[Donor Management System] Adding, Modifying & Deleting a Campaign

This article will cover managing a single Campaign. To manage a large number of Campaigns at once, please contact your Onboarding Specialist.


Considerations

General

  • All fundraising Campaigns that have been undertaken using CanadaHelps are automatically synced to your DMS, daily at around 11 am EST.
  • To modify a Campaign originally added on CanadaHelps, you should make the changes directly on your CanadaHelps dashboard. Changes to CanadaHelps Campaigns directly in the DMS will be overwritten the next time we sync your CanadaHelps data into your DMS.

Active & Inactive Campaigns

  • Campaigns coming from CanadaHelps.org that are Inactive won’t be automatically marked as Inactive in the DMS.
  • Since you might still be receiving recurring donations from these Inactive CH.org Campaigns, the same Campaign in the DMS needs to be Active to receive those donations.
  • If you don’t have any other recurring donation for a CH.org Campaign, you can mark the DMS Campaign as Inactive.

Adding a Campaign

1. Go to the Campaigns Tab and select Add Campaign on the top right corner of the screen

2. On the next page, you will see the following options:

Fields:

  • Campaign Name: the name of the Campaign.
  • Campaign Type: the Type of the Campaign (i.e. Charity Profile, CH Campaign, Donation Form, Events and P2P). You can also add a new Campaign Type by selecting +Add Campaign Type.
  • Fund: the Fund associated with the Campaign. You can also add a new Fund by selecting +Add Fund.
  • Campaign Group: used to organize a group of Campaigns (e.g. Holiday Events). You can also add a new Campaign Group by selecting +Add Campaign Group.
  • Enter a Goal for your Campaign: a monetary goal for your Campaign.
  • Start Date: the date and time your Campaign is set to start.
  • End Date: the date and time your Campaign is set to end.
  • URL: The URL linking to your Campaign’s landing page.
  • This Campaign Is Active: leave this box checked to activate your Campaign.

3. After entering all the necessary fields, select Save on either the top or bottom of the page.


Modifying a Campaign

Note: to modify a Campaign originally added on CanadaHelps, you should make the changes directly on your CanadaHelps dashboard. Changes to CanadaHelps Campaigns directly in the DMS will be overwritten the next time we sync your CanadaHelps data into your DMS.

1. Go to the Campaigns Tab and search for the Campaign you wish to modify

2. Click on the name of the Campaign to access its Details

3. On the next page, select Edit on the top right corner of the screen

4. After making all the necessary changes, select the Save button on either the top or bottom of the page.


Deleting a Campaign

Note: to delete a Campaign originally added on CanadaHelps, you should perform this action directly on your CanadaHelps dashboard. Changes to CanadaHelps Campaigns directly in the DMS will be overwritten the next time we sync your CanadaHelps data into your DMS.

1. Go to the Campaigns Tab and search for the Campaign you wish to delete

2. Click on the name of the Campaign to access its Details

3. On the next page, scroll down and select Save at the bottom left corner of the screen

4. Then confirm your action by selecting Delete Campaign

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