This article covers the steps of creating and maintaining campaigns.
Overview and definitions
The first and most important step is understanding what a campaign is, how it's different from a Fund, and why you need to create various campaigns.
|Campaign||An organized effort to raise money for a specific purpose. Campaigns are specific projects that flow into more general funds. This is the way to track where your money is coming from and where it is going.|
|Fund||A general way of categorizing donations and other monies coming into a donor database. Funds are a general allocation made more specific through campaigns.|
If you have more questions about campaigns versus funds, learn more here.
Creating a Campaign
Choose Fundraising, then Campaigns.
To create a new campaign, select Add a new campaign. To edit an existing campaign, click the pen and paper icon located to the left of the campaign's name.
There are many pieces of a campaign that can be customized. Required entries are noted with an asterisk (*). Outlined below are all the fields to customize a campaign.
Edit: Campaign Name (General Information)
Enter the name of the campaign here.
Enter a shortened name for your campaign that will appear in charts and other visualizations (pie charts, graphs, etc.)
Select the Fund for the campaign's money to flow into.
Enter description of this campaign for clarification (if needed).
Default Transaction Amounts
These are the suggested transaction amounts that will appear on your donation landing page. You can have up to four amounts, and they must all be whole-number amounts.
Custom Checkout Text
This text will appear after the donor has successfully transacted their donation.
Edit: Default receipting
Default Campaign Transaction Receipt Emails
Select a Default Transaction Receipt Email Template that will be sent automatically to a donor that gives online to this Campaign. If no template is selected, online donors will receive a standard emailed receipt with all necessary tax information for the transaction. Learn more about creating email/letter templates here.
Default Recurring Transaction Receipt Email
If the donor initiates a recurring transaction, this is the emailed receipt they will receive for the first successful recurrence. If no template is selected, recurring donors will receive the default email selected for the Campaign. Learn more about creating email/letter templates here.
Subsequent Recurring Transaction Receipt Email
If the donor initiates a recurring transaction, this is the emailed receipt they will receive for every subsequent successful recurrence. If no template is selected, recurring donors will receive the default email selected for Default Recurring Transaction Receipt Email. Learn more about creating email/letter templates here.
Default Pledge Receipt
You can create online pledge forms for your donors to submit pledges that automate into your system. This is a great idea for special events/galas or end-of-year planning. Learn more about setting up pledges by emailing us.
Amount Non-Tax Deductible
You can set this amount for each transaction entered to this campaign to be preset with said amount being non-tax deductible. You can override this on each transaction entered, however, to accommodate for varying amounts.
Edit: Detail options
You can set a goal amount for the campaign and choose whether or not that goal is shown on the campaign's page.
This option allows you to make the campaign you are editing/creating a sub-campaign of an existing campaign. The drop-down menu allows you to select which existing campaign should house the sub-campaign you are editing/creating.
Visible to public?
The campaign will be visible on your donor-facing landing pages.
Enable transactions for sub-campaigns only
If checked, contacts can only donate to sub-campaigns. This overrides the campaign's visibility, so that the campaign will always be hidden.
Enable campaign api access?
Allows API access for developers to use certain pieces of information about the campaign on other sites.
Disable transaction success emails?
Turns off automatic receipting to donors giving online.
Show custom donate link to users for this Campaign?
For use only if using an external custom cart page (you would know if you were using this). If you have additional questions about this, please email Kindful Support or click the Help button in the bottom right corner of your screen.
Disable transaction failure emails?
Donors would not be notified of a failed transaction.
Edit: Image options
Upload an image to use on the campaign's donation landing page. The Display Splash Image as the background of this campaign's donate page? box can be checked to make the image take up the entire page as a background.
This is the image displayed on the campaign landing page if you choose not to use the splash image as the campaign background.
External id1 and id2
This is where additional legacy system information would live if you imported campaigns from a previous system.
This affects your campaign's landing page and checkout pages' color theme.
Campaign Custom Fields
If you need help with campaign custom fields (located at the bottom of the campaign settings), we have an article outlining this area. Learn more about campaign custom fields here.
Go to the bottom of the Edit Campaign page and click Disable if you need to remove, archive, or delete a campaign. This will remove the campaign from all future use in the system, but won't remove any transactions formerly associated with it (for reporting purposes).