How to Create a Campaign
- Navigate to Campaigns from the main sidebar.
- Click the Create Campaign button at the top of the campaigns list.
- Fill out the campaign creation form with the following fields:
- Click Save to create the campaign.
Campaign Detail View
After creating a campaign, the detail view gives you access to several sections: Overview — A dashboard showing campaign performance over time. You can view charts for giving activity and message engagement, with date range options including year-to-date, last 12 months, last 3 months, and last 30 days. Donors — View and manage the donors associated with this campaign. You can add new campaign members from this section. Fundraisers — Set up and manage peer-to-peer (P2P) fundraisers tied to the campaign. Fundraisers allow your supporters to create their own giving pages on behalf of your campaign. Events — View and manage events connected to the campaign. Analytics — Track message performance (created, delivered, opened, clicked, errored), checkout conversion rates, and checkout funnel data to understand how donors are engaging with the campaign.Parent and Sub-Campaign Hierarchy
Campaigns can be organized into a parent-child hierarchy. When you set a Parent Campaign during creation, the new campaign becomes a sub-campaign. This is useful when you have a large initiative with multiple components — for example, a “Year-End Giving” parent campaign with sub-campaigns for “Direct Mail Appeal,” “Email Campaign,” and “Giving Tuesday.” Parent campaigns can aggregate data from all their sub-campaigns. When viewing a parent campaign’s analytics, you can choose to include descendants, which rolls up giving totals, message stats, and checkout data from every sub-campaign in the family tree. A campaign cannot be assigned as its own parent.Duplicating a Campaign
If you want to reuse the structure of an existing campaign, you can duplicate it. Duplicating a campaign creates an exact copy with “(Copy)” prepended to the name. From there, you can rename it and adjust the settings as needed.Archiving a Campaign
When a campaign is complete or no longer active, you can archive it to remove it from your active campaigns list. Archived campaigns and their data are preserved — they just won’t clutter your main view.Campaign Fundraisers (Peer-to-Peer)
Campaigns support peer-to-peer fundraising, where supporters create their own fundraiser pages tied to your campaign. When configuring a campaign fundraiser, you have access to the following options:Custom Fields
Campaigns and campaign fundraisers both support custom fields. If your organization has configured custom fields, they will appear on the campaign detail view and can be filled in after creation.CRM Integration
Campaigns sync with connected CRM integrations. Depending on your setup, campaign data — including the campaign name, slug, parent campaign, start/end dates, and goal amount — can be pushed to external systems like Salesforce, Neon CRM, Raiser’s Edge, or Virtuous. (The push sends the campaign’s core fields as stored in WeGive; it does not include a computed “campaign page URL” or “donation form URL” — if you need a link back to WeGive on the CRM side, map the campaign’s slug to a custom field and construct the URL in your CRM.)Tips
- Start with a name and goal — you can always fill in dates and other details later.
- Use parent campaigns to keep related sub-campaigns organized and roll up reporting.
- Duplicate past campaigns to save time when running similar initiatives year over year.
- Check your analytics regularly — the overview charts and checkout funnel data help you understand what’s working and where donors are dropping off.