🤝 How to Set Up and Manage Peer-to-Peer Fundraising Campaigns

Quick Overview/Tutorial 🎥 ⬇️: 

⚙️ Step 1: Add the Peer-to-Peer Campaign Button to Your Landing Page

To allow supporters to create their own campaigns, you must first add the Peer-to-Peer Campaign content block to your landing page.

1. Go to Software Settings > Landing Page Builder.

2. Scroll down and click Add Content Block.

3. In the Type dropdown, select Start a P2P Campaign.

4. Enter the following required information:

   • Title

   • Header

5. Configure the display settings:

   • Show Block

     • Select Yes to display it on the landing page.

     • Select No if you want to build it first without showing it publicly.

   • Show Title / Show Header

     • Toggle these options if you want the title or header hidden on the page.

       • Title will display in the Menu as well as on the landing page.
       • Header will only display on the landing page. 

   • Background Color

   • Alignment (Left or Center)

   • Campaign Form Title

     • For example, the Campaign Form Title might say something like:

       • Start Your Fundraising Campaign

       • Create Your Classroom Fundraiser

       • Launch Your Personal Giving Page

       Supporters will see this title above the fields where they enter information such as their campaign name, description, goal, and image.

   • Ask users to select a category? Yes/No
     • This allows you to set up categories in advance and limit the campaign captain (the person creating the peer-to-peer campaign from the landing page), to selecting only from your predefined list of campaigns.
       
     • To set up categories go to Items>Manage Categories

6. Click Save.

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📝 Step 2: How Supporters Create Their Campaign Page

Once the campaign block is visible on your landing page, supporters can create their own fundraising campaign.

1. On the landing page, supporters click Create a Campaign.

2. A form appears where they enter:

   • Campaign Title

   • Description

   • Personal Fundraising Goal (optional)

   • Name

   • Email
   • Phone Number (optional)
   • Address (optional)
   • Select a Primary Color

   • Image Upload

     • Up to 10 images

3. They click Submit to send their campaign for approval.

✉️ How to Customize the Peer-to-Peer Campaign Email

You can customize the email that is sent to supporters after they create a new peer-to-peer campaign.

1. Go to Software Settings > Auction Settings > Peer To Peer Settings.
2. Locate the email content section.
3. Enter your custom message for campaign creators.
4. Click Save.

 

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🧾 Step 3: Reviewing Submitted Campaigns

When a supporter submits a campaign:

• A new donation item is automatically created in Manage Items.

• The item is tagged as p2p.

  • p2p = Peer to Peer

• The item status is set to Invisible so admins can review it before publishing.

To review the campaign:

1. Go to Manage Items in your ClickBid admin.

2. Search for the campaign using the campaign title.

3. Click the Edit icon to open the campaign item.

Here you can review or update:

• Description

• Image

• Fundraising goal

• Item settings

 

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🚀 Step 4: Approving and Activating the Campaign

Once the campaign looks correct, you can activate it.

1. In the item editor, change the Item Status to Active.

2. When activating the item, a email modal will appear.

3. This modal allows you to send the campaign creator an email that includes:

   • Their campaign donation link

   • A QR code for the campaign page

   • This allows the campaign creator to view donor comments and activity directly on their fundraising page using their campaign link.

   • Suggested promotional content they can share

The suggested message is automatically generated and can be edited before sending.

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🔗 Step 5: Sharing the Campaign

Once a campaign is active, the supporter can begin fundraising.

Each campaign has a unique share link that donors can use to contribute directly to that fundraiser.

Supporters can share their campaign through:

• Social media posts

• Email messages

• Text messages

• QR codes

All donations made through the campaign are tracked within your event.

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📊 Tracking Peer-to-Peer Fundraising Results

Peer-to-peer fundraising performance can be monitored through reporting tools.

Post Event Data Report can show:

• Total donations per campaign

• Donation totals by category

• Campaign progress toward fundraising goals

• Giving activity by supporter groups or tags

• Suggested report 

These insights help you see which campaigns are gaining momentum and which supporters are driving engagement.

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📈 Displaying Fundraising Progress on Your Landing Page

The Cumulative Total Bar content block lets you visually display fundraising progress on your landing page. By adding multiple bars, you can track totals for teams, campaigns, or categories while encouraging friendly competition and increased donations.

📊 How to Create a Cumulative Total Bar

Step 1: Add the Cumulative Total Bar Content Block

1. Go to Landing Page Builder.

2. Click Add Content Block.

3. Change the Type to Cumulative Total Bar.

4. Enter a Title (required).

   • The title appears in the menu/right-side navigation and above the content block on the landing page.

5. Enter a Header (required).

   • The header appears below the title on the landing page.

6. Click Save.

   

Step 2: Configure Cumulative Total Bar Settings

After saving, configure how the block appears on your landing page.

• Show Block? (Yes/No)

  • Set to No if you want to build the page without displaying the block publicly yet.

