How To: Create a Campaign

Creating a custom giving campaign in Groundswell is a great way to rally your team around a specific cause or event. Follow the steps below to launch a campaign and start driving impact!

Step 1: Add Campaign Details

• Campaign Title
  Give your campaign a clear and concise title (e.g., California Wildfire Relief).
• Description
  Describe the purpose of the campaign, who it supports, and how employees can get involved.
  Example: "Help those affected by the wildfire season across California. Your donation will go directly to vetted relief organizations."
• Image
  Upload or select an image from the gallery to visually represent your campaign.
• Associated Charities
  Click + Add charity to link specific nonprofits to your campaign. This makes it easy for employees to give directly to the right causes.

Step 2: Configure Audience

Choose who will see and be eligible to participate in the campaign:

• All employees – Open to everyone in your company.

• Selected individual employees – Manually choose participants.

• Selected employee segments – Use filters like department, location, or tenure to target specific groups.

If you are interested in using Selected employee segments, you will need to make sure you set them up in your Account settings first. 

Step 3: Set Goal Tracking

You can set a donation goal to help track your campaign’s progress. The total tracked will include:

• Employee donations

• Company matches (if enabled)

Note: Recurring donations will not count toward this campaign goal.

Step 4: Select Campaign Match

Choose how company matching will work for this campaign:

• Existing programs – Use your company's existing match rules.

• Create campaign match – Build custom matching rules for this campaign, including limits and ratios.

Step 5: Set Campaign Schedule

Choose your campaign’s start and end dates, and optionally include specific start and end times.

• Time zone – Make sure it’s set to your preferred location (e.g., America/Los_Angeles).

Final Step: Launch Your Campaign

Once all fields are complete, review your campaign details and click Create campaign in the top-right corner. Your campaign will launch based on the start date you set.

Tips for a Successful Campaign

• Use a compelling image and clear description to inspire giving.

• Set a realistic donation goal to keep momentum strong.

• Communicate frequently with your team through internal channels or the Groundswell platform.