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Peer to Peer Onboarding Training Course

Onboarding Team

Let’s Learn 

Panorama was designed with our clients in mind. With our on-demand resources, we have made it easy for you to learn on your own when it's most convenient for you! This article is designed to help you get acquainted with Panorama and the Peer-to-Peer Event Manager. 

How to Access Panorama 

You can sign into Panorama at http://panorama.frontstream.com/

Quick Tip: Bookmark the Panorama login page for future use. 

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  • Your username- is your email address  
    • If you’re unsure of the email addresses associated with your Panorama login, submit a help request here. Be sure to provide your organization’s name and Tax ID if applicable.  
  • Password – is the one you’ve created through the activation process.  
    • Forget your password? Click the Forgot Password link on the Panorama site to reset. 

Tour the Panorama Dashboard 

Actions you can take from the Panorama Home area are: 

  • Creating new or accessing past Projects 
  • Managing Smart Lists for your Peer-to-Peer Projects  
  • Accessing your Panorama Account Settings  
  • ? - Pull into our Resource Center to access Onboarding Tours, search for Help Center articles, submit or manage your Technical Support requests, access FrontStream Academy for in-depth training guides and articles and Share Your Feedback on Panorama and your experience.  

How to Setup Panorama Users 

It’s important to give your team Panorama access. Learn more about Setting up User Permissions in Panorama which is done through the Account menu where you can help provide your team with full or partial permissions Panorama access. 

Setting Up EFT for Frontstream Global Fund Disbursements  

To set up EFT for funds processed through Frontstream Global Fund (FGF) please allow up to 5 business days for our Finance Team to vet your information. Please note that funds can only be deposited into a bank account owned by the non-profit organization associated with the EIN registered to your Panorama account.  

Viewing FGF Disbursements 

Once you start receiving funds from your fundraising initiatives, view your Disbursement Report in Panorama to view a breakdown of each payment. 

Creating Your Peer-to-Peer Event  

The easy-to-use setup wizard will capture important event details such as:  

  • Event name 
  • Project URL 
    • Important Note! Your Project URL will be generated automatically based on the event name you choose but you can select a new URL, as long as it is not being used by another event. The system will automatically check for this. Once you have selected a Project URL, it cannot be changed.  
  • Description 
    • Helpful Tip! This is a great area to include one or two sentences about your event. This will display when a user shares the event and on search engine results.  
  • Event start and end dates 
  • Event location 
  • Event contact information 
  • Fundraising goal 
  • Donation deadline 
    • Helpful Tip! This is the date that your event page and all the pages associated with it will stop accepting donations.  
  • Additional fundraising features: you can enable or disable the following features: 
    • Include registration fees in fundraising totals (displays on the personal fundraising page thermometer) 
    • Allow event direct donations 
    • Allow participants to enter offline cash and check donations 
  • Team fundraising settings 
    • Important Information! This is where you can enable team fundraising, require participants to join a team, allow participants to create new teams, and allow donors to donate directly to a team.   
  • Participant types 
    • Helpful Hint! By selecting the gear icon blobid0.pngnext to a participant type you will have the ability to add a participant type description and discount codes for that specific participant type.  
  • Registration open and close dates 
  • Additional registration options: you can enable or disable the following options: 
    • Allow participants to register others for the event 
    • Require participants to agree to a waiver to register for the event 

Please note that if you need to update any of the information captured during the initial set up you can manage your event details from your project dashboard at any time.  

Setting the Theme 

Use the Event Builder to customize the look and feel of the different landing pages associated with your event.  

We suggest customizing the text styles, colors, buttons, and form elements to make the various pages associated with your event look their best.  

Helpful Tips!  

  • Once you establish the theme it is applied across all event pages. 
  • You can copy and paste the RGB codes from one area to another to make it a bit easier when establishing your colors.  
  • Be sure to save your changes often.  

Customizing Your Pages 

Navigate to each of the event pages to add and edit content. After customizing your pages, it is best practice to view the Live View of the page by selecting Live View from the toolbar in the Event Builder. This will show you what your participants and supporters will see once you’ve published your event.  

We suggest focusing on the following pages: 

Event Home page: This is the first page your participants and supporters will see.  

  • This is where you will want to outline your fundraising initiative and house all your important event details.  
  • Upload a hero image or customize the hero background color.  
    • Helpful Tip! The recommended hero image size is 1500x800 pixels.  For more information on choosing an effective hero image, click here.  
  • Add content elements such as individual and team scoreboards, images and video, donor listing and sponsors, progress bar, and event details.  
  • Customize your event page layout by dragging and dropping content sections in the order of your choice.  

Participant and Team pages: You will want to customize your participant pages with your event messaging and branding. If your event has team fundraising enabled, you will also want to customize your team pages. This is a great way to get your fundraisers off to a great start. They will have the ability to edit and update the content on their participant and team pages, but for the majority who choose not to customize their page, it is already done for them.  

  • Set the Fundraising settings and specify if you want to include unverified donations (cash/offline donations) in the total amount raised and enable the fundraising goal to display a thermometer 
  • Set the Message Board settings 
  • Add images and video  
  • Click directly on the text area to add custom messaging  
  • You can add additional sections if you want to add more text, video, sponsors, or an image gallery.  

