Campaign tags and saved views

You can now tag your campaigns in Fundraise Up with color-coded labels to organize them by channel, region, fiscal year, or any other category.

Alongside tags, every key Dashboard section now supports saved views. Set up your filters, tags, and search query, then save that state under a custom name. Create as many views as you need and switch between them with one click.

Tags are custom labels that live at the account level — shared across all subaccounts, visible to every team member with the right access. Create them in Settings > Tags, then assign them to campaigns from the campaign list or from the campaign editor. Each campaign can carry multiple tags.

Most sections in the Dashboard already have filters and search. Now you can save any view as a tab — so you can always return to it and avoid recreating it from scratch.

Create as many views as you need. Each one is personal to the team member who created it, but you can copy its URL and share it with your teammates.

Saved views are available on the following pages:

• Campaigns
• Donations
• Recurring
• Fundraisers
• Insights