To create a new fundraising campaign, head to your Fundraising dashboard in your CRM. You can view your current campaigns here, or click ‘Add campaign’.

Give your campaign a name, and set a target for your campaign.

Once you’ve created the campaign, you can link this to any of your programmes, projects or events in your CRM.

You can also enable custom fields for your campaigns – for example, adding a cost code to all donations for this campaign. New custom fields can be added in your Tools & Settings – check out our separate guide on Custom Fields and Forms to learn more.

Individual donations and grant funding can now be linked to your campaigns.