Create or Edit a Campaign

This article covers the ins and outs of Campaigns. From creation to editing, this article explores every setting you can manage for your 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 Settings, then Campaigns.

To edit an existing Campaign, click the pen and paper icon edit_icon_copy.png to the immediate left of the Campaign name. Otherwise, you can select Add a new campaign to create a new one.

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: General info

Name*
Enter the name of the Campaign here.

Short name
Enter a shortened name for your Campaign that will appear in charts and other visualizations (pie charts, graphs, etc.)

Fund*
Select the Fund for the Campaign's money to flow into.

Description
Enter description of this Campaign for clarification (if needed).

Default Transaction Amounts
These are suggested transaction amounts that appear on your donation landing page. There can be up to four, and they must be whole-number amounts. 

Custom Checkout Text
This text will appear after the donor has successfully transacted their donation.

campaign_basics.png


Edit: Default receipting

Default Transaction Receipt Email Template
Select an 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 Template
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 Template
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 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. 

default_transaction_receipts.png


Edit: Detailed options

Goal Amount
You can set a goal amount for the Campaign and choose whether or not that goal is shown on the Campaign's page.

Parent
This option allows you to make the Campaign you are editing/creating a sub-Campaign of an existing Campaign. The drop down 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 to 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 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.

campaign_details.png


Edit: Image options

Splash Image
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.

Image
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.

Theme Color
This affects your Campaign's landing and checkout pages' color theme.

campaign_imaging.png

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. 


Deleting Campaigns

If you need to remove, archive, or delete a campaign, go to the bottom of the Campaign edit page, and click Disable.  This will remove the Campaign from all future use in the system, but won't remove any transactions associated with it formerly (for reporting purposes).  

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments