Import Campaigns

How to import existing campaigns

To get started, you can import all your current campaigns into the system.

Here's how:

1. In the left sidebar, go to the “Lists” category.

2. Click on the “campaigns” tab.

3. Click the three-dot icon in the upper right corner.

4. Select “Import ”

5. Download the “Campaign Template” Excel file.

6. Fill in the template with your existing campaign information.

   1. Campaign Number - Enter a unique number that does not already exist in the campaign list.

   2. Campaign Name - This name is used internally.

   3. Friendly Name - This name is used externally and is visible to the donor on receipts and invoices.

   4. Parent name - Enter the broader title for these types of campaigns. You can create nested sub-campaigns up to 5 levels deep, with each child campaign able to have its own sub-campaigns.

7. Save and close the file.

8. Drag the file into the upload area or click to choose file.

9. Click “Upload.”

Your campaigns are now imported and will appear in the campaigns list.

IMPORTANT:

• Make sure to fill in the template exactly according to the column titles to ensure a smooth import.

• Some columns include instructions on acceptable values—follow these carefully.