How to Create a Peer-to-Peer Campaign

Last Updated: Oct 31, 2018 06:47AM PDT

Peer-to-peer fundraising allows supporters to raise money on behalf of your cause. Supporters create their own fundraising pages to gather donations from friends, family, and community members. Since supporters solicit their networks, this method is a good match for nonprofits who want to reach a larger audience.   

In this article, we'll explain how to set up a Peer-to-Peer Campaign using the following steps:

 

Getting Started

1. Open the Campaigns tab on the left side of your Classy Manager
2. Click the green Create New button and select Peer-to-Peer

Building the foundation of a peer-to-peer campaign is a 6-step process.

Filling out the Basic Details

This form covers the basic information of your campaign.

1. Enter your campaign's information into the content blocks
2. Tap the green Next Step
button when you're finished

Setting up the Landing Page

The Landing Page is where you tell your story and create clear calls to action that encourage supporters to join your cause.

The Basic Details

1. Click Upload New under Campaign Logo to add your logo

  • For the best quality, use a 300 x 50 px image

2. Write your Headline and Subheadline in the Headline Block

  • Want to use a logo or image instead of a regular headline? Simply flip the Headline Image switch and upload an image like normal

Key Visuals and Info

3. Click Upload An Image under Hero Image to add a background

  • For the best quality, use a 1280 x 720 px image
  • If you do not use an image, you can choose the background color that displays instead

Pro Tip: Our designers recommend using images because they better engage potential supporters. Just make sure the focus of your image is 115 px below the top of the image—this draws attention to the subject of the picture and your headline. For extra guidance, view our hero image guide

5. Click the Primary Color Circle to change the primary page and button color

  • You can use our color palette or enter a Hex code to change colors
  • Want to change what the buttons say? We recommend focusing on the basic setup for now, but we’ve placed tips for advanced features like changing button text at the end

6. Write your peer-to-peer campaign description in the About the Campaign Block

Impact Tiles

7. Write your Impact Tile Header in the Impact Text Block
8. Click Edit on an Impact Tile to change the image, donation amount, and description

  • To reorder tiles, click the three lines on a tile and drag it to the location you want
  • To add a new tile, click the green Add button

Pro Tip: Our professional writers say the best impact tiles help supporters understand the impact of their gift. For more impact tile tips, take a look at their detailed advice

Leaderboards

9. Choose the leaderboard information you want to display

  • You can show who your top fundraisers are overall or by individuals and teams—this is a great way to give recognition to supporters or encourage friendly competition
10. Tap the green Next Step button to save your edits and move on

Setting up the Team Page

Supporters who choose to fundraise as a team will have access to a team page. This section allows you to set the settings that display when supporters create their team pages. They will be able to change these settings except for the background image—this keeps your branding consistent.

1. Type the recommended Team Fundraising Goal in the text block
2. Tap Upload New under Team Cover Photo to add a cover image

  • For best quality, use a 1400 x 460 px image
  • If you added a background image to your landing page, it will appear here as well. You can change the cover photo by uploading another image

3. Tap Choose File under Set Default Team Photo to upload a default profile photo

  • We recommend photos with multiple people or an image with a relevant theme and color

4. Write the Default Team Headline in the corresponding text block

5. Write the Default Story Title and Story in the corresponding text blocks

  • The story title and story offer supporters the opportunity to explain why they are fundraising to their peers
  • We recommend customizing the default story to give supporters a better idea of how to explain the benefit of your cause

6. Tap the green Next Step button when you're finished

Setting up the Fundraiser Page

Supporters who choose to fundraise as individuals will have access to a fundraiser page. This section allows you to set the settings that display when supporters create their fundraiser pages. They will be able to change these settings except for the background image—this keeps your branding consistent.  


