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Creating Campaigns

Step 1: Create New Campaign

  1. Go to Fundraising > Campaigns

  2. Click Create Campaign

  3. Fill in campaign details:

    • Campaign name
    • Description
    • Target goal
    • Deadline
    • Campaign image
  4. Click Publish to make it live

Step 2: Set Contribution Tiers

Define reward tiers for backers:

  1. Go to Campaign > Reward Tiers
  2. Add tier levels with descriptions and rewards
  3. Set contribution amounts for each tier
  4. Configure reward fulfillment details

Step 3: Configure Campaign Updates

  1. Click Manage Updates
  2. Add campaign updates and milestones
  3. Schedule update notifications
  4. Attach images and media to updates

Viewing Campaign Details

Click on any campaign to view:

  • Current progress toward goal
  • Contributor count and breakdown
  • Updates and announcements
  • Backer tiers and rewards
  • Revenue and analytics

Updating Campaigns

Edit campaign details at any time:

  1. Select the campaign
  2. Click Edit
  3. Modify details (except goal and deadline once live)
  4. Click Save

Closing Campaigns

When a campaign ends:

  1. Select the campaign
  2. Click Close Campaign
  3. Confirm the action
  4. Generate final report

The campaign status changes to "Closed" and becomes read-only.

Campaign Analytics

Viewing Statistics

  1. Open campaign
  2. Go to Analytics tab
  3. View metrics:
    • Total raised
    • Contributor count
    • Contribution sources
    • Tier distribution
    • Daily/weekly trends

Exporting Reports

  1. Click Export Report
  2. Choose format (CSV, PDF, JSON)
  3. Select date range
  4. Download report

Backer Management

Viewing Contributors

  1. Go to Campaign > Contributors
  2. See all backer information:
    • Name and email
    • Contribution amount and tier
    • Contribution date
    • Reward status

Sending Messages

  1. Select one or more backers
  2. Click Send Message
  3. Compose message or select template
  4. Send notification

Processing Refunds

  1. Select contributor
  2. Click Issue Refund
  3. Enter refund amount
  4. Confirm and process

Next Steps

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