Chances are, your peer-to-peer participants are interested in supporting you for more than one event. You can use the Participant Invite Tool to invite participants from one event to take part in upcoming peer-to-peer events at your organization.

For a quick-start tutorial on using the Participant Invite Tool, check out this video.

To get started, navigate to your Form Management page and scroll down to your peer-to-peer fundraising forms.

Find the event you’d like to invite past event participants to. The form must be active to use this feature.

Select Invite Participants from the menu for your event.

A new page will open that walks you through the steps of inviting participants.

You can quickly import participants to your peer-to-peer event in four steps. Note that invited participants will be listed in your event with a pending status until they complete their event registration.

The first step is choosing the prior event to invite participants from. Select your peer-to-peer event from the drop-down menu.

A list of participants from the event selected will appear in a table below the dropdown menu.

Select participants to invite by checking the box to the left of their participant ID. To invite all participants, click the box to the left of ID in the table header.

Then click Next: Configure Participant Options to continue.

Choose the information to carry over from the previous event to your new event. The information carried over is based on each person’s past participation.

You can choose to carry over any additional registrants attached to the person’s registration from the previous event and even recreate their fundraising team.

Additionally, you can apply fundraising page and dashboard settings, the participant’s classification, and assign participant categories.

Toggle on or off the options you’d like to carry over:

Then select the participant’s classification and category (or categories).

If a classification or category from the previous event doesn’t have a matching classification or category in the event you’re inviting them to, you can select the appropriate classification or category from the dropdown menu. Only existing classifications or categories for the new event will be shown in the dropdown.

Then click Next: Send Email (Optional) to proceed to the third step in the process.

You can customize the email invitation you can send to the selected past event participants. A default email will already be in the text box, but you can change up the language to match your organization's style and voice.

The email editor includes tags you can use to fill in information without typing it out. For example, the %Registrant First Name% tag will automatically populate the name of the person receiving the invitation. There are tags associated with the event and some that are specific to the registrant. Once you’re satisfied with the email language, proceed to the final step: Preview Your Invite.

Preview the invitation to the selected participants and send the email invites.

Click Preview Participants to open a modal that displays the name, ID, classification, category, and team of each participant you’re inviting. This modal also offers the option to go back and edit the selected participants and edit the options.

Clicking Edit Participants will take you back to the first step where you can select or deselect participants from the table.

Likewise, clicking Edit Options will take you back to the second step where you can change the settings that determine what information from the past event to carry over.

Once satisfied with your invite list, those participants will appear in your event as pending registrations. From this screen you can choose to send an invite email by clicking Invite Participants. This will send the email invite you created to your selected participants.

When you send the invitations, you’ll be directed to the Pending Participants tab of the event you invited the participants to.

Your invited participants will be listed here regardless of whether you sent an email or not. As invited participants register, they’ll be moved from the Pending tab to the Active tab.

You can also delete participants from the Pending list of they do not register for the event.

If you sent an email, participants will receive an email with a link to register on the event page.

Following the link opens the event registration form. They then follow the registration process to complete their registration for the event.

Once they’ve chosen to join as a fundraising or non-fundraising participant, some of their registration details will be filled in for them based on the settings you chose in Step 2. Because they're a previous participant, their contact information field will also be completed for them.

Aside from some auto-completed fields, their registration will proceed normally.

Once their registration is complete, participants may notice their personal fundraising page has some information and images that were brought over from previous fundraising pages.

They can keep those items or update as they choose from the Edit My Page link in their Fundraising Tools.

If a fundraising team was carried over with their registration, the participant will also be assigned to their fundraising team.

Fundraisers can view their team details from the Our Team link on their fundraising dashboard. Fundraisers who weren’t previously part of a fundraising team will not see this option on their dashboard.

Participants who participated in previous events will see a Fundraising Comparison Table on the My Donations section page. The table compares their fundraising performance during their previous event to the current event.

This table encourages participants to raise more funds than they did previously. As they pass the previous event’s totals the numbers turn from red to green.