This article explains how to manage, create, edit, and disable campaigns. Set things up properly, hide older/past campaigns or projects, find custom URLs, redirect successful donors to a new web page, and more.
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.
Understanding the Difference
|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.|
Creating a Campaign
Go to the Fundraising section, and then select Campaigns.
To create a new campaign, select New Campaign. To edit an existing campaign, click the pen and paper icon 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)
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.
This will display when using a Marquee image on your public-facing campaign donate page. You can control what the page title says (e.g. Your Gift Supports...)
Enter description of this campaign for clarification (if needed). This is used primarily if you are not using a Splash Image for the Campaign page. If you choose to use a Splash Image, be sure to keep this Description short. You can set general short and long descriptions in your General Settings as highlighted below.
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. If you wish to have a one-time payment only option, please create a Donation Plugin.
The descriptions for your Campaign pages can be set on the Campaign Edit page as shown above, or they can be set in your organization's Settings > General Settings page in the Organization Info block. You can use these as default descriptions across all campaigns.
The Description will be used as any description on a donation page if nothing else is filled in. It is ideal in character count for using a full sized image where the description is above the donate box. The Long Description, if filled out, is used when the smaller image is used on the right-hand side of the page.
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.
If you wish for no value of any transaction entered to a campaign to be tax deductible, we recommend setting the non-tax deductible amount to a very high amount (e.g. 1000000).
Edit: Detail options
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.
If you would like to track progress on your website, you can use our Developer Documentation to learn how you can send the Campaign transaction data to your website.
Visible to public?
The campaign will be visible to the public on the main donation page. Additionally, if you intend to share a direct link to a specific campaign, so donations received are targeted towards this campaign, you can use the Direct Link found in the upper right hand corner of the Campaign Edit page.
You can deselect this option to effectively close a campaign from public view.
Of Note: Kindful does not offer a way to setup vanity URLs for campaigns. If you wish to do this, it is advised to create this on your website, and have the vanity link point to this campaign URL.
Use this option to edit which campaigns can be available on your main donation page. The ones that are visible (showing the eyeball in the Campaign page list) will be shown on your main donation page (yoursubdomain.kindful.com).
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.
Edit: Image options
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.
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.
This affects the color for the campaign landing page and checkout forms.
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
Subcampaigns can be a valuable tool to track and organize donations. Just like parent-level campaigns, you can have a unique URL for subcampaigns if they are marked as Visible.
To create a subcampaign, first, follow the steps to make a campaign as detailed in this article. Once created, from the Campaigns page in Kindful, locate the campaign and click it. You can drag it to the proper location (dragging bottom to top) and then you can nest it under its parent campaign by dragging left to right.
If your top-level campaign (Memberships in the example GIF above) has a thermometer goal set on it, any donations made to the subcampaigns (e.g. Gold Level or Silver Level 2) will count towards the overall thermometer goal shown on the Memberships campaign donate page.
There is no limit to the amount of subcampaigns you can create in your campaign hierarchy.
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.
Still have questions?
Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.