Every campaign starts the same way, no matter which type you’re building.

The Campaign Builder

1. In the Admin, open the menu that matches what you’re doing: Campaigns > Fundraisers, Memberships, Ticketing, or Products.
2. Click the Build Campaign button.
3. Work through the steps below.

Each menu only offers the campaign types that belong to it, so you see a short, relevant list instead of everything at once. See Campaign Types for the full map.

Step 1: What kind of campaign?

Pick a type from the cards. Each card has a short description of what it’s for. Clicking a card moves you straight to the next step.

The campaign type cannot be changed after the campaign is created, so it’s worth a moment here.

Step 2: Which organization?

Choose the organization that should receive the money. This is the bank account the sales are deposited into, and like the type, it can’t be changed later.

What happens next depends on where the copy lands:

• Same school year: the copy keeps the same store category, form, and any bundled campaigns, and its name gets a “(Copy)” suffix so you can tell it apart from the original.
• Different school year: the copy starts with no availability dates, so you set fresh ones. Its name carries over unchanged, since “(Copy)” would just be noise in next year’s store. It automatically reconnects to that year’s own store category, form, and bundled campaigns wherever one with a matching name exists; anything without a match is left disconnected for you to set up.

Either way, everything else about the campaign — options, images, and settings — copies over. No sales data (orders, students, or payments) is ever copied.

Taking a Campaign Down

You usually don’t want to delete a campaign that has sales. Instead, open the Availability tab and check Mark campaign as not available for sale. Families still find the page instead of hitting a dead link, and they see that the offer has ended. You can also set an Availability Start and Availability End so the campaign opens and closes on its own.