Creating a Campaign: Quick Start Guide

Create a beautiful campaign 

Below we'll take you through the minimal steps, in the optimal order, for you to get your campaign up and running quickly!

There are two basic components to setting up your campaign: the functionality setup and the visual appearance. When beginning a new campaign, it's best to set up the functionality first and focus on the design and visual setup after. We'll split this up into Part I: Functionality and Part II: Design and Appearance.


PART I:  FUNCTIONALITY


Step 1: Create a New Campaign
Click the "Create New Campaign" button. You will be taken through a series of prompts; here's how to fill them out:

Title - Pick a title for your campaign that is what you'd like to appear to your supporters and something you can also identify it by in your reporting. (Subtitle, or tagline, is optional)

About - Skip this. We'll come back to it later.

Thumbnail - Add an image here to identify this campaign visually from the rest. This image will appear if you have the campaign in a campaign menu or use the Embedded Thumbnail integration option.

Campaign Location - Up to you, but can be ignored. This does not affect who can interact with or see your campaign.


Step 2: Configure Tool Settings
You'll automatically be launched into Tool Settings, click on the tool to set it up. This is where you will set up most of the technical settings for the call-to-action you need, such as donation and registration options. This is the main functionality of the entire campaign, so it's best to start with getting this area fully squared away. Click on the following shortcuts to configure the tools: Donations, Registrations & Events, Volunteers, Online Store, Peer-to-Peer. Then, come back here for the next step.


Step 3: Configure Campaign Settings
Click "Campaign Settings" tab in the horizontal navigation menu.

A. Title & About
Fill out About if you haven't already. This is the main content area of your campaign and should contain the What, Why, How, Where, etc. information for the campaign as well as any images and videos. This needs to inform and engage your audience to proceed with the Call-to-Action(s) on this campaign. Stuck? Check out these helpful articles on how to write a compelling ask.

B. Goal and End Date
Set up any deadline or fundraising goal you'd like to publicize and choose your progress meter display options.

C. Receipt Settings

a. Make sure that the sender address contains the right email address from which you want all supporters in this campaign to receive their receipts. AOL and Yahoo-hosted email addresses won't work in this area.

b. Enter the custom message, if any, you'd like to appear in the receipts sent to your supporters for this campaign. Depending on what action they take (mailing list sign-up, one-time donation, registration, etc.), they will receive a separate receipt and you can customize the thank you message separately for each. This area is only for custom, specific messaging you'd like to be sure to add to these receipts. Please know that even by ignoring this area, the receipts will automatically contain the basic details and info about EIN, tax-deduction, and other details entered into the campaign settings (such as the date and time of the event) and even a generic thank-you message.

D. Notification Settings
Make sure that the email address(es) in here are the correct ones that should receive notifications from activity for this campaign. To add multiple email addresses to receive notifications, separate each by a comma.


Step 4: Configure Activity & Contact Settings

A. Activity Settings
After finishing the above in the Campaign Settings Tab, click on the "Activity" tab on the top horizontal navigation menu in the campaign, then click on Activity Settings. Review this area to make sure the public activity feed is configured the way you'd like for this campaign. By default, there will be a public feed posted to the bottom of the campaign that will display who has contributed to the campaign and in what amount. You can hide and customize this area from here.

B. Contact Information and Settings
Click on the "Contact" tab and then on "Contact Info". Review this area and ensure all info is as you'd like it to display for this campaign. This information will appear in the automatically-generated receipts for this campaign, as well as on the footer of the Hosted Site version of this campaign.


PART 2:  DESIGN & APPEARANCE


Step 1: Decide on an integration strategy
At this point, determine how you envision this being promoted and published. Will you be using the Integrated Campaign or the Hosted Site version of this? How will your audience find this? Will they be emailed a link, will there be a button on your website, or will it only be shared via social media?

Determining this at this stage will save you extraneous work and setup since some settings and visual options will be irrelevant depending on which you choose. Please see here for the various Integration options.

By now you'll know whether you'll be using the Integrated or Hosted version of this campaign, and can safely ignore one of the Appearance tabs (unless you truly plan to use both versions). Based on that, you'll either want to review Step 2 for Integrated Appearance setup or skip to Step 3 for Hosted Site Appearance setup.


Step 2: Configure Integrated Appearance

A. Colors, Fonts, Background
Check to make sure you have the colors you'd like for this integrated campaign. Here is where you can change the background to match the color of your website. When in doubt, Save and click the Preview Integrated Campaign button at the top to see what the colors look like.

B. Header
This is where you can remove the header menu bar from the campaign. Doing so will increase the available screen real estate and will create a cleaner look if this campaign is directly embedded onto a website. This will also hide the social media sharing button as well as the green lock icon (but PCI compliance certificate will still be displayed on the checkout screen).

C. Title and Tagline
This is where you can hide the title and tagline of the campaign to also save some space on the screen, especially if this title will feel redundant on your website.

D. Goal, End Date, Supporters
Toggle to Show if you'd like this to appear on your campaign, or keep it off for a cleaner look.


Step 3: Configure Hosted Site Appearance

A. Colors, Fonts, Background
Check to make sure you have the colors you'd like for your campaign site. A background image is highly recommended to add a "wow factor" to your campaign. When in doubt, Save and click the Preview Campaign Site button at the top to see what the colors look like.

B. Homepage Elements & Layout
This is where you can show, hide and rearrange the white boxes on your screen and really customize the flow and look of everything. Play with the options, save, and click the Preview Campaign Site button to see what you prefer best.

C. Banner Image
A banner image is highly recommended. If you added a background image already, our suggestion is to create a clear-background banner which contains the title (and tagline) of the campaign, usually in a white color. You can create this using Canva (paid version) - they have plenty of modern and attractive fonts from which to choose. You can also use Canva (free version) to create a banner image with a color or image, and Canva has some free patterns and stock images you can use insert from their dashboard. (See here for more cheap and easy design resources for creating banners.) Keep in mind the Hosted Site Banner dimensions are 1050 by 262 pixels. If the image you upload is a different aspect ration than this, it will be cropped into (and you can adjust the cropping area).

TIP: If your banner has the campaign title in it, you can hide the text-based Title of the campaign in the Homepage Elements & Layout section to avoid a redundant title.

D. Call-to-Action
Here you can control how the call-to-action buttons appear on your hosted site. Your call-to-actions directly correspond to which tools you have enabled in the campaign. You can hide a call-to-action or rearrange which one comes first. See here for details on the difference between the Call-to-Action Bar and the Expanded Call-to-Action.


Congrats! Now that you've set up both campaign functionality and appearance, your campaign is ready to be launched into the real world.