Before You Begin:
We recommend reviewing your Account Rules for Campaigns at Settings > Account Rules > Campaigns tab.

You can also create Custom Campaign Themes to maintain consistent branding across campaigns focused on similar causes at
Settings > Campaign Themes.

Starting a New Campaign#

1. From the Admin Console, click Campaigns in the left-side panel.
2. Click the + New Campaign button to begin creating a campaign manually.
3. Fill in the required fields:
   • Title
   • Campaign Theme (optional, helps get you started)
   • Short Description (required)
4. Optional settings include:
   • Add to Group
   • Goal Amount (see note below)
   • Goal Terms
   • Goal End Date (ends at midnight of the selected date)
   • GL Code
   • Campaign Type
   • Gifts, Projects, Places, Sponsorship

Important: To automatically stop recurring donations when your campaign goal is met, you must set a Goal Amount. Once reached, all recurring donations to this campaign will automatically stop.

Enhancing Your Campaign#

• Media: Add a YouTube or Vimeo video link, upload a profile image (square, recommended 900×900 pixels), and a cover image (preferred size at least 1000×300 pixels).
• Editor Section: Use this to tell your supporters about the campaign purpose. You can add images, links, and format text to make your message engaging.
• Gifts: If you have promotional or fundraising items, add them here with images, prices, and descriptions. Add multiple gifts by clicking Add a Gift. These are tracked in your Products module.
• Donation Levels (Optional): Set preset donation amounts (e.g., $50, $100, $250) to guide supporters on one-time or recurring donations.

Finalizing the Campaign#

• Click the green Create Campaign button when finished.
• To create sub-campaigns under a Parent campaign:
  1. First create and save the sub-campaign.
  2. Edit it afterward to select the Parent campaign.

Managing Campaigns#

• Click a campaign title to open its dashboard, which shows:
  • Donation graph and totals
  • Campaign details
  • Associated tasks and reminders
  • Campaign description
• Use the Actions button to:
  • Edit campaign details
  • Crop images
  • Create new messages or mailings to campaign donors
  • Create tasks assigned to admins
  • Generate a QR code
  • View the public campaign page
• The Files tab contains all files uploaded specifically for that campaign.

Anonymous Giving and Visibility Options#

• Supporters can choose to keep their donation amount and/or name anonymous on the donation form.
• Admins can also mark donations as anonymous when entering or editing donations in the Admin Console. Both anonymity options are available.
• To hide the donor list or total amount on the public Campaigns page, edit your Campaign Template in the Active Theme to remove those sections.
  Note: These changes apply to all campaigns.

For further assistance, please contact our Support team.

Video: Start a Fundraising Campaign#

Sharing on Social Media#

If you plan to share the link to your Campaign on social media platforms, we recommend you make the following adjustment to your Layout template in your Theme.

Here’s how:

• Go to Settings > Themes
• Next to your Active Theme, click Actions > Edit
• Next to Layout, click Edit
• Under the line <title> {{ account.name }}</title>, add the following code:

{% if theme_template.name == "Campaign" %}
  <meta property="og:title" content="{{ campaign.title }}" />
<meta property="og:description" content="{{ campaign.sanitized_description }}" />
{% if campaign.images['medium'] contains "missing.png" %}
  <meta property="og:image" content="{{ account.logo_file }}" />
{% else %}
  <meta property="og:image" content="{{ campaign.images['medium'] }}" />
{% endif %}
{% endif %}

• Scroll down and click Update Layout

Now, when you share the link the your campaign on social media platforms, the social media platform will pull the cover image of your Campaign to share.