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.
7. (Optional) Use the Tags selector below the campaign's name to assign one or more tags to your campaign. Tags help you organize campaigns by channel, region, fiscal year, or any other category.

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 search and filter tools for locating campaigns. You can search by campaign ID or name. Additional filters include:

• Tags — filter by one or more tags assigned to your campaigns. When you select multiple tags within the tag filter, the listing shows campaigns that match all of the selected tags.
• Payment methods — filter by the payment options enabled in the campaign's payment method settings.

You can combine tags, filters, and search queries, then save the result as a personal saved view. Saved views restore automatically each time you open the listing.

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.

You control what supporters see when they open a link to a disabled campaign. The Disabled campaign behavior setting applies to both disabled and archived campaigns. Go to Settings > Campaigns and choose one of three options:

• Do not launch any Checkout Modal or Campaign Page: Nothing loads when a supporter opens the link. This is the default.
• Redirect supporter to another campaign's Checkout Modal or Campaign Page: Send supporters to an active campaign of your choice.
• Redirect to a custom URL: Send supporters to any web address you specify.

Here's what happens when you disable a campaign:

Disabling and archiving are separate actions. When you disable a campaign, you can archive it at the same time — that option is selected by default, but you can clear it. A campaign that you disable without archiving is not moved to the Archive section and stays in the Campaigns tab.

Archiving moves a campaign from the main Campaigns list to the Archive section. Archiving an active campaign also disables it.

Unarchiving does not enable a campaign again — it stays disabled until you enable it.

The redirect set by Disabled campaign behavior works for 18 months after a campaign is archived; after that, links return a page-not-found error and the redirect no longer applies.

A campaign that is disabled but not archived keeps its redirect for as long as it stays disabled.