Setting Up a Campaign

Campaigns in iDonate allow you to organize, track, and report on fundraising efforts within your account. They provide a structured way to group donations, measure performance, and manage fundraising activity across different initiatives.

Using campaigns, you can associate donations with a specific goal or purpose, apply tailored messaging, and review results in one place. Campaigns work seamlessly with giving forms and other fundraising channels, making them a foundational tool for managing and analyzing your fundraising efforts in iDonate.

Creating a New Campaign

To create a new Campaign:

1. From the Fundraising section, select +New > Campaign.
2. Enter the relevant information for your campaign:
   1. Name
   2. Goal (Dollar Amount)
   3. Time frame
   4. Designations Involved
3. Add a Giving Channel
   
   1. Giving Form, P2P, Text to Give, or Event.
4. Complete the required setup and customization options for the selected channel, then publish when you are ready to begin accepting donations.

Editing a Campaign

1. Click  Fundraising > Campaigns > Select a Campaign.
2. On the campaign details page you can:
   1. Edit Campaign: Update Name, Goal, Time frame, and/or designations.
   2. Archive Campaign: Archives your campaign and deactivates all associated giving channels.
   3. Create Channel: Adds a channel of your choice to the campaign.