When setting up a Challenge campaign, you'll have the opportunity to create the event that is applied to the fundraiser record and registration. Additionally, you can design an Event Registration or Event Registration with 1-Click form for supporters to use when signing up for your Challenge and setting up their fundraiser. This step allows you to specify key details for fundraisers created through this campaign, such as the Facebook fundraiser cover image, end date, and target amount.
Once you have created a campaign, you will have:
The URL for your Event Registration with 1-Click form. This can be shared with supporters to register for your Challenge and create a fundraiser in a few clicks (this could be a Facebook, JustGiving or iDonate fundraiser).
The 1-Click fundraiser URL for the campaign. Supporters can use this to create a fundraiser for this event only. For example, if you have a supporter who has registered and not yet created a fundraiser, they can use this link to bypass the registration form and create a fundraiser only.
You will have an email journey set up, which can be used to send emails to registrants at key moments / milestones.
Step 1: Create Your Event
Navigate to the ''Campaigns'' tab in the main navigation bar at the top of your account, and select ''Campaigns'' from the drop-down.
Click ''New Campaign'' in the top right of your account.
Click "Create Virtual Event"
Add the title of your event, i.e. the name of your Challenge. This will become the name of the event that is applied to fundraiser and registration records associated with this campaign.
Add start date - this is the first day of your Challenge.
Add end date - this is the last day of your Challenge.
Add an optional Public Campaign Name for your Challenge. This is helpful if you have different event names internally and externally - both Event Title and Public Campaign name can be added to email journeys using merge tags.
Add a description if you’d like to, the description here is for internal use only
Add your Facebook Group URL if you are using one for your Challenge
Add the JustGiving Event ID and Campaign shortname if you want to offer JustGiving a fundraiser option on your registration forms
If you are using iDonate and have this integrated on your account add the event ID (for Irish customers only)
If you are using GoFundMe check the ‘Enable GoFundMe for this campaign’ box
On the campaign reporting section add in the acquisition channels you are using, the Campaign Category, Fundraising Target and Participant Target - this is for your internal reporting purposes and is not supporter facing
If you are using Conversr (UK) or SlickTect (US) for SMS integration then please select these options
If you have a lead form set up on Meta and plan to run a lead email journey for your campaign add in the Lead form URL (you must have the Meta API integration set up in order to do this)
Hit 'Save and Continue' and we’ll move to setting up the registration form.
Step 2: Create Your Event Registration With 1-Click Fundraiser Form
When creating your Virtual Event campaign, you’ll be prompted to create your form as part of the campaign setup. You can also create a form separately and link it to the campaign later.
In the campaign builder, under Section 2: Registration, you’ll see the option to create a new form, edit an existing form, or use an existing form (if you’ve already created one outside of the campaign builder). The form builder process is the same in both cases.
To create a new form:
Select Create New Form.
Add a title to the form (typically the name of your Challenge).
Upload your logo - this will appear at the top of your form.
Choose your form type:
Event Registration – Registration form only.
Event Registration with 1-Click – Combines registration and fundraiser creation in one flow.
The Default Greeting will be pre-filled for you.
For the Default Message, we recommend leaving this blank to keep the form short and high converting.
If your account has the Facebook Pixel feature enabled, you can add your Pixel ID here. If not, contact the GivePanel Support team to have this enabled.
Choose which fields to include. You can drag and drop to reorder and edit field labels.
Email address is required at minimum.
We recommend also adding phone number, as opt in rates are typically high.
Add a Drop-down field to include incentive options such as t-shirt sizes:
Drag this field to the top of the form so it appears first.
Add available t-shirt sizes, plus an optional “No T-shirt, Thank You” choice.
Add your marketing opt-in (radio buttons perform best) and T&Cs, and remember to hyperlink your Privacy Policy.
Add your Privacy Policy link under the dedicated privacy policy section.
Success Message (Event Registration only)
If you’re using a standard Event Registration form, include a short success message such as:
Message: Thanks for registering - next step: set up your fundraiser!
Include your 1-Click Fundraiser Link in the Add a URL link field so supporters can go straight to creating their fundraiser after registration.
Fundraiser Options (Event Registration with 1-Click only)
If you’re using the Event Registration with 1-Click form type, you’ll see a section titled Fundraiser Options.
Here you can:
Choose which fundraising platforms to display (for example, Facebook or JustGiving).
Allow supporters to register and create their fundraiser in one simple flow.
If you don’t see JustGiving as an option, the campaign may need linking to your JustGiving event.
Allow users to activate their fundraisers later:
If enabled, this lets supporters submit the registration form without creating a fundraiser immediately.
When selected, they’ll see an “Are you sure?” confirmation page, giving them another opportunity to create a fundraiser. You can edit the content of this page under the Activate Later section in Fundraiser Options.
Registration Confirmation Email
This is a single email sent automatically to everyone who clicks Submit on your registration form.
From name: Should be a named person.
Email address: Should be a person’s email (not a department inbox).
Message: Keep it short and friendly, welcoming the supporter and encouraging them to set up their fundraiser (include the 1-Click link).
Tick “Send Email to Registrations” once your ads are live and testing is complete. When your campaign ends, untick this box to stop sending emails.
Closing the Registration Form
When your ads have finished running or you’ve reached your incentive quota, tick “Close this registration form.”
Once closed, the form will no longer accept new submissions.
Click Save and Continue to move on to Step 3: Set Up Your Custom Fundraiser (1-Click).
Step 3: Set Up Your Custom Fundraiser (1-Click)
You'll then be taken to the fundraiser setup page. This is where you can customize how fundraisers created for this campaign will appear.
Add your organization’s logo.
Add the header image for your custom fundraiser.
Add the title of your fundraiser - this will show up when fundraisers are created.
Add the description for your fundraiser - this will show up on each fundraising page.
Add a fundraiser end date - this can be either a specific date or a certain number of days from fundraiser creation.
Add in a target amount for each fundraiser.
The custom fundraiser link will populate once you’ve saved the event.
Create the landing page for your fundraiser - this is what people will see when they click the Custom Fundraiser link:
Add in a landing page title.
Add in a landing message.
Add in a success title.
Add in a success message.
Add in the success button text.
Customise the success message that the supporter will see when they create their fundraiser.
Hit 'Save And Continue'.
Step 4: Populate Your Email Journey
Getting email access: see our help article here for how to have the email feature set up in your account.
Complete the basic setup:
Fill in the 'From name' field - this is who will show up as the sender.
Fill in the 'From email' field - this is what will show up as the sender’s email address.
Fill in the 'Reply to' email field - if participants reply, this is where the email will go.
If anyone needs to be excluded from the list, you can include those email addresses in the "Excluded recipients list".
Hit "Save Email Settings".
Build your emails:
Click "Add New Email" (at the top left of the page).
Choose when the email is sent (how many days before/after the event start or end date).
Choose the condition: if you are using our 1-Click event registration form, you can choose “if matched” or “ if not matched” to segment emails by people who have set up fundraisers and those who haven’t.
Fill in the email subject line.
Add a header image.
Write your email:
Use the shortcodes to personalize the emails
Check 'Activate Email' if you are ready for the email to be live.
Check 'Save changes'.
Continue building emails until your whole email journey is in GivePanel. Please find our email templates here.