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Peer to Peer How to customize registrant Sign Up details
Authored by: Megan Gill
on 1/30/2024 11:24:00 AM

Instructions: How to customize registrant Sign Up details (Basic)

CharityEngine also allows for customization on what details are collected for your registrants. 

Sign Up - General

Step 1: Navigate to the Sign-Up tab and the General sub-tab

  1. Allow Signup - allow individuals to self-register
  2. Multi-Registration - allow an individual to register to more than 1 team
  3. Count Registration - if your event has a registration fee, determine if you would like to include the registration fee in your total dollars raised
  4. Gender - allow users to select gender (not required for registration if enabled)
  5. Date of Birth - allow users to enter DOB (not required for registration if enabled)
  6. Dietary Restrictions - allow users to enter dietary restrictions (not required for registration if enabled)
  7. Emergency Contact - allow users to enter an emergency contact (not required for registration if enabled)
  8. Default Initiative - assign a campaign initiative for back-end reporting (if applicable)
  9. Default GL Code - assign a general ledger code for accounting purposes (if applicable)
  10. Default Fund - assign a fund for account purposes (if applicable)
  11. Add additional sign-up questions - add additional questions for sign up; will be routed to set-up for Questions sub tab

Sign Up - Fundraisers

Step 2: In the Sign-Up tab, navigate to the Fundraisers sub-tab. From here you can set a minimum fundraising goal for your individual fundraisers who are participating in your peer-to-peer event. You can also customize a default fundraiser story to help give your fundraisers a head start on their personal reason for fundraising and participation. Note, the fundraiser can customize during the sign-up process. Click SAVE to secure your changes. 

Sign Up - Teams

Step 3: Continuing with the Sign Up tab, navigate to the Teams sub-tab where you can enable the ability for teams to register for your event. Note, by enabling you also expose an option for Teams to Join Teams. This is a great feature for departments within an organization who need to roll up into the overall corporate total. Also set Minimum Goal for your team's participation. Again, get a head start with your fundraisers by adding a default team story. Again, the team story can be customized by the team captain during registration. Click SAVE to secure your changes.  

Sign Up - Tickets

Step 4: Remaining on the Sign Up tab, navigate to the Tickets tab to add tickets. Use Add New to add existing tickets (if applicable). Click SAVE to sure changes. 

  • Note: If your Peer-to-Peer type = Hosted Event, you will need at least 1 ticket. The ticket value can by free at $0.00. 
  • Note: Tickets must be established within the Volunteers & Events application prior to clicking on Add New

Sign Up - Questions

Step 5: Continuing on with Sign Up tab, navigate to the Questions sub-tab to add custom questions for your event. Click on Add New to create your custom question(s). Click SAVE to secure your changes. 

  • Note: If you select a question Type that requires choices or selections, be sure to add your response selections by clicking None Configured under CHOICES 
  • Note: Your question(s) can be assigned to specific tickets by clicking on All under TICKETS

Sign Up - Legal

Step 6: Continuing with the Sign Up tab, navigate to the Legal sub-tab. Here you can add customized legal terms that may be required for your event. Click SAVE to secure your changes. 

Step 5: How to customize Receipt & Acknowledgements (Basic)

Previous - Peer-to-Peer: How to configure the peer-to-peer landing pages (Basic)

Home - Peer to Peer: Comprehensive Guide for Set Up, Configuration, and Reporting



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