How does the Campaigns feature work in Pushpay admin portal?
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.
When you create a new Campaign in the Campaigns tool, a dedicated fund is created at the same time. Click here to learn more about creating a new Campaign.
Do I need to create a new Fund first before I create the Campaign?
No. We will create that Fund for you when a new Campaign is saved. They will be automatically linked together so you don't have to create a new Fund for a campaign beforehand. Click here to learn more about Campaign and Fund.
Note that you are not able to select an existing Fund to a new Campaign.
Can I schedule to publish or close a campaign?
Not at the moment. You need to manually click the "Publish" button to make a Campaign live, and click the "Close" button to end a Campaign.
Manage Fund and Donations
I want to know who has been donating to a Campaign and the transaction volume, where can I find that information?
All the transactions toward a Campaign is captured underneath its Fund. You can filter and export them by the Fund under the Transactions tab.
How can I link all transactions toward a Campaign to an integrated ChMS?
If you have a ChMS integration that is connected to Pushpay, you will be directed to the fund detail page after the Create Campaign page.
You must match the campaign's fund with the integration before publishing the campaign.
I am already running a fundraiser with a Fund I created earlier. Can I migrate all the details and donations to the Campaigns tool?
You are able to create a new Campaign with the same naming input and Fund setting, so you can manage this fundraiser on our Campaigns tool. The transactions toward the previous Fund can also be reallocated to this new Campaign's Fund.
However, all the recurring schedules set toward the previous Fund are not able to be reallocated en masse at the moment. So when you set up a Campaign for an already running fundraiser, you can edit the fund for each Recurring Schedule using the Edit References tool.
Manage Recurring Schedules
When I close a Campaign, how do I cancel all of its recurring gifts?
At this time, you'll need to cancel a recurring schedule one by one. Click here to learn more about canceling a Recurring Schedule.
I don't want to lose all the recurring schedules when a Campaign ends, can I move them to another active Fund?
At the moment, there is not a way to do this en masse. However, you can do so by editing the fund for each Recurring Schedule using the Edit References tool.
How can I reach out to the givers to my Campaign?
At this time, you'll need to manually send email to individual givers according to their contract detail in the Community account.
I want to send out Campaign's progress report regularly to my givers, can I do that by generating a Giving Statement of the Campaign's Fund?
At the moment, you can only generate transactions in a specific timeframe together from all the tax deductible Funds of your Organization on a giving statement.
The Giving Statements doesn't support generating the statement with only one selected Fund.
How can I edit a pledge?
Pledges can be edited when we found that there is already a Pledge added for a giver to the same Campaign when you try to add a new one. You can either update the pledge for that giver, or delete it and re-add again.
Deleting a pledge won't affect the gifts or remove the progress made towards the pledge. Any gifts made prior to the change will be attributed to the new pledge once it's created.