Create a Campaign

This article illustrates how to Create a Campaign when setting up a New Fund and also Creating a Campaign within a Fund that already exists.

Within setting up a New Fund, there is a check box to select to Make this a Campaign.  

  1. Check the box that says “Make this a Campaign.”
  2. Select Continue.
  3. Enter a Campaign Goal, a Start Date and an End Date.
    • A Campaign Goal must be a positive whole dollar value between $1 and $99,999,999.
    • Enter a Campaign Start Date. A Campaign Start Date must be a valid date no earlier than the current date.  If the Fund has a start date, the Campaign start date must be equal to or later than that date.
    • Campaign End Date must be a valid date no earlier than Campaign start date. If the Fund has a end date, the Campaign end date must be equal to or earlier than that date.
  4. Select Continue.
    If an existing Fund does not have have a Campaign associated with it, one can be created by locating the existing Fund within Giving and following the steps below to complete the task.
    1. From Giving go to Funds.
    2. Locate desired Fund.
    3. From the Ellipses (3 vertical dots) select Add a Campaign.
    4. Enter a Campaign Goal, a Start Date and an End Date.
    5. Select Continue.

Note* Visual steps are best viewed at full screen. Click Esc on your keyboard when you are finished viewing.

Check this out for more information About Campaigns. And, check this out to Update or Remove a Campaign.

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