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Creating a Campaign

Campaigns organize your fundraising activities in one place. Each campaign contains your donation forms, event pages, and peer-to-peer sites.

Step 1: Name Your Campaign

Click Create a Campaign from the campaigns list to open the setup wizard.

Give your campaign a clear, descriptive name for easy reference. Examples:

  • "Annual Fund 2025"
  • "Spring Gala 2025"
  • "Community Walk-a-thon"

Step 2: Select Components

Choose what to include in your campaign. You can always add or remove these later.

Fundraising Site

Check Create a fundraising site to add a landing page for your campaign.

Peer-to-peer options (for sites):

  • Personal Pages - Let supporters create individual fundraising pages
  • Team Pages - Allow groups to fundraise together
  • Organization Pages - Enable organizations to participate

Site templates:

TemplateBest For
Peer-to-peerWalks, runs, community challenges with supporter pages
CrowdfundingGeneral fundraising campaigns with a goal
EventGalas, dinners, and event-focused campaigns
Donation PageSimple page with embedded donation form
Ticketing PageSimple page with embedded ticketing form
CustomBuild from scratch with your own modules

Forms

Select which forms to create:

  • Donation Form - Accept one-time, recurring, and pledge donations
    • Options: Recurring donations, Pledge installments
  • Ticketing Form - Sell event tickets
  • Registration Form - Collect signups, memberships, or information

Step 3: Create Campaign

Click Create Campaign to generate your campaign with the selected components.

You'll be taken to your new campaign's dashboard where you can:

  • Configure your site design and settings
  • Set up donation amounts and tiers
  • Customize form fields and receipts
  • Preview and launch

Tips

  • Start simple - You can always add more components later
  • Match templates to your goal - Use P2P for supporter-driven campaigns, Crowdfunding for goal-based appeals
  • Enable what you need - Don't enable P2P pages if you're running a simple donation campaign

Unified Fundraising + CRM