Help Center Getting Started Create an Experience

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Understand: Experience Pre-Registration

Allow donors to create an account and save a payment method before your fundraising Activities begin.

If you want to publish your fundraising Experience before one or more of your fundraising Activities begin, consider enabling pre-registration. This allows your supporters to create a RallyUp account and save a payment method before your fundraising Activities begin, speeding up checkout later. 

Pre-registration can be enabled for any RallyUp Activity, but it's especially useful for:

  • Events: predict general interest and gain insight into how many attendees you might have before Tickets go on sale
  • Auctions: make it easier for donors to start bidding as soon as the Auction starts

You can make pre-registration optional or required. You can also add custom fields to collect information from donors. 

Enable Pre-Registration

  1. Select Experiences from the left menu.  
  2. If you have chosen a list view, click on the Experience title. If you have chosen a grid view, click on the Experience image.
  3. Select Experience Setup.
  4. Go to Checkout in the timeline at the top.
  5. Scroll down to Enable donor pre-registration and click on the toggle so it shifts to the right:

  1. Scroll down to Choose the information to collect during pre-registration and select the information you want donors to provide. If you like, you can add custom fields to collect additional information:

  1. Scroll down to Select which Activities will allow pre-registration and select the Activities you want donors to pre-register for:

Donor View

When donors visit your Experience Page, they'll see a banner letting them know they can pre-register:

The Pre-register button will take them to a form where they can fill out and save their information:

Pre-Registration Reports

The View Donations report includes a Registered Donors tab to help you keep track of pre-registered donors:

This tab automatically displays the following:

  • Name 
  • Email
  • Donated (pre-registered donor went on to contribute to your Experience)

You can download one report from this tab:

Registered Donors Report

This report gives you information about each person who pre-registered, including: 

  • Name
  • Email
  • Donated (pre-registered donor went on to contribute to your Experience)
  • Marketing Opt-In (only appears if you enable marketing opt-in during pre-registration)

You can use this report to see whether pre-registered donors were more likely to participate in the Experience and/or opt to receive marketing emails.

 
 

 

 

 

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