How to create a campaign

Giving Experience > Form Settings & Display                

• Form Settings

   

  • Ask Amounts - this is where you can input suggested ask amounts. These amounts will show up on the campaign as buttons for donors to click into 
    • Settings side - selecting the default checkbox will 

    • Donor facing page - this is what donors will see

      

    • Recurring Giving          
      • Enable Recurring Gifts - this toggle must be turned on to accept recurring payments on the campaign/form
      • Default to Recurring giving - When the form is viewed the recurring giving option will be selected by default.                                
      • Recurring gift label - will be automatically checked if the donor uses the recurring gift tab at the top
    • Designation Settings
      • 
        • This must be toggled on to add designations to the campaign/form
        • When on you have these options -
    • Affiliations                               
      • Within the drop down you will see all the default affiliations. You can add custom affiliations by going to the School Level Settings > Affiliations and creating any other affiliations that you need
    • Minimum donation amount - this will set the minimum amount that donors are required to give on the campaign / form
• Display                                       
  • Pre-Payment Form                    
    • The grey box shows a preview of what the left side of the pre-payment form will look like. This updates in real time.
    • The right side of the prepayment form will follow what you have set up in the Form Builder (see instructions below)
    • Example of the pre payment form below -                              
  • Payment Form - has the same configurability as the pre payment form. Example shown below
  • Post Payment Form - example shown below

• Designation Configuration

  

  • Featured Designations - Featured Designations are funds which are displayed at the top of the designation drop-down.
    • Admin side:                         
    • Donor side:                                                                  
  • Highlight on Form - shown on form above designation box, can be selected right from there versus within the dropdown
    • Admin side:                            
    • Donor side:                                                                        
  • Pre Selected - designation is preselected for the donor and they don’t need to make a selection, as it has already been selected. Donor does have the option to deselect by selecting the ‘x’ to the right of the designation and then selecting a different option within the drop down
    • Admin side:
    • Donor side:
  • Visible in dropdown - when not checked, the donors will not be able to see the designation however an admin could use it to be added to offline donations on the backend. 
• Giving Experience > Form Builder (opens in a new window)
  • Standard fields - your standard giving form fields. Can be added or removed based on what information you want to capture from your donors
    • Pre payment form will be the form donors fill out prior to entering payment information
    • Post payment form will be the form donors are shown post check out. You can have required fields there but donors can abandon that page without filling those out because the payment has already gone through. 
    • There are a few fields that are hard coded such as Amount, Name, Email, Country and Zip code as those are required for payment processing
  • School Fields - Form fields can be added under school level settings and will appear in the school fields area to be added to any form in the form builder tab
  • Custom Fields - custom fields can be added to gather information from donors that isn't found in the default standard fields. 

    • Field types available: 

      

• Standard Templates - Default GiveCampus confirmation emails will be sent unless you edit and publish changes.

  

• Conditional Templates - Conditional emails allow you to tailor Gift Confirmation emails to donors based in what designation, designation group, of affiliation they select within the checkout process
  • Once activated, this email will go out to all donors that meet the specific condition (designation or affiliation) that you have configured. If the donor meets more than one condition, they will be defaulted back to the general receipt template and not a conditional.

• Three main types of donor maps available 

  • You are able to set a donor map fill type. Below you will see an example of gradient. This is your branding color and it is lighter/darker based on how many donations have come in for each state. The other option would be ‘monochrome’ which is one color versus the lighter and darker. You can leave it to the default of your branding color or you can add a custom color to override your branding color

    
     

  • US Donor Map

     

  • Global Donor Map

    

  • Global Marker Map

    

Custom Leaderboards

• Once you select ‘Manage Custom Leaderboards’ you will see a page that looks similar to the screenshot below

  

• After selecting ‘Add Leaderboard’ you will be taken to the leaderboard configuration page
  • Basics
    • Name your leaderboard
    • Select your leaderboard type
      • Designation - will be based off designation totals (though you do have the option to also filter by affiliation.) If you choose this option you will see donations from the affiliation (ex: class of 1996) and all the designations they gave to
      • Affiliations - will be based of totals associated to each affiliation 
    • Header color and header text color - can enter a custom hex code or your schools branding colors
    • Help text - this appears under the header and shows a little bit of information about the leaderboard
  • Goal Configuration

    • Leaderboard goals - you have the option to show the goal for each entry in a separate column. The goal can be a manually inputted number or it can be automatically calculated. If automatically calculated, it will take the overall campaign goal and split it between each designation

       

  • Row Configuration - 
    • Row Header Label - In screenshot above where it shows ‘Designation’. It’s whatever you want to call your column header that signifies what your rows represent
    • Default Row Count - Can choose from 10, 25, 50, 100 rows to show. After that amount of rows it exceeded, it will paginate
    • Row sort order - the order that you want your rows to appear (options like lowest to highest, etc)
    • Leaderboard Rows - This is where you will decide which designations or affiliations will show on the leaderboard 

      • Select ‘Add Row’s’ button

        

      • Choose the designations and designation groups you would like to include by selecting the plus sign next to each respective designation (or affiliation). Then press ‘Save Rows’

      • Select ‘Save Leaderboard’

         

      • Press ‘Publish Leaderboard’

