> ## Documentation Index
> Fetch the complete documentation index at: https://docs.wegive.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating a Campaign

> WeGive Help Center article: Creating a Campaign

Campaigns in WeGive let you organize your fundraising efforts around a specific initiative, appeal, or time period. A campaign groups together donors, donations, events, fundraisers, and communications so you can track performance in one place.

## How to Create a Campaign

1. Navigate to **Campaigns** from the main sidebar.
2. Click the **Create Campaign** button at the top of the campaigns list.
3. Fill out the campaign creation form with the following fields:

| | | |
| - | - | - |
| Field | Required | Description |
| **Name** | Yes | The name of your campaign. This is the only required field. |
| **Parent Campaign** | No | Select an existing campaign to nest this one under. Useful for organizing sub-campaigns (e.g., "Spring Gala" under "2026 Annual Fund"). |
| **Goal** | No | A dollar amount target for the campaign. This will be tracked against actual donations received. |
| **Start Date** | No | When the campaign begins. |
| **End Date** | No | When the campaign ends. |

4. Click **Save** to create the campaign.

Once created, you'll be taken to the campaign detail view where you can configure additional settings and begin adding donors, events, and fundraisers.

## 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:

| | |
| - | - |
| Setting | Description |
| **Name** | The fundraiser's display name (required). |
| **Description** | A description shown on the fundraiser page. |
| **Goal** | An individual fundraising goal for this fundraiser. |
| **Start / End Date** | The active window for the fundraiser. |
| **Fund** | Which fund donations through this fundraiser are allocated to. |
| **Allow Fundraising** | Whether supporters can create their own P2P fundraiser pages under this one. |
| **Donations P2P Only** | Restrict donations to only come through P2P fundraiser pages. |
| **Show Leaderboard** | Display a leaderboard of top fundraisers on the campaign page. |
| **Show Activity** | Show recent donation activity on the fundraiser page. |
| **Show Child Fundraisers** | Display sub-fundraisers created by supporters. |
| **Show Parent Fundraiser** | Display a link back to the parent fundraiser. |
| **Hide Fundraise Button** | Hide the option for visitors to start their own fundraiser. |
| **Donate After Expiration** | Allow donations even after the fundraiser's end date has passed. |
| **Child Fundraiser Title** | Customize the label used for supporter-created fundraisers. |
| **Banner Image** | Upload a banner image for the fundraiser page. |

## 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.


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