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Creating campaigns

Navigate to the"Campaigns" tab in your admin area on the left hand side of the screen:

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Click "Create New" on the top right of the Campaigns table:

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You will have the ability next to choose what activities, Donations and/or Volunteering, you would like to have included in your campaign. Once selected, hit “Create New” to open up a campaign template:

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From here, you will want to fill out the below details of the campaign:

  • Campaign name
  • Image
  • Description
  • Dates (can be "ongoing,” for a current time period or for a future date)
  • Match goal (this can be set up as part of your company matching or as a one time matching opportunity)
  • Nonprofits supported (can have as many as you'd like)
  • Volunteering opportunities
  • Share settings (automatically add campaign to team dashboard)
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Once you have completed this information, go ahead and hit create! If the campaign dates are live, it will be viewable on your company dashboard for all to see:

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