To create a new Campaign

Note: If you have not already done so, create your Activity Types before you create Campaigns.

  1. Select Content > Personal Events. The Personal Events page displays.

  2. Click Create a New Campaign. The Identify Campaign options display.

  3. Complete the Name and Description fields. The name and description are internal only and will not be seen by Constituents.

  4. In the Admin Security Category list, select the group that can edit and manage the Campaign. The selection filters the page wrappers available in the next step.

  5. In the Page Wrapper list, select either the default page wrapper or assign a different one. The default page wrapper is the default wrapper for the selected Security Category. If no default wrapper exists for that security category, then the default for the General security category will be used. If no default wrapper exists for the General security category, then the site default wrapper will be used.

    Note: If you override the page wrapper and that wrapper is later unpublished, the page will then use the default for the selected Security Category.

  1. Select a donation form to allow Attendees to contribute to your organization. Personal Events are designed to spread awareness about your organization, but you can select a donation form to allow Participants to contribute.

    Note: The option to associate a donation form with your Campaign is only available if you are also using the Online Giving application.

  2. Click Next. The Select Activity Types page displays.

  3. Select the Activity Types to offer and click Add or Add All.

    Note: If there are no Activity Types listed or you need to create a new one, click Create a New Activity Type.

  1. Click Finish to return to the Campaign List page. You can now create your Activities for the Campaign.