Set up a P2P campaign

Configure the settings, pages, and checkout that make up a P2P campaign, then add it to your website.

Set up a peer-to-peer (P2P) in the to let fundraise on your 's behalf through their own individual and team pages. This article walks through the full setup, from creating the campaign to launching it on your website.

This article covers setup. For how peer-to-peer fundraising works and the supporter experience, see Peer-to-peer fundraising →

Step 1. Create the P2P campaign

 
  1. In the Dashboard, go to P2P campaigns and click New P2P campaign.
  2. Enter a Name. This is internal — it appears in the Dashboard and your reports, but supporters never see it. Use something easy to recognize later, like the program name or year.
  3. Pick a Default language. see this language during sign-up when their browser language isn't otherwise detected. You can add more languages later.
  4. Click Create P2P campaign.

The campaign opens to its configuration, organized into three tabs you'll work through in order: Settings, Fundraiser pages, and Checkout. Start with Settings.

The campaign belongs to the account you create it in. If your organization runs subaccounts and the campaign should belong to one of them, switch to that subaccount before you start.

Step 2. Configure P2P campaign settings

 

Settings is where the campaign gets its identity and ground rules — the decisions that apply campaign-wide, before page design or checkout.

Name and brand the P2P campaign

 

The General section controls how the campaign appears to supporters. The Campaign name carries over from the creation step and can be renamed here anytime — it stays internal, supporters never see it. Everything else in this section is optional.

  1. Campaign code (optional). Use it if your organization tracks fundraising activity by code in spreadsheets, finance reports, or CRM exports — the code appears alongside the campaign in those places. If not, leave blank.
  2. Logo (optional). Appears at the top of every fundraiser page in the campaign, so supporters and their network see your organization's brand. Minimum size 112×112 px.
  3. Target date (optional). Check Set campaign target date if the campaign has a deadline — a year-end drive, an event-based push. The date is shown to fundraisers during registration so they can plan around it. It's informational only; donations are still accepted after the date passes.
Dashboard for a fundraising campaign titled 'Guardians of Antarctic Krill,' displaying settings for campaign name, code, target date, and associated logo.

General section

Choose sharing channels

 

The Sharing channels section sets which channels a page can be shared through. All of them are selected by default: Instagram, Facebook, X (Twitter), LinkedIn, and Email. Clear a checkbox to drop that channel from individual pages, team pages, and Portal.

QR code and Copy link are always available and do not depend on these checkboxes.

List the fundraising occasions

 

The Fundraising occasions section sets what supporters can pick from when starting a page. The occasion shapes what a fundraiser sees during sign-up and how their page is set up.

In memory and In honor are available by default with In memory preselected. Use them or replace with your own occasions. If you set up only one occasion, fundraisers skip the occasion step during sign-up. You can also set the occasion on an individual P2P , which skips that step for anyone who signs up through it — see Step 5.

Modal window prompting users to select a fundraising inspiration: options include "Memorial," "In Honor," and "Celebration." A blue "Continue" button is visible, alongside a "Donate" button on the main page.

This is what a fundraiser sees when they pick the occasion for their page

Default content is set per occasion — the cover, title, and message for the individual and team pages created under it. Configure it for every occasion you offer, including the preinstalled In memory and In honor. Fundraisers can write their own story during sign-up. What you set here is offered to a fundraiser who leaves the story empty, and it is the guidance the AI uses when they write or improve their story.

In memory and In honor carry a name and description set by Fundraise Up. Both appear at the top of the occasion window and cannot be changed.

To add your own occasion:

  1. Click Add occasion.
  2. On the General tab, enter an Occasion public name (up to 60 characters). This is the name supporters see when choosing an occasion.
  3. Enter an Occasion public description (up to 120 characters). It appears under the name in the list of occasions, so a fundraiser knows what the occasion covers before they pick it.
  4. Under Individual page, set the default content for individual pages created under this occasion:
    • Cover (optional) — the default image or video at the top of the fundraiser's page.
      • For an image, the minimum size is 500×280 px. Use 1200×675 px or larger so the cover stays sharp on wide screens.
      • For a video, paste a link to a YouTube or Vimeo video. Supports live streams.