• Background

  • Choose a background color for the block.

• Show Title? (Yes/No)

  • Controls whether the title appears on the landing page and menu area.

• Show Header? (Yes/No)

  • Controls whether the header appears on the landing page.

• Layout Style

  • Full Width or Grid

Step 3: Add Progress Bars

You can create multiple progress bars within one content block.

1. Under Existing Bars, click Add Bar.

2. Enter the Name of the bar.

   • Example: First Grade or Mr. Smith’s Class

3. Select the Bar Style:

   • Bar

   • Circle

4. Choose a Bar Color.

1. Enter optional fields:

   • Goal (optional) – Target fundraising goal

   • Buffer (optional) – Extra visual spacing for the progress bar

2. Select the Type for what the bar tracks:

   • All

   • All Donation Items

   • All Silent Items

   • All Quantity Items

   • All Blind Items

   • Select Categories

   • Select Individual Items

3. Click Update Bar to save the bar.

Bar Style with full width layout :

Circle Style with Grid layout:

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🖼️ Adding Photos to Inspire Donors

You can also include a Photo Gallery content block on your landing page to highlight your cause and encourage giving.

Features include:

• Upload multiple photos

• Drag and reorder images

• Display the gallery above, below, or beside content

• Add optional titles or descriptions

Visual storytelling can help donors better connect with your mission.

🖼️ How to Add an Image Gallery to Your Landing Page

An Image Gallery lets you display multiple photos on your landing page to showcase your organization, highlight past events, or visually tell your campaign story.

Step 1: Add the Image/Text Split Content Block

1. Go to Landing Page Builder.

2. Click Add Content Block.

3. In the Type dropdown, select Image/Text Split.

4. Enter a Title (required).

   • The title appears in the menu/right-side navigation and above the content block on the landing page.

5. Enter a Header (required).

   • The header appears below the title on the landing page.

6. Click Save.

Step 2: Configure Image/Text Split Settings

After saving, adjust the display settings for the content block.

1. Show Block? (Yes/No)

   • Set to No if you want to build the page without displaying the block publicly yet.

2. Background

   • Choose a background color for the block.

3. Show Title? (Yes/No)

   • Controls whether the title appears on the landing page.

4. Show Header? (Yes/No)

   • Controls whether the header appears on the landing page.

5. Alignment

   • Choose Left or Center alignment.

6. Image Position

   • Bottom

   • Left

   • Right

   • Top

7. Image Type

   • Gallery
8. Enable Auto Scroll (Yes/No)
9. Enter a time interval (in seconds) for how often images rotate
10. Once Gallery is selected as the image type, you can begin adding photos.

11. Upload the images you want to display.

    1. Add as many images as you’d like to the gallery.

12. You can manage your images using the following options:

    1. Table View or Grid View to organize your images

13. Click Save
    
    
14. You can then add a description in the content block either by using AuctionGPT or adding your own. 
15. To organize your gallery: Drag and drop images to reorder them, or  Change the number displayed in the top-left corner of each image to set the order manually.
    
    View from Landing page
    
    
    

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📧 Messaging Campaign Creators

When communicating with campaign creators:

• Email filters allow you to contact campaign creators specifically.

• Messaging tools can include the campaign share link automatically.

• Creators can run multiple campaigns if needed.

This helps organizations easily support and motivate their fundraising teams.

How to Email a Campaign Creator Their Share Link

1. Go to Bidders > Email Bidders.

2. Click Compose an Email.

3. Enter your Subject Line.

4. Write your message.

5. Click Send Email Now or Saved to Composed to send at a later date. 

When creating the email, you can include these short codes:

• [f] = First Name

• [l] = Last Name

• [items] = Item Name and Item Share Link

 

Sample email: 

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📊 How to Run Donation Reports (Post Event Data)

To review your donation performance after the event, use the Post Event Data reports.

1. Go to Reports > Post Event Data.

2. In the top section, click the Donations tab.

Once inside the Donations tab, you’ll see several report options to choose from:

• Donation Totals by Item

  • Displays item name, item number, total donated, display goal, and progress toward the goal

• Donation Stats

  • Shows overall donation activity, including total donations, number of donations, and donor participation

• Top Ranked Donors

  • Highlights top contributors and the items they supported

• Most Donations to Same Item

  • Identifies donors who contributed multiple times to a single item

• Bidders Donating to Multiple Items

  • Shows donors who supported multiple donation items

• Donation Totals by Question Response

  • Breaks down donation totals based on custom question responses

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🔒 Important Peer-to-Peer Rules

Peer-to-peer campaign items have a few restrictions to keep reporting accurate:

• Campaign items remain Donation items.

• Donors cannot be manually linked to campaign items.

• Campaign items cannot be converted into other item types.

These protections ensure peer-to-peer campaigns remain tied to fundraising activity.