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Onboarding guide

Step 4: Campaigns

In this step, you will create your first campaign.

In Fundraise Up, Campaigns are the core entity for your fundraising activities. You can create all your campaigns on the Dashboard’s Campaigns page by clicking the New campaign button (make sure you are logged into your account).

For a deeper understanding of Campaigns, we recommend exploring our dedicated documentation later.

Your organization can create an unlimited number of campaigns to support different fundraising needs. Here are some examples of campaigns you might consider:

  • “General Donations:“ For accepting unrestricted donations through your website.
  • “GivingTuesday:“ Specifically for Giving Tuesday donations.
  • “Social Media Campaign Landing:“ Uses only a campaign page as a landing page for social media marketing efforts.
  • “Year-End Campaign: Mid-Level Supporters:“ Targets donations from a specific segment of your supporters. You can create similar campaigns for different segments.

We recommend starting with a “General Donations” campaign. You can then clone and adapt it for other purposes.

Campaigns are an available object in many of Fundraise Up's integrations, which allow you to map campaign properties and values to objects and properties in other applications. We suggest you check out our integrations documentation later for more information.

Create your first campaign

In Fundraise Up, Campaigns are used to create and manage two fundraising formats: Checkout modals and Campaign Pages. For any campaign, you have the option to enable a Checkout modal, a Campaign Page, or both.

You can enable these formats on both the Checkout modal and the Campaign Page tabs for easier access. Alternatively, you can go to the Settings tab on your Campaign page and scroll down to the Campaign Format section, where you can check the options you want.

Choosing between a Campaign Page and a Checkout modal

The Campaign Page and the Checkout modal are two key formats that your supporters will interact with. The main difference between Checkout modal and Campaign Page is where the traffic comes from. Checkout modal targets users who are already on your site and encourages them to complete a transaction. The Campaign Page, on the other hand, targets visitors coming from external sources such as email campaigns or Google ads. This strategy directs visitors to the right interface based on their point of entry, making the donation process smoother.

Checkout modal

Appears as an overlay on your existing site content.

Best suited for:

  • Donations made directly on your primary website.

Benefits:

  • No need to redirect supporters elsewhere.
  • Enables seamless donations from any page on your site.

Campaign Page

Functions as a separate donation page with an integrated checkout.

Best suited for:

  • Event landing pages.
  • Marketing initiatives.
  • External links.

Benefits:

  • Fully narrates your campaign's story.
  • Increases visibility through SEO optimization.

After creating your campaign, you can easily review and modify its components, including Settings, Checkout modal, Campaign Page, Emails, P2P, and Actions.

By default, some configuration steps are completed for you when you create your campaign. This way, you can start accepting donations to your campaign without having to manually configure every setting.

Preview your campaign

By previewing your campaign, you can see what your Checkout modal or Campaign Page will look like before it goes live.

To get a preview, click the Preview link under your desired format in the Campaign Overview, or use the Preview button in the yellow bar at the bottom while editing your Checkout modal or Campaign Page.

This preview is not interactive, meaning you can't make test donations; it's for viewing only.

The Preview window gives you the flexibility to switch between different campaign formats, devices, locales, and countries. It also displays all the screens involved in the donation process based on your current settings.

Test your campaign

To ensure a seamless donation process for your supporters, it's important to test your campaign.

You can start a test by clicking the Make a test donation link associated with your selected format in the Campaign Overview.

If you can't find the test donation link under the Checkout modal block on the Overview tab, it could mean that either the Fundraise Up code hasn't been installed on your site, or your website URL hasn't been added to your account settings. Please refer to the installation guide to resolve this issue.

If you're in Preview mode, click the preview overlay. Below the preview, you will see a prompt with a link to make a test donation.

This test phase allows you to go through the entire donation process, mirroring the experience your supporters will have, with the ability to adjust locales and countries as needed. Learn more about test mode →

Launch a Checkout modal on your site

To ensure that the Checkout modal appears on your organization's website, simply click on the link located within the Checkout modal block on the Campaign Overview tab. This action will open your website in a new window with the Checkout modal already displayed.

Continue to Step 5: Emails →

 

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