      Fundraisers can replace it later from their own page.

    • Title (required) — the page title, up to 120 characters. Fundraisers see it during sign-up, on the step where they name their page, and they can keep it, edit it, or click Rewrite title for a different one. It appears as you wrote it on pages where the fundraiser skipped the story step.
    • Message (required) — offered to the fundraiser if they leave the story empty during sign-up, and appears on their page if they accept it. If they use AI to write or improve their story, the AI uses this message as guidance.
  5. Under Team page, set the same three fields for team pages. Configure them separately so the framing fits a group effort rather than a single fundraiser.
  6. To translate the occasion, open the Localization tab. The left column shows what you entered on the General tab, and the right column is where you type the translation. Click the language name above the right column to switch to another campaign language. You can also change the video: paste a different YouTube or Vimeo link for each language. Anything you leave blank appears in the campaign default language.
  7. Click Create fundraising occasion.

At least one occasion must be set.

Penguins on ice with a view of the ocean and mountains, highlighting the importance of Antarctic krill in the ecosystem. Fundraising campaign for ocean conservation displayed alongside.

A fundraiser's page after they've added their title, image, and story

Choose designations

 

The Designations section controls how donations on this campaign are credited. You can assign one to every fundraiser, or let each fundraiser choose one when they create their page.

Under Selection method, choose how the designation is set:

  • Assigned designation — every fundraiser on the campaign uses the same designation, and fundraisers can't change it. Choose it from the Designation dropdown.
  • Selectable designation — each fundraiser chooses a designation from a list you set when they create their page.

When you choose Selectable designation, build the list under Campaign designations:

  • Click Add designation to add to the list, or Add group to organize into groups. A group helps fundraisers navigate a long list — it can't be chosen on its own.
  • Mark one designation as Default to preselect it for fundraisers. Without a default, a fundraiser must choose a designation before they can continue.

Under Visibility, select or clear Show designations in Checkout. When selected, the designation appears as a read-only line in checkout for anyone who donates on a fundraiser page in this campaign. When cleared, donations are still credited to the designation, but it does not appear in checkout. It is selected by default.

Changing designation settings later — the selection method, the assigned designation, or the list of selectable designations — does not change the designation on fundraiser pages that already exist. Those pages keep the designation they were created with.

Collect information from fundraisers

 

The Fundraiser questions section asks fundraisers for extra information when they create a page — such as how they heard about your organization or why they support your cause.

To turn on questions:

  1. Select Enable questions.
  2. Click Add question, then pick an existing question or Create new question.
  3. Click Save changes.

Where fundraisers see these questions depends on whether any are required:

  • With at least one required question, fundraisers answer all of them on one screen before their page is created.
  • With only optional questions, fundraisers see them once after their page is created, and they can skip them.

Required questions appear before the page is created, so keep them to what you need — each one can reduce how many fundraisers create a page.

Fundraisers also answer these questions when they join an existing team. To read or change a fundraiser's answers later, go to their detail page — see Manage P2P fundraisers →.

Choose languages and translate content

 

The Localization section controls which languages this campaign is available in. It is also where you translate the text that you enter in the other sections.

Click Languages and select the campaign languages. You can choose from the languages that your organization has enabled in the Dashboard under Settings > Localization.

Under Supported languages for UI, choose which languages a fundraiser page and the sign-up form can appear in:

  • Show UI in all account languages — any language that your organization has enabled.
  • Show UI only in campaign languages — only the campaign languages.

Buttons, labels, and messages that come from Fundraise Up are translated for you. The text that you write is not, so translate it in the table below. Click the language name to switch to another one.

Text that you leave untranslated appears in the default language. Fundraiser questions are the exception: they always appear as you wrote them.

