How To: Create a Campaign

Step 1: Campaign Details

1. Title (Required): Enter the name of your campaign. 
2. Description: Provide a short and clear summary of your campaign's purpose. 
3. Cover Image: Click on the "+" button to select a relevant image that visually represents your campaign.
4. Associated Charities (Required): Select the charity or charities your campaign will support. Click "Add Charity" and use the search bar to find and add your desired organization(s).

Step 2: Goal Tracking

1. Donation Goal (Required): Set a monetary goal for your campaign. This is the target amount you'd like your campaign raise. Note: Recurring donations do not count toward the campaign goal.

Step 3: Campaign Match

1. Select Funding Source:
   • Existing Programs: Leverage your existing donation matching programs to match employee contributions.
   • Create Campaign Match: Set up a unique matching program with custom rules for this specific campaign.

Step 4: Campaign Schedule

1. Start Date and Time (Required): Use the calendar and time picker to set when the campaign begins.
2. End Date and Time (Required): Define when the campaign will conclude.
3. Time Zone (Required): Select the appropriate time zone for the campaign schedule.

Final Step: Review and Launch

• Once all fields are complete, review your campaign details. Click Schedule to save and launch your campaign, or Cancel to exit without saving changes.

By following these steps, you can successfully create and manage impactful campaigns on our platform. For further assistance, reach out to our support team.