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Creating a Private Campaign
Creating a Private Campaign

How to create a private campaign

Megan Carlson Kladakis avatar
Written by Megan Carlson Kladakis
Updated over a week ago

There may be a time where you want to create a private (not for the general public) campaign:

  • corporate partner campaign

  • individual/peer-to-peer style

  • other

How To 🚧

  1. Create a campaign
    This is the "funding bucket" that allows you to easily track/distinguish donations to this initiative from others.
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  2. Hide this campaign
    From Fundraising > Giving Forms > identify your DEFAULT giving form. Actions > Edit > Donation > Campaigns > toggle OFF "All Campaigns" & toggle ON only the campaigns you want to appear.
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  3. Create a giving form
    From Fundraising > Giving Forms > create a NEW giving form (we recommend you title it the same name as your campaign for easy internal reference). Actions > Edit > Donation > Campaigns > toggle OFF "All Campaigns" & toggle ON only this campaign you want to appear.
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  4. Connect campaign + giving form
    From Campaigns > identify the campaign. Options > Edit > Advanced Options > Checkout > Choose the correct/corresponding checkout > Save.

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