Managing a Fundraising Campaign
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      2. Basics
      3. Managing a Fundraising Campaign

      Edit Campaign: Details

      You will first need to be on the Campaign Edit page. Here are instructions: Editing a Campaign.

      When editing campaigns, there are 6 sections of customization.

      1. Basic
      2. Design
      3. Finance
      4. Details
      5. Receipt
      6. More 

      Below is a screenshot of the Editing Campaign:Details page. From this page you can edit the following:

      • Organization Contributions: Allow contributions on behalf of organizations.
      • Standard Field: see below (click + symbol to see Standard Field options)
      • Custom Fields: see below (click + symbol to add new Custom Fields)

      Standard fields:

      • Donor Title
      • Donor Middle Name
      • Donor Suffix
      • International Address: Allow donations from outside of the U.S.
      • Employer/Occupation: Collect donor employment data.
      • Employer Address, City, State, Zip:
      • Political Statement: The political statement appears next to employer/occupation field and is usually used by Federal candidates to disclose the FEC's "Best Efforts" requirement. Candidates in non-federal races with similar requirements would place their statement here.
      • Legal Terms: Add legal terms for donors to agree to or confirm.
      • Referred By: Allow donors to select how they heard about the campaign.
      • Comments: Allow donors to leave comments.

      Custom Fields

      You can create three types of custom fields.

      • Text Field
      • Dropdown List
      • Checkbox

      After adding a standard or custom field, you will need to click the blue "Save" button at the top of the page.

      Note: Adding the Employer/Occupation standard fields will automatically add a Retired checkbox to your form.