Creating a Campaign

Your dashboard will show you all of your campaigns below the account-wide analytics. Besides a quick view to see how your campaigns are doing and providing the primary way to interact with your campaigns, this is also where you can create new campaigns.

Creating a Campaign

You can create a new campaign by clicking on the New Campaign button on the Dashboard on the right or by clicking on the New Campaign Tile at the end of the list of your Campaigns.

New Campaign Button

Depending on the number of campaigns you currently have, the New Campaign Tile may not be visible. It will always be the last campaign tile in your list of campaigns.  Click New Campaign to start a new campaign.

Create New Campaign

Step 1 of 2 - The Basics

The first and main step to creating a campaign requires you to name it, determine the type of campaign and provide a description.

Campaign Setup Step 1 - The Basics

Campaign Name

The Campaign Name and the Campaign Type are required items. The Campaign Name will appear on the Campaign Tile on your Dashboard. Along with the Campaign Description, you will want a Campaign Name that is public facing as it will be used when a link to an activity is shared from this campaign.

The Campaign Name will also copy over to the second step in creating a campaign

Campaign Type

The Campaign Type is just for reporting purposes, but it is required. Choose from the list of options, such as Dinner Galas/Luncheons, Golf Tournaments or Days of Giving.

Campaign Type Options

Campaign Description

While the Campaign Description is not a required field, it is highly recommended to put something in here, and in public facing terminology. The reason why is because of the way different websites will look for details to preview a link. By explicitly providing a description here, you provide the most commonly grabbed details those sites search for.

For example, if you paste a link to one of your Text-to-Donate activities into Facebook, Facebook will automatically find the Campaign Title and Campaign Description first and provide those details in the post.

Facebook Post with Campaign Details

If the campaign description is left blank, Facebook and others are known to search through the activity's details and use relatively random text from different locations as the descriptive text. So it is best to provide the campaign description! 

When everything looks good, click Next.

Campaign Setup Step 1 - Example

Step 2 of 2 - Event Details

This second step is optional, but the provided details here will populate activity details, such as in a Ticketing Activity or an Event Page.

You can skip this section for now by clicking Create Campaign or Let's Skip This Step For Now.

Campaign Setup Step 2 - Event Details

Event Title

The Campaign Title is used for the Event Title, with the word "Event" added on the end.  Adjust as needed to give your Event a name.

Event Description

The Event Description is initially left blank. Provide a description that may carry into your various activities. 

Event Type

Select an event type: either Virtual, meaning there is no physical location, or it just doesn't apply to this type of event, or choose Venue to provide the location details.

When you select Venue, the section expands to allow you to provide the name of the location and the address. This information will generate a Google Map in your Ticketing activities so your supporters know where the event will occur.

Venue Section Expanded

Start Date / End Date

This section gives you the opportunity to let your supporters know when the event will occur and carry into various activities.


To complete the creation of your Campaign, click Create Campaign.

Newly Created Campaign

You will be taken to your newly created campaign where you can now start adding new activities,

In the categories on the left, you can go back and edit the Event Details from Step 2, the Campaign Details from Step 1, set up a texting Subscription form to embed in your website and work with a campaign wide thermometer.