How to Navigate Your Peer-to-Peer Event Template Admin Console

Let’s Learn

• How to Navigate the Peer-to-Peer Event Template Admin Console
  • Event Summary
  • Event Settings 
  • Event Builder
  • Locations
  • Registrations
  • Suggested Donation Amounts
  • Waiver
  • User-Defined Fields
  • Widgets
  • Emails

How to Navigate the Peer-to-Peer Event Template Admin Console

We’ve simplified the Admin Console within the Peer-to-Peer Event Template for a more intuitive user experience.

Helpful Information! 

Some features are managed in the Panorama Event Builder and are not visible in the Admin Console. Additionally, some features exist within other Enterprise templates that do not exist in the newest Peer-to-Peer Event Template so they will not be visible when creating an event on the newest Peer-to-Peer Event Template.

The following outlines each of the tools in the updated Admin Console and how to use them to help you maximize your fundraising efforts and raise more. 

Event Setup Features	Admin Console Powered by Artez	Panorama Event Builder
Event Settings	✔
Event Page Setup		✔
Locations	✔
Location Page Setup		✔
Registration Types	✔
Registration Settings	✔
Registration Page Setup		✔
Custom Questions	✔
Email Settings	✔
Suggested Donation Amounts	✔
Donation Page Setup		✔
Social Share Settings	✔
Participant Page Setup		✔
Team Page Setup		✔

 

Important Note!

Prior to setting up your Peer-to-Peer event, please ensure that you have set up your Payment Gateway and Tax Receipt Settings. 

 

Event Summary

This where you will see a summary of details of your event including Event Name, Type, Dates, Link to event homepage, and more. From this summary page, you can click on Edit information to update any of the details of your event or you can click on Unpublish so your event will no longer be live. 

 

Event Settings

Here is where you can update different types of settings for your event.  The selections you made when creating the event will be displayed here. 

• General Settings is where you can enable Postcode Anywhere Address Validation, Direct Donations, and enable the ability to allow users to opt-in to cover the processing fees so 100% of their donation goes directly to your cause allowing you to inspire and motivate donors to give, reduce direct costs and raise more to do more good!

• Donation Settings is where you can enable various donation settings including the following-
  • Allow for donations made by an Organization captures the Organization’s name versus individual donor first and last name.
  • Enable Tax Receipts for Organization Donations will apply if you have opted into allowing organization donations.
  • Enable Tax Receipts by Location will send a unique receipt per location (tax receipt templates will need to be set up as well).
  • Enable Individual Cash, Check, and Lump Sum Donations allows participants to enter offline donations through the fundraising hub.
    • Enable Individual, Cash and Check Donations (receiptable) captures donor information in order to issue a tax receipt.
    • Enable Individual Cash and Check lump sum donations (non-receiptable) will allow participants to bypass entering donor information when entering offline donations for group fundraisers.
  • Enable Team Donations allows donors to donate directly to a team.
    • Split Team donations amongst team members will automatically split direct team donations to reflect evenly on all team member participant pages.
    • Assign donations to team only 
  • Enable Team Cash, Check and Lump Sum Donations allows Team Captain to enter offline donations to the team page from the fundraising hub.
    • Enable Team Cash and Check Donations (receiptable) captures donor information in order to issue a tax receipt.
    • Enable Team Cash, Check, and Lump Sum Donations (non-receiptable) will allow Team Captain to bypass entering donor information when entering offline donations for group fundraisers.
  • Enable payment of Cash and Check pledges by credit card all cash, check, and lump sum donations will sit as unverified unless you enable this feature to allow for the participant to verify it by making a credit card payment.

• Individual Registration Settings is where you can update registration settings for your participants including the following settings:
  • Enable account verification for new registrants allows past participants to register by entering in their username and password.
  • Enable friends and family registration allows participants to register others.
  • Enable self-sponsor: post-registration allows participants to donate to their fundraising page during registration.
  • Issue tax receipt for self-sponsor allows participants to receive a tax receipt for their personal donation to their fundraising page.
  • Enable customize personal page during registration allows registrants to customize elements of their page right after registration and before accessing the Fundraising Hub. It's a mini-tutorial that encourages participants to personalize their fundraising page to help them start fundraising instantly. If enabled, once participants register they see the following flow in their fundraising hub:

• • Enable previous donor address book allows recurring participants using the same account access to donors from previous years.
  • Include registration fees in the fundraising total includes the participant’s registration fee in their fundraising goal.

