Create and update campaigns in bulk

Organization Administrators, Campaign Administrators, and Configuration Managers can import campaigns. Organization Administrators and Campaign Administrators can export campaigns.

Bulk changes use a CSV file. A CSV file is a spreadsheet where each row is one campaign and each column is one campaign setting. You get the file from the Dashboard, edit it, and import it back.

There are two ways to get the file, depending on what you want to do:

• To update or clone campaigns you already have, export them from the Campaigns tab. The export includes only the campaigns that match the filters on the tab, so filter the list first to choose which campaigns to export. You also choose which settings to include. The file contains those campaigns with their current settings.
• To create new campaigns, download a template. The template has a column for each setting you choose and a few example rows instead of your campaigns.

Every campaign has an ID. When you export campaigns, each row gets the ID of its campaign. When you import the file, Fundraise Up uses that ID to find the campaign the row belongs to:

• A row with a campaign ID updates that campaign.
• A row without a campaign ID creates a new campaign.
• A row without a campaign ID, but with the ID of a campaign to clone, creates a clone of that campaign.

If a row has both a campaign ID and the ID of a campaign to clone, Fundraise Up will update the campaign and won't create a clone. Each campaign ID can appear in only one row. If the same ID appears in several rows, none of those rows will be imported.

One file can mix actions. For example, some rows can update existing campaigns, and others can create new ones.

The file doesn't need to describe a whole campaign. Fundraise Up changes only what the file contains. Suppose a setting has no column in the file, or its cell is empty:

• An existing campaign keeps its current value.
• A new campaign gets the default value.
• A clone gets the value of the original campaign.

Before anything changes, you can review every row and fix any problems directly on the import page. You don't need to edit the file and import it again.

Use this when many campaigns need the same change, such as a new logo, a new disclaimer, or an optional mailing address. It takes 3 steps.

1. Go to Campaigns.
2. To export only some campaigns, filter the list first, for example by tag or status. The file includes every campaign that matches the filters.
3. Click Import/Export and select Export view as CSV.
   

4. Under Available fields, make sure Campaign ID is selected, then select the settings you want to change. Leave out the settings you don't plan to change. Settings without a column in the file stay as they are.
5. Click Export. Keep the window open until the file downloads, or you'll lose your progress.

1. Open the file in a spreadsheet app, such as Excel or Google Sheets.
2. Change the values you need, following the rules in “How to fill in values” below. Don't change the campaign IDs.
3. Keep each campaign in one row. If the same campaign ID appears in several rows, none of those rows will be imported.
4. (Optional) Delete the rows of campaigns that don't need changes.
5. Save or download the file as CSV with UTF-8 encoding.

For example, to make the mailing address optional in every exported campaign, set Mailing Address Required to FALSE in every row.

1. Go to Campaigns, click Import/Export, and select Import CSV.
2. On the Upload file step, drag your file into the upload area, or click the area and choose the file. Click Continue.
3. On the Map columns step, check how the columns of your file match the campaign settings in Fundraise Up:
   • On the left, File columns shows the columns from your file.
   • On the right, Map to field shows the matching campaign settings in Fundraise Up.

   If you didn't rename any columns, the names on the left and on the right will be the same.

   

4. Check the first two rows. They work the other way around: the Fundraise Up setting on the right is fixed, and you choose the column of your file on the left.
   • Campaign ID must show your Campaign ID column. If the column kept its name, it will be selected automatically.
   • Leave Campaign to clone ID empty. You need it only to clone campaigns.
5. Check the number next to Unmapped columns. If it's 0, every column of your file will be matched. If it's more than 0, turn on Unmapped columns to show those columns, then choose a setting for each one under Map to field. A column you leave unmapped isn't imported.
6. (Optional) To check the values in a column, click its row. The values from your file appear on the right.
7. Click Continue.
8. If the file has links to images or videos, Fundraise Up will check them. Stay on the page until the check finishes, or you'll lose your progress.
9. On the Review import step, the Import action column shows what Fundraise Up will do with each row, based on its campaign ID: To update, To create, To clone, or To skip. Rows marked To skip are not imported.
   • If any rows have problems, Errors or Warnings appears next to the search box. Turn it on to show only those rows. A row with an error won't be imported. In a row with a warning, only the value with the warning won't be applied, and the rest of the row will be imported.
   • The table can be wider than the screen. Scroll it horizontally to find the cells with errors or warnings.
   • To fix a value, click its cell and edit it. After you edit values, you can download the corrected file with Download updated CSV.
10. Click Import [number] campaigns.

