Help center › For organizations › Campaigns › Create a campaign

Create a campaign

A six step wizard. Start it, describe it, set the goal and the dates, then the form, the details and publishing.

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Fundraising → New Campaign opens a wizard with the steps listed down the right hand side:

  1. Get Started
  2. Basic Details
  3. Goal amount and date
  4. Donation form
  5. Additional Details
  6. Publish campaign

Each step has to be saved before the next opens, and a completed step gets a tick you can go back to. Editing an existing campaign shows the same steps without Get Started.

Step 1: Get Started

Three ways in, as accordions:

  • Create New Campaign. "Click the button below to publish a new campaign." Choose Create Campaign.
  • Publish a campaign saved as Draft. Pick up something you started earlier.
  • Duplicate from Published Campaign. Start from one you have already run, which is the right move for anything annual.

Step 2: Basic Details

  • Campaign name, required.
  • Campaign description, required. A full editor with bold, italic, underline, strikethrough, quotes, links, headings, lists, alignment and colour, up to 10,000 characters, with a live counter. This is the campaign page, so it is worth writing properly rather than pasting a paragraph.
  • External campaign link, if the actual giving happens somewhere else. See external campaigns.
  • External Button Name, the wording on the button that sends people there.

Choose Save & Next.

Step 3: Goal amount and date

  • Campaign goal amount, required, in dollars. This is the number in the progress bar.
  • Is this an ongoing campaign?, a tick box for an appeal with no end.
  • Campaign start date and Campaign end date, both required unless the campaign is ongoing.

Choose Save & Next.

Steps 4 to 6

Donation form, Additional Details and Publish campaign finish the campaign off: what you ask a donor for, the supporting detail, and putting it live.