Registration Contact Information page: Update this page to ensure you are capturing all the participant information you need.  

  • Click directly on the page to make real-time edits to the verbiage 
  • Choose what contact information you want to collect from your participants 
    • Helpful Hint! This is where you can require participants to provide a phone number and also opt into collecting emergency contact information from your participants.  
  • Add custom questions for any additional pieces of information the form does not cover 
  • Enable the fundraising goal to prompt participants to set their own fundraising goal 
  • Enable or disable the search and leaderboard permissions  
    • Important Tip!  By enabling the search and leaderboard permissions your participants will be opted in by default to having their name appear in search results and leaderboards. For their name not to appear they will need to opt-out during registration.  

Donation Form pages: You will want to update the direct donation, solicited to an individual and solicited to a team (if applicable) donation pages to ensure you are capturing all the donor information you need. 

  • Click directly on the form to make real-time edits to the section headers  
  • Implement a minimum donation amount and ask donors to cover the processing fee 
    • We suggest implementing a minimum donation amount of $1 to $5 
  • Enable suggested donation amounts and add a description next to each donation amount if you would like 
    • Helpful Tip! Descriptions of suggested donation amounts encourage your supporters to give more. For example, if you are a pet rescue organization, your description might say your donation of $20 ensures 5 shelter animals can eat for a month, or $200 pays for an animal to be spayed or neutered.  Research shows that donors are encouraged to give more when they know how donations are specifically benefiting your cause.  
  • Customize the donor contact fields 
  • Add custom questions for any additional pieces of information the form does not cover 
  • Increase your revenue by enabling matching gifts 
    • This gives the donor the ability to search for the employer and indicate that their donation is eligible for a company match. They will be provided with instructions on how to get their donation matched by their employer and you will be able to see which donors indicated their gift is eligible for a match in your event donations report to be able to follow up with your donors.   

Creating a Custom Email Layout 

Further the branding of your event by creating a custom email layout that you can apply to your event’s automatic emails in addition to any emails you send using our engagement tools. Using the toolbar, upload your event banner, organization logo, or text to the header and footer.  

Helpful Hint! Be specific in what you name your email layout so that when you pull into your event’s automatic emails you know which layout to choose.  

Publishing Your Event 

Now that your event is built out, it is time to publish it! 

There are two ways to publish your event: 

  1. From the Event Dashboard select the drop-down next to Open Builder and select Publish.  
  2. If you are already in the Event Builder select the Publish button located in the top toolbar next to the Save button.  

Promoting Your Event 

Now that your event is published, it is time to promote it! 

  • Add the Event URL to your website – Add a link/button to your event home page on your organization's web page. If people forget the event URL, this is the place they will first check.  
  • Strategic Email Blasts – Create your email content ahead of time and schedule it to be sent on a specific day and time.  
  • Share on Social Media – Make sure that you have added a Social Share widget to your event home page to allow supporters to share your page via Facebook, Twitter, and LinkedIn. There are also Share buttons on all Participant and Team pages. Encourage your participants to share their pages via social media. 
  • Promote Your Event in Your Daily Routine  
    • Add to your email signature – Add the event URL with a note like "Check out our event!" in your email signature so that everyone you communicate with can learn about your fundraiser.  
    • Add an announcement to your phone's opening message – When people call your organization, they often hear a menu of different departments or people they can speak with. Before going into those options mention your event and the URL.  
    • Send text messages – Shoot your friends a text message with your event's URL. They can easily click on the URL from their phone and head directly to your event's homepage and register or donate.  
  • The Classics – Contact local media, make flyers to promote throughout your community, and post ads in newsletters and regular mailings.   

Familiarize Yourself with the Participant Experience 

The registration process is intuitive and easy for participants. It is best practice to familiarize yourself with the registration process and participant experience so that you are equipped to answer any questions that may arise during your event.  

 We recommend reviewing the following resources:  

 We also suggest passing off the Fundraiser and Registrant FAQ Center to your potential supporters and participants. You can embed this link in your event email communications so that your supporters have it handy.  

 

Reports

Let’s learn How to View and Manage Panorama Peer to Peer Event Reporting to get more data on your event. 

Here’s a list of some reports you might find helpful: 

  • Participants Report- The Participants Report is where you can view a list of those that have registered for your event and do all of your participant management. This report will provide you with your participant's name, email address, the total amount they have raised, whether or not they have met the fundraising minimum, their registration date, and participant type. 
  • Donations Report- The Donations Report is where you can view event specific donations and perform any event donation management such as adding an offline donation, editing online and offline donations, and reallocating funds to a different participant or team.  This report will provide you with your donor's first and last name, email address, donation date, and donation status. 
  • Teams Report- The Teams Report is where you can view team stats, move participants from one team to another, update team captains, create teams, and do all of your team management. This report will provide you with the teams associated with your event, their team captain's first and last name, total team donations, and the number of participants associated with each team. 
  • Disbursement Report- Track your Frontstream Global Funds from your fundraising initiatives through the Disbursement Report in Panorama. 

 

Getting Technical Support Assistance 

FrontStream Help Center – set-up videos, how-tos, helpful articles, and other helpful resources for all of our products. 

Technical Customer Care – contact us here . They can also be reached by telephone at 1-800-687-8505, option 1. 

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