Creating a Campaign
Last updated: April 10, 2026
Campaigns in WeGive let you organize your fundraising efforts around a specific initiative, appeal, or time period. A campaign groups together donors, donations, events, fundraisers, and communications so you can track performance in one place.
How to Create a Campaign
Navigate to Campaigns from the main sidebar.
Click the Create Campaign button at the top of the campaigns list.
Fill out the campaign creation form with the following fields:
Field | Required | Description |
Name | Yes | The name of your campaign. This is the only required field. |
Parent Campaign | No | Select an existing campaign to nest this one under. Useful for organizing sub-campaigns (e.g., "Spring Gala" under "2026 Annual Fund"). |
Goal | No | A dollar amount target for the campaign. This will be tracked against actual donations received. |
Start Date | No | When the campaign begins. |
End Date | No | When the campaign ends. |
Click Save to create the campaign.
Once created, you'll be taken to the campaign detail view where you can configure additional settings and begin adding donors, events, and fundraisers.
Campaign Detail View
After creating a campaign, the detail view gives you access to several sections:
Overview — A dashboard showing campaign performance over time. You can view charts for giving activity and message engagement, with date range options including year-to-date, last 12 months, last 3 months, and last 30 days.
Donors — View and manage the donors associated with this campaign. You can add new campaign members from this section.
Fundraisers — Set up and manage peer-to-peer (P2P) fundraisers tied to the campaign. Fundraisers allow your supporters to create their own giving pages on behalf of your campaign.
Events — View and manage events connected to the campaign.
Analytics — Track message performance (created, delivered, opened, clicked, errored), checkout conversion rates, and checkout funnel data to understand how donors are engaging with the campaign.
Parent and Sub-Campaign Hierarchy
Campaigns can be organized into a parent-child hierarchy. When you set a Parent Campaign during creation, the new campaign becomes a sub-campaign.
This is useful when you have a large initiative with multiple components — for example, a "Year-End Giving" parent campaign with sub-campaigns for "Direct Mail Appeal," "Email Campaign," and "Giving Tuesday."
Parent campaigns can aggregate data from all their sub-campaigns. When viewing a parent campaign's analytics, you can choose to include descendants, which rolls up giving totals, message stats, and checkout data from every sub-campaign in the family tree.
A campaign cannot be assigned as its own parent.
Duplicating a Campaign
If you want to reuse the structure of an existing campaign, you can duplicate it. Duplicating a campaign creates an exact copy with "(Copy)" prepended to the name. From there, you can rename it and adjust the settings as needed.
Archiving a Campaign
When a campaign is complete or no longer active, you can archive it to remove it from your active campaigns list. Archived campaigns and their data are preserved — they just won't clutter your main view.
Campaign Fundraisers (Peer-to-Peer)
Campaigns support peer-to-peer fundraising, where supporters create their own fundraiser pages tied to your campaign. When configuring a campaign fundraiser, you have access to the following options:
Setting | Description |
Name | The fundraiser's display name (required). |
Description | A description shown on the fundraiser page. |
Goal | An individual fundraising goal for this fundraiser. |
Start / End Date | The active window for the fundraiser. |
Fund | Which fund donations through this fundraiser are allocated to. |
Allow Fundraising | Whether supporters can create their own P2P fundraiser pages under this one. |
Donations P2P Only | Restrict donations to only come through P2P fundraiser pages. |
Show Leaderboard | Display a leaderboard of top fundraisers on the campaign page. |
Show Activity | Show recent donation activity on the fundraiser page. |
Show Child Fundraisers | Display sub-fundraisers created by supporters. |
Show Parent Fundraiser | Display a link back to the parent fundraiser. |
Hide Fundraise Button | Hide the option for visitors to start their own fundraiser. |
Donate After Expiration | Allow donations even after the fundraiser's end date has passed. |
Child Fundraiser Title | Customize the label used for supporter-created fundraisers. |
Banner Image | Upload a banner image for the fundraiser page. |
Custom Fields
Campaigns and campaign fundraisers both support custom fields. If your organization has configured custom fields, they will appear on the campaign detail view and can be filled in after creation.
CRM Integration
Campaigns sync with connected CRM integrations. Depending on your setup, campaign data — including the campaign page URL, donation form URL, start/end dates, status, and goal amount — can be pushed to external systems like Salesforce, Neon CRM, Raiser's Edge, or Virtuous.
Tips
Start with a name and goal — you can always fill in dates and other details later.
Use parent campaigns to keep related sub-campaigns organized and roll up reporting.
Duplicate past campaigns to save time when running similar initiatives year over year.
Check your analytics regularly — the overview charts and checkout funnel data help you understand what's working and where donors are dropping off.