• Group Registration Settings is where you will update settings for your teams and team members including:
  • Enable account verification for team members allows past participants to register by entering in their username and password.
  • Enable teams turns on team functionality.
  • Restrict team registration to only allow joining (not creating) a team so that registrants only see the option to join a team during registration. 
  • Restrict team registration by team captain’s location allows participants to only join teams that are registered in the same location. 
  • Make teams mandatory will prompt every participant to join a team.
  • Enable team captain report allows the team captain to pull statistics for team fundraising.

 

Event Builder

Selecting the Event Builder will direct you out of the Admin Console into the Panorama Event Builder, where customizations to the look and feel of your event pages can be done. In this area you can update your Event Home page, Registration and Donation forms, Individual Participants and Team pages, along with other landing pages associated with your event by using our drag and drop content editor.  You can easily add images, text, videos, logos, and other visual elements to match your organization’s branding. For more information on how to use the Panorama Event Builder to customize your event pages click here.

 

Locations

Allows you to create a new location, edit an existing location, or create a new location type.

To Create a New Location enter in: 

1. Your location name, Event location export id (this is how the location will show in your reporting), Location address, Upload location image, and select Next.
2. Enter your location fundraising goal and location registration and event dates followed by Finish to save your changes. 

If you want to categorize your locations, you can Create New Location Types. Whether you are categorizing your locations based on State, City, or Region it allows for participants to easily search for all locations that fall under that specific type.

 

Registrations

Here is where you can manage Registration Types available for your event such as Individual or Group Registration and Corporate Teams. 

Helpful Hint!

If you enable Individual Registration for your event, registration types for individuals might be Adult Participant, Child Participant, Runner, Walker, 5K or 10K. 

If you enable Team/Group Registration for your event, you can pre-set the team types available for your participants to choose from such as Family, Corporate and Community. 

Registration Pages can be customized in the Panorama Event Builder. Click here for more information on how to set-up your registration pages using the Panorama Event Builder.

Helpful Hint!

Be sure to set up all locations for each event before setting up Registration Types. This will make it easier to assign Registration Types to the appropriate locations.

 

Suggested/Dynamic Donation Amounts

In this area, enable or disable Suggested Donation Amounts or Dynamic Donation Amounts.

Helpful Information!

According to FrontStream research, enabling Suggested Donation Amounts or Dynamic Donation Amounts could increase your average online donation amount by up to 20%!.

 

Enable Suggested Donation Amounts to set up a maximum of four suggested donation amounts by selecting Add Suggested Donation Amount. Enter the amount of each suggested giving level, and click Save. You can enable this for One Time or Monthly Donations.

 

Helpful Tip!

When enabling Suggested Donation Amounts it is always best practice to allow your donors to enter their own donation amount. You can enable this by checking the box beside Allow donors to specify their own donation amount. 

 

 

Please Note that you do not have to enable all four suggested donation amounts. For example, if you wanted to suggest 3 donation amounts and give your donor the option to enter their own amount, you have the ability to do so.

 

Enable Dynamic Donation Amounts to leverage your event's donation data to determine which suggested donation amounts to display to donors. When enabled the donor will be able to choose 1 of 4 donation amounts or enter their own donation amount by selecting Other.

You can enable Dynamic Donation Amounts based on a suggested donation amount. To do this check the box next to Base Suggested Donation Amount and enter an amount that you would like to use as the initial suggested donation. 

You can also enable Dynamic Donation Amounts based on donor data from a previous event. To do this check the box next to Use Donor Data from a Previous Event and then select a past event you wish to base your donation amounts on.

 

Waiver

Here you can enable the waiver functionality for your event and add/edit the text of your waiver.

