How to Create a Fundraising Campaign

This article will guide you through creating a fundraising campaign which are of two types:  Basic, and Fund-based.

Creating a Basic Fundraising Campaign

1. Log in to your Member365 Administrator Dashboard.

2. Click ‘Modules‘.

3. Click ‘Fundraising‘ from the drop-down menu that appears.

3. Click ‘Create Fundraiser‘.

4. The first part of the campaign creation process presents two text fields for your campaign’s name and the description that member see.

5. The ‘Options’ section allows you to specify your fundraising goal, start date and end date.

The remainder of this section involves three toggle switches; switch them from red to green to enable them.

Allow Recognition Entry: Enable to allow the user to enter the title by which they would like to be recognized in the donation list (ex. Mr. and Mrs. John Smith, Dr. John Smith and Dr. Jane Jones, Dr. John Smith).

Display Donations on Landing Page: Enable to display donation history in the announcements section of the campaign homepage.

Display Target Goal on Landing Page: Enable to display the fundraising goal on the campaign homepage.

6. The financial management page governs financial settings: use this page to permit one or multiple payment methods, and to select the campaign type as well as which ledger will be used for this campaign. Choose 'Basic' under the Campaign Type dropdown field.

You may also wish to use the ‘Designated Amounts’ feature: enabling it and then entering specific amounts in the corresponding text field will mean that donors can only donate those specific amounts of money.

The last section of this page allows you to disable or enable automated recurring billing, thereby removing or providing the user the ability to subscribe to a recurring donation. You can also select the payment gateway used for this fundraising campaign.

7. When you are satisfied, click ‘Save‘.

Creating a Fund-based Fundraising Campaign

Fund based fundraising campaigns allows you to setup a fundraiser where individuals will be able to direct their donation to different funds.

1. Follow steps 1 - 5

2. On step 6 , choose 'Fund' under the Campaign Type dropdown field.

3. Click on 'Add Fund' button.

4. Fill in the Fund Name, Description, choose the Fund Account Type and click the 'Save' .

5. Add more type of Funds and click 'Save'.

Congratulations, you have created a fundraising campaign!