Create a Donation Campaign
Design a new donation campaign, or copy and modify an existing campaign.
In Fundraising > Donation Management, either:
Select Create a New Campaign.
--OR--
Copy an existing campaign:
Tip: A copied campaign also copies all donation forms in the campaign. You can modify, delete, or create new forms.
Click Copy from the Actions column of the appropriate campaign.
Enter the Name of the new campaign and click Finish.
Locate your copied campaign, and click Edit from the Actions column.
Identify the campaign:
Enter a Name and Description to display to administrators.
Select a Security Category to set who can modify this campaign. Donation forms and levels created in the campaign use this Security Category as the initial setting.
Choose or create a Campaign Type to group this campaign with other similar campaigns.
Click Next.
Choose financial options:
Choose which Merchant Account will collect payments through all forms in this campaign.
Note: Use Search in the dropdown to search for an account. See Merchant Accounts for general information.
Enter a monetary Fundraising Goal for the campaign. The goal displays on the campaign thermometer to track progress and motivate donors.
If you need to limit donation amounts, enter a Maximum Donor-Entered Amount. If a donor tries to donate more than allowed, a message displays to guide the user toward an accepted amount,
Click Next.
Specify groups and notifications:
(Optional) To place all donors to this campaign in a Campaign Group so you can use the group for communications, click Select, then choose an option:
Tip: You can also place people in groups based on their giving level.
Select Add constituents to an existing group.
Find the group, then click Select from the Actions column.
Tip: Use Search to help find a group.
Repeat for any additional groups.
Select Apply.
Select Add constituents to new group
Enter a Group Name to distinguish it from other groups.
Choose or create a Group Type to associate this group with other similar ones that already exist.
Enter a Group Description to describe the reason for the group or its purpose.
Optionally set a Group Security Mode to give members of the group a set of permissions assigned to the chosen group.
Select Apply.
To add Large Gift donors to a group and send notifications when a gift exceeds a certain amount, click the Yes check box, then add your preferences:
Enter the Large gift amount that adds the donor to a group and triggers a notification.
To place large gift donors in a Large gift group, click Select, then choose an option:
Select Add constituents to an existing group.
Find the group, then click Select from the Actions column.
Tip: Use Search to help find a group.
Repeat for any additional groups.
Select Apply.
Select Add constituents to new group
Enter a Group Name to distinguish it from other groups.
Choose or create a Group Type to associate this group with other similar ones that already exist.
Enter a Group Description to describe the reason for the group or its purpose.
Optionally set a Group Security Mode to give members of the group a set of permissions assigned to the chosen group.
Select Apply.
In Large gift notification, enter the email address of each person who should receive an email when a donor gives a gift over the amount specified. Separate addresses with commas or press Enter to add each one on its own line.
To create Special Email Notifications for Honor, Memorial, or Membership gifts, select Yes, then enter the email address of each person who should receive the email. Separate addresses with commas or press Enter to add each one on its own line.
Next, Create a Donation Form.