Here's how to set up your campaign if you're using a centralized model, where an overarching diocese or office will be managing pledges and donations for multiple parishes or campuses.
Set Up an Annual Appeal Campaign
- Go to Contributions > Pledge Campaigns.
- Click New Pledge Campaign.
- Enter the Campaign Name. If this is a campaign that will occur every year, consider adding a year to the name to avoid confusion later.
- For the Campaign Type, select Annual Appeal.
- For the Campaign Goal, enter a dollar amount.
- For the Start Date, select when this campaign will begin.
- Enter any other necessary information.
- Click Save.
Set Up Campaign Goals
- Go to Contributions > Campaign Goals.
- Click New Campaign Goal.
- Select the Campaign that you created in Pledge Campaigns.
- Select the Parish or Congregation you want to track for this campaign.
- For Goal Amount, enter the dollar amount for this parish.
- Click Save.
Repeat these steps for each parish/congregation that's participating in the campaign.