Learn how to create and manage Campaigns in Fundraise Up
In Fundraise Up, Campaigns are used to create and manage Checkout modals and Campaign Pages. Your organization can create as many Campaigns as are needed to capture donations for funds, appeals, channels, or virtually any use case.
Campaigns are also 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.
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.
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.
You can create your first Campaign by selecting the New campaign button in the Campaigns view of the Fundraise Up Dashboard. Then, you have the option to either create a brand new campaign or clone an existing campaign. To create a clone, your account needs to have at least one existing campaign that can be cloned.
Once your Campaign has been created, you can review and modify its Checkout modal and enable the Campaign Page, configure emails, P2P features and other key settings. If you chose to create a campaign from scratch then, by default, some configuration steps are completed for you when you create your Campaign. This way, you can start accepting donations using your new Campaign without having to manually configure everything.
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 your Campaigns
The primary function of Campaigns is to create and manage Checkout modals that you implement on your organization’s website, as well as separate hosted Campaign Pages. Explore Fundraise Up’s Checkout modal documentation or Campaign Page documentation to learn more.
In most cases, you will end up with highly customized Campaigns for your organization. Instead of then having to create new Campaigns and recreate all your customizations, you can use the cloning tool to duplicate the Checkout modal, Campaign Page, emails, P2P features and settings of any one of your campaigns. There are three ways to clone a campaign:
From the Campaign table view in the Dashboard, you can simply click ‘New campaign’ and select ‘Clone an existing campaign’.
Alternatively, the same cloning tool is also accessible from the three-dot vertical menu displayed in every row in that same Campaign table view.
You can also go into a Campaign, open the right-hand Settings tab, and scroll down to find the ‘Clone’ button to clone that campaign.
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 form||Donors will no longer be able to access the Campaign’s Checkout modal or Campaign Page.|
|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 modal or its Campaign Page should be handled. Learn more →