The import runs in the background, so you can leave the page.

Use this when you want to launch many campaigns at once, for example when you move to Fundraise Up from another platform. It takes 3 steps.

1. Go to Campaigns, click Import/Export, and select Import CSV.
2. Click Download template.
3. Select the settings you want to fill in. Campaign ID is always selected.
4. Click Download template.

1. Open the file in a spreadsheet app, such as Excel or Google Sheets, and delete the example rows.
2. Add one row for each new campaign, and leave Campaign ID empty.
3. Fill in Campaign Name and the settings you need, following the rules in “How to fill in values” below. Any settings you leave empty will have their default values.
4. To accept donations right away, set Checkout Modal Enabled, Campaign Page Enabled, or both to TRUE.
5. Save or download the file as CSV with UTF-8 encoding.

1. Go to Campaigns, click Import/Export, and select Import CSV.
2. On the Upload file step, drag your file into the upload area, or click the area and choose the file. Click Continue.
3. On the Map columns step, check how the columns of your file match the campaign settings in Fundraise Up:
   • On the left, File columns shows the columns from your file.
   • On the right, Map to field shows the matching campaign settings in Fundraise Up.

   If you didn't rename any columns, the names on the left and on the right will be the same.

4. Check the first two rows. They work the other way around: the Fundraise Up setting on the right is fixed, and you choose the column of your file on the left.
   • Campaign ID must show your Campaign ID column, even though its cells are empty.
   • Leave Campaign to clone ID empty. You need it only to clone campaigns.
5. Check the number next to Unmapped columns. If it's 0, every column of your file will be matched. If it's more than 0, turn on Unmapped columns to show those columns, then choose a setting for each one under Map to field. A column you leave unmapped isn't imported.
6. (Optional) To check the values in a column, click its row. The values from your file appear on the right.
7. Click Continue.
8. If the file has links to images or videos, Fundraise Up will check them. Stay on the page until the check finishes, or you'll lose your progress.
9. On the Review import step, the Import action column shows what Fundraise Up will do with each row, based on its campaign ID: To update, To create, To clone, or To skip. Rows marked To skip are not imported.
   • If any rows have problems, Errors or Warnings appears next to the search box. Turn it on to show only those rows. A row with an error won't be imported. In a row with a warning, only the value with the warning won't be applied, and the rest of the row will be imported.
   • The table can be wider than the screen. Scroll it horizontally to find the cells with errors or warnings.
   • To fix a value, click its cell and edit it. After you edit values, you can download the corrected file with Download updated CSV.
10. Click Import [number] campaigns.

The import runs in the background, so you can leave the page.

Use this when you need many clones of an existing campaign, each with a few different settings, such as its own name and designation for each local chapter. It takes 3 steps.

1. Go to Campaigns.
2. Filter the list to show the campaigns you want to clone. The file includes every campaign that matches the filters.
3. Click Import/Export and select Export view as CSV.
4. Under Available fields, make sure Campaign ID is selected, then select Campaign to clone ID and the settings that should be different in the clones. The clones will match the original in every setting you leave out.
5. Click Export. Keep the window open until the file downloads, or you'll lose your progress.

