General
Set up your Campaign Pages and Checkout modals, plus other key Campaign-related settings.
Configure the main general settings for your Campaign, including the name, format and end date.
Campaign name
This is the title assigned to the Campaign. It is referenced throughout the platform and is available as a merge variable in the email editor and certain input fields. Campaign name is also an available property for mapping in many built-in integrations, and can be included in Exports templates.
Campaign code
Setting a campaign code is useful when your organization has a standardized reporting structure for its fundraising, marketing, or finance teams. The Campaign code is an available property for mapping in many built-in integrations, and can be included in Exports templates.
Campaign format options
Select your preferred format for this campaign. You must choose at least one option, but you can also choose both options.
- The Checkout modal displays the Checkout form as an overlay on your website, alongside an image and text.
- The Campaign Page creates a separate web page with an integrated Checkout form at the side.
When both formats are enabled, the following rules determine which sources open which of the two formats:
| SOURCE | OPENS |
|---|---|
| Elements: Donate Button, Donation Form, Sticky Button, Image Card, Message Bar, Popup, Impact Slider, Top Fundraisers, Donation Levels, Message Bar, Simple Form, Button Group | Checkout modal |
| Elements: Donate Link, QR Code | Campaign Page |
| Direct link to the campaign (please note: these types of link could only be created before August 18th, 2023) | Campaign Page |
| P2P fundraiser, when opened from an element on the organization's website | Cheсkout modal |
| P2P Link element | Campaign Page |
Campaign URL
Create a unique URL slug for supporters to access the Checkout modal or the Campaign Page for this Campaign. The examples show how the link will appear. This slug will be added to your organization’s web address for the Checkout mode, or to the domain you set up in the Donor Portal section of your Dashboard settings for your Campaign Page.
Campaign End Date
Choose a specific end date for the campaign. The campaign will be disabled and moved to the archive on this date.