Campaigns

Campaigns represent a fundraising effort with a defined goal, timeframe, and theme. They let you group related donations together so you can measure the success of a specific solicitation (e.g., "2026 Annual Fund," "Giving Tuesday," "Spring Gala").

Campaigns List

The Campaigns index shows all campaigns with their name, goal, total raised, and date range. Progress toward goal is displayed to give a quick view of how each campaign is performing.

Creating a Campaign

• Name (required) — the campaign's name as it will appear in reports.
• Goal — the fundraising target in dollars. Optional but recommended for progress tracking.
• Start Date / End Date — the date range of the campaign.
• Description — internal notes about the campaign's purpose and strategy.
• Active — inactive campaigns will not appear as an option when recording donations.

Linking Donations to Campaigns

When recording a donation, select the appropriate campaign from the dropdown. Linking gifts to campaigns lets you run reports that show total revenue by campaign.

Campaign Reporting

Filter the Donations list by campaign to see all gifts attributed to a specific effort. Use this data to calculate cost-per-dollar-raised, response rates, and year-over-year comparisons.

Deleted Records and Trash

When you delete a campaign, the record is soft-deleted — it is hidden from normal views but kept in the database so it can be restored if needed. Donations linked to a deleted campaign keep their association and are not affected.

Viewing trashed records

Use the Trashed filter above the table to control which records appear:

• Without trashed (default) — only active records are shown.
• With trashed — active and deleted records are shown together. Deleted records can be identified by the Restore action in their row.
• Only trashed — only deleted records are shown.

Restoring a deleted record

Find the record using the Trashed filter set to With trashed or Only trashed, then click Restore in the row actions. The record is immediately returned to active status.

Permanently deleting (purge)

Force-delete permanently removes a record from the database. This action is restricted to super-admin users and cannot be undone. Force-delete appears as an action on trashed records only when you are logged in as a super-admin.