Your Setup Guide For Registration with Fundraising

Last Updated: Jun 09, 2017 05:57PM PDT

Please note a new version of Registration with Fundraising is now available. We recommend you use new Registration with Fundraising for the latest design options and features. Read the new support articles here

We understand that are a lot of intricacies to your event and that's why we've created the comprehensive guide below to help set your organization up for success while hosting your next Registration with Fundraising event. The below article walks you through all of the important settings you should consider when creating your Registration with Fundraising event. We highly suggest reading through the below to fully understand how these settings will affect the way attendee and fundraising page records will be created as part of your event.

For those of you who have hosted a Registration with Fundraising event before, treat this as a refresher or a way to circle back if you ever need clarification on how the different settings in the campaign creation process will affect your event. Let's go!

1. Registering
a. Participate as an Individual
b. Create a Team
c. Join a Team

2. Registration and Page Creation
a. Various Workflows
b. Activating Pages
c. Viewing Team page and Progress
d. Crediting Registration Amount to Fundraising Pages
e. Under Age Participants

 

1. Registering

There are three different ways a supporter can sign up for your Registration with Fundraising Event; they can register as an individual, create a team or join a team. While similar, the workflow for each is unique.

a. Participate as an Individual

When a user selects to Participate as an Individual they are opting to register and fundraise without a team affiliation. If the registrant(s) later decides they want to join a team they can do so directly from their individual fundraising page. To learn more about joining a team after registration, go here.

b. Create a Team

If a user chooses to Create a Team they will be prompted to enter in the team name as well as a team goal before they select their registration types and complete checkout. All individuals registered under the Create a Team option will be registered as a member of the newly created team and all money raised by each individual will automatically roll up into the team fundraising progress.

If at any point during the checkout process a registrant abandons checkout, they will need to go back through the Create a Team process for their team page to be created.

c. Join a Team

For supporters who are looking to join an existing team, they simply need to select the Join a Team option, search for their team in the dropdown menu and click Continue. All individuals registered under the Join a Team option will be registered as a member of the joined team and just like the Create a Team option, any money raised on the individual member pages, will roll up to the team total.

2. Registration and Page Creation

a. Crediting Registration Amount to Fundraising Pages

When creating your Registration with Fundraising campaign, there is an option to credit registrations to fundraising pages. The setting must be enabled during the event sign process for the registration amount to credit appropriately.

b. Various Workflows

Each of the below explanations include the expected result assuming a Family of Four are registering for the event under the same ticket type and team. It is assumed that the purchaser is always one of the registrants in the order and the option to credit registration amounts to fundraising pages is enabled. You can see the expected result under the “End Result” of each section.

i. Allow Multiple Fundraising Pages Per Person (Disabled) with Unique Emails

If a participant is registered by someone else and a unique email address is used, they will receive an email confirmation following check-out that will prompt them to complete their registration. Until this activation step is completed, the participant will not appear as a team member on the right side bar of the team page.

To complete their registration they will need to click on the Complete Registration button in the email they receive which will take them to a login screen on Classy. If the user is creating a member profile with Classy for the first time, they will be prompted to create a password. If not, the user can login to their account.

At this point, the participant has the opportunity to confirm their custom question answers are correct and then they will be forwarded to their individual fundraising page. From their page, they can edit their photo, page title, display name and fundraising goal. They can also share their page by email or through the Facebook and Twitter share buttons.

End Result: Four fundraising pages created tied to all unique member profiles. Directly after signing up, all pages will show up on the team page however the three fundraising pages that do not belong to the purchaser will have greyed out pages that are not viewable or credited towards the team total, until their pages are activated. The purchaser’s page will be activated and will be the only page where the registration amount is correctly tied to their page and team.

ii. Allow Multiple Fundraising Pages Per Person (Disabled) without Unique Emails

If a participant is registered by someone else and a unique email address is not used, the attendees (outside of the purchaser), will not receive a fundraising page. While all individuals will be registered as attendees for the event, they will not all have their own fundraising page and thus will not show up under the list of individual fundraisers for the campaign. Only the admins will be able to confirm the attendee information for the non-purchaser attendees.

This can often times become confusing like in the “family of four” scenario who are signing up their whole family where the children do not have email addresses. While everyone in the group of four will be registered for the event, only the purchaser (or the users who have unique email addresses will have a page created for them)

If the organization later decides they want to create pages for every individual that registers, they can enable the Allow Multiple Fundraising Pages Per Person option and then from the Attendee Edit screen, generate each user a page. The newly created pages will be tied to the email address their page was created under and will automatically be activated.

End Result: One fundraising page created tied to the purchaser's member profile. Only the purchaser’s fundraising page will show up on the team page however the three registrants who are not the purchaser will still be considered Attendees for the event. The purchaser’s fundraising page will show all four registration amounts in their order credited to their page.

iii. Allow Multiple Fundraising Pages Per Person (Enabled) with Unique Emails

If a participant registers multiple people and unique email addresses are used for every attendee, each individual will receive a fundraising page tied to their own member profile All individuals will be registered as attendees for the event, and all will also have fundraising pages. Each individual can manage their page directly through their member profile. In the family of four example, the purchaser will log in and only see their page and purchase listed. The other three pages would be under the member profiles of the respective attendees.

End Result: Four fundraising pages created tied to all unique member profiles. Directly after signing up, all pages will show up on the team page, automatically be activated and have their registration amounts roll up to the team total. All fundraising pages will have the registration amount credited correctly based on the registration amount purchased for each individual registration.

iv. Allow Multiple Fundraising Pages Per Person (Enabled) without Unique Emails

If a participant registers multiple people and a unique email address is not used, the attendees (outside of the purchaser), will receive a fundraising page but it will be tied to the member profile of the purchaser. All individuals will be registered as attendees for the event, and all will also have fundraising pages. The only way these fundraising pages can be edited is through the member profile of the purchaser. In the family of four example, the purchaser will log in and see all four pages under their account, though the fundraiser nickname on each page will mimic the names of each attendee.

If when registering for the event, the option to join a team was selected, all users in the order will be assigned to that team.

End Result: Four fundraising pages created tied to the purchaser’s member profile. Directly after signing up, all pages will show up on the team page, automatically be activated and have their registration amounts roll up to the team total. All fundraising pages will have the registration amount credited correctly based on the registration amount purchased for each individual.

c. Activate Pages

Depending on the campaign, there can be fundraising pages that are not automatically activated after checkout. In this case, the registrant would need to complete their registration per the confirmation that is sent to them after checkout. If for whatever reason they do not receive this email and are unable to complete their registration, the organization can resend the activation email from the Attendees report.

Until a fundraising page is activated, it will not be viewable and if the registration amount is credited, it will not roll up to a team total.

d. Viewing Team Page and Progress

All fundraising pages will show up in the right side bar under Team Members for their specific Team. Any funds raised on the pages of the individual team members will roll up to the team fundraising progress. The ones that are activated will roll up to the team total, while the ones that are not activated will be greyed out but will still be viewable.

If a participant is registered for the event but not showing as a Team Member it is likely their page hasn’t been activated. Please note: If a page is never activated this will have no affect on the registration of that individual. The registration for the event and activation of an individual’s page are not exclusive.

e. Under Age Participants

If a participant is registered by another individual, when they are prompted to complete their registration, if their date of birth indicates they are under 13 year of age, they will be unable to move forward with the registration completion process. Per COPPA laws, we are required to restrict individuals under 13 years of age from creating fundraising pages.

If you have any questions regarding the setup of your Registration with Fundraising event, please feel free to reach out to our support team at https://www.classy.org/help