Set fundraiser sign-in

 

Fundraisers sign in to publish their page. Sign-in is set for your whole rather than per campaign, so this setting also covers your .

Go to Settings > Supporter sign-in in your Fundraise Up Dashboard and check two things before you promote the campaign:

  • Sign in with Apple appears to fundraisers only if your organization has connected an Apple developer account. Google and email are always available.
  • Until you connect your own Google account, the Google screen that asks fundraisers to share their name and email address shows the Fundraise Up name instead of your organization's.

Connecting an Apple developer account requires an Apple Developer Program membership, so start it early.

Step 3. Design the default fundraiser pages

 

Switch to the Fundraiser pages tab. This is where you set what individual and team pages start with.

Configure individual pages

 

An individual page belongs to one raising money under their own name. Configure two settings:

  • Amount — the goal pre-filled when a supporter signs up. Pick something realistic for your typical fundraiser; most supporters keep this number rather than changing it. They can override it during sign-up. Reaching the goal doesn't stop donations — the page keeps accepting them past the goal.
  • Default sharing message — the text pre-filled when a supporter shares their page through social channels or email. Something short and warm works best. Supporters can edit it before sharing.

Configure team pages

 

A team page brings multiple supporters together under a shared team goal. Same two settings as individual pages, configured separately because the numbers and tone usually differ:

  • Amount — typically larger than an individual goal, since it's shared across the team. Team admins can override it.
  • Default sharing message — framed for a group effort, for example: "We're fundraising together for an important cause. Will you join us?"

You translate both sharing messages in the Localization section on the Settings tab.

Step 4. Set up checkout

 

Switch to the Checkout tab. Settings here mirror the standard checkout used elsewhere in Fundraise Up, with one difference: they apply only to donations made on the fundraiser pages in this campaign.

The left-hand menu groups settings into sections. Work through them top to bottom; each section saves independently — click Save changes before moving on.

Settings page for the 'Guardians of Antarctic Krill' campaign, featuring options for currency selection, donation types, and customization fields. Includes a 'Save changes' button.

Checkout tab

Choose the default currency

 

Under Currency, set the currency supporters see in checkout by default. Enable Automatically detect each supporter's default currency using their geolocation if your fundraisers will share pages across regions.

Decide which payment frequencies to offer

 

Under Frequencies, pick up to two frequencies supporters can choose from and mark one as the default. If you only enable one, supporters don't see a frequency picker.

Set suggested donation amounts

 

Under Suggested amounts, configure the preset amount buttons supporters see, separately for each frequency. Supporters can also enter a custom amount.

Check Enable impact descriptions to show short text alongside each amount — for example, $30 buys school supplies for one child. When on, you can configure up to three amounts per frequency.

Check Use personalized suggested amounts to let AI pick which amounts each supporter sees, based on their behavior. When Enable impact descriptions is also on, the section requires at least six amount–description pairs instead of three — the AI picks three to show each supporter, so more entries give it more range.

Set minimum donation amounts

 

Under Minimum amounts, set the smallest donation amount checkout will accept, per frequency. Useful to filter out potential credit card fraud.

Offer to cover transaction costs

 

Under Transaction costs, decide whether supporters are prompted to cover the platform and processing fees on top of their donation. Five modes are available, from hidden to required. We recommend Adaptive cost coverage, which uses AI to prompt only supporters most likely to agree.

Let supporters dedicate their donation

 

Under Tribute, check Enable tribute to let supporters dedicate their donation in honor or memory of someone. Under Tribute checkout behavior, configure what the dedication flow includes: whether the tributee name field is highlighted, whether supporters can send notifications by postal mail or email, whether the donation amount appears in the notification, and which e-card image collections supporters can choose from. E-card collections are managed on the Tributes settings page.

The tribute option is hidden for supporters donating through the In memory occasion — the page itself is already a dedication, so the additional step is suppressed in checkout.

