Ideali includes two built in AI tools that help you create a compelling campaign page even if you are starting from scratch. You can use AI to write your campaign description and to generate a custom banner image, saving you time and effort while producing professional results.
Both tools are available inside the campaign builder and can be accessed during the relevant steps.

AI Description Generator

When you reach the Add Description step in the campaign builder, you will see a text editor with an AI prompt option. Instead of writing from scratch, type a brief summary of your campaign into the prompt field and press Enter. The AI will generate a full description for you based on what you provide. You can then edit, refine, or rewrite any part of it before saving.

This is especially useful if you are unsure how to present your cause in writing or want a strong persuasive starting point quickly.

AI Banner Image Generator

When you reach the Campaign Banner Image step, select the Generate Using AI tab. Describe the image you want and the AI will create a custom banner tailored to your campaign. This is a great option if you do not have a professional photo available and want something visually relevant to your cause.

Once generated you can accept the image or try a different prompt until you get a result you are happy with.

Every time a donor completes a contribution, Ideali automatically sends them a thank you email that includes their transaction receipt. You can customize this email to reflect your organization’s voice and make each donor feel personally acknowledged.

The thank you email is configured in Step 8 of the campaign builder. The email begins with a default template that cannot be edited. You can add your own personalized message after the default content.

Email Subject Line

You can edit the subject line that donors see in their inbox. The default is “Thank you for Donation” but you can change this to something more personal or specific to your campaign.

Personalizing Your Message with Variables

Use the Variable dropdown in the email editor to insert dynamic fields that automatically pull in real information for each donor. This allows you to send personalized emails without manually editing each one.

The available variables are organized into the following categories:

• Donor — First Name, Middle Name, Last Name, Full Name, Cell Phone, and Email.
• Donation — Campaign Name, Donation Currency, and Donation Amount.