Peer-to-peer and events 19TH AND 20TH JUNE ENGAGING NETWORKS COMMUNITY CONFERENCE

Today’s presentation About Peer-to-Peer & Events Demos Examples Recent updates and what’s coming EVENT TITLE HERE IN CAPS

Peer-to-peer Developed by Zuri Group as an optional module in Engaging Networks Initially built for DIY Peer-to-Peer Events with registration types and fees now available API pushes transactions from Peer-to-Peer front-end and schema into supporter record in Engaging Networks Transactions available in reports, Query Builder and Profiles and for Marketing Automations EVENT TITLE HERE IN CAPS

Events An Engaging Networks page-builder page type Blocks dragged over for ticket types and attendees Ticket details can be dynamically inserted into thank you emails Reports for attendee information Integrated into Marketing Automation and Query builder EXAMPLE: ENCCUK Booking form! EVENT TITLE HERE IN CAPS

Peer-to-peer transaction types AMR - (amplify) Peer-to-Peer registration ACS/ACR - donation credit/debit single or recurring ABS/ABR - donation bank (ACH/EFT) single or recurring ACF - registration fee ACC - free registration fee ATA - attendee (for future development of family/group registration) ATK - ticket (for future development of family/group registration) ACA - offline cash entered by participant or admin ACH - offline check entered by participant or admin Campaign data 14, 15 - credited supporter ID, name EVENT TITLE HERE IN CAPS

Event transaction types ECS – Credit card single EBS – Bank payment single ECC – Cash or free ticket ETK – Event ticket purchase details ETA – attendee information EVENT TITLE HERE IN CAPS

Accessing transactions EVENT TITLE HERE IN CAPS

Accessing transactions

Marketing automation Five profiles for p2p: supporter type, amount raised, transactions, login, goal reached Daily query adds new supporters to workflow Define goals: donate, act, login, update Recognize milestones Automation filters also available for events

Marketing automation

Peer-to-peer lingo Site: full website with registration, donation, login, and other content Campaign: fundraising purpose within DIY site Campaign page: the fundraiser’s personal donation page Fundraiser dashboard: page where fundraiser manages multiple campaigns Groups: client-definable structure for teams, companies, leagues, etc. Forms: client-definable workflows for registration, donation, login and profile updates

Features Content: full CMS with navigation Customize: all content, forms, fields and labels Flexible: any single language, currency Payments: single; credit, debit Mobile: born mobile; optimized for fundraiser and donor

Before you start, consider Concept - what, who, when, why, how Implementation - configure, test, launch Design and Content - branding, pages Strategy - recruit, activate, manage Donor Services - helpdesk, webinars

How you could use it DIY Honor/Memorial Crowdfunding Events registration  Run/Walk/Ride, Bowl, Dance… Save the _____, Fund the _____

DIY Site types Can have multiple campaigns Fundraiser can have multiple pages Uses: DIY, symbolic, honor memorial, crowdfunding, day of giving

Site types Event Can have multiple participant types Paid or free registration and discounts Location and start/end times Uses: walk, bike, run or any event - hosted, third party or invitational

Sign in process (note social option)

Sign in process (fields can be customise)

Different ways to fundraise

Event type p2p

We’re always adding new features…. EVENT TITLE HERE IN CAPS

Thank You. EVENT TITLE HERE IN CAPS