Creating and using campaigns

Designate gifts to specific funds, set goals, and tag for your books.

Walkthrough video coming soon

A short screen-by-screen video for this guide is on the way.

A campaign (or designated fund) lets you track gifts toward a specific purpose. Create them on the Campaigns page.

  • Set a goal to enable progress meters on locked forms.
  • Add an accounting code (class/fund/GL code) that travels with each gift to Stripe and your connected tools for clean bookkeeping.
  • A gift's campaign carries through to receipts, subscriptions, renewals, and integrations.
Tip · Forms can lock to a campaign, or let donors choose one — see the form editor.
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