Log into your dashboard via https://api.getchange.io/sign_in.
In the Dashboard, navigate and click on the Campaigns tab.
Note: "Campaigns" tab will not be visible on dashboard until after FSA is signed.
Click on + New campaign to create a campaign.
You will then be prompted to enter details about your campaign including:
Campaign name
Start/End dates
Description
Campaign type*
*For a description of each campaign type, please go here.
Next, you need to select a nonprofit partner that you'll be raising funds for. You can search the nonprofit by name or EIN.
If the nonprofit is a new partner and still needs to be invited, you will see them labeled as "Needs to be invited" when you search by name or EIN.
To send an invite, click on Invite now. This is will prompt them to claim their profile on Change and connect a bank account for ACH payouts (if they haven't already).
Once the nonprofit is selected, you can either choose an existing campaign contract or create a new one.
When creating a new campaign contract, you'll need to include:
Professional fundraising fee
Start/End dates
Signer name
Signer email
Please note:
For gross campaigns, you may create one campaign contract per nonprofit partner.
For net campaigns (OCF and PF), you will need to create a campaign contract for each specific campaign that you will be running for any given nonprofit partner.
Lastly, once the campaign contract is selected or created, finalize the campaign by clicking on Create campaign.
Once your campaigns are set up, you can start tracking them once they go live. Learn more here.