Creating Campaigns
Step 1: Create New Campaign
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Go to Fundraising > Campaigns
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Click Create Campaign
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Fill in campaign details:
- Campaign name
- Description
- Target goal
- Deadline
- Campaign image
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Click Publish to make it live
Step 2: Set Contribution Tiers
Define reward tiers for backers:
- Go to Campaign > Reward Tiers
- Add tier levels with descriptions and rewards
- Set contribution amounts for each tier
- Configure reward fulfillment details
Step 3: Configure Campaign Updates
- Click Manage Updates
- Add campaign updates and milestones
- Schedule update notifications
- 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:
- Select the campaign
- Click Edit
- Modify details (except goal and deadline once live)
- Click Save
Closing Campaigns
When a campaign ends:
- Select the campaign
- Click Close Campaign
- Confirm the action
- Generate final report
The campaign status changes to "Closed" and becomes read-only.
Campaign Analytics
Viewing Statistics
- Open campaign
- Go to Analytics tab
- View metrics:
- Total raised
- Contributor count
- Contribution sources
- Tier distribution
- Daily/weekly trends
Exporting Reports
- Click Export Report
- Choose format (CSV, PDF, JSON)
- Select date range
- Download report
Backer Management
Viewing Contributors
- Go to Campaign > Contributors
- See all backer information:
- Name and email
- Contribution amount and tier
- Contribution date
- Reward status
Sending Messages
- Select one or more backers
- Click Send Message
- Compose message or select template
- Send notification
Processing Refunds
- Select contributor
- Click Issue Refund
- Enter refund amount
- Confirm and process
Next Steps
- Features — Explore all plugin capabilities
- Integrations — Connect with other systems
Still stuck?
Our support team is ready to help you get set up.

