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Creating a Campaign

FundiFI = Brand name shown to the user (e.g. “AdminiFI”, “FundiFI”, “FaithForward”)
Fundraising = Friendly name of this module (default: “Fundraising”)
Gift = Preferred term for a gift (e.g. “Donation”, “Gift”)
Gifts = Plural version of Gift
Supporters = Plural version of “Donor” (e.g. “Supporters”)
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Creating a Campaign

Overview​

Learn how to launch a focused fundraising effort with clear goals, dates, and messaging. Campaigns keep giving organized and motivate Supporters with visible progress.

Time to complete: 3–5 minutes
Difficulty: Beginner
Prerequisites: Access to Fundraising and at least one Fund & GL Account configured

Quick Start​

  1. Open the Assistant – press Ctrl + K or click the icon.
  2. Describe your campaign in plain English, e.g.
    “Create a new campaign called Summer Appeal, goal $10,000, starts July 1, ends July 31.”
  3. The Assistant opens the form and pre-fills the details.
  4. Review & tweak anything you like, then click Create Campaign.
  5. Keep the Assistant open for quick follow-ups (e.g. “Show me that campaign’s link.”).

Method 2: Manual Navigation​

  1. Go to Fundraising → New Campaign.
  2. Complete the required fields (red asterisks).
  3. Add optional extras (description, image, thank-you message).
  4. Link the right Fund and GL Account.
  5. Toggle Display Progress Bar / Allow Recurring Donations as needed.
  6. Click Create Campaign.

🤖 Assistant Tip: The richer your first prompt, the less typing you’ll do in the form.

Field Guide​

Required Fields​

FieldWhat it isExample
Campaign NamePublic-facing title“Holiday Giving Drive”
DescriptionAppears on donor page & preview card“Help us build a new playground…”
Campaign ImageEye-catching graphic for shares & forms1200 × 628 hero
Start DateFirst day gifts count15 Nov 2025
End DateLast day gifts count31 Dec 2025
FundRoutes revenue to correct restricted or unrestricted fund“General Operating”
GL AccountMaps to accounting ledger“Revenue 4000”
FieldWhy it mattersExample
Goal AmountPowers the progress bar$25,000
Thank-You MessageAuto-shown after gifts & in receipts“Thanks for investing in our kids!”
Display Progress BarShows live progress to donorsOn
Allow Recurring DonationsInvite ongoing giftsOn

Best Practices​

✅ Do This​

  • Set a clear, realistic Goal Amount.
  • Use a compelling, on-brand Campaign Image.
  • Write a warm, impact-focused Thank-You Message.
  • Link to the correct Fund for clean accounting.
  • Turn on Recurring Donations for evergreen campaigns.

AI Assistant Examples​

  • “Create a campaign called Back to School Drive, goal $15k, starts Aug 1 ends Aug 31, thank-you ‘You’re awesome!’”
  • “Set End of Year campaign status to Archived.”
  • “Show me campaigns ending this month.”
  • “Update Spring Gala goal to $50,000.”

After Creating a Campaign​

  1. Share the link – grab the Donate URL and add it to your site, email, and socials.
  2. Promote – newsletters, social posts, events, you name it.
  3. Monitor progress – live dashboard or ask the Assistant: “How’s our Summer Appeal doing?”
  4. Thank donors – review auto-receipts and schedule additional stewardship.
  5. Close out – once the End Date passes, switch Status to Archived and run final reports.

Troubleshooting​

IssueQuick Check
Can’t save campaignMissing required field; End Date < Start Date; duplicate name
Image won’t uploadJPG/PNG under 5 MB; try another browser or clear cache
Progress bar not showingToggle is ON and Goal Amount > $0

Video Walkthrough​

[Placeholder: 4–5 minute video showing step-by-step creation]

Need Help?​

  • Email Support: support@FundiFI.app
  • AI Assistant: Ask “How do I create a campaign?” anytime