Campaign setup

1. Go to the Dashboard > Campaigns.
2. Click New campaign.
3. Select Create a new campaign with default settings for your first campaign, or Clone an existing campaign to copy settings from an existing one.
4. Enter an internal name that helps you identify the campaign later. This name remains private and isn't visible to your supporters.
5. Select the default language for your campaign.
6. Click Create a campaign.

After creation, you can enable the Checkout modal, configure the Campaign Page, set up emails, manage Fundraisers, and adjust other key settings. When creating a campaign from scratch, many configuration steps complete automatically, allowing you to start accepting donations without manually configuring every setting.

Here are some campaigns you might want to create:

• "General Donations": Accept unrestricted donations through your website.
• "GivingTuesday": Process donations specifically during GivingTuesday.
• "Social Media Landing": Create a Campaign Page for supporters clicking through from your social media campaigns.
• "Year-End Campaign: Mid-Level Supporters": Target specific segments of your supporter base. You can create variations of this campaign for each segment you target.

We recommend starting with a "General Donations" campaign. Later, you can clone this campaign and modify it for other purposes.

Most organizations develop highly customized campaigns over time. Instead of creating new campaigns from scratch and reapplying all customizations, use the cloning tool. This copies the Checkout modal, Campaign Page, emails, Fundraisers features, and all other settings from any existing campaign.

Access the cloning tool in two ways:

• Click New campaign and select Clone an existing campaign.
• Use the three-dot menu in the Campaigns tab.

Cloning creates an exact copy of the campaign in the Campaigns tab. All settings transfer except:

• Campaign status (automatically set to active).
• Scheduled end date.

The Campaigns tab provides powerful search and filtering tools. You can find specific campaigns using their ID or name.

The Payment methods filter shows campaigns based on their enabled payment options in the payment method settings.

If your account uses subaccounts, you'll see an additional Account filter to view campaigns by their creating account. With subaccounts enabled, an Account column appears in the table view.

The table displays only active campaigns, initially sorted by creation date. You can also sort by campaign name, amount raised, and time of last donation.

When a campaign has donations not yet marked as success, an approximately equals symbol (≈) appears next to the raised amount.

When you open any campaign from the Campaigns tab, you'll see a comprehensive overview. This helps you quickly understand each campaign's successes and areas for improvement.

The top bar displays essential metrics:

• Total raised: All successful donations for this campaign. Click to view detailed insights and donation breakdowns.
• Checkout modal: Donations made through the modal interface. Click to see all Checkout modal donations.
• Campaign Page: Donations through the campaign's landing page. Click to view Campaign Page donation details.
• Virtual Terminal: Manually entered donations. Click to see Virtual Terminal donation breakdowns.
• Fundraisers: Donations through peer-to-peer fundraising. Click to view Fundraiser-specific contributions.
• Recurring plans: Number of active recurring donations. Click to see all active, scheduled, or repeating plans.
• Last donation: Most recent contribution, including recurring installments. Click for detailed donation information. This metric only appears after your campaign receives donations.

When a campaign is no longer needed, disable it through the three-dot menu in the Campaigns tab. This is particularly useful for seasonal or time-limited fundraising activities.

Here's what happens when you disable a campaign:

Disabled campaigns move to the Archive section of the Campaigns tab.

By default, archived campaign links stop working. Configure alternative behaviors in Dashboard > Settings > Campaigns to choose from three options:

• Do not launch the disabled campaign's checkout: When the Checkout modal or Campaign Page URL is accessed directly or from an Element, it will will not launch (default behavior).
• Launch the checkout for a different campaign: Redirect to an active campaign of your choice when accessing the original URLs.
• Redirect the supporter to a specific URL: Send visitors to any webpage you specify.