Step 4: Campaigns

In this step, you will create your first Campaign.

In Fundraise Up, Campaigns are used to create and manage donation 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 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.

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.


Creating your first Campaign

Create your first Campaign from the Campaigns view in the Fundraise Up Dashboard.

Once your Campaign has been created, you can 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.


Test Checkout

You can test the Checkout for any Campaign directly within the Fundraise Up Dashboard. To view a Checkout, select a Campaign and then select the Test checkout button. Checkout will launch in test mode. You can use test mode to review the settings you apply to Checkout and to process test donations even if the Fundraise Up installation code has not yet been added to your website.


Launching Checkout on your website

To confirm that Checkout displays on your organization’s website, you can launch it using its Checkout URL, which is shown in the Checkout view of each of campaign.

Selecting the Checkout URL should open your website in a new window and launch Checkout.


Continue to Step 5: Emails →

 

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