The Campaigns page enables you to efficiently manage and oversee all fundraising initiatives in one place. The Campaigns page acts as both a list and a mini-dashboard, offering an overview of each campaign’s performance— total gifts raised, expected pledges, and how close you are to reaching your goals.
Creating a campaign
Head to the Fundraising tab in the main navigation menu and select the Campaigns subtab.
Click the '+ Add New' button on the right and fill out the following fields:
Campaign Name (required)
Goal (optional)
Campaign dates (optional)
Click the 'Save' button. You can return to edit these fields at any time.
Adding a donation to a campaign
Any gifts or pledges made by donors can be associated with a campaign. To do this, when logging a new gift select the active campaign in the menu.
View or edit the campaign on the expanded gift logged:
The Campaign Progress on the campaign dashboard will update with the new pledge or gift amount.
Once you expand a campaign, you can view the total amount raised, and the expected amount (which is a combined number of raised funds + unfulfilled pledges). Another metric is available that calculates the average gift amount made for the campaign.
Archiving a campaign
Untick Active on a campaign to archive it. Archived campaigns move to the Archived Campaigns section at the bottom of the page. Their history is kept, including everything on Campaign Progress, so archiving is not deleting. Tick Active again to restore it.






