Manage Campaigns

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.

Select the Manage action from the Campaigns list to view the list of associated donation forms, create a donation form, or adjust the campaign thermometer. The Donation Form List is similar to the All Donation Forms list except that this list is limited to forms associated to the selected campaign.

See Donation Forms for more information about creating and managing campaign donation forms.

Screenshot Manage Campaign

Warning: When you select the Checkout merchant account for a campaign, you must also add the checkout data element to all active forms in that campaign. 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. The Payment Type data element is not compatible with the Checkout merchant account.

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.

  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. 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.

  6. Select a merchant account. See Payment Processing form more information.

  7. Set a fundraising goal and maximum amount allowed for a single transaction.

  8. 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.

    • Add constituents to an existing group - Select this option to display a list of existing group that includes a search bar. Find and Select the group. Then select Apply.

    • Add constituents to new group - Select this option to display group configuration settings.

      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.

  9. 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, you may set a threshold amount, select or create a group for major donors, and automate large gift notifications to appropriate administrators and stakeholders. Enter email addresses separated by commas.

    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.

    • Add constituents to an existing group - Select this option to display a list of existing group that includes a search bar. Find and Select the group. Then select Apply.

    • Add constituents to new group - Select this option to display group configuration settings.

      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.

  10. 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. Enter email addresses separated by commas.

  11. Select Finish.

The campaign thermometer is a fun visualization of fundraising progress. Add it as a widget to PageBuilder pages and campaign communications.

To adjust your thermometer:

  1. Select Adjust Campaign Thermometer.

  2. Enter your fundraising goal.

  3. Adjust the amount raised to account for offline donations, corporate sponsorships, or other revenue not yet factored into the total.

  4. Save your changes.

Tip: If your fundraising includes a TeamRaiser event, consider adding the Good MoveEvent Activity Progress Thermometer.

  1. Find your campaign in the Campaigns list and select Edit.

  2. Adjust the desired configurations.

  3. Save your changes.

A copied campaign also copies all donation forms in the campaign. You can modify, delete, or create new forms.

  1. Find the original campaign in the Campaigns list and select Copy.

  2. Enter the Name of the new campaign and select Finish.

Archiving a campaign hides it in the Campaigns list, and all associated donation forms are hidden in the All Donation Forms list.

To Archive a campaign, find the campaign in the list and select Archive.

Note: All associated forms must be unpublished before archiving a campaign.

A restored campaign retains its attributes. The campaign displays in the Campaigns list again so you can take action.

  1. Scroll to the bottom of the Campaigns list and select Show Archived Donation Campaigns.

  2. Find the campaign in the list and select Restore.

Stars Now that you have a campaign, it's time to create a donation form!