A campaign is a single fundraising initiative. Examples include a Ramadan appeal, a masjid extension fund, or a general donations page. The campaign holds the giving amounts donors see, the fund receiving the money, and the page and checkout donors use. Price points, funds, upsells, fundraisers, teams, and every donation attach to a campaign. This structure lets you report on each initiative separately.
Before you start
You need the Campaigns permission. The Charity Admin role has this permission by default. Access is set per organisation, so your roles will differ.
Have the fund ready. The campaign raises money for this fund, and you select a fund and sub-category during setup. If the fund doesn't exist yet, create it first under Setup → Funds.
How to create a campaign
Go to Fundraising → Campaigns.
Click the + Add new button to start a new campaign.
Enter the campaign details on the Setup tab.
Enable at least one payment method on the Checkout tab.
Add suggested giving amounts on the Price Points tab. See Campaign price points.
Set the campaign status to Active to accept donations.
Click Save Changes.
Setup tab
Campaign Title. The name of your campaign. Required, up to 100 characters.
Campaign Subtitle. A short description shown below the main campaign title. Up to 100 characters.
Fundraising Goal. Toggle Enable Goal to set a target. Choose Target Amount for a specific financial goal, or Target Donors for a specific number of supporters you want to reach.
Fundraising Notifications. Toggle this option to receive alerts.
End Date. Toggle Enable End Date for Campaign to set when the campaign closes.
Fund. The main fund receiving the donations.
Sub-category Fund. The specific allocation category.
Campaign Image and Video. Upload an image through the Media Library or paste a YouTube Video URL.
Campaign Story. A long-form description providing details to potential donors and fundraisers. You add images, text, and media files to motivate visitors. Choose between Expanded Story or Click to view more.
Custom URLs. A specific link using letters, numbers, hyphens, and underscores. You enable Custom Parameter Tracking and Tags here.
Form Settings. Customize the registration page. Enable opt in to add a Custom Opt In message. Toggle options to collect address and phone during registration, show a create-a-team option, and show a join-a-team option.
Campaign Settings. Control which elements show on the website. Toggle specific sections on the Campaign Page, including the fundraising bar, price point claim counts, donate button, create fundraiser button, fundraiser and teams section, recent donors section, leaderboard section, donation summary, giving amounts section, and message of support. Toggle settings for the Individual Fundraiser, including the start-a-fundraiser button, leaderboard section, campaign total visibility, and donation notifications.
Related Campaign. Select an existing campaign to link and show a preview of the raised amount, donors, and fundraisers.
Checkout tab
Payment Processor Selection. The gateway processing transactions. A campaign needs at least one active payment method to go live.
Enable Express Checkout. Provides a faster payment path.
Tribute Donation. Allows donors to dedicate their gift.
Enable Quick Pay. Provides a seamless checkout experience.
Price Points tab
Pricepoint ID. The unique identifier for the price point.
Name. The label for the giving amount.
Description. Details about what the amount achieves.
Price. The numerical donation amount.
Frequency. How often the donation occurs.
Fund Sub Category. Links the amount to a specific fund category.
Code. An internal tracking code.
Going live and campaign status
New campaigns save as Draft by default. A campaign needs an end date, a fund, a sub-category, and one active payment method to go live.
Status | What it means |
Draft | Saved but not live. This is the default state. |
Active | Live and accepting donations. |
Hidden | Not publicly visible, but retained. You can reach it through a direct link. |
Inactive | Closed and no longer accepting donations. Records and donation history are kept for reporting. |
The following is how each status looks in the dashboard:
What’s on a campaign
Once created, a campaign is organised into tabs, each configured independently: Setup, Checkout, Price Points, Teams, Fundraisers, Donation Feedback, Offline Donation, Matched Donations, Live Event, Registration.
Example campaigns
A few you might set up:
General Donations. For unrestricted giving from your website.
Ramadan Appeal 2026. For a dated appeal for a specific month.
Masjid Extension Fund. For a specific project with an end date.
Start with a General Donations campaign, then duplicate it for specific appeals.
Here is an example of how a live campaign looks on a web browser:
Good to know
Nothing goes live until you set the status to Active.
Duplicating a campaign starts a clean slate. The copy includes price points, page details, and settings, but never donor history or the amount raised.
Jummah is a giving frequency, not a campaign type. Add a price point with the Jummah frequency to run Friday giving. Don't look for a separate campaign.
The term "Appeal" is legacy. You'll see older appeal campaigns, but new initiatives are simply campaigns.