Settings

Get to know the configuration options for Campaigns.

From the settings page, you can customize how you track and manage each Campaign.

Campaign settings

These configuration options let you configure identifiers for each Campaign.

  • Campaign name: This is the title assigned to the Campaign. It is referenced throughout the platform and is available as a merge variable in the email editor and certain input fields. Campaign name is also an available property for mapping in many built-in integrations, and can be included in Exports templates.
  • Campaign code: Setting a campaign code is useful when your organization has a standardized reporting structure for its fundraising, marketing, or finance teams. Campaign code is available as a merge variable in the email editor and certain input fields. Campaign name is also an available property for mapping in many built-in integrations, and can be included in Exports templates.
  • Goal: This property can be used to include a goal value as a reference for account users. At this time, the Goal property does not impact how Campaign donations are reported, and it is not related to the goal property available in the settings for some Elements components.
  • Auto archive: The auto archive feature enables you to automatically archive a Campaign on a certain date. When enabled, you can select a date on which the Campaign will be archived. Auto archiving a Campaign occurs at 11:59:59 PM in your account time zone on the selected date.
    When a Campaign is automatically archived, the Disabled campaign behavior setting configured at the account-level is applied. Learn more →

Offline

These settings enable you to include offline values to your Campaign. Values added to the properties here are reflected in metrics-based Elements components like Goal Meter and Stat Counter.

  • Amount: Add an offline donation amount. This is useful when you are displaying a Goal Meter component on your website and want the total raised value to reflect offline donations of cash or checks.
  • Donors: Add a count of offline donors. This is useful when you are using Stat Counter to display the number of donors who gave to a Campaign and want to include donors who gave offline donations of cash or checks.

Custom fields

Adding custom fields enables you to include identifiers or tracking codes that are specific to your organization or use case. Custom field properties are configured using text input fields. Custom field names can include alphanumeric values but no spaces.

Custom fields are displayed on donation records, and are available properties in Exports templates and integration mapping rules.

Default values for custom fields can be set from the Campaign settings page. Default values can also be configured for certain Elements components.

Example:

Custom field name Sample value
channel_source email-marketing
appeal sp2023-03-15-A
TEST-VARIATION GROUP_CONTROL

Custom fields can also be used with Fundraise Up’s URL API to dynamically assign values.

Example:

1https://ropsi.org?form=DonateNow&appeal_code=fy2023

In the example above, the Campaign includes the custom field, appeal_code. The value for this custom field is set to fy2023 using the URL API.

Actions

These settings are used to disable or clone campaigns.

  • Disable campaign: Disabling a Campaign will prevent donors from accessing it. Once a Campaign has been disabled, it appears in the Archive section of the Campaigns view.

    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.
  • Clone campaign: Cloning a Campaign creates a duplicate version in the Campaigns view. All settings and customizations are replicated.

 

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