Prompt supporters to check for employer matching

 

Under Employer matching, turn on the prompt that asks supporters to check whether their employer matches charitable donations. If they qualify, the match request is initiated automatically after the donation.

Decide what to collect from supporters

 

Under Supporter, control what personal information supporters provide during checkout: title (for relevant regions), mailing address, phone number, the option to donate anonymously, and the option to donate on behalf of an organization. Keep this lean — every required field reduces the chance a supporter completes the donation.

Request permission to communicate with supporters

 

Under Marketing consent, choose whether and how to ask supporters for permission to contact them. Pick one of three modes:

  • No consent — Checkout does not ask for permission. Use this when you don't plan to contact supporters for marketing, or you collect consent elsewhere.
  • General consent — Checkout adds one checkbox that covers all channels at once. Use this for a single, overall permission.
  • Customized consent — Supporters give permission per channel: email, SMS, phone calls, postal mail, and social media. Use this when you need channel-level control, or if your organization is subject to GDPR or similar regulations.

Under Customized consent, the Collection method setting controls how and when supporters give consent:

  • Explicit opt-in — After the donation, supporters see unchecked consent checkboxes and select the channels they agree to. This is the default.
  • Pre-checked opt-in — After the donation, the consent checkboxes appear already checked, and supporters clear any channel they want to decline. Some regions do not accept pre-checked consent, so confirm this against your local requirements.
  • Auto opt-in — Supporters in the UK and France give consent inside checkout instead of after the donation. Fundraise Up detects their location automatically. They see a single checkbox, I don't want to receive any marketing updates, and a Manage channels link to turn off individual channels, and they stay subscribed unless they opt out. Supporters in other regions give consent after the donation with no channels preselected, the same as Explicit opt-in.

Add terms and conditions

 

Under Terms & conditions, turn on Prompt supporters to accept your terms to add a checkbox where supporters confirm they've read and agreed to your terms before donating.

Add a disclaimer

 

Under Disclaimer, add disclaimer text shown in checkout. Useful for compliance language or context specific to peer-to-peer giving.

Offer donation matching

 

Under Donation matching, configure a sponsor-backed match. A sponsor commits a pool of money, you set a ratio, and donations get matched in checkout at that ratio.

This is separate from Employer matching — that one runs per supporter, based on their employer's gift-match program. Donation matching applies to every donation in checkout, regardless of who the supporter works for.

Configure:

  • Match ratio — for example, 1:1 doubles each donation; 2:1 triples it.
  • Minimum matchable amount — donations below this are not matched.
  • Start date — when matching begins to show in checkout.
  • End date (optional) — when matching stops. Leave off to run open-ended.
  • Sponsor name (optional) — shown to supporters in checkout alongside the optional logo.
  • Matching limit (optional) — the total amount available to match. Once reached, matching stops automatically.

Collect additional information

 

Under Questions, set the questions supporters see after their donation — such as how they heard about your organization. Add questions individually and pick from several question types.

Add tracking parameters

 

Under Custom fields, add custom URL parameters to the campaign for attribution and reporting.

Customize the thank-you screen

 

Under Thank you screen, choose what supporters see immediately after their donation completes — the default thank-you screen, or a redirect to your own page.

Donation confirmation message displaying gratitude for a $26.70 donation, with options to share and support further. Background features a fundraising page for Antarctic Krill.

Default thank-you screen

If you keep the default screen, set a Default sharing message (up to 280 characters). This is the text pre-filled when supporters share their donation from the thank-you screen. Supporters can edit it before posting.

If you redirect, enter a Target URL. You can give a full address (https://example.com/thankyou) or just a path (/thankyou) — for paths, the redirect uses the domain the donation came from. Check Include supporter's name and email in redirect URL to pass those values as URL parameters, useful if your landing page personalizes the message.

