Peer-to-Peer Campaigns: Step-by-Step Admin Guide

This guide walks you through every stage of a peer-to-peer campaign from setup to final reporting. Each step links to the full KB article for detailed instructions. Use the phase headers to jump to where you are in the process.

Phase 1: Activate & Set Up Peer-to-Peer

Before anything else, decide on your campaign structure (event ticketing or only donations needed) turn on P2P for your campaign.

1. How to Set Up Peer-to-Peer Fundraising on Your Campaign Enable P2P on your campaign and configure core settings like fundraising goals, page defaults, and public visibility.

Phase 2: Configure Activities & Pledges (Optional)

Skip this phase if your campaign does not use activity-based fundraising (e.g., walk-a-thons, run-a-thons, swim-a-thons). If it does, set up activity tracking and pledge rules here.

1. What is Peer-to-Peer Activity Tracking? — Overview of how activity tracking works and when to use it.
2. Peer-to-Peer Activity Tracking Admin: Overview — Admin-level overview of the activity tracking dashboard and controls.
3. Peer-to-Peer Activity Settings — Configure activity tracking settings for your campaign.
4. Configuring Activity Types & Units — Define what activity type fundraisers are tracking (miles, laps, hours, etc.) and set the unit of measurement.
5. Peer-to-Peer Pledge Rules — Set rules for how supporters can pledge to fundraisers — flat amounts, per-unit amounts, or both.
6. Activity Tracking Pledges: Per-Unit vs. Flat Amount — Understand the difference between pledge types and choose the right structure for your campaign.

Phase 3: Set Up Badges (Optional)

Badges reward fundraisers for hitting milestones. Skip this phase if you are not using gamification features.

1. Badges: Definitions, Rules, and Awards — Learn what badges are and how the award system works before configuring anything.
2. Apply a Badge Template Pack — Start with a pre-built badge set as a foundation, then customize from there.
3. Creating and Managing Badge Rules — Define the conditions under which badges are awarded (e.g., first donation received, $500 raised, 10 miles logged).
4. Badge Awards: Notifications — Configure the notification emails fundraisers receive when they earn a badge.

Phase 4: Set Up Communications

Configure the automated emails that go out to fundraisers when they join, hit milestones, or receive donations.

1. Peer-to-Peer (P2P) Communications Manage and customize all automated email communications for your P2P campaign, including invitation and confirmation emails. Preview emails before they go out.
2. Automated Email Templates for Peer-to-Peer Fundraiser Milestones  Set up triggered emails that fire automatically when fundraisers hit goals or receive their first donation.
3. How Custom Emails Work with Default Notifications Understand the interaction between your custom emails and BetterUnite's default notification system so fundraisers don't receive duplicate messages.

Phase 5: Build & Configure Your Campaign Page Design

Set up the organizer-facing campaign page and configure how fundraiser pages look and behave. Your fundraiser pages' design will mimic the main campaign page design.

1. Legacy Templates Tutorial (Page Design)
2. Page Design Studio Introduction

Phase 6: Add & Manage Fundraiser Pages

Create fundraiser pages on behalf of participants, or manage pages that supporters have created themselves.

1. Add or Create a Fundraiser Page as the Admin Create a new fundraising page on behalf of a participant directly from the admin dashboard, and optionally send them an invitation to claim it.
2. View and Manage Child / Fundraiser Campaigns (Admin)  Access the full list of fundraiser pages, filter and sort them, and understand the difference between internal (admin-created) and external (self-created) pages.
3. Bulk Add Fundraising Pages via CSV  Import a spreadsheet to create many fundraiser pages at once — useful for walk-a-thons or school fundraisers with known participant lists.
4. Bulk Actions for Fundraiser Pages  Hide, delete, email, or send invitations to multiple fundraiser pages at once from the admin view.

Phase 7: During the Campaign Monitor & Manage

Once your campaign is live, use these tools to keep things running smoothly.

1. Add a Transaction to a Fundraiser Team  Manually credit a donation or offline payment to a specific fundraiser team.
2. Hide Child Campaigns / Team Fundraiser Pages  Remove a fundraiser page from public view without deleting it.
3. Manage Activity Logs  View, edit, and manage activity log entries submitted by fundraisers.
4. Import Activity Logs via CSV  Bulk import activity data for fundraisers who are tracking offline (e.g., paper log sheets at a walk).
5. Activity Tracking: Strava Mapping & Manual Sync  Connect Strava so fundraisers can sync their activity automatically, or manually sync activity data as needed.
6. How Badge Awards Are Issued Understand when and how the system checks for badge eligibility so you know what to expect as fundraisers hit milestones.
   
   

Phase 8: Pledges & Collections

Collect on pledges made by supporters who pledged a flat or per-unit amount to fundraisers.

1. How to Collect Payment for Peer-to-Peer Pledges  Send payment requests to pledgers and walk through the collection process.
2. Messaging Pledgers Directly Send custom emails directly to pledgers from the pledge management view, including bulk payment instruction sends and adding pledges to carts.
3. Bulk Delete or Cancel Activity Pledges  Remove or cancel multiple pledges at once, useful for cleaning up test pledges or fulfillment issues.

Phase 9: Reporting & Wrap-Up

Review campaign performance and pull data for your records or board reporting.

1. New Peer-to-Peer Reports Access the P2P Activities Report, P2P Transactions Report, and P2P Summary Report for a full picture of campaign performance.

Frequently Asked Questions

Can the organization add a fundraiser team for someone else?
Yes. See Can the organization add a Fundraiser Team for someone else?

How do custom emails interact with BetterUnite's default P2P notifications?
See Peer-to-Peer Automated Emails: How Custom Emails Work with Default Notifications

Need Additional Help?

We’re here to assist you in any way we can. Don’t hesitate to reach out to support@betterunite.com

Let’s go do some good.