1. 2018: Your Year for Peer-to-Peer
Molly: comment on client needs and experiences

2. Today’s presentation About Peer-to-Peer Demo Examples
Who did well 2017
What’s coming in 2018

3. Engaging Networks Peer-to-Peer history
Developed by Zuri Group as an optional module in Engaging Networks
Initially built for DIY Peer-to-Peer
Now in release 3.0 for Events with registration types and fees
Release 3.1 coming in March (more details later)
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

4. 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
Complete this…

5. Accessing Peer-to-Peer transactions
Query Builder for and export
Transaction reports
Add Omatic, Salesforce, ROI

6. Accessing Peer-to-Peer transactions
Supporter Dashboard - gadget
Profiles - new filters
Add Omatic, Salesforce, ROI

7. Marketing Automation / profiles
Five new profiles: supporter type, amount raised, transactions, login, goal reached
Daily query adds new supporters to workflow
Define goals: donate, act, login, update
Recognize milestones

9. Some 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
Lingo can be confusing. Need to distinguish site vs. campaign. Flexibility of groups, participant roles (can have volunteer as role). Customizing forms is huge competitive advantage.

10. Peer-to-Peer 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
Top level features to underscore flexibility and multiple uses. Distinguish single language and currency from donor choice.

11. Things to consider before you start
Concept - what, who, when, why, how
Implementation - configure, test, launch
Design and Content - branding, pages
Strategy - recruit, activate, manage
Donor Services - helpdesk, webinars
Molly: comment on client needs and experiences

12. How can you use Peer-to-Peer?
DIY
Honor/Memorial
Crowdfunding
Events registration  Run/Walk/Ride, Bowl, Dance…
Save the _____, Fund the _____
Questions to the audience to gauge their interest and experience.

13. Demo…

14. Site types… DIY Event Blueprint Can have multiple campaigns
Fundraiser can have multiple pages
Uses: DIY, symbolic, honor memorial, crowdfunding, day of giving
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
Blueprint
Coming in 2018!
Lock-down configuration from admin level to limit changes on child sites; push updates
Uses: multi-site events, federated organizations

15. sign in process (social sign in an option)

16. Sign up process:
Complete profile…fields can be customised

18. For event registrations peer-to-peer sites

21. Confirmation! With direct social sharing…

22. Into the software…

24. Who did well in 2017? Match the results with the organization:
Almost 100 Peer-to-Peer sites launched
20 runners raise $91,000!
Sites launched in English and French
Multiple sites deployed for bowling, dancing
Major national campaign with team levels, $500K so far!
Sites for Chicago Marathon, Giving Tuesday and DIY

25. Coming in 2018…
Event activities tool – to better manage ‘the event day’
Batch upload of offline gifts
Ability to add general donation form to any page of your site
CAPTCHA added
Additional reports
Much more…

26. Coming in 2018: new dashboard

27. Coming in 2018: Team communication

28. Coming in 2018: create contacts, track donors

29. Coming in 2018: create contacts, track donors

30. Coming in 2018: email contacts

31. Coming in 2018: Academy lessons