Step 5. Add the campaign to your website

 

Once the campaign is configured, the next step is to add it to your website. Until then, supporters can't reach it. Several connect a campaign to your site:

  • P2P Fundraiser Button — a button supporters click to start the sign-up flow. Use it on your fundraising landing page or anywhere on your site you want a strong call to action.
  • P2P Fundraiser Link — a link with the same behavior. Use it in emails, social media posts, or anywhere a button can't be embedded.
  • P2P Fundraiser Gallery — a grid of cards showing the fundraisers who have already signed up, pulling the individual and team pages from the campaigns you choose. Use it to let visitors browse, search, and sort fundraiser pages and donate to one directly.
  • P2P Top Fundraisers — a leaderboard that ranks the fundraisers who have signed up by the amount they've raised, pulling from the campaigns you choose. Use it to spotlight your top fundraisers and motivate others through friendly competition.

Each Element is tied to one P2P campaign. Most behavior (frequency, designation, default amount) is inherited from that campaign, but the Element can override any of it. This is useful when you want one entry point that defaults to monthly donations, for example, and another to one-time, both feeding the same campaign.

If your organization runs , a parent account can also create an Element for a  campaign. Supporters who sign up through it get a page under that subaccount, and their donations count for it. A subaccount can create Elements only for its own campaigns.

Create an Element

 

In the Dashboard, go to Elements, click New element, and pick P2P Fundraiser Button, P2P Fundraiser Link, P2P Fundraiser Gallery, or P2P Top Fundraisers. Give it a name (internal, supporters never see it) and pick a default language. Then configure the tabs.

P2P Fundraisers Button settings interface, showing options for element name, default language, campaign details, registration options, frequency, designation, and a preview of the button labeled "Start a Fundraiser."

P2P Fundraiser Button Element

Behavior

 

This tab connects the Element to a campaign and controls what supporters see when they click through.

Pick the P2P campaign the Element feeds. The dropdown shows only campaigns that exist in your account.

Under Registration options (for P2P Fundraiser Button and P2P Fundraiser Link), choose which paths the supporter sees:

  • Start an individual fundraiser — supporters can create their own page.
  • Start a team fundraiser — supporters can create a team and invite others.
  • Join an existing team — supporters can join a team that's already running.

All three are on by default. Turn any off to narrow the entry point. For example, a button on a team-recruitment page might enable only Join an existing team.

Occasion sets the occasion for every page started through this Element. It defaults to Match campaign settings, so fundraisers choose their own occasion during sign-up. Choose a specific occasion instead, and the occasion step is skipped — pages arrive with the occasion you picked, and fundraisers cannot change it. Use this when the entry point already carries the context, such as a button on a memorial page.

The dropdown lists the occasions from the P2P campaign the Element is linked to. Until you pick a campaign, Match campaign settings is the only option. A campaign with a single occasion also offers only Match campaign settings, because there is nothing for a fundraiser to choose between.

The field resets to Match campaign settings in two cases: when you link the Element to a different P2P campaign, and when you delete the chosen occasion from the campaign.

Supporters who join an existing team take the occasion of the team page they join, whatever the Element specifies.

Frequency, Designation, and Default amount default to Match campaign settings — what you configured in the campaign applies. Override any of them here to make this Element behave differently from the campaign's defaults. Useful when one Element serves a different audience or context than the campaign-wide setup expects.

Check Allow supporter to change selected amount to let supporters pick a different amount than the Element's default during sign-up. Turn off if you want to lock the amount for this entry point — for example, an Element tied to a sponsor's matched-giving campaign.

The P2P Fundraiser Link also includes a URL field. Enter the URL of the page on your website where the Element's behavior should activate. Supporters who click the link first land on this page, then enter the sign-up flow.

Appearance (Button and Top Fundraisers only)

 

Customize how the Element looks on your site — label text, size, colors, border, and shadow. The preview on the right updates in real time. Match the rest of your site's design so the button doesn't feel out of place.

