Campaigns

Learn how to create and manage Campaigns in Fundraise Up

In Fundraise Up, Campaigns are used to create and manage Checkouts. Your organization can create as many campaigns as are needed to capture donations for funds, appeals, channels, or virtually any use case.

Campaigns are linked to Donations, Elements, Fundraisers, Recurring Plans, Supporters, and Exports. Campaigns are also an available object in many of Fundraise Up’s integrations which allows you to map Campaign properties and values to objects and properties in other apps.

Campaign view

The Dashboard view for Campaigns provides tools for creating and managing Campaigns.

Search and filters

The Campaigns view includes search and filtering tools. You can search for a Campaign by inputting its ID—which is displayed in the first column of the Campaign table view—or by inputting its name.

A payment options filter enables you to view Campaigns based on the payment methods that have been enabled in their Checkout settings. By default, the table view displays all Campaigns.

If the Subaccounts feature is enabled for your account, an addition Account filter is displayed to view Campaigns based on the account that created them. When Subaccounts is enabled, an Account column is also displayed in the table view.

Table view

The table view displays active Campaigns. Be default, the list is ordered by create date. Campaign name, Raised, and Last donation properties can also be used to sort the table view.

Each Campaign is represented by a unique row in the table view. Each row contained the Campaign ID, name, raised amount (expressed in standard currency), and the date of the last donation.

When a Campaign receives one or more donations that are not immediately settled, an approximately equals symbol (≈) is displayed next to the raised amount.

Each row in the table view also includes a vertical three-dot menu. When selected, this menu displays options to rename, disable, or clone a Campaign. Cloning and disabling campaigns is described later in this article.

Creating Campaigns

You can create your first Campaign by selecting the New campaign button in the Campaigns view of the Fundraise Up Dashboard.

Once your Campaign has been created, can you review and modify its Checkout, emails, P2P features, and settings. By default, some configuration steps are completed for you when you create your Campaign. This way, you can start accepting donations using your Campaign’s Checkout without having to manually configure it.

Some example Campaigns that you might create are:

  • General Donations”: a campaign to accept unrestricted donations through your website
  • “GivingTuesday 2023”: a campaign to accept donations specifically during GivingTuesday
  • “Year-end campaign: mid-level donors”: a campaign to accept donations from a targeted segment of your donor base. You could create variations of this type of campaign for each segment that you target.

We recommend getting started by creating a “General Donations” Campaign. Later, you can clone this Campaign and modify it for other use cases.

Customizing Checkout

The primary function of Campaigns is to create and manage donation checkouts that you implement on your organization’s website. Explore Fundraise Up’s Checkout documentation to learn more about the relationship between Campaigns and Checkout. Learn more →

Cloning Campaigns

In most cases, you will create a Campaign with many customizations. Instead of creating new Campaigns and recreating your customizations, you can use the cloning tool to duplicate the Checkout, emails, P2P features, and settings of any Campaign. The cloning tool is accessible from the three-dot vertical menu displayed in every row of the Campaign table view in the Dashboard.

Disabling Campaigns

When you no longer want to use a Campaign, you can disable it from its three-dot vertical menu in the table view for Campaigns.

Selected the Disable option for a Campaign displays a disclaimer that requires you to confirm that you understand the effects of disabling it.

Here is how disabling a Campaign impacts other platform features:

Checkout Donors will no longer be able to access the Campaign’s Checkout, and the Checkout will no longer display on your website.
Dashboard The Campaign will still be reported on within the Insights view and will continue to appear in reports and view filters.
Elements Elements components connected to to the Campaign will continue to display, but default to the settings defined by the Disabled campaign behavior configured in the Dashboard Settings.
Emails Emails for recurring donations or actions that donors need to take will continue to send.
Recurring plans Any recurring plans connected to the Campaign will continue to process installments.

Disabled campaign behavior

When a Campaign is disabled, you can configure how attempts to launch its Checkout should be handled. Learn more →

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