You have the option to use Default Waiver Content for all your event locations or you can customize your waiver text per your location by clicking on the Location dropdown menu and choosing a location. Remember to select Submit after each Waiver text entry.

 

User-Defined Fields

Allows you to capture various types of information or data from your participants when they are registering for your event. Questions you may want to include could be about corporate affiliation, t-shirt sizes, how they heard about the event, how many years they have participated, tribute or in memoriam information. This data can help you better understand what motivates your supporters to help you create more targeted, effective communications.

 

Helpful Information!

You can also access this area from the Panorama Event Builder. When editing the content for your Registration Contact Information page or Donation Form pages you have the option to Add Questions. By selecting Add Question a new tab will open within your current browser session and bring you to the User Defined Fields tab within the Admin Console.

To create a new User-Defined Field:

1. Select Create New User-Defined Field to fill in your Field Name. For example, if you want to capture a t-shirt size for your event participants you might name your Field “T-Shirt Size”.
2. Then select what type of field you want to create. You can choose from Check Box, two different types of date formats, Drop Down, Radio Button, Text Line or Text Area.  (Using the Check Box type allows registrants to select more than one option from the list.)
3. Once you choose your Field Type then check which pages you’d like to capture your custom question or User-defined field on.
4. Next, you will be prompted to enter your custom question. If you have selected “Drop Down” or “Check Box” as your question type, you will need to not only type in your question but also type in your answers and select the order you want them to appear, like in the image below. If you need to add additional answers click on Add more answers.

Helpful Hint!

The Data Transfer ID is what will pull into your reporting, so make sure to label it something that is easy to remember.

       5. When you are finished setting up your question click Submit to save.

 

Widgets

In this area, you can manage different elements of your event page including your Thermometer, Social Network Accounts, Charity Messages, and Coaching Tips.

• Thermometer will allow you to customize your participant’s email thermometer colors. The thermometer will appear in their email appeals for donation asks and thank yous, and will show the percentage of their fundraising goal that has been completed.

Quick Tip!

Industry research suggests adding a thermometer can boost fundraising by an average of 35% and matching your participant’s thermometer to your organization's branding will create more of a sense of trust with participants and donors.

To customize your participant’s email thermometer:

•  

1. 1. 1. Click on Manage under Thermometer and then click on Email Thermometer
      2. Fill in your brand’s Hex colors for each of the thermometer elements such as font color, background color, thermometer progress bar background color, thermometer progress bar fill color, and goal achieved progress bar color.

         Helpful Tip!

         When editing your email Thermometer, be sure to use brand colors that contrast enough for the font and thermometer fill color to stand out against background colors but also compliment each other.

      3. Click on Updated Preview to see how your thermometer will look in the email. When you are happy with your Thermometer click Save.

• Charity Messages will show to your participants each time they log in to their Fundraising Hub. You can choose to display up to five unique messages to participants. These messages are another way for your charity to communicate directly with your participants with welcome messages, event updates, event progress, etc.

• • To customize each message click on Charity Messages and click in Title box and Message box to add content.
  • Show for All Participants will be checked by default. If you do not want to show each message to all participants, un-check the box and then select to show by location or registration type.
  • When you are happy with your message and targeting click on Add
  • Charity Messages will then appear in the participants Fundraising Hub

 

• Coaching Tips here you can enable or disable Coaching Tips in your Participant’s Fundraising Hub.
  • Coaching tips will appear to your participants automatically, tailored to each participant based on their fundraising behavior, and with best practices in mind, it will help them raise more.
  • Participants will see messages telling them to invite their friends and family to donate, kick start their fundraising by donating to their own campaign page, consider increasing their fundraising goal, and encouraging them to thank new donors and team members.
  • These messages cannot be edited.
• Social Network Settings Panorama’s Peer-to-Peer Event Template has powerful social media settings that allow you to enable Social Network sharing and Facebook Connect to allow your supporters to share your cause on social media sites.
  • To enable your Social Network Account settings:

1. 1. 1. Click on Social Network Accounts and then choose Enable from the dropdown menu.
      2. If you have one, this is also where you can add your AddThis Account ID so you can collect and track analytics data of your Social Media accounts.
      3. If you want your Social Media links to appear on all pages then be sure the box beside All the pages is checked. You will see a preview in the upper right corner of how your Social Media links will appear.

