← Back to help center

Managing campaigns

Campaigns are the core of GiveFlow. Each campaign represents a fundraising effort with its own page, donation form, goal, and progress tracking.

Campaigns list view

The campaigns list shows all your campaigns in one place. You can search by title or slug and filter by status: Draft, Active, or Archived.

Each row shows the campaign title and slug, its status, the amount raised, goal progress, donation and donor counts, how many forms it has, and when it was last updated. Click any campaign title to open its detail view.

Above the list, a summary strip shows the total number of campaigns, how many are active, the amount raised and the number of donations. It follows your search and status filter, so narrowing the list narrows the figures with it.

Creating a campaign

  1. Go to Campaigns in the GiveFlow menu.
  2. Click Add new campaign.
  3. Enter a title in the New campaign panel. Goal, description, fund, schedule, cover image, and permalink are all optional here and can be changed later.
  4. Leave the footer toggle on Create as draft, or switch it to Publish now to take the campaign live straight away.
  5. Click Create.

When you create a campaign, GiveFlow auto-creates two things for you:

  • A WordPress page with a starter layout already in place: a title, the campaign hero, an “About this campaign” section bound to the campaign description, a “Why this matters” section with placeholder copy for you to replace, a two-column section with recent donations and top donors beside the donation form, and a grid of your other campaigns
  • A default donation form linked to the campaign

You do not need to set these up manually. The campaign and its page stay in sync throughout their lifecycle.

Campaign detail tabs

Overview

The overview tab shows your campaign’s key metrics at a glance: goal progress, the total amount raised, the number of donations, the number of donors, and the average donation. Below them are cards for revenue over time, your donors, donation activity, and breakdowns by form, channel and payment method.

Pick a date range at the top of the tab. On a range of 7, 30 or 90 days you can also compare it against the previous period or the same period last year, and every metric picks up the change. The comparison control is hidden on Today and All-time, where there is nothing sensible to compare against.

Forms

The forms tab lists every donation form that belongs to this campaign, with its status, when it was last updated, and its shortcode. From here you can add a form from a template, edit one, set one as the campaign default, duplicate it, or delete it.

Settings

The settings tab is where you configure every aspect of your campaign. It is split into five panels: General, Goal, Appearance, Defaults, and Advanced. See the sections below for each setting you can adjust.

Editing campaign settings

Title and slug

The title lives in the General panel’s Identity card, the slug in its Public address card. The campaign title appears on your campaign page and in the admin. The slug determines the URL of the linked WordPress page, which the panel previews for you as you type.

Changing the title or slug updates the linked WordPress page automatically. Changing the slug can break inbound links to the old address.

Description

Add a short description to explain what your campaign is about. It is meant to be one or two sentences, and the field counts down from 120 characters.

The seeded campaign page binds its “About this campaign” paragraph to this text, and the campaigns grid uses it as each card’s blurb, so editing it here updates both.

Goal

The Goal panel is where you set a target. You can set a goal based on one of three types:

  • Amount — a monetary target (e.g., raise $10,000)
  • Donations — a total number of donations to reach
  • Donors — a total number of unique donors to reach

Leave the target empty for a campaign that tracks its total without aiming at one. Choose the goal type that best fits your campaign strategy: the campaign hero and the progress block both read whichever one you pick, so a campaign counting donors leads with donors rather than money.

Schedule

Set an optional start date and end date in the General panel’s Status & schedule card. An active campaign only takes donations inside that window. Before the start date, and after the end date, the donation form is closed.

The end date is inclusive, so a campaign that ends on 28 July still takes a donation during that day. Leave both dates blank for an open-ended campaign.

Cover image

Choose a cover image for your campaign in the General panel. It appears in the campaign hero block on your page and on campaign cards in the campaigns grid. The recommended size is 1600 by 900 pixels.

Form

Each campaign has a default donation form, chosen in the Defaults panel. It is the form the campaign page and the donate button block submit to. Only forms that belong to this campaign appear in the list.

Fund

Assign a default fund to your campaign in the Defaults panel. Donations made through the campaign are attributed to this fund unless the form sets its own default, or the donor picks a fund on the form. See Funds and designations for the full order.

Style

Apply a brand preset or set per-campaign style overrides from the Appearance panel. See Campaign styling and brand presets for full details.

The same panel can hide your theme’s header or footer on this campaign’s public pages, for a page with nothing on it but the campaign. It works on block and classic themes alike.

Publishing a campaign

  1. Open the campaign you want to publish.
  2. In Settings, open the General panel and change the status from Draft to Active.
  3. Save your changes.

The actions menu in the campaign header does the same thing in one step with Publish campaign, and Move to draft takes it back.

The linked WordPress page goes public once both the campaign and its default donation form are published. Until the form is published the page stays a draft, so visitors never land on a form that rejects donations. It works the other way too: publishing the campaign page in WordPress publishes the campaign.

Archiving a campaign

  1. Open the campaign you want to archive.
  2. Open the actions menu in the campaign header and choose Archive campaign.
  3. If the campaign has active recurring donations, GiveFlow tells you how many and roughly what they renew for each month. Tick Also cancel these subscriptions if you want them stopped, or leave it clear to let them keep renewing against this campaign.
  4. Confirm.

Archiving stops new donations: only an active campaign takes them. Everything else is preserved, so you can still open an archived campaign and read its stats and donation history. Choose Restore to draft from the same menu to bring it back.

Cancelling subscriptions runs in the background, since each one is a round trip to the payment gateway, and the affected donors are emailed.

Duplicating a campaign

  1. Open the campaign you want to duplicate.
  2. Open the actions menu in the campaign header and choose Duplicate campaign.

GiveFlow copies the campaign fields (description, goal, style, default fund, cover image) but resets all metrics to zero. The copy is named “Copy of” the original, starts as a draft, and does not carry the original’s schedule. A new WordPress page and a new donation form are created for the duplicate, and you land on the copy’s Settings tab so you can rename it before publishing.

This is useful when you want to run a similar campaign without starting from scratch.

Deleting a campaign

  1. Open the campaign you want to delete.
  2. In Settings, open the Advanced panel.
  3. Click Delete campaign and confirm the deletion.

Deleting a campaign also removes its forms and the WordPress page it created. This action cannot be undone.

A campaign that already has donations or recurring plans cannot be deleted, because its records would be orphaned. GiveFlow blocks the delete and asks you to archive the campaign instead, which keeps every record intact.