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Event/Campaign page settings

* Click here to access Event Settings Checklist.

OptionDescription
General
Set opted-in as the default for: Registrant email permission  On the registration page, the box for “I give [organization name] permission to contact me by email” will be checked. Registrants will have to uncheck the box if they do not want to allow email from the organization.
Set opted-in as the default for: Donor email permission  On the Donation page, the box for “I give permission for [organization name] to contact me by email” will be checked. Donors will have to uncheck the box if they do not want to allow email from the organization.
Set opted-in as the default for: Registrant post mail permission  On the registration page, the box for “I give [organization name] permission to contact me by Mail (Post)” will be checked. Registrants will have to uncheck the box if they do not want mail from the organization.
Set opted-in as the default for: Donor post mail permission  On the Donation page, the box for “I give permission for [organization name] to contact me by Mail (Post)” will be checked. Donors will have to uncheck the box if they do not want mail from the organization.
Set opted-in as the default for: Registrant search consent permission  On the registration page, the box for “Allow people to find my name when searching for a participant to sponsor” will be checked. Registrants will have to uncheck the box if they do not want to allow donors to search for their name.
Display the Event Information  Makes the date and location information appear on the My Summary page and the My Donations page of the event website.
Enable Participant Message Board  Enables a message board on registrant personal pages. Administrators can administer the message board from the Relationships tab.
Enable Personalized Page Name  Enables participants and administrators to change the default name for individual and team personal pages. Individual and team registrants have the opportunity to specify a name for their personal page after they sign up for an event. Administrators can change this using the Relationships tab.
 
Enable Personalized URLs

Enables you to display an address other then secure.e2rm.com on your web address. This option is available as a special request and additional charges apply. Contact your account manager for more information. 

Note: Once the option is selected, it cannot be disabled at a later date.

Enable Direct Donation  Enables donors to make direct donations to an event.
Donation
Allow for donations made by an Organization  Allows donors to make organizational donations.  
Enforce a minimum donation amount Enforce a minimum donation during registration
Allow donor to cover the processing fee Enables an administrator to specify a percentage or a dollar amount that will be added to a donation. Once a donor selects this option, the associated processing fee will be added to the donation amount.
Enable Tax Receipts for Organization Donations  Organizations who donate will receive a tax receipt when this is selected. When this is turned off, no tax receipts are issued to organizations.
Enable Tax Receipts by Location

Tax receipts sent to donors will be different for each location. For example, Vancouver Terry Fox Run, Toronto Terry Fox Run, etc. 

Tip: You have to set different bundles of tax receipts for each location in order to use this feature. Please note that a default bundle is required. 

Enable Individual Cash, Cheque & Lump Sum Donations  Enables individual registrants to add offline cash and cheque payments. For example, you could donate the proceeds of a bake sale. If you select this option, two more options appear so you can choose whether or not to trigger a receipt for this type of donation.
Enable Team Donations  Enables supporters to make donations to teams directly.
Enable Team Cash, Cheque & Lump Sum Donations  Enables teams to add offline cash and cheque payments. For example, a team could donate the proceeds of a bake sale. If you select this option, two more options appear so you can choose whether or not to trigger a receipt for this type of donation.
Enable payment of Cash & Cheque Pledges by credit card Enables individuals or teams to use credit cards to pay for their offline donations. 
Mobile Fundraising Settings
Enable mobile optimized fundraising  Enables supporters to use iPhones and Androids to access your event pages for registration and donations. 
Enhanced Fundraising Hub Settings
Enhanced Fundraising Hub Settings Enabling the enhanced fundraising setting will add new content areas and participant fundraising features to your event. 
Registration - Individual
Enable Account Verification for New Registrants The registration page will allow returning registrants to skip registration and sign in using their existing user name and password.
Enable Friends & Family registration  When this option is selected, you will enable a primary registrant to register others. For example, a person could register himself and his entire family.
Set opted-in as the default for: Proxy Registrant email permission  On the registration page, the box for “I give [organization name] permission to contact me by email” will be checked. Primary registrants will have to uncheck the box if they do not want to allow email from the organization.
Set opted-in as the default for: Proxy Registrant post mail permission On the registration page, the box for “I give [organization name] permission to contact me by Mail (Post)” will be checked. Primary registrants will have to uncheck the box if they do not want the person they are registering to receive mail from the organization.
Set opted-in as the default for: Proxy Registrant search consent permission On the registration page, the box for “Allow people to find my name when searching for a participant to sponsor” will be checked. Primary registrants will have to uncheck the box if they do not want to allow donors to search for the names of the people they are registering.
Set opted-in as the default for: Proxy Registrant create account permission On the registration page, the box for "Uncheck this option if the registrant will not do any fundraising (e.g. a family member at same address)" will be checked. Primary registrants will have to uncheck the box if they do not want the person they are registering to fundraise online.
Prepopulate friend’s & family address during registration When registering others, people can click a button to have their own contact information automatically entered for the people they are registering. 
Enable self-sponsor: during registration When registering, participants will be asked if they would like to make a donation. If this is not enabled, participants will not be given the opportunity to make a donation during the registration process.
Enable self-sponsor: post registration  Participants will be able to sponsor themselves after they have registered.
Issue Tax Receipt for Self Sponsor  Participants who sponsor themselves will receive a tax receipt.
Enable Sponsor Search Allows participants to be searchable for sponsorship.
Enable Fundraising Goal When registering, participants will be able to set a goal for online fundraising.
Enable Customize Personal Page during registration   Allows participants to customize their fundraising pages during the registration process.
Enable Fundraising during registration  When registering, participants will be able to send out solicitation emails to other people. For this to be completely enabled, the “Registrant Email – Get Sponsors” option needs to be enabled.
Collect emergency contact information  When registering, participants will be able to specify an emergency contact. This information will be available in a report.
Enable Welcome page  This is the first page registrants see when they log in to their account. You can use this page to communicate details about the event, post event updates, and also highlight different areas of the Fundraising tools that they should focus on.
Enable Previous Donor Address Book  Provides an address book containing the email addresses of people who have sponsored the registrant for other events in the past. This is to help registrants send fundraising emails. Registrants are identified by their username.
Registration - Group
Enable Account Verification for Team Members  The registration page will allow returning team members to skip registration and sign in using their existing user name and password.
Enable teams  Enables team registrations. Donors will be able to search for team names.
Restrict team registration to only allow joining (not creating) a team  Only the administrator can create teams – registrants cannot create their own teams. Administrators should leave this field unchecked until they enter the teams, then check the field.
Restrict Team Registration by Team Captain's Location  Registrants will only be able to join teams in locations where the team captain is registered.
Make teams mandatory  No individual registrations are allowed. All participants must join one of the teams.
Enable Team Message Board  Teams will be able to have their own message board in the fundraising hub where they can leave messages for other team members.
Enable Team Page Public Message Board  Teams will be able to have a message board on a team page.
Enable Team Captain Report 
Allows the team captain to request a report of the team totals.
Enable Team Member Listing on Team Page Allows a listing of team members to appear on the team page.
Multiple Group Search
Group this event with This feature allows events to be grouped together so supporters can search for participants fundraising in the events that you have grouped with. For example, you can group the FrontStream Toronto Run with the FrontStream Vancouver Run. This will enable someone on the Toronto event page to search for a participant registered for the Vancouver Run.
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