How to Create a Giving Campaign in Millie

Millie makes it easy to launch impactful campaigns that combine donations, volunteering, and goods drives — all in one place.

You can create a campaign from scratch or jumpstart the process using a template from our Campaign Library. Whether you're planning a company-wide initiative for Giving Tuesday, Earth Day, or a local cause, campaigns help bring your community together around shared impact.

Step 1: Navigate to Campaigns

Go to the Campaigns tab in your admin dashboard (left-hand menu).

Step 2: Click Create New

Click the Create New button in the top right corner of the Campaigns table.

Step 3: Choose Your Activities

You’ll be asked which activities you’d like to include in the campaign:

• Donations
• Goods Drive
• Volunteering

You can select one, two, or all three — and modify this later if needed.

💡 Want to Start with a Template?

Visit the Campaign Template Library to launch a pre-built campaign with one click.

Templates include:

• Suggested nonprofits
• Pre-filled campaign descriptions
• Matching recommendations
• Preloaded banners and visuals

Click Use Template on any campaign to instantly populate the campaign builder with editable content.

Step 4: Fill Out Campaign Details

Add the core campaign information:

• Campaign Name
• Image – Upload a banner or campaign visual
• Full Description – Share the purpose, goals, and details
• Optional Link – Link to an external resource or event page 🔗 Use the Add button under the description to add a labeled link, like "Read More Here."
• Campaign Dates – Choose a date range or mark as "Ongoing" 🕛 The time zone next to the dates sets when the campaign starts and ends, which decides whether a donation made near midnight counts toward the campaign. It defaults to your company's time zone.

📝 Save as many drafts as you like before publishing, and swap any information out later while editing!

Step 5: Donations Settings (if included)

If you selected Donations, you’ll be able to configure:

• Donation Goal Tracker – Optional visual tracker of progress
• Matching Settings: Set a custom match ratio or match budget. Choose between Employee Choice (employees choose their nonprofits) or Pooled Fund (all donations go to selected nonprofits).
• Add supported nonprofits and optionally add them to your Match List
• 🔍 Type the nonprofit's name in the search bar to add it. To remove one, click the three dots next to it.

⚠️ Note: Only All Access Admins can configure campaign-level matching settings, including match ratios and budgets. Group Leads and Impact Champions can still build amazing campaigns that use your annual match settings, but may need to ask an Admin to update any campaign-specific financial details. See Roles and Permissions.

Step 6: Goods Drive Settings (if included)

• Add Items – Define what’s being collected (e.g., socks, hygiene kits)
• Combined Goal – Set a total goal for item donations
• Employee Tracking – Allow individuals to log their own donated items

Step 7: Volunteering (if included)

• Add volunteer opportunities directly to the campaign
• These will display to employees on the campaign page for easy sign-up

Step 8: Final Settings

• Activity Feed – Enable an event feed where employees can share posts or photos
• 👇 You'll find this setting at the bottom of the builder's side panel. Leave it off if you don't want a feed on this campaign.
• Fun Fact: Activity Feed posts count towards impact metrics and campaign analytics. Get your teams thinking about other ways to participate in their communities without giving dollars (or hours) - aka micro-acts of impact!
• Group Support – Assign the campaign to one or more Groups (the primary group will be the one associated with campaign analytics in our dashboard but more than one group can share the build - and the fun!)
• Sharing Settings – Recommended: enable “Add to Dashboard” to feature the campaign prominently on the company homepage You can flip this on while the campaign is still a draft, and it'll pop onto the dashboard automatically once you publish! ✨

Step 9: Save and Launch

Click save to create a draft of your campaign. When you’re ready to go live, hit Publish! (If your company requires approvals, you'll see Submit for Review instead of Publish).

Employees will see active, upcoming, and past campaigns in their Events tab and on their Dashboard (if added). 📣 Check out our article on How to Participate in a Company Campaign for more employee-facing information on this process.

🚀 Campaign Drafts, Previews, Edits, and Sharing

• 📂 Find your Campaign drafts. Every campaign starts as a draft first. Once created, find your drafts by going to Campaigns and opening the Draft tab. Any All-Access Admin, Group Lead, or Impact Champion can open and edit a draft, so teammates can collaborate before publishing.
• 👀 Preview the employee view. Open the campaign’s “Manage” page at any time and click Employee view to see exactly what employees will see. Click Edit to return to the builder.
• ✏️ Edit at any time. You can edit a campaign at any time, even after it's published. These may be small changes,to fix a typo, update the description, or add a nonprofit, or larger changes, i.e. adding a match or updating the budget. Changes go live right away! ⚡
• 🔗 Sharing. Each published campaign has its own unique URL. Copy it from your browser while in Employee view and paste it into email, Slack, a QR-code builder, and more! Wherever you publish it, it will take your team straight to the campaign.
• ⏪ Include earlier donations. Donations made before the campaign goes live aren't added automatically. Encourage your team to wait until the go-live date, but if someone donates early, Millie Support is happy to help add them for you! 💛 See Adding Past Donations to a Campaign.
• 🧹 Clean up your dashboard. Ended campaigns stay featured until you remove them. To keep things fresh, open your Dashboard Builder and click the “x” next to any old campaigns.