How do I Create a Campaign?

Learn how to create a fundraising campaign for your organization

Katrina Grein-Topken avatar
Written by Katrina Grein-Topken
Updated over a week ago

Step 1: Navigate to Your Admin Dashboard

If your home page is not your admin dashboard, click on the drop down box at the bottom of the screen next to “Viewing Dashboard For” to view a list of organizations that you are an administrator for. Click on the name of your organization you’d like to access.

Step 2: Navigate to the Fundraising Campaigns Tab

From your Admin Dashboard, click on the "Fundraising Campaigns" tab on the left.

Step 3: Create Your Campaign

From the "Campaigns" section of your Admin Dashboard click the "Start a New Campaign" button.

After clicking the "Start a New Campaign" button, you'll be prompted to set up your campaign on the form below.  Here you'll need to add some general information about your organization's fundraising campaign (you can still edit this information after it has been submitted). Once you've completed this form click "Create Campaign" to be taken to the campaign editor where you can begin editing and customizing your fundraising campaign.

Information Required to Create a Campaign:

Campaign Title: This is what your campaign will be called. Choose something compelling to really tell your story in a few words. For example: Kars for Kids vs. Fundraiser for a new car for summer camp

Tagline: Think of this as your slogan or motto for the specific campaign – so it should be different from your organization’s Tagline. It should also entice the reader to want to learn more! For example: Help get our kids to camp this summer!

Fundraising Goal: This is how much you want to raise through your campaign. You can change it whenever you’d like, but we suggest sticking to it once your campaign has started!

Stop Accepting New Donations: You can check this box at any time if you wish to make the campaign non donate-able.

Peer-to-peer fundraising: Checking this box allows you to have peer-to-peer fundraisers, supporters of your organization that will drum up excitement around the campaign to their networks.

Allow Team Fundraising: This allows groups of peer-to-peer fundraisers to band together to fundraise (there’s strength in numbers!). It’s great for sports team in a league, families, or when you’re hosting an Event.

Happy Fundraising!

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