How to Add Peer-to-Peer or A-Thon Participants and Teams

Add Participants and/or Teams to your Peer-to-Peer or A-Thon Campaign.

If you're running a Peer-to-Peer or A-Thon Campaign on DoJiggy, you can opt for public registration (anyone who visits your fundraiser can sign up) or private registration (manually add Participants* and/or Teams* instead of allowing them to sign up on their own).

Understand: Public vs. Private Registration

No matter which registration option you choose, you can manually add or import Participants and/or Teams.

Note that Peer-to-Peer fundraising cannot be used to fundraise for personal causes. DoJiggy is a fundraising platform for nonprofits and other charities only.

Enable Participants and/or Teams

1. Go to Campaigns in the left menu.
2. If you have chosen list view, click on the Campaign title. If you have chosen grid view, click on the Campaign image.
3. Select Campaign Setup*.
4. Go to Peer-to-Peer in the timeline at the top and check the box(es) next to Yes, this Campaign will have Participants/Teams*:
   
   You can enable just Participants, just Teams, or both. If you like, customize the terminology by selecting an option from the dropdown menu or selecting Other and adding your own term.
5. Scroll down to Choose the information to collect from Participants/Teams during the registration process* and select the information you want each Participant/Team to provide:
   
   Any fields marked Required must be filled out before registration can be completed. If you’d like Participants to be able to create an account on DoJiggy, track their fundraising progress, modify their Fundraising Page, view their donors, and more, we recommend requiring an email address.
6. Select Save.

Enable Private Registration

All Peer-to-Peer Campaigns default to public registration, but you can switch to private registration easily:

1. Go to Campaigns in the left menu.
2. If you have chosen list view, click on the Campaign title. If you have chosen grid view, click on the Campaign image.
3. Select Campaign Setup*.
4. Go to Peer-to-Peer in the timeline at the top.
5. Scroll down to Expand optional settings and click on the down arrowhead (⌄).
6. Scroll down to How will participants join the Campaign? and/or How will teams be created? and select Private:
   
7. Select Save.

Add Participants/Teams Manually

If you only have a few Participants or Teams, you can add them manually.

Before You Begin

• If you’re collecting registration fees, the only way to collect that fee is to go to your Participant Center and add the Participant/Team via the checkout process. If you follow the instructions below instead, no registration fee will be collected.

Understand: Peer-to-Peer Participant Center

Instructions

1. Go to Campaigns in the left menu.
2. If you have chosen list view, click on the Campaign title. If you have chosen grid view, click on the Campaign image.
3. Select View Participants* or View Teams*, then select ACTIONS.
4. Select Add Participant* or Add Team* and enter the Participant's or Team's information:
   
5. Select Save.

Import Participants/Teams

If you have many Participants or Teams to add, we recommend importing them to save time.

Before You Begin

• Keep the column names when you download the template (changing them will cause the import to fail).
• If your Campaign has both Participants and Teams, make sure you’ve added all Teams before importing Participants. 
  • If you import a Participant who's assigned to a Team that hasn’t been created, the Participant will still be added but they won't be assigned to a Team.
• The columns with required registration information will need to be filled out. Columns with unrequired registration information can be left blank if needed.
• Save the file to the original .csv format.  Excel formats such as .xls or .xlsx will fail.

Instructions

1. Go to Campaigns in the left menu.
2. If you have chosen list view, click on the Campaign title. If you have chosen grid view, click on the Campaign image.
3. Select View Participants* or View Teams*, then select ACTIONS.
4. Select Import Participants* or Import Teams* to upload many at once.
5. Select a registration type (optional) and download the spreadsheet template:
   
6. Fill out the spreadsheet, ensuring all required fields are completed. Non-required fields can be left blank if needed.
7. Select Upload spreadsheet.
8. Select Start import. You'll be notified if there are any errors preventing the import.
9. Once all Participants/Teams are imported successfully, select Close.

Tips for Importing Participants

• You must add your teams before importing participants, as you can only import participants to already created teams. If you import a participant to a team that hasn’t been created, the participant will still be added to your fundraiser but not connected to any team.
• Keep the column names as they are when you download the template (changing them will cause the import to fail).
• Only the columns with the information that you selected as required will need to be filled out. You can see the required information you selected under the Peer-to-Peer section of the Campaign setup. This required information must be entered to complete a successful import. Columns that don’t pertain to your required information can be left blank – but not deleted.
• You can optionally include a default fundraising goal for participants. This is useful to create the fundraising thermometer and participants can edit that goal.
• For A-thon Campaigns, “Activity” should be one of the activities created on the “A-Thon” card. “GoalUnits” refers to the goal the participant has for the activity.
• You’ll need to fill in the email address column if you’d like imported participants to be able to create an account using that email address. This will enable them to track their progress, customize their fundraising page, view their donors, and more. Leave the email column blank if you don’t want your imported members to access these features.
• When you import participants, their personal page is created. This page is copied from the Campaign page. It cannot be changed universally (for all participants) after the import, so be sure to update your Campaign page before the import.

Good to know

• If you’re collecting a fee for member registration, the only way to collect that fee is to add members manually through the Participant center on your website. Members added as above will be added for free.
• Your organization must be approved before the import function will be available.
• Importing members can be done on both private and public registration.

Other articles you may find helpful:

Tips and troubleshooting for import errors

How to Customize Peer-to-Peer and A-Thon Fundraising Pages

* Note: Terminology in this article may be different than what is setup in your Campaign.