Campaigns help you organize fundraising efforts and track progress toward goals.
Steps to create a campaign
- Go to the Campaigns or Fundraising section.
- Click New Campaign.
- Enter the core information:
- Campaign name (clear and specific)
- Goal amount
- Start date and end date
- Short description or purpose
- Set any additional options your organization uses (campaign type, designation/fund, appeal code, etc.).
- Click Save.
After the campaign is created
You can:
- Record donations and pledges against it
- Track progress toward the goal
- Run reports filtered by that campaign
Best practice: Create a separate campaign for each distinct effort (annual appeal, gala, peer-to-peer drive, giving day, etc.). This keeps reporting clean and makes it easier to evaluate what worked.
