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

Last Updated: May 14, 2018 11:37AM PDT

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

For a quick guide on Background and Image Sizes, you can visit this article with recommendations. 

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

If you're working in the classic version of Classy's backend system, to start a Peer-to-Peer campaign, navigate to your Fundraising Tab and select the green Create New button. From the drop-down menu, select Peer-to-Peer Campaign.

If you're working in the new backend system, Classy Manager, to start a Peer-to-Peer campaign, navigate to the Campaigns Tab and select the green Create New button. From the drop-down menu, select Peer-to-Peer.



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: You can edit all of the 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.

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

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

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

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

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

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

Leaderboard - 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.

Team Fundraising Goal - Offer a suggested goal that will keep your fundraisers motivated.

Team Cover Photo - Instill that team spirit with a motivating image that will display on each team's page.

Default Team Photo - Show everyone what this team is all about via your default team avatar photo.

Default Fundraising Team Headline - Provide a short but inspiring message that will excite fundraisers and donors alike. 

Default Story Title - Welcome your fundraisers to the page.

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.

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!

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

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

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

Default Story Title - Welcome donors to the page.

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.

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

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

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

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

Submit Button - Customize the text for the call to action button.

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. To enter the Campaign Manager, complete all six steps in the Builder and save your campaign draft. 

A. Details Tab

Within the Details tab, you can adjust many campaign settings like Campaign AdminCampaign Contact, Social Media SettingsCustom QuestionsDedication Settings, Donation Settings, Donation Matching and 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 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!