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Home > Fundraising > Create a New Fundraising Campaign
Create a New Fundraising Campaign
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  1. Click Fundraising in the Navigation Panel. The Fundraising module will display a list of all of your fundraising campaigns.

  1. Click the Add New button.

  2. Configure the following settings:

    • Campaign Name: Enter a name for this new campaign. This will be the display name for the campaign.

    • Campaign Type: Select the type of fundraising campaign from the dropdown

      • General Fundraiser: This should be sufficient for most fundraisers. It includes the ability to collect tributes.

      • PAC Contributions: Use this option for PAC-type fundraising. This option removes tribute and Recognition Names as options.

    • Start Date and End Date: Enter the start and end dates. Donations may be accepted from the start date to the end date.

    • Description: Enter a description of the new campaign. The description will be displayed on the donation form for users to view.

    • Goal Amount: Enter your financial goals for this campaign.

    • Primary Contact: Enter the name of the primary contact for the campaign. The contact must exist in your database.

    • Receipt Template: Select the receipt template you wish to use for this campaign. Click here for details on managing and editing your templates. This will be the email sent in response to a donation.

    • Fundraising Status: Select the status of this campaign from the drop-down list.

    • Allow Invoicing: Select this option if you wish to allow staff to select to invoice. Invoicing would not be available to the donors.

    • Collect Donor Message: Select this checkbox if you wish to allow a donor to enter a message.

    • Allow Tributes: Select this option if you wish to allow tributes. The donor can honor a specific donation in someone's name. Note: Available for Campaign Type of General Fundraiser only. If a PAC Fundraiser is selected as the Campaign Type, this will not appear.

    • Allow User To Create Account / Login: Select this option if you wish to allow the donor to create login credentials to the Info Hub. This is best practice to allow the donor to store their credit card information and be able to pay bills online.

  1. Click Done.

NOTE: Once the new fundraiser is saved, a Donation Link will be available on the Donations Setup tab. This link may be added to your webpage or distributed via email.

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