• This page will show all online and offline matches and challenges as well as basic details about each one 
• Online matches will automatically appear when created by donors
• Use the ‘New Offline Match or Challenge’ button to create a new match or challenges
  • 
    • Match - A match means a donor or organization pledges to contribute an equal (or proportional) amount for every donation others make, effectively doubling or multiplying the impact of each gift.
    • Challenge - Basic - A challenge means a donor or group pledges a gift that’s only unlocked if certain goals—like raising a specific amount or reaching a target number of donors—are met.
    • Challenge - Winner Takes All - A winner-takes-all challenge means only the top-performing group, team, or fundraiser meeting specific criteria receives the full challenge gift or prize, rather than it being shared among participants.
  • Key features to keep in mind while setting up matches/challenges
    • Choose what group you would like to be eligible for their donations to be matched. Options are all donors, donors with a specific designation or affiliation, a group of friends (emails for each person would be entered and only those people so the system would know which gifts count, or donors that make a recurring gift.
    • Choose where you’d like the reward money for matches and challenges to go:
      • Follow the Fund – The reward money will automatically go to the same designation as the donor’s original gift.
      • Specific Designation – Choose a particular fund, program, or purpose for the reward money to support.
    • If you choose the option to fully release the match/challenge reward- regardless of the results (this means if the goal isn’t met, the money will still be released) you cannot change it back. You would need to recreate a new match.

• An incentive in fundraising is a reward or gift offered to motivate donors or advocates to contribute or reach specific fundraising milestones. Simply enter the qualifying donation amount and include a brief description of the incentive being offered so that the donor knows what they will be receiving. Donors who opt to receive an incentive will appear in a dedicated reporting column, allowing the organization to easily track and fulfill the rewards.

  

• Once incentives are created, you can manage them in the table at the bottom of the Incentives page

Advocacy > Advocates

• Upload Advocates - Here you will find a Sample CSV that shows the format to upload advocates to GiveCampus. 
  • Step 1 - upload list to the Upload Advocates area 
  • Step 2 - newly uploaded advocates will appear in the potential advocates section. 
  • Step 3 - press invite
  • Step 4 - Advocate will then show up under the ‘Invited advocates’ tab. Here you will have the option to reinvite them if they don’t register or remove them if they don’t plan to register. 
  • Step 5 - Once they register, the advocate will show up under Active Advocates where you can see their advocacy link, last login, clicks (how many people have clicked on the advocates advocacy link that they shared), donors (the number of donors that have given to the campaign), dollars (the number of dollars that have been donated to the campaign through the advocate link), if they put up a match or challenge, if they posted a personal video, and a clickable link that says ‘View Donors’ that would show all the donors that have given via the link. 
• Add Single Advocate - you will need to add the constituent ID, First name, Last name and Email. Email is mandatory

• Template options-

  

  • The above email templates are customizable
    • Custom Sender Name
    • Reply-to Email Address
    • Subject line - can use merge tokens here. Use merge token buttons to insert merge tokens
    • Email Body - can insert language here as well as merge tokens. Once you have solidified the content of the email body, send a test email to confirm it looks like you want it to. Once it’s all set, click ‘Update email template’ to confirm the changes

• Advocates have the option to submit a personal video. You will find them in this tab. An admin has the option to Approve, Reject or Delete the video

• From this page, you will be able to see all advocate activity and statistics. 
• You can download a report of Advocate activity
• At the bottom of this page, there is a section called ‘Matches and Challenges’ - from here, you can download a report of all matches and challenges, and their progress/results for your campaign

• Display settings - decide what order that your advocates will be sorted in (most dollars, most donors etc), decide ifyou will show offline matches/challenges in the list of advocates
• Automated advocate nudges - here you can configure a nudge for an action from your advocates. You will set the date you want this to be sent if you only want it to be sent once.
• Advocacy Dashboard - 
  • Decide if you want the advocacy dashboard enabled 
  • Decide if you want the default advocacy how to section enabled 
  • Drag and drop to change the order of sections on the advocacy landing page
  • Decide if advocates are allowed to share donor maps in their social media posts
  • Decide if you will enable soft-launch sharing, if enabled, advocates will be allowed to share the campaign even if the campaign is still hidden
  • Decide if you will enable sharing of the advocacy dashboard - the idea behind this that sharing the advocacy dashboard to others may help recruit more advocates for the campaign
• Pinned Advocacy - this is where you can select any matches, challenges, personal videos or users who have had great engagement to be highlighted at the top of the campaign landing page

• Donations - Online donations that came in from the donation form
  • Can view and download the campaign specific donation report from this page 
  • Can create an outreach from this page
• Recurring subscriptions - Recurring subscriptions and their relevant data
• Recurring Donations - the individual installments made from the recurring subscriptions
• Should-be donors - Donors who abandoned the payment form before fully completing checkout. To land on this list, the donor has to have filled out the pre payment form
• Refunds - refunds that have been issued for online gifts

• Update campaign owner - can input an email to change the campaign owner
• Donation notifications - putting a checkmark in the box next to each email will enable notification emails for each donation to go to the people with the checkbox. 

• Prelaunch Checklist Items - 'Have you created Unique Tracking Links to analyze your marketing?' this is a soft recommendation. It isn't required to continue with setup
• Internal Reporting - here you can add a campaign code, appeal code, fund code etc 
• Unique Tracking Links - A unique tracking link can be created to track clicks from specific shares. For example, if you make a Facebook post and you want to see how many donations were generated from that post you can create the unique link and use that link in the facebook post. Clicks and donations both will be tracked. 
• Generate Autofill Links - Build a custom link for donors with pre-populated form-fields.
• Autofill Donation Form Links - Upload a csv with the following format and headers and then GiveCampus will generate unique links that autofill the fields provided.

• Here is where you can add Facebook and Twitter tracking pixels. This is optional

• By selecting this tab, it will generate a report with campaign statistics that will show in this tab. This can take 15-30 minutest to generate. Example below