Create a Donation Campaign

Before creating donation forms, you must first set up a donation campaign. Donation campaigns control permissions, configurations, and data associated with a specific fundraising goal, such as an End-of-Year Giving initiative.

When you define campaign attributes, those values become the default settings for any donation forms created within that campaign.

Tip: To test new configurations, you can copy a campaign along with its forms. In the copied version, apply updates to the copied version. If the results aren’t satisfactory, you can delete the copy, and your original campaign and form settings remain unchanged.

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

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!