To add a new fundraising Campaign, go to Fundraising > All Campaigns.
Next, click on the orange + New Campaign button.
Complete all fields for the Campaign Information and Details.
Campaign Name
Status: Active or Inactive (Inactive will not display to staff or the public and donations/pledges will not be able to be entered).
Visible Online: Visible, Hidden or Only Visible with Link
Image: Upload Campaign Logo/Image
Start/End Date: These are the dates that donations/pledges can be entered for the campaign.
Send Thank You Email: Yes/No. This setting turns on/off the default Thank You Email that the system sends when a Donation is made. The email template can be found under Association > Settings > Email.
Email Notification Type: This setting controls whether designated staff want to receive an email notification for All Donations or just those made Online.
Notification Email (s): List any/all staff email addresses that should be notified when a donation is made (All donations or Online Only as determined by the setting above).
Description/Add Media: Enter any information/history about the campaign here. Use the Add Media button to add additional images, videos, etc.
Goal: The goal amount of your campaign (e.g. How much you are planning to raise).
Parent: If the campaign you are creating is a Sub- Campaign, select its Parent Campaign in this dropdown menu.
Branches: Select any/all branches that the campaign applies to.
Default Branch/Most in Need: If multiple branches were selected above, use this field to determine the Default/Most in Need branch.
Revenue GL: Select the appropriate Revenue GL Account for the campaign.
Pledge Receivable GL: Select the appropriate Pledge Receivable GL Account for the campaign.
Duplicate: This button allows you to duplicate the settings of an existing campaign that you can then edit/modify for a new campaign.
