A fundraising campaign allows you to promote your mission, programs or projects over a specific period of time. Campaigns are commonly used over specific giving periods, for Capital Campaigns, Galas, or Giving Tuesday. Campaigns can leverage existing donors to give again or inspire new supporters to join your cause.

Example of a campaign page with a goal tracker. Photo by Julia M Cameron from Pexels.

With Givecloud, you can motivate and celebrate supporters with a built-in fundraising thermometer, couple campaign items with Peer-to-Peer fundraising, and allow your supporters to easily share the campaign with friends and family with built-in social sharing links.

In this article,

How to create a Campaign Item

Set the Price and Options

Add a Category

Add a Fundraising Thermometer

Complete Item Settings with Options

Customize the URL

Additional Settings for DonorPerfect Users

How to create a Campaign Item

To start creating a campaign item

Image of campaign item page with name and summary filled
  1. Go to Features > Sell & Fundraise > Items.

  2. Select + Add in the upper-right-hand corner. If you wish to use one of our preset templates, select the + Add dropdown, then select or tab to + Campaign (cart).

  3. After selecting the +Add button, the item page will open. Add a Name, Photo and Summary for your campaign. The summary field can be used to inspire your supporters to give. Keep your summary limited to one or two sentences max.

Set the Price and Options

Next, you will set your Price and Options. Campaigns can include both one-time and recurring giving. We recommend starting with your recurring donation options first to encourage regular giving.

Keep in mind, if someone gives a recurring donation, the first donation will only count towards the goal tracker on the campaign.

Image of Price and Option setting with Monthly option setup

To create a price and option,

  1. Select + Add Option.

  2. Name the option "Monthly."

  3. Set the Payment to Recurring Monthly.

  4. Change the Price Type to Donation.

  5. Set the amount presets by typing in the monetary value. For example, 10, 20, 50, 100. Add the word other (all lowercase) at the end of your amount preset to encourage supporters to give outside the amount presets.

  6. If you wish, you can include a minimum donation amount under Min. Amount.

  7. Set your monthly donation option as default by selecting Set As Default in the bottom left-hand corner.

  8. Once complete, Select Add.

Repeat the steps for each price and option you wish to add.

Add a Category

If you have an existing category for your donation pages, you can add your campaign to this category. If you wish to create a new category, save your process, by selecting the Save button in the upper-right-hand corner, and go to Features > Website > Categories. Learn more about Categories.

Image of the category section highlighted on the item settings page

Add a Fundraising Thermometer

Setting a specific fundraising goal is key to any fundraising campaign. You can easily add a Fundraising Thermometer also known as a goal tracker to your campaign page on Givecloud. To add a goal tracker to the campaign item,

Image of the goal tracker settings on the item setting page
  1. scroll down to Goal Tracking on the item page.

  2. Add a Goal Amount and Goal Date. The goal date is the deadline for the goal.

  3. If you have fundraised amounts outside of Givecloud, you can offset the goal process using the Goal Progress Offset setting.

  4. If you use DonorPerfect, you can choose to track just the Givecloud Contributions by selecting track goal using Givecloud or include external contributions documented via DonorPerfect by selecting track goal using DonorPerfect.

Complete Item Settings with Options

Under the Options panel, we recommend the following settings for campaigns,

Image of the item setting page highlighting the options panel

Page Layout - Page with Payment: Page with Payment allows your supporters to complete their donation quickly and easily on a single page.

Show on Website: By making the campaign accessible on your website. Supporters can review, donate, and share the campaign page.

Show on POS: By making the campaign accessible on your virtual Point of Sales, Your team can help your supporters donate in-person, by mail and over the phone to the campaign. Learn more about Givecloud's Virtual Point of Sale.

Enable Social buttons: Social buttons allow your supporters to share the campaign page on popular social media sites like Facebook and Twitter. If the supporter wishes to share the site via Instagram, they can copy the URL and add the URL to their Instagram profile.

Allow Tax Receipts: Ensures each contribution will receive a tax receipt on this campaign item. Learn more about Tax Receipts.

Allow Donor Covers Cost: Allows the supporter to cover the of running your online campaign page. Learn more about Donor Covers Cost.

Once your item is complete, select Save in the upper-right-hand corner of the page.

image of the save button on the item setting page

Customize the URL

After you Save the item, a URL for the item is created. Preview the URL in the upper-left-hand corner. Customize the URL by selecting the pencil icon beside the URL.

A pop-up will appear, where you can customize the URL to the campaign item. Adjust the URL and Save.

Use this URL to share on social media accounts, add to your email marketing, and link to your site. To add an item to your main menu on Givecloud, check out our help article, Menus.

Additional Settings for DonorPerfect Users

if you use DonorPerfect, you will want to add your specific item designations and DPO code information. To learn more about adding your DonorPerfect item designations, check out our help article DonorPerfect: Creating Gifts.

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