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Campaigns Overview

Campaigns are containers that organize your fundraising efforts.

Each campaign can include:

  • Sites - Fundraising pages for crowdfunding and peer-to-peer
  • Forms - Donation, ticketing, and registration forms
  • Resources - All donations, pledges, and activity

Think of campaigns as folders that group related fundraising activities.

Create a Campaign

Start by creating a campaign to organize your fundraising.

To create a campaign:

  1. Click Create a Campaign
  2. Give it a name and description
  3. Set your fundraising goal (optional)
  4. Choose what to include (sites, forms, etc.)

For detailed instructions, see Creating a Campaign.

Understanding Components

Each campaign has a Components page where you manage:

  • Sites - Your fundraising pages (crowdfunding, peer-to-peer, events)
  • Forms - Standalone donation, ticketing, or registration forms

Click on any site or form to configure its settings.

Organizing Campaigns

Keep your campaign list manageable:

  • Pin important campaigns to keep them at the top
  • Groups - Organize campaigns into folders (e.g., "2024 Events")
  • Archive - Hide completed campaigns while preserving data

Next Steps

Getting started:

  • Create your first campaign
  • Add a site or form
  • Configure your settings

Need help? Click the ? icon anytime.

Unified Fundraising + CRM