1. Click Fundraising in the Navigation Panel. The Fundraising module will display a list of all of your fundraising campaigns.

2. Click the Add New button.

3. Configure the following settings:

   • Campaign Name: Enter a name for this new campaign. This will be the display name for the campaign.

   • Fundraising Status: Select the status of this campaign from the dropdown list.

   • Start Date and End Date: Contributions may be accepted from the start date to the end date.

   • Campaign Details: Enter a description of the new campaign. The description will be displayed on the contribution form for users to view.

   • Primary Contact: Enter the name of the primary contact for the campaign. The contact must exist in your database.

   • Goal Amount: Enter your financial goals for this campaign. 

   • Receipt Template: Select the receipt template you wish to use for this campaign. Click here for details on managing and editing your templates. This will be the email sent in response to a contribution.

   • Display Progress Indicator: Select to include an indicator on the fundraising page indicating how much has been raised compared to the Goal Amount. When this is selected, the Goal Amount field becomes required.

4. Click Done.

Related articles

• Customize Fundraiser Settings

• Fundraiser FAQ

• Manage Contributions/Contributors