      4. Add your messaging for Facebook, Twitter, and LinkedIn and upload a photo if you would like then click Save. Please Note: Once you add your social media options in the Admin Console more options will be available for you to edit when adding your social media content on individual pages in the Panorama Event Builder. 

      5. You can also manage your Facebook Single Sign-On, Google Sign-On, and Google Analytics options from this widget.

         Helpful Hint! The messaging you add under AddThis for Facebook is the same messaging that will appear in your LinkedIn Message. If you upload an image it will not display on LinkedIn. Only the text of your message will display due to limitations on the LinkedIn side. Both the text and image will appear on Facebook.

• • Facebook Single Sign-On (SSO)-You can Enable or Disable Facebook Single Sign-On by clicking on the dropdown menu under the Facebook SSO section. If you enable Facebook SSO you allow donors and fundraisers to use their Facebook credentials to register for your event. This simplifies the registration process by allowing pre-populated data such as participants' personal details that are stored in Facebook to sync with the event registration questions.

    Important Note!

    If you enable Facebook SSO, and your participants use their Facebook credentials to register, they will be required to authorize your Facebook application to access their account information. They can also disconnect their Facebook account at any time.

• • Google Sign-On can be enabled or disabled by clicking on the dropdown menu under the Google Sign-On section. If you enable Google Sign-On you allow donors and fundraisers to use their Google credentials to register for your event. This simplifies the registration process by allowing pre-populated data such as participants' personal details that are stored in Google to sync with the event registration questions .

• • Google Analytics 4 Settings can be enabled or disabled by clicking on the dropdown menu beside Enable Google Analytics. Google Analytics is a free service offering traffic measurement and interactive reporting for small and large sites, which includes visitor tracking, navigation analysis, traffic segmentation, and conversion rates. If you don’t have a Google Analytics account you can set one up by visiting the Google Analytics Website.
  • Once you have established your account with Google Analytics, you are responsible for setting targets and managing the account through the Google Analytics website, not through your Panorama Account.

    • STEP 1: Make sure to set up the properties you will use for your events. You can set up a new Property or use the migration assistant provided by Google Analytics to help you through the process of migrating your current account.

      

      STEP 2: Once you have completed setting up the Property, create the Data Stream for tracking your event on GA4. You can do it during the process of setting up the property or by visiting the Admin Settings and selecting the Data Stream. Here’s an example:

      • • During the process of creating a Property, you’ll be prompted to this page:

      

       

      If you already have a Property, visit the Admin Settings and follow these steps:

      

       

      Set up the Data Stream:

      1. 1. In the website URL field, enter your event URL.
         2. On the Stream Name, enter a name to recognize your event.
         3. Click on “Create Stream”

      

       

      STEP 3: After creating your Data Stream, copy the Measurement ID and paste it in the settings for Google Analytics for your event.

      Here’s an example:

      • Copy the Measurement ID from your GA4 Property

      

       

      STEP 4: Set up your Google Analytics account for your event in Artez.

      STEP 5: In the Admin Console, open your event and then select Widgets, then depending on the event’s template you may find it under Social Network Settings or Google Settings.

      

      STEP 6: Enable Google Analytics, enter the Measurement ID on the account number, and click Save.

      

       

      Additional note: if you are already using GTM, you can deploy GA4 through GTM rather than adding the ID to the event in Artez.

Emails

Allows you to enable, manage, and edit Individual, Team, and Organizational emails or create custom emails. For more information on how to manage your emails, click here. 

Check the checkbox beside each email name to enable it. Click on the email name to edit the message content of that email. To add a new email to any section select the type of email you would like to add (i.e. Get Sponsor, Tell a Friend, Thank Sponsor, etc.) and then click on Add.