How to edit your peer-to-peer fundraising page

This page is your self-service workspace for running a peer-to-peer (child) fundraiser. It’s role-aware (you only see what applies to you) and organized into tabs so you can personalize your story, manage media, coordinate a team, share widely, and track progress—all while honoring any rules set by the parent (master) campaign.

Note: If the campaign admin has “locked” certain items, you’ll see a lock message and those fields will be read-only.

How saving works

Start typing anywhere and a floating Save Changes bar appears at the bottom.
Use it (or the page footer) to save. You’ll see a success toast when it’s done.
Save controls only appear when needed to keep noise down.

Tabs & What You Can Do

1) Overview

Get a quick pulse of performance.

Snapshot metrics: total raised (pledged vs processed), # of contributions, goal and % to goal, days running / days left, largest and average gift.
Donations / Transactions: placeholder grid with Refresh and Search.
- If the campaign allows it, you’ll also see Add Offline Pledge to record cash/check gifts.
Welcome panel: brief onboarding tips appear until you personalize your page or receive your first gifts.

Tip: Check this tab after sharing to watch real-time momentum.

2) Story

Tell supporters why your cause matters.

Your Story: write and format your message. Validation helps keep it clean.
Headline (optional): a short highlight that appears prominently.
Locked sections: if your parent campaign controls certain messaging, they’ll show as read-only with a note.

Best practice: Lead with a personal reason, add a specific ask, and end with gratitude.

3) Team (shown only when relevant)

Build or view your team.

See your direct team members (“grandchild” fundraisers) with photo/initials, organizer name, amount raised, email, and a link to their page.
Quick invite: jump to Share → Invite Team.
If you’re part of another team, you’ll see an alternate view of your membership.
Empty state guidance helps you get started.
If allowed, Settings includes a Join an existing team dropdown.

4) Details

Fine-tune how your page looks and behaves.

Preview public page: open your layout in preview mode.
Profile & Cover Images: upload, change, or delete. (High-quality images perform best.)
Fundraiser/Team Name: edit with length guidance.
Goal & Progress Bar: set your goal (with currency icon), choose to show or hide the progress bar.
- Some settings may be locked based on status or campaign P2P rules.
Social Links: add Facebook, LinkedIn, Instagram, and X (Twitter) so visitors can connect.
Donation Display Options:
- Show/hide donation buttons.
- Choose one button or add up to four suggested amounts (live preview shows chips).
- Toggle Recent Donors display.
Additional Media: create a gallery of images/videos for your story.
Resources: if your organizer provided files (e.g., team playbooks), they appear for download.

5) Share

Everything you need to amplify reach.

Sub-tabs: Share Links, Invite Team, Ask for Support, Thank Supporters, QR Codes.
One-click social launchers for Facebook, LinkedIn, or email.
Direct link plus embed URL and full embed script if you want to place your fundraiser elsewhere (e.g., your blog).
Starter templates for asking, thanking, and recruiting—copy with one click and personalize.
QR Codes: generate downloadable codes that point to your fundraiser (or auction page when part of an event). Handy for posters, handouts, and screens.

6) Settings

Control how you appear and where messages go.

Public contact info override: name, email, phone, and address (country/state aware).
Respect for P2P locks: fields hidden when locked, but your existing data is preserved.
Join a Team (if allowed and you’re not already in one): pick from a dropdown to connect your page to a team.

A Typical Quick Start (8 steps)

Write your Story and (optionally) add a Headline.
Upload a cover image and any extra photos or videos.
Set your goal and choose a donation button strategy (single vs suggested amounts).
Add social links so supporters can connect.
Go to Share to copy your link, grab an embed, or download a QR code—send the Ask template to your first circle.
(If applicable) Recruit team members via Invite Team.
Monitor Overview stats and log offline gifts if you receive cash/checks.
Use Thank Supporters templates to follow up and keep momentum.

FAQ

Why can’t I edit certain fields?
Your parent campaign has locked those items to keep messaging consistent. You’ll see a lock notice where this applies.

Can I hide the progress bar or donation button?
Yes—look under Details → Donation Display Options. Some campaigns may lock these.

Where do I find my page link and embed code?
Go to Share → Share Links for your direct link and Embed options. QR Codes are in their own sub-tab.

How do I join or create a team?
If teams are enabled, you can Join a Team in Settings. To recruit members to your team, use Share → Invite Team.

Tips for Success

Keep your Story personal and concise—supporters give to people, not just causes.
Use suggested amounts (3–4) with meaningful labels (“Fund one backpack—$25”).
Share early, then reshare with an update once you reach 25% and 50% of your goal.
Feature a compelling cover image; it’s the first impression.
Thank supporters promptly—gratitude fuels more giving.