Personalized Fundraising Campaigns - Getting Started

Personalized Fundraising Campaigns - Getting Started

Successfully utilizing a Personalized Fundraising Campaign involves a series of steps and decisions:

Step 1 - Campaign Access
Only an Account Owner can activate or start a new campaign. Contact the Help Desk to have this feature enabled.
  1. Then, go to Admin / Account Settings / Subscription Plan & Features. Toggle "Personal Fundraising Campaign Tools Active?" to Yes.
  2. Once the campaign has been activated, then any Admin with appropriate access can create/edit a campaign.
In order to access/edit Personalized Fundraising Campaigns Admins must have access to:
  1. Fundraising
  2. Forms View & Edit
  3. Contact View & Edit

Step 2 - Decide who will participate in your campaign
  1. A specific group of contacts or all contacts in your database?
  2. Will the campaign be divided by individuals or teams?

Step 3 - Create the SKUs that will be used for donations to the campaign

Creating Your Donation SKUs for the Fundraising Campaign

Step 4 - Set Up/Create the Campaign
Setting Up a New Fundraising Campaign

Step 5 - Direct Parents/Students to update their Personal Fundraising Page

Step 6 - Launch the Campaign

Step 7 - Market the Campaign

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