Create a Donation Campaign

Tip: New eLearnings for checkout are available now! See Level Up with Luminate Online.

Warning: All credit and debit card transactions must use the new checkout by March 2025 to meet Payment Card Industry standards. Configure your active, new, and recurring card payment forms with checkout to meet PCI standards before March 2025.

Each donation form must be associated with a donation campaign. The campaign must be created before the form and can contain multiple forms.

Tip: You can test the new settings by copying an existing campaign with its forms and applying the new merchant account and data elements in the copy. If you are unsatisfied with the results, you can delete the copy without losing your original campaign and form settings.

Create basic campaign configuration

1. Select Fundraising and Donation Management.

2. Select Online Giving and Create a New Campaign.

3. Enter a campaign name and description.

4. Select a security category to control permission to edit and manage the campaign.

5. [Optional] Select or create a campaign type which can be used to filter, sort, and group campaigns for lists, reports, and queries. The campaign type is only used internally.

Choose financial setting and goal

Warning: Add the Checkout data element to all active forms in your campaign before changing the merchant account. Donation forms are linked to the merchant account specified in the donation campaign. When you select the checkout merchant account for a campaign, all donation forms in that campaign are automatically linked to that checkout merchant account. Do not remove the Payment Type data element. Include both the Payment Type and either the Checkout Modal or Checkout Embedded data elements.

1. Select a merchant account with a Checkout gateway. If you do not have a Checkout gateway see Payment Processing form more information.

2. [Optional] Set a fundraising goal and maximum amount allowed for a single transaction.

Assign donors to a group

[Optional] Select or create a group to which all donors will be added. Campaign groups can be used for emails, queries, and reports. Use the Select button to open the options to Add constituents to an existing group, Add constituents to new group, or No automatic constituent grouping. No grouping is selected by default.

• To Add constituents to an existing group

1. Find and Select the group.

2. Select Apply.

• To Add constituents to new group

  1. Enter a Group Name to distinguish it from other groups.

  2. Choose or create a Group Type to associate this group with other similar ones that already exist.

  3. Enter a Group Description to describe the reason for the group or its purpose.

  4. Optionally set a Group Security Mode to give members of the group a set of permissions assigned to the chosen group.

  5. Select Apply.

Set up large gift handling and other gift notifications

[Optional] To get notifications when large gifts are received, select Yes, gifts greater than or equal to the amount specified below are to be treated uniquely. Once selected more settings are displayed.

1. Set a threshold Large gift amount.

2. Select or create a group to which donors giving more than the threshold are automatically added. See Configure groups above for step-by-step instructions.

3. Automate large gift notifications to appropriate administrators and stakeholders. Enter email addresses separated by commas.

[Optional] Select Yes, notification emails should be sent to those specified below to keep the appropriate administrators and stakeholders aware of tribute, premium, and membership requests.

1. Enter email addresses separated by commas.

2. Select Finish.

   

You are ready to create a donation form!