Peer To Peer

How to create, manage, and share your Individual fundraiser.

Last updated 7 months ago

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How to create, manage, and share your Individual fundraiser.

How to create a individual fundraiser

Select your goal amount from the list of options below or use ‘Other Amount’ to set your own goal.

Add your details. Enter your name, email address, and name of fundraiser, and select your child’s grade from the ‘Select Team’ dropdown menu.
The fundraiser name is default set to ‘<your name> and Friends’ but can be changed. Next, tap on Share With Friends.
You can edit the “By” name on the next screen. It defaults to your name. For example, if you are a parent and creating this for your kid in school, this is where you set the kids name.

Your fundraiser has been created! You will also receive a confirmation email where you can click on the ‘Check Status And Share’ button to go back to your fundraiser page, make changes to your fundraiser and/or share the fundraiser with friends and family.
After you create your fundraiser, you will be navigated to your fundraising page. Here you can edit your fundraiser name, goal, your name and your team. Tap on the pencil icon to make changes. You can also add an image and description to make your fundraising page stand out.

The next step is to share your fundraiser with friends and family. All share options can be found in the Share Your Fundraiser section. Use the X and Facebook buttons to share on social media. You can use the QR code button to download and print Fundraiser Cards to hand over to friends and family in person. You can also use the email button to invite family and friends via email. Use the link button if you’d like to copy and share a link instead. The image below illustrates how you can invite your friends to donate via email. Enter the names and email addresses of your recipients, add an optional message and tap on Send.

PayBee will notify you via email when someone makes a donation to your fundraiser. You can also keep track of all invitees and donations by going to your fundraising page. You can also remind invitees to donate if they haven’t donated yet using the Remind button. You can also thank donors who have donated to your fundraiser using the Thank Them button.

Last updated 7 months ago

Was this helpful?

How to create a individual fundraiser

Select your goal amount from the list of options below or use ‘Other Amount’ to set your own goal.

Add your details. Enter your name, email address, and name of fundraiser, and select your child’s grade from the ‘Select Team’ dropdown menu.
The fundraiser name is default set to ‘<your name> and Friends’ but can be changed. Next, tap on Share With Friends.
You can edit the “By” name on the next screen. It defaults to your name. For example, if you are a parent and creating this for your kid in school, this is where you set the kids name.

Your fundraiser has been created! You will also receive a confirmation email where you can click on the ‘Check Status And Share’ button to go back to your fundraiser page, make changes to your fundraiser and/or share the fundraiser with friends and family.
After you create your fundraiser, you will be navigated to your fundraising page. Here you can edit your fundraiser name, goal, your name and your team. Tap on the pencil icon to make changes. You can also add an image and description to make your fundraising page stand out.

The next step is to share your fundraiser with friends and family. All share options can be found in the Share Your Fundraiser section. Use the X and Facebook buttons to share on social media. You can use the QR code button to download and print Fundraiser Cards to hand over to friends and family in person. You can also use the email button to invite family and friends via email. Use the link button if you’d like to copy and share a link instead. The image below illustrates how you can invite your friends to donate via email. Enter the names and email addresses of your recipients, add an optional message and tap on Send.

PayBee will notify you via email when someone makes a donation to your fundraiser. You can also keep track of all invitees and donations by going to your fundraising page. You can also remind invitees to donate if they haven’t donated yet using the Remind button. You can also thank donors who have donated to your fundraiser using the Thank Them button.