1. Type the recommended Individual Fundraising Goal in the text block
2. Tap Upload New under Individual Cover Photo to add a cover image

  • For best quality, use a 1400 x 460 px image
  • If you added a background image to your landing page, it will appear here as well. You can change the cover photo by uploading another image

3. Tap Choose File under Set Individual Photo to upload a default profile photo
4. Write the Default Fundraiser Headline in the corresponding text block

5. Write the Default Story Title and Story in the corresponding text blocks

  • The story title and story offer supporters the opportunity to explain why they are fundraising to their peers
  • We recommend customizing the default story to give supporters a better idea of how to explain the benefit of your cause

6. Tap the green Next Step button when you're finished

Setting up the Donation Page

As the name suggests, this page is where supporters will make donations.

The Basic Design

1. Click Upload New under Background Image to add a background

  • If you added a background image on the landing page, it will appear here as well
  • You can change the background for the donation page by uploading a new picture

2. Write your Headline and Donation Appeal in the corresponding text blocks

  • The donation appeal is a subheadline—the best explain or show the impact of donating to encourage action (Pro tip: keep it brief!)

Donation Settings

3. Tap the Donation Settings dropdown and choose a donation method

  • One-time donation pre-selected - Supporters can make a one-time donation using any of the pre-set amounts or a custom amount. The ability to donate once will be the default option.
  • Monthly recurring donation pre-selected - Supporters can make a monthly donation using any of the pre-set amounts or a custom amount. The ability to donate monthly will be the default option.
  • Force a specific amount monthly - You can set a specific amount that supporters can donate monthly (like a Netflix membership).  
  • Monthly recurring donations only - Supporters can only make monthly donations using any of the pre-set amounts or a custom amount.
  • One-time donations only - Supporters can only make a one-time donation using any of the pre-set amounts or a custom amount.
  • One-time donations, force amount - Supporters can only make a one-time donation using the specific amount you set.

Note: You can change the numbers in the pre-set amount buttons by writing the amounts you want in the corresponding text blocks. The pre-set amount buttons do not appear if you force an amount. If you force an amount, the donation form will simply list the amount that you set.

4. Choose whether you want to participate in recurring donation optimization

  • If you participate, a notification will encourage people to give monthly when they select a one-time donation amount
  • Supporters can still donate once, or they can click the give monthly link to give a recurring donation—research shows that recurring donors provide 5 times more value to nonprofits

5. Write the message you want to appear in the Submit Button by using the text block

  • We recommend using action verbs to craft a strong call to action

Classy Mode

6. Choose whether to enable or disable Classy Mode

  • Classy Mode gives donors the option to cover your donation fees so your cause can benefit from their entire gift—we have found 60% of donors are willing to do so if given the choice. To learn more please visit our guide
  • You can set whether the checkbox to cover fees is pre-selected or unselected by default
  • You can write an appeal in the text block that encourages supporters to cover fees  

7. Save your edits to move on

Setting up the Thank You Page

The thank you page appears after someone submits a donation.

1. Click Upload New under Background Image to add a background
2. Write your Headline and Supporting Message in the corresponding text blocks

  • We recommend personalizing your headline and supporting message to show just how meaningful supporters and their gifts are. Writer's block? Describe how their donation will lead to lasting change

3. Click Save Draft to save your edits and your peer-to-peer campaign

Publishing Your Campaign

After saving your draft, the campaign overview screen will appear.

From here, you can click the green Publish button to post your campaign. But before you do, we have some final tips:  

  • Click the Preview dropdown to preview your campaign pages. If anything does not appear correct, click the Pages tab and select the page you want to edit. You can use this step to edit your pages anytime including when they are published.

  • The initial builder only centers on the basics, so you can focus on the core of your campaign first. But you can make advanced customizations before making your campaign public. We recommend starting with our image tips or button guide.

  • Finally, test your campaign by making a donation before you share it publicly. This will allow you to experience the campaign from the shoes of your supporters. You can refund a test transaction after 24 hours.

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If you have any additional questions, please contact our Care Team.

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