Making and Managing Campaigns

Each Campaign allows you control over one avenue of giving, from the questions you ask to the emails you send. Whether you use one Campaign or many, it's vital to make sure you ask for what you need.

Campaigns, when active, allow anyone viewing their checkout form to make donations and provide information as you structure it. This article will guide you through:

 


Making a new Campaign

Making a new Campaign is so quick - just do the following: 

  • Go to the Campaigns tab in your Fundraise Up dashboard,
  • Click the New Campaign button in the top right of the dashboard,
  • Set the Campaign Name and click the Create button!

We default to Campaigns being active when created, and set the most popular default options out of the box, so your new Campaign is may indeed be ready to go right away. However, we do recommend that you give at least the Checkout and Settings pages a quick once-over to make sure donations go into any integrated systems appropriately. 

You can also, if you have a Campaign that's already got most of the settings you want, Clone the Campaign by going to the Campaign, clicking the Settings tab, and scrolling to the bottom to find the Clone button. 

 


Reviewing a Campaign's settings

Clicking into any Campaign will take you right to that Campaign's Dashboard tab, so that you can review its information. The key settings that govern Campaign behavior are on the Checkout, Settings, and Emails tabs.

Checkout tab

The Checkout tab doesn't just control money - it controls everything around checkout behavior. From this area, you can manage the following:


Currency

Set your default currency for multiple checkout configuration options, including the transaction itself, processing fees, and suggested giving amounts. 


Recurring Giving

Set your default giving option between a “One Time” or “Monthly” donation in your widget. Here you can also enable the option to prompt your one-time donors to switch to a monthly donation. 

Organizations that take advantage of our upsell feature are able to convert one-time donations to recurring gifts up to 60% of the time!


Suggested Amounts

Set your suggested donation amount presets for both One Time and Monthly donations in your widget. Here you can set six (6) suggested donation amounts on your widget, including a default donation amount for One Time and Monthly donations.

This is also where you can enable personalized suggested amounts and take advantage of our machine learning to present the “right sized ask” to each donor. 


Minimum Amounts

Enforce a minimum donation amount to prevent credit card fraud on online transactions. 


Designations

Enable gift designations to give your donors the option to direct their gift to a specific program or initiative within your organization. This area allows you to set the default Designation dropdown during checkout, including the ability to set a different default Designation for one-time vs recurring donations.


Tribute

Enable Tributes to allow your donors to give in honor or in memory of a loved one. This is also where you can control tribute notifications and choose to send the following:

  • Tribute Email: You can edit and customize your Tribute e-card in the “Emails” tab of your Campaign 
  • Postal mail card: Your donor will be asked to provide a mailing address where the tribute notification should be sent and your organization can send the card via postal service


Comment

Allow donors to add a personal note to your organization upon completing their transaction.


Fees

This is where you give your donors the opportunity to cover processing fees in the checkout process. By including processing fees in the donation amount, we are transparent about the fees associated with making an online donation. 

You have the option of the following default settings in your widget:

  • Require that your donors cover the fee
  • Give your donors the option to cover the fee (default to yes)
  • Give your donors the option to cover the fee (default to no)
  • Don’t allow your donors to cover the fee. 

When enabled by default, donors using Fundraise Up are willing to cover the fees 92% of the time!


Company Matching

Allow your donors to double their impact using employer matching gifts.

Enabling this feature will ask your donors to provide the name of their employer to verify that their donation can have an additional impact, and Fundraise Up will send all donations to Double the Donation 360MatchPro for processing. 

NOTE: This feature requires integration with Double the Donation 360MatchPro


Supporter

Here is where you can choose to collect more personal information about your donors after a transaction is completed, including:

  • Mailing address
  • Phone number
  • Option to donate anonymously
  • Option to give on behalf of a company 


Mailing List

Give your donors the option to subscribe to your mailing list after a transaction is completed.


Terms & Conditions

Provide links to your Privacy Policy and/or Terms & Conditions. When enabled, your donors will have to agree to accept your terms in order to complete the donation. 


Questions

Use Questions to collect additional information from your donors after a transaction is completed.


Ask

Use the Ask Page to add custom imagery, branding, and links to your widget and personalization to your Campaigns. 


Sharing

Give your donors the option to share your Campaign on social media. Here is also where you can customize the message that appears along the social media share.


URL

Customize a direct checkout URL to bring donors directly to your checkout form. When a donor clicks on the custom URL, they will be redirected immediately to your checkout form. 

Settings tab

The Settings tab allows you to set key info about the Campaign itself, as well as giving you buttons to Disable (at which point, any links to it follow your global settings' Disabled Campaign Behavior) or Clone the Campaign.

The Offline section allows you to count donations not made via Fundraise Up (either front-end or via the Virtual Terminal). That way, your checks and cash received can be factored in to any counter or thermometer Elements you show on your website. 

Custom fields allow you to define a field to show on each donation made to a campaign. On each donation, the field can be blank, filled with the default value, or filled with another value by using the name of that field as a URL parameter. 

Emails tab

Our email tools provide easy automation of post-donation emails. We cover Emails in more depth in the Emails section of our Campaign documentation. 

 


Should I re-enable Campaigns?

There is no harm in enabling Campaigns you've disabled previously, but it is worth reviewing their settings first! A possible pitfall is the reactivation of a Campaign that uses designations or custom fields that have year-specific information. 

One great reason to disable and re-enable a Campaign is to manage perennial Campaigns that you show and hide seasonally, so that you could have a counter or thermometer Element that shows your aggregated goal and process across all years.