> ## Documentation Index > Fetch the complete documentation index at: https://docs.wegive.com/llms.txt > Use this file to discover all available pages before exploring further. # Create and customize your peer-to-peer fundraiser preset > WeGive Help Center article: Create and customize your peer-to-peer fundraiser preset A peer-to-peer (P2P) preset is a reusable template that controls how individual fundraiser pages look and behave. When supporters create their own fundraiser, they start from your preset—so the preset is where you set defaults, lock down anything that should stay consistent, and decide how much each fundraiser can customize. This article walks through creating a preset and configuring each of its four settings tabs in Dashboard v2. ## Before you start Two concepts will come up on almost every setting, so it helps to understand them up front. **Fixed vs. default.** Most settings have a **Fixed** checkbox alongside the value field. * When **Fixed is checked**, the value you set is locked. Every fundraiser created from this preset uses exactly that value and cannot change it. * When **Fixed is unchecked**, the value you set is just a starting default. Each fundraiser can edit it on their own page. Use Fixed for anything that needs to stay consistent across all fundraisers (like designation or end-date behavior), and leave it unchecked for things you want individuals to personalize (like goal, name, or description). ## Create a new preset 1. From **P2P Templates**, select **Create P2P Template** (the **+** option). 2. In the **Create P2P Template** dialog, enter a **P2P Template name**. This is the internal name you’ll use to identify the preset. 3. Select **Create P2P Template**. The preset is created and set to **Live**, and you’re taken straight into its settings. You can rename it later, so don’t worry about getting the name perfect now. Every preset has its own page at a URL like `https://your-org.wegive.com/your-org/p2p-preset/name`. From the preset header you can also **Implement** the preset (to embed or share it) or **Archive** it when it’s no longer in use. ## Configure your preset settings Preset settings are split across four tabs in the left-hand menu: **Overview**, **Setup**, **Appearance**, and **Dates**. Make your changes, then select **Save Changes** on each tab. ### Overview Controls the preset’s identity and the fundraiser’s name. * **P2P Preset Name** — The internal name for this preset (the same name you entered when creating it). Edit it here anytime. * **Slug** — The portion of the preset’s URL that identifies it. Editing the slug changes the preset’s web address. * **Fundraiser Name** — Sets the default name for fundraisers created from this preset. Check **Fixed P2P Fundraiser Name** to lock the name so all fundraisers share it; leave it unchecked to provide a default that each fundraiser can change. ### Setup Controls fundraising goals, checkout, post-end-date donations, and designation. * **Fundraising Goal** — Define a default goal amount. Check **Fixed Fundraising Goal** to lock it for every fundraiser, or leave it unchecked so individuals can set their own goal. * **Checkout** — Search for and choose the checkout supporters will use when donating through this preset. * **Allow Donations After End Date** — Decide what happens once a fundraiser’s end date passes. Choose **Default Allow Donations After End Date** or **Default Disallow Donations After End Date**, and check **Fixed “Allow Donations After End Date” Button** to lock that behavior for all fundraisers. * **Designation** — Choose where donations are directed. Check **Fixed Designation** to lock the designation, then search for and select the designation to use. ### Appearance Controls what shows on the fundraiser page and how it looks. * **Leaderboard Visibility** — Choose **Default Show Leaderboard** or **Default Hide Leaderboard**. Check **Fixed Leaderboard Visibility** to lock the choice. * **Activity Visibility** — Choose **Default Show Activity** or **Default Hide Activity**. Check **Fixed Activity Visibility** to lock the choice. * **Fundraise Button** — Choose **Default Show Fundraise Button** or **Default Hide Fundraise Button**. Check **Fixed Fundraise Button** to lock the choice. * **Background Photo** — Upload a default background image (click to upload or drag and drop a JPG). Check **Fixed Background Photo** to use the same image across all fundraisers. * **Description** — Use the rich-text editor to set default page copy. Check **Fixed Description** to lock the description so it’s the same on every fundraiser. ### Dates Controls the fundraising window. * **Start Date** — Select a default start date. Check **Fixed Start Date** to lock it for all fundraisers. * **End Date** — Select a default end date. Check **Fixed End Date** to lock it for all fundraisers. ## Save and publish Select **Save Changes** on each tab where you’ve made edits. A new preset is **Live** as soon as it’s created, so your settings apply to fundraisers right away. When a preset is no longer needed, use **Archive** in the preset header to take it out of circulation. ## Tips * Lock (Fix) only the settings that truly need to be consistent—over-fixing removes the personalization that makes peer-to-peer fundraising effective. * Set a clear default goal and description even when they aren’t fixed; supporters often launch their page without editing them. * Use **Implement** in the preset header when you’re ready to embed or share the preset. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.