How do a create a campaign for my program?

Creating a Campaign

  1. Find to the Fundraising module on the navigation bar.

  2. In the Records folder select Campaign

  3. Click the New Campaign button.

  4. Choose a Campaign Name and click Save

  5. Enter a Fund, a Start Date, an End Date. You may also enter in if you have a Goal amount and check the box if this is currently an Active campaign.

  6. You are ready to start entering in donations for this campaign. You may enter donations from the Donor–Individual screen or from the Donations tab at the bottom of the campaign screen by clicking Add New.