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.

Step 3: Campaign details

Give your campaign a name, description, and visual elements:

Step 4: Campaign options

This step shows the settings specific to the type you picked — donation amounts for a Donation Drive, membership levels for a Tiered Membership, your first event for a Ticket campaign, and so on. These are the same tabs you’ll see whenever you edit the campaign later, so nothing here is a one-time-only decision.

Click Create Campaign to finish.

Editing a Campaign

Open any campaign with the View button, then click Edit. Settings are organized into tabs:

Not every tab appears on every type. Auctions have no Store, First Step, Receipts, or Forms tab, for instance, and External campaigns have no First Step, Receipts, or Forms tab.

Most tabs have an Advanced settings link at the bottom that expands to reveal less-common options. It always starts collapsed. See Configuring Campaigns for what lives where.

Putting Your Campaign in Front of Families

A new campaign isn’t visible to anyone until you add it to a channel: the Online Store, First Step, or SnackBar.

Online Store

1. Open the campaign and click Edit.
2. Go to the Store tab.
3. Check Sell in the online store.

Once that’s checked, a few more settings appear:

• Select campaign as a featured campaign: shows the campaign on the store’s home page. If you’re not using categories, you generally want this on. There are cases where you don’t — staff memberships, for example, should only be sold to staff, so you’d email the link out and leave it off the home page.
• Store Category: assigns the campaign to a category shown in the store’s left sidebar. See Store Categories.
• Under Advanced settings, Require First Step completion before purchase limits the campaign to families who have finished First Step.

First Step

There are two ways in, and they do the same thing.

From the campaign:

1. Open the campaign and click Edit.
2. Go to the First Step tab.
3. Check Add to First Step.
4. Choose which Page it should appear on.

From the First Step page:

1. View the First Step page where the campaign will be added.
2. Click the Add Section button.
3. Click the Show Campaign radio button.
4. Select the campaign from the dropdown.
5. Click the Add First Step Section button.

SnackBar

1. Open the campaign and click Edit.
2. Go to the SnackBar tab.
3. Check Available in SnackBar.

The SnackBar tab appears on Purchase, Membership, Tiered Membership, Donation Drive, Sign Up, and Shop campaigns. See In-Person Payments (SnackBar) for details, including how to add several campaigns at once.

Restricting a Campaign to Certain Grades or Teachers

During First Step, campaigns can be restricted to selected grade levels, selected teachers, or both. By default they’re shown to everyone. This is helpful when selling or collecting:

• School Supply Kits
• Field Trips
• School Dances
• Test Prep Services
• A single classroom’s fee or fundraiser

On the campaign’s First Step tab, open Advanced settings. Under Grade Restrictions, choose Selected Grades and check the grades that should see the campaign. Under Teacher Restrictions, choose Selected Teachers and check the classrooms that should see it — the list is shown in three columns since schools often have many more teachers than grades.

If you set both, the campaign reaches anyone who matches either one. For example, restricting to grade 5 and to Mrs. Betty reaches every grade 5 student plus every one of Mrs. Betty’s students, even if she teaches a different grade. Setting only one restricts on that one alone.

Managing an Existing Campaign

From an open campaign you can:

• Edit: change any of the settings above.
• Preview: see how the campaign looks to families, on desktop and mobile.
• View in Store: open the live campaign page.
• Campaign Report: see the detail report for this campaign.
• Duplicate: copy the campaign into a school year and organization you choose. See Duplicating a Campaign below.
• Delete: remove it. Deleted campaigns can be restored.

Campaign Report, Duplicate, and Delete are in the Actions menu at the top of the campaign.

Duplicating a Campaign

Duplicate is useful any time you’re running something similar again, and it’s especially handy when you’re rolling a campaign into a new school year.

1. Open the campaign and click Actions > Duplicate.
2. In the window that opens, confirm the School Year the copy should belong to. It defaults to the campaign’s own school year.
3. Confirm the Organization that should be paid for the copy’s sales. It defaults to the campaign’s own organization.
4. Click Duplicate Campaign to create the copy.

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.