🪙 How to Create a Campaign

  • Updated

Campaigns are used to showcase an initiative or featured cause on the employees' homepage. Through a campaign, you can highlight fundraisers, volunteer events, or recommended charities to employees. Below is an example of a disaster relief campaign:

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☝️To create or edit a campaign, navigate to the Campaigns tab.

 

How to Create a Campaign

  • Log-in to your Deed Admin profile.
  • Go to the toolbar on the left-hand side
  • Select Campaigns > Create Campaign
  • Fill out the form (name your Campaign, add a description, add a banner photo or select background colors, tag nonprofits to the campaign, add fundraisers or volunteer events that you want to showcase, add a start/end date, select whether or not you want the campaign to be public, what locations that campaign should be available in, and where the campaign should be positioned on the employee’s home page).
  • Once complete, select Save

Note: If you haven't yet created campaign deeds (fundraisers, volunteer events, etc.) you can add them later, or connect them from the deed creation flow. 

Public Campaigns

A "Public Campaign" can be published so that users outside of your company can view and participate in your campaign. This is a great tool to share your impact initiatives with customers, family and friends. 

To create a campaign that is visible outside of your company, select "Public" as the Visibility setting under "General Settings" in the Campaign creation flow (step 8).

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☝️Pro tip: Make sure that all the deeds you create (fundraisers, volunteer events, projects, events) are also set as "Public" so that users outside of your company can view the opportunities you've tagged to the campaign. 

Note about Campaign Donation Tracker

The campaign tracker includes all Successful donations + Pending Payroll donations

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