You will need the Full Write Pledges permission to perform this action.
There are two ways you can add a new giving campaign to One Church Software. The first is to click on the "New" drop-down menu in the header of any page and click on "Giving campaign."
The other way is to go to "Contributions > Pledges" in the left-hand navigation menu and click on the "Add New" button at the top.
Regardless of which method you choose, a pop up will appear where you can enter the details for this giving campaign. The following fields are available:
Name - this is the name of the campaign. This field is required.
Description - a description detailing what the purpose of the campaign is and anything else you want to include.
Start & End Date - the start and end date for the campaign. Both the start and end date are required.
Designation(s) - select the designations that should apply to this campaign.
Goal - the amount of money you are looking to raise. If blank, the goal for the campaign will equal the sum of all pledges.
Pledges Only? – toggle on if you only want to count contributions that come from donors who have made a pledge. Otherwise all contributions given to campaign designations will count toward campaign progress.
Allow Early Donations? – toggle on if you want to include all of a donor's contributions to campaign designations in their pledge progress as early as the date you provide. Otherwise, only contributions given during their pledge dates will count toward their individual progress.
Once complete, click on the "Save" button to create the campaign. You will be redirected to the campaign screen.
How are contributions credited to the campaign?
When a contribution is entered into the system (regardless of how), the date and designation for the transaction are used to determine which pledge it should be credited to. The system will look for a pledge that is active at the time the contribution was given and for the designation entered.
If a campaign is marked as "Pledges Only?" then the donor must have a pledge within that campaign for it to be counted towards the campaign. Otherwise, any contribution that matches the campaign date range and designation will count.
Important: You can create giving campaigns with overlapping date ranges. However, if there is an overlap, the two campaigns cannot share a designation.
Next Steps
Learn how to add pledges to the campaign
Learn how to track the progress of a campaign