Create a Campaign

This article provides steps on how to Create a Campaign.

A campaign can be set up when setting up a New Fund, and also when Creating a Campaign within a Fund that already exists. 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 to complete the task.

 

Add a campaign to a new fund

Complete the following steps to add a campaign to a new fund:

1. When setting up a New Fund, check the box to add a Campaign to track a set goal.  


2. Enter the campaign information. (Campaign Goal, Campaign Start Date, Campaign 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.

3. Select Show campaign progress and goal on public site, if desired.

4. Continue to complete the New Fund.

 

 

Add a campaign to an existing fund

Complete the following steps to add a campaign to an existing fund:

1. From Giving go to Funds.

2. Locate desired Fund.

3. From the Ellipsis to view the drop-down menu.

4. Select Add a Campaign from the drop-down menu.


5. Enter a Campaign Goal, a Start Date and an End Date.

6. Select Show campaign progress and goal on public site, if desired.

7. Click on Save.

 

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

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

 

 

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