Create or Edit a Campaign

This article explains how to create and edit campaigns.

Overview and definitions

In Kindful, campaigns and funds track money received by donors. The definitions below explain how campaigns are different from funds and why it's useful to have multiple campaigns. 

 

   
Campaign An organized effort to raise money for a specific purpose. Campaigns are smaller projects that flow into general funds. These track where money is coming from and where it's going.
   
   
Fund A general way of tracking donations and other monies. Funds are larger buckets of money in your donor database. They can be made of money raised by one or more campaigns. 
   

If you have more questions about campaigns versus funds, learn more here.

Creating a Campaign

Go to the Fundraising section, and then select Campaigns.

To create a new campaign, select Add a new campaign. To edit an existing campaign, click the pen and paper icon edit_icon_copy.png located to the left of the campaign's name. 

Campaigns can be customized. The required field are noted with an asterisk (*). Each field below can be customized. 

Edit: Campaign Name (General Information) 

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.)

Funds*
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 will appear on your donation landing page. You can have up to four amounts. They must be whole-number amounts. 

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

Successful Donation Redirect URL 
Donors will be taken to this URL after completing their transaction. 

Disable One-time payments 
This option removes the ability to make one-time payments. If enabled, only recurring transactions can be made.

 

Screen_Shot_2018-11-12_at_10.23.18_AM.png


Edit: Default receipting

Default Campaign Transaction Receipt Emails
The template placed in the Transaction & Non-Cash Gift Receipt Email field will be sent automatically to donors that give online to this campaign. If a template hasn't been 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 donors create recurring transactions, this email receipt will be received when the donor CREATES their recurring transaction starting on a day that is NOT today. For example, if a contact creates a Recurring donation on October 30 and chooses the 1st for their recurring date, since no transaction takes place at the point of setup, this template will be sent. If a template hasn't been selected, then nothing will happen when a donor takes this step.

Subsequent Recurring Transaction Receipt Email 
If donors create recurring transactions, this is the emailed receipt they will receive for every subsequent successful recurring payment. If a template hasn't been selected, recurring donors will receive the default email selected for Default Transaction Receipt Email or Default Campaign Transaction Receipt Email when transactions are processed. Learn more about creating email/letter templates here.

Default Pledge Receipt
You can create online pledge forms for your donors to submit pledges that are automated 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
This amount would apply to all transaction submitted towards the campaign. For each transaction, there would be a portion of the amount that is non-tax deductible. This can be changed as needed. In addition, you can also edit this amount for individual transaction entries. default_transaction_receipts.png


Edit: Detail options

Goal Amount
You can set a goal amount for the campaign. A goal thermometer will display on the campaign's landing page if the "Show goal amount?" checkbox is marked. 

Parent
This will make the campaign a sub-campaign of a another existing campaign. You can select which existing campaign should be the parent campaign from the drop-down menu. 

Visible to public?
The campaign will be visible to the public on the main donation page.

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 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 (would know if you're 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.

campaign_details.png


Edit: Image options

Splash Image
The uploaded image will display on the campaign's landing page. Marking the "Display Splash Image as the background of this campaign's donate page?" checkbox will make the image become the background. 

Image
This is the image displayed on the campaign landing page if you choose not to use the splash image as the background. 

External id1 and id2
If you imported the campaign from a previous system, any identifying information would be found in these fields.

Theme Color
This affects the color for the campaign landing page and checkout forms.

campaign_imaging.png

Campaign Custom Fields
These fields allow you to track donor information per transaction (e.g. T-Shirt Size). For help with setting up campaign custom fields, please refer to the link here: Learn more about campaign custom fields here


Deleting Campaigns

At the bottom of the page, you can click Disable if you need to remove/archive. This will remove the campaign from all future use in the system, but won't remove the transactions associated with it for reporting activities. 

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

Comments