Peer-to-Peer fundraising helps you achieve your fundraising goals by empowering your supporters to quickly setup their own fundraising page and raise funds on your behalf.

Peer-to-Peer Fundraising allows you to:

• Allows you to expand your networks by connecting to your supporter’s friends, family and work colleagues.
• Peer-to-peer fundraising uses the personal relationship of the fundraisers to reach their friends and family. This drives more donations and raises the awareness of your cause as people listen and react better when the message comes from someone they personally know and trust.
• All data is stored in Salesforce allowing you to have real time reports and dashboards on results as they come in. You can also utilise these contact details for future fundraising and awareness campaigns.

When a web visitor fills in the subscription web form the details are automatically recorded as a subscription.

Subscription history and current status are all stored/related to in relation to the individual (Contact)

Time based workflows are used to send reminders that a membership is due to expire, or has expired.  For more information about workflows, refer to the Payments2Us Installation Guide.

The import file process allows for extra fields to be added and processed.

Quick Steps:

1. Add a new Custom field to the "Import File Line Item" Custom Object
2. Add a new Custom field with the same API name to "Payment Txn" Custom Object
3. Optionally add a new Custom field with the same API name to Account, Contact or Opportunity

A Direct Debit can be setup manually by your organisation or a payee can sign up online.  This procedure is for a Payee Signing up for Direct Debits online.

To set up direct debits online:

1. Check set up
2. Activate Workflow for email template
3. Review email template

If your event is for a group of people; for example the event is a Gala Ball, or a Golf Tournament with a team of four, then you can use the "Manage Event Attendee Groups" functionality to do this.

The "Manage Event Attendee Groups" is available for event organisers and provides a drag and drop interface for arranging various contacts within each group (team / table).  

The "Manage Event Attendee Groups" also provides an easy way of adding new contacts that might have registered for the event after the initial registration.  For example, someone might purchase a golf team of four people, but they only know the first 3 team members at the time of purchase.  They later on locate a fourth team member ask to have them added to the team.

The "Manage Event Attendee Groups" is particularly useful when using the Event Type of "Tickets and Optionally Specify Attendees" that is selected on the Payment Form (related list to the Merchant Facility)