Organizations run campaigns to raise awareness and funding for different causes.
Pushpay's Campaigns tool provides organizations with a template to set up a fundraising Campaign with a dedicated fund created at the same time. It allows you to customize the financial goal and visibility of each listing. You can easily share the Campaign donation page and keep track of progress.
Where do I start?
If campaigns is available on your plan, it will be visible on the sidebar menu:
Click in and you can see the new landing page of Campaigns with introductions.
Create a new Campaign
There are a few details to fill in when you set up a new Campaign. These details will be shared across the Campaign and its fund within the Pushpay system, including name, tax deductibility, and listing visibility.
Since the Campaign name is shared with the Campaign's fund name, it is advised to end the name with "Campaign". I.e. Rooftop Restoration Campaign, therefore the fund would be easily distinguished with other general donation funds.
You can edit the Campaign and Fund details afterward. Click here to learn more about editing a Campaign's Fund.
If you have an integration connected to Pushpay, you will be directed to the fund detail page. You must match the fund with the integration before publishing the Campaign.
Publish and share a Campaign
You can save the new campaign to draft if you are still planning it, and publish later when you are ready; or you can publish the new campaign right away and it will go live within 10 minutes.
You can delete a draft campaign if there is an error, but you cannot delete a published campaign as it may have collected payments.
The fund of a draft campaign will be created at the same time but it will be set as "invisible". It will automatically change to "visible" when the campaign is published. Click here to learn more about campaign's status.
After a Campaign is published, you can use the Campaigns dashboard to measure your progress. Any donation made toward the Campaign's fund will be reflected on the Dashboard within 10 minutes. You can see the total amount raised measured against the financial goal. The progress bar will help you to keep track as the campaign grows.
To share the donation page of each listing, click the share button from the campaign dashboard, select a listing and the link of the web giving donation page will be copied to your clipboard.
The campaign's fund will be selected as the default on the giving page that you share.
Edit a published Campaign
All settings can be edited in a published campaign — the changes will be updated in the campaign's fund within 5 minutes. Click here to learn more about making changes in fund details.
If you want to create another campaign with the same settings, you can duplicate an existing campaign from the dashboard. It will bring you to a new campaign create page with all the settings copied and pre-populated there for your editing.
Close and reactivate a Campaign
Close a published campaign and the campaign's fund will immediately become invisible on the giving page, so your congregation can no create a one-time gift.
The recurring schedule set to the campaign fund will be on going until the schedule end date is reached.
If you closed a campaign by mistake, you can bring it back to live by reactivating a closed campaign. It will bring you to the edit page of the closed campaign, please double check every setting before you publish the campaign to live again.