ManualsPayments2Us User Manual Peer-to-Peer FundraisingHow to setup a Peer-to-Peer Payment Form

How to setup a Peer-to-Peer Payment Form

The Merchant Facility tab can be found within the Payments2Us menu (Top right picklist in Salesforce - Select Payments2Us), or it can be found under the "More" at the end of the tabs. (In Salesforce Classic - It can be under the "+" at the end of the tabs)

Once you have clicked on the Merchant Facility Tab, select the appropriate List view (Example - "All Merchant Facilities") and click into Merchant Facility you wish to update.

2. Select Payment Forms heading from RHS

Select the related Payment Forms and either  click New Payment Form, or Use and existing one.

3. Update Payment Forms as appropriate

For Peer-to-Peer Fundraising for Payment Forms, you may wish to set the following:

  • Default Campaign.  If this is not set, the you can use a campaign specific URL that is on the campaign.  See: How to Create Peer-to-Peer Parent Campaign for more details
  • Peer-to-Peer Soft Crediting.  How are soft credit allocated - If a donation is made against one team member; who should also get soft credited with the donation as well?  This option requires Soft Credit to be set to Yes.

After saving the Payment Form, select the Payment Options list.

5. Adding Team or Individuals - New Payment Options

Press the New Payment Option to add a new entry.

Select the record type of Peer-to-Peer

6. Adding Team or Individuals - Entering Payment Option

Enter details of the Options.  Generally speaking this would be Team or Individual.  

If you wish to have both Teams and Individuals registering then add a Payment Option entry for both types.

7. Add Sidebar Widgets

Add Sidebar Widgets

Add Sidebar Widgets to show extra information, to add encouragement by showing goal obtainment or event just to add more images to spruce up your payment form.

See How to Add Sidebar Widgets for more information and steps on how to add these.