1. Open the file in a spreadsheet app, such as Excel or Google Sheets.
2. Add one row for each clone. In each new row, paste the ID of the original campaign into Campaign to clone ID, and leave Campaign ID empty. If both IDs are filled in, the row will update the original campaign and won't create a clone.
3. In each new row, fill in only the settings that should be different in that clone, following the rules in “How to fill in values” below. Everything else will be copied from the original campaign.
4. Delete the rows of the original campaigns, unless you also want to update them.
5. Save or download the file as CSV with UTF-8 encoding.

1. Go to Campaigns, click Import/Export, and select Import CSV.
2. On the Upload file step, drag your file into the upload area, or click the area and choose the file. Click Continue.
3. On the Map columns step, check how the columns of your file match the campaign settings in Fundraise Up:
   • On the left, File columns shows the columns from your file.
   • On the right, Map to field shows the matching campaign settings in Fundraise Up.

   If you didn't rename any columns, the names on the left and on the right will be the same.

4. Check the first two rows. They work the other way around: the Fundraise Up setting on the right is fixed, and you choose the column of your file on the left.
   • Campaign ID must show your Campaign ID column. If the column kept its name, it will be selected automatically.
   • Campaign to clone ID must show your Campaign to clone ID column. If it doesn't, select it on the left.
5. Check the number next to Unmapped columns. If it's 0, every column of your file will be matched. If it's more than 0, turn on Unmapped columns to show those columns, then choose a setting for each one under Map to field. A column you leave unmapped isn't imported.
6. (Optional) To check the values in a column, click its row. The values from your file appear on the right.
7. Click Continue.
8. If the file has links to images or videos, Fundraise Up will check them. Stay on the page until the check finishes, or you'll lose your progress.
9. On the Review import step, the Import action column shows what Fundraise Up will do with each row, based on its campaign ID: To update, To create, To clone, or To skip. Rows marked To skip are not imported.
   • If any rows have problems, Errors or Warnings appears next to the search box. Turn it on to show only those rows. A row with an error won't be imported. In a row with a warning, only the value with the warning won't be applied, and the rest of the row will be imported.
   • The table can be wider than the screen. Scroll it horizontally to find the cells with errors or warnings.
   • To fix a value, click its cell and edit it. After you edit values, you can download the corrected file with Download updated CSV.
10. Click Import [number] campaigns.

The import runs in the background, so you can leave the page.

What you enter in a cell depends on what you want to do:

Texts have a separate column for each language. For example, Campaign Page Title [en] is the English title, and Campaign Page Title [fr] is the French title. Fill in the column for each language you need.

Save the file in CSV format with UTF-8 encoding. Other formats, such as XLSX, can't be imported:

• In Excel, choose CSV UTF-8 when you save the file.
• In Google Sheets, download the file as CSV.

Every file needs a Campaign ID column, even if you only create campaigns. Its cells can be empty.

The file can have up to 5,000 rows, one for each campaign, and up to 1,000 columns. It can't be larger than 20 MB.

If your organization uses subaccounts, you can update and create subaccount campaigns from the parent account. You don't need to switch to each subaccount.

To update subaccount campaigns, export them from the parent account. To export only the campaigns of one subaccount, filter the Campaigns list by Account first. Each campaign has its own ID, so Fundraise Up updates it in the subaccount it belongs to.

To create campaigns in a subaccount, the file needs an Account ID column. A new campaign doesn't have an ID yet, so this column tells Fundraise Up which subaccount to create it in.

To add and fill in the column:

1. When you download the template, select Account ID.
2. In each row, enter the ID of the subaccount where you want to create the campaign. You can find subaccount IDs in Settings > Subaccounts.

If you leave the cell empty, the campaign will be created in the account you're signed in to.

Some settings can be changed only in the campaign settings. You can't use a file to:

• Enable, disable, or archive a campaign.
• Change the default language of an existing campaign.
• Create designations, designation groups, or questions.
• Choose a default or restricted designation for a frequency.
• Edit impact description texts, tribute card collections, benefits, or campaign emails.