How to Create a Fundraising Campaign?
To create a fundraising campaign, follow the below steps.
1. Navigate to Fundraising > Campaigns > Fundraising Campaign.
The Fundraising Campaign List page is displayed.
2. Click New M360 - Fundraising Campaign.
The M360 - Fundraising Campaign form is displayed.
3. Enter or select the required values in the fields. For more details, please refer to the following sections.
4. Once all the fields are filled out, click Save.
The fundraising campaign is added to the list.
Note: You can update or view the fundraising campaign details by clicking Edit/ View in the desired row.
Primary Information
The Primary Information section within the Fundraising Campaign form allows you to configure the essential data to set up the campaign to raise funds.
Please refer to the following table for field names and their descriptions:
Note: All the fields with an asterisk (*) are mandatory.
|
Field
|
Description
|
|
CUSTOM FORM
|
Preferred options available to customize the Fundraising Campaign form
By default, the M360-Fundraising Campaign Form is selected.
|
|
NAME
|
Name of the fundraising campaign
|
|
PRIMARY FUNDRAISER
|
Main individual or entity leading the fundraising effort
|
|
GOAL
|
Target amount of money the fundraising campaign aims to raise
|
|
START DATE
|
Start date of the fundraising campaign
|
|
END DATE
|
End date of the audit fundraising campaign
|
|
INACTIVE
|
Whether to deactivate this fundraising campaign
|
|
CONTRIBUTION TOTAL
|
Total amount of donations collected during the campaign
|
|
MARKETING CAMPAIGN
|
Promotional strategy to publicize the fundraising campaign
|
Campaign Fund
The Campaign Fund section within the Fundraising Campaign form allows the setting up of essential details regarding the fundraising campaign.
1. Enter the name of the campaign fund in the M360 - CAMPAIGN FUND NAME field.
2. Select the associated fund for the program from the PROGRAM FUND dropdown list.
Web Display
The Web Display section allows you to configure the appearance of the Fundraising Campaign page in the portal.
|
Campaign Web Page - Web page for the fundraising campaign
| |
|
CAMPAIGN IMAGE
|
Image representing the campaign on the fundraising campaign web page
|
|
TRANSLATION JSON
|
JSON-formatted data to translate campaign content into different languages for multilingual audiences
|
|
Peer to Peer Web Page - Online platform configuration to allow individuals to manage their fundraising efforts within this campaign
| |
|
P2P JOIN IMAGE
|
Image displayed when individuals join the peer-to-peer (P2P) fundraising effort on the web page
|
|
P2P JOIN TITLE
|
Title displayed to join the peer-to-peer fundraising effort
|
|
P2P JOIN BODY
|
Text describing the benefits of joining the P2P fundraising effort
|
|
P2P JOIN BENEFIT 1
|
First benefit description for participants joining the P2P campaign
|
|
P2P JOIN BENEFIT 2
|
Second benefit description for participants joining the P2P campaign
|
|
P2P JOIN BENEFIT 3
|
Third benefit description for participants joining the P2P campaign
|
|
P2P JOIN BENEFIT 4
|
Fourth benefit description for participants joining the P2P campaign
|
|
P2P JOIN BUTTON 1
|
Label for the first button inviting participants to join the P2P campaign
|
|
P2P JOIN BUTTON 2
|
Label for the second button inviting participants to join the P2P campaign
|
|
P2P JOIN BUTTON 1 IMAGE
|
Image displayed on the first button inviting participants to join the P2P campaign
|
|
P2P JOIN BUTTON 2 IMAGE
|
Image displayed on the second button inviting participants to join the P2P campaign
|