Custom fields

 

If the campaign has configured, they show up here to be pre-filled with values specific to this Element — for attribution, source tracking, or any other data you want captured with each fundraiser created through this entry point. If the campaign has no custom fields, this tab is empty.

Localization (Button and Top Fundraisers only)

 

If your site serves multiple languages, click Languages to add translations for the button's label and any customized content. Without translations, the button always appears in the default language regardless of who visits.

P2P Top Fundraisers

 

The P2P Top Fundraisers is a leaderboard Element. It lists the P2P fundraisers from the campaigns you choose, ranked by amount raised. Where the Gallery shows every fundraiser as a browsable card, this one ranks them.

Top fundraisers list showing names, types, and amounts raised: 1. Jane Smith, Individual fundraiser, $100,000.00 USD; 2. We help pets, Team fundraiser (12 members), $90,000.00 USD; 3. Jane Doe, Individual fundraiser, $80,000.00 USD; 4. Bicycle Boys, Team fundraiser (12 members), $70,000.00 USD; 5. Mike Smith, Individual fundraiser, $60,

P2P Top Fundraisers

Each row shows the fundraiser's rank, photo or team image, name, and the amount raised. Team rows also show the number of members. When the list includes both individual and team fundraisers, each row is labeled Individual fundraiser or Team fundraiser.

The list has no Donate button — clicking a row opens that fundraiser's page in a new tab, where visitors can give. If you add a search box, visitors can find a fundraiser by name.

Fundraise Up also has a Top Fundraisers Element, built for the earlier Fundraisers product. It won't include your peer-to-peer fundraisers — for a P2P campaign, choose P2P Top Fundraisers.
Set up the P2P Top Fundraisers
 
  1. In the Dashboard, go to Elements, click New element, and pick P2P Top Fundraisers.
  2. Give it a name (internal, supporters never see it) and pick a default language.
  3. On the Behavior tab, under Campaigns, select the P2P campaigns whose fundraisers you want to rank. Only P2P campaigns are available.
  4. Under Fundraiser type, select Individual, Team, or both. You must keep at least one.
  5. From Show currency, choose how amounts appear: Set currency, Detected currency, or Actual currency.
  6. In Minimum amount, set how much a fundraiser must have raised to appear.
  7. From Fundraiser's name, choose how each name appears.
  8. Set Maximum rows to the number of fundraisers to list.
  9. To let visitors find a fundraiser by name, select Show search box.
  10. To style the list and its title, use the Appearance and Localization tabs.
  11. Click Create element.

Creating the element gives you a code snippet. Add it to the page where you want the list to appear. Until fundraisers in the selected campaigns start raising money, the list shows an empty state that invites people to start a fundraiser. Edits you make afterward apply in real time, without re-pasting the snippet.

Publish the Element

 

Click Create element. What happens next depends on the type:

  • Button, Gallery, and Top Fundraisers — the Dashboard shows an HTML snippet. Copy it and paste it into your site's HTML, anywhere you want the button to appear. The button renders in place.
  • Link — the Dashboard generates a trackable URL. Use it in emails, social posts, or any other channel where a clickable link works.

Once the Element is embedded or the link is shared, the campaign is reachable. Supporters can start their fundraising pages, and those pages can begin accepting donations. Any edits you make to the Element afterward — appearance changes, registration option tweaks, designation overrides — apply in real time without re-pasting the snippet or regenerating the link.

The Goal Meter, Recent Donations, and Stat Counter Elements also work with a P2P campaign — use them elsewhere on your site to display the campaign's progress, recent donations, and totals.

In a Stat Counter, select the P2P campaign as the data source, then choose what the counter shows. The amount raised, the number of supporters, the number of donations, and the recurring metrics all count the donations made on the fundraiser pages in that campaign. Two more metrics are available when a P2P campaign is selected:

  • Number of individual fundraisers — the individual fundraiser pages in the campaign, including the personal pages of team members.
  • Number of fundraising teams — the team pages in the campaign.

Paused fundraiser pages are excluded from both counts. One Stat Counter can combine several campaigns, so a single counter can show the total across your P2P campaigns, or across P2P and regular campaigns together.

Add the campaign to a Campaign Page

 

Supporters can also start fundraising from a . A banner on the page invites visitors to fundraise, and the sign-up opens over the page — the same sign-up they get from a P2P Fundraiser Button or Link. Nothing is embedded and no code is involved, which makes this the quickest way to open a campaign to fundraisers. It suits a time-sensitive appeal, where donations and fundraising both need to start at once.

Donation page featuring a call to action for fundraising, with a photo of hands holding water. The total raised is displayed as $2,220 of a $4,000 goal, alongside options for secure donations and a button to start fundraising.

The two campaigns stay separate. Donations made in the Campaign Page checkout belong to that campaign. Fundraiser pages created from the banner, and the donations made on them, belong to the P2P campaign you choose here.

To set this up:

  1. In the Dashboard, go to Campaigns > [Your campaign] > Campaign Page.
  2. In the left-hand menu, select P2P fundraiser.
  3. Select Allow supporters to start and join fundraisers.
  4. From P2P campaign, choose the campaign that the fundraisers belong to. The remaining settings appear once you choose one.
  5. Under Registration options, choose which paths supporters see: Start an individual fundraiser, Start a team fundraiser, and Join an existing team. Keep at least one.
  6. Set Frequency, Designation, and Default amount. Each starts on Match campaign settings, so what you configured in the P2P campaign applies. For Default amount, choose Custom to set a different starting amount for this entry point.
  7. Select or clear Allow supporters to change selected amount.
  8. Click Save changes.

The P2P fundraiser section is available to  that have peer-to-peer fundraising enabled.

On the Campaign Page, a banner headed Fundraise for this cause sits alongside the campaign content, with a button that opens sign-up. A supporter then chooses how to fundraise — on their own, as a team, or by joining a team that already exists — from the registration options you enabled. Someone who already has a page can log in from the same screen instead.

Fundraisers who sign up this way are recorded with the Campaign Page as their source, so you can tell them apart from the ones who came through an Element.

Step 6. Test the full flow

 

Before announcing the campaign, run through the supporter flow yourself. Test mode lets you walk through registration and donate to a test page without charging real money or creating real records — test data stays separate from your live donations.

To use Test mode for peer-to-peer campaigns, set up a temporary P2P Fundraiser Link with ?fundraiseupLivemode=no appended to its URL. Any fundraisers or donations that come through that link land in test data.

To set this up:

  1. In the Dashboard, go to Elements and create a new P2P Fundraiser Link.
  2. Select the P2P campaign you want to test.
  3. In the URL field, enter the page on your website where the Fundraise Up Installation code is added.
  4. Append ?fundraiseupLivemode=no to that URL.
  5. Click Create element and follow the generated link.

The fundraiser registration form opens on your site. Walk through the supporter flow end to end and make a donation with test card 4242 4242 4242 4242 — any future date, any three-digit CVC.

Check that the default goal, sharing message, designation, and footer details appear as expected.

Back in the Dashboard, switch to test data to see what you created: click your name in the bottom-left corner and toggle on Test data. With that on, your test fundraisers appear under P2P fundraisers and their donations under Donations. Toggle it off to return to live data.

When testing is done, archive the test Link: go to Elements, click the Link in the list to open it, and click Archive.

Step 7. Promote the campaign

 

Share the page with the Element through your usual channels — email to your supporter list, social media posts, newsletters, partner outreach. The more supporters who see it, the more fundraising pages get created.

Give your fundraisers a ready-made walkthrough: P2P fundraiser guide template →

Once supporters start signing up, day-to-day work moves to the P2P fundraisers tab in the Dashboard. From there, you can review the pages, updates, and comments your fundraisers publish, and pause or block a page when needed. See Manage P2P fundraisers for details.

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