding relevant, moving content to your template will help you explain your campaign story to potential donors and fundraisers.

A. Team Fundraising Goal - Offer a suggested goal that will keep your fundraisers hungry for more donations.

B. Team Cover Photo - Instill that team spirit with a motivating image. 

 

C. Default Team Photo - Show everyone what this team is all about.

D. Default Appeal - Provide a short but inspiring message that will excite fundraisers and donors alike. Note: this field can be locked, meaning that the team cannot change this appeal.

E. Default Story Title - Welcome your fundraisers to the page.

F. Default Story - Create an introductory note that sheds more light on what this team is raising money for to really drive that point home to your fundraisers and donors that will be supporting this team in reaching their goal.

5. The Builder Step 4: Fundraiser Page

Create your basic Individual Fundraising Page template. Similar to the Team Page, most of these fields can be customized by the fundraiser. However, it is always wise to provide plenty of content that will inspire the people in their network to give just in case they choose not to add their own story to their page.

A. Individual Fundraising Goal - Set an achievable, realistic fundraising goal. Note that your fundraiser can always change their goal if they'd like to increase it!

B. Individual Cover Photo - Inspire donors with a powerful image of the problem you are hoping to solve.

C. Default Individual Photo -This will likely be changed by the fundraiser, but it is always nice to give them a back-up plan.

D. Default Appeal - Provide a short but inspiring message that will encourage the friends and family of this individual to give.

E. Default Story Title - Welcome donors to the page.

F. Default Story - Create an introductory note that sheds more light on what this individual is raising money for.

6. The Builder Step 5: Donation Page

Edit the content and details of your donation checkout page. You can carry over your landing page design or change it up to create an entirely new look and feel.

A. Background Image - Make this match your Landing Page's Hero Image, or switch things up for a new look!

B. Headline - Make a statement about the impact your donors will make by donating.

C. Donation Appeal - Really drive your message home here with more powerful content, images and videos to seal the deal.

D. Donation Settings - Make it as straightforward as possible for your donors to give the most ideal amount for your needs.

E. Submit Button - *Sound of popping open a bottle of champagne*

7. The Builder Step 6: Thank You Page

Edit the content and details of your Thank You page. All of your donors will land on this page after making a successful donation to your campaign or one of your teams or fundraisers.

Once you have completed the Thank You Page setup, click Save Draft! Don't worry, this will not publish your campaign. This is how you can exit the Builder and enter the Campaign Manager and Advanced Designer.

8. Advanced Details and Design

Don't kick off your launch party just yet! There are still some essential steps to cover for putting the finishing touches on your campaign before you publish. There are two important tabs to point out on the various page editors; the Details tab and the Design tab. Note: These tabs will only become available to you once you have exited the Builder and entered the Campaign Manager.

A. Details Tab

You may remember the Advanced tab from our 'Legacy' campaign types. Since we no longer have an Advanced tab, we have distributed the features available on that tab throughout the Campaign Manager in a more intuitive way. You will find a Details tab on the Campaign Basics and Donation Page editors. See below!

Support Article Links:
A. Campaign Admins
B. Campaign Contact
C. Social Media Customization

Support Article Links:
A. Custom Questions
B. Dedication Settings
C. Donation Settings
D. Donation Matching
E. FAQs

B. Design Tab

If you want complete creative control over your campaigns, the Design tabs are where you will likely be spending most of your time within the new Campaign Manager. The Design tab can be found when editing the Landing Page, Team Page, Fundraiser Page, Donation Page and Thank You Page for your campaign.

There are plenty of customizations you can make across all of the different pages of your campaign, so feel free to explore and utilize all of the different customizations that are now available to you. If you ever have any questions about how to customize an aspect of your campaign as you work on getting it ready to publish, please reach out to Classy Support for further assistance!