Campaigns

Found a mistake? Is there a missing topic? Hard to read? Let us know

A campaign is a specific fundraising effort created by your organization to organize and track different types of donations. You can create endless campaigns for your different fundraising efforts: for example, a “Christmas Campaign,“ a “General Fundraising Campaign,“ a “Crypto Fundraising Campaign,“ and more.

Each campaign comes with an associated Checkout modal and Campaign Page, and you have the option to enable one or both. These Checkout modals and Campaign Pages can be customized for each campaign.

Importantly, all donations, including recurring plans, are associated with a specific campaign, making it easy to track and manage your fundraising initiatives.

Campaign overview

When you open any campaign from the list in the Campaigns tab, you’ll see an overview of that campaign. This helps you instantly see each campaign’s successes and strengths, as well as areas for optimization.

Key statistics

The top bar displays key metrics for your campaign:

• Total raised: The total amount of money raised from all successful donations for this campaign. Clicking on it will take you to the Insights screen where you can see a breakdown of all donations made to this campaign.
• Checkout modal: The total amount raised from donations made through the Checkout modal of this campaign. Clicking on it will take you to the Donations tab where you can see a breakdown of the Checkout modal donations made to this campaign.
• Campaign Page: The total amount raised from donations made through the Campaign Page of this campaign. Clicking on it will take you to the Donations tab where you can see a breakdown of the Campaign Page donations made to this campaign.
• Virtual Terminal: The total amount raised from donations made through the Virtual Terminal. Clicking on it will take you to the Donations tab to show a breakdown of the Virtual Terminal donations made to this campaign.
• P2P fundraisers: The total amount raised from donations made to P2P fundraisers associated with this campaign. Clicking on it will take you to the Donations tab to show a breakdown of the donations made to this campaign through P2P fundraisers.
• Recurring plans: The number of active recurring donation plans associated with this campaign. Clicking on it will take you to the Recurring tab where you can see a breakdown of all active, scheduled, or repeating recurring donation plans for this campaign.
• Last donation: The most recent donation made to this campaign, regardless of the status of the donation. This includes recurring donation installments. Clicking on it will take you to that donation's page, where you can view its details. If no donations have been made to your campaign, this field will not be displayed.

Content cards

The overview of your campaign’s settings is grouped into cards. The gray chevron symbol shows which area of each content card is clickable.

Checkout modal

If the Checkout modal option is enabled for a campaign, you'll see the text content from the Ask page in this section. You will also find links to copy the Checkout modal URL, preview the donation process, or make a test donation. Click on the text content to make edits in the Ask settings.

Campaign Page

If the Campaign Page option is enabled for a campaign, you'll see the text content from its Content tab. You will also find links to copy the Campaign Page URL, preview the donation process, or make a test donation. Click on the text content to make edits in the Content settings for your Page.

Performance

Shows how Fundraise Up’s AI features are improving your campaign’s performance. Conversion-boosting features that aren’t enabled have a clickable Fix this button that will take you to the relevant settings.

Raising funds

Displays your campaign’s fundraising features, including the goal, offline donations, company matching, and supporter comments. Click on any row to make changes.

Designations

Shows all the designations enabled for this Campaign. Clicking the header will redirect you to the Designations settings for this campaign.

Tributes

Displays your current settings for tribute donations to this campaign. Clicking the header will redirect you to the Tribute settings for this campaign.

Payment methods

Shows which payment methods are enabled for your campaign and in what order, which currency is set as default, and more. Use the Fix this buttons to make improvements.

Donation frequencies

Displays the recurring donation frequencies that are being suggested to supporters within this campaign. Click the header to go straight to the Frequency settings.

Supporter information

Shows you what information is being collected from your supporters (name, contact information, funding sources etc.). You can click on each individual row to edit these settings.

Questions

Displays the questions that supporters will be asked to answer when they donate to your campaign. Clicking the header will take you to the Questions settings for this campaign.

Supported languages

Shows which languages are enabled for this campaign. Click the header to go to this campaign's Localization settings and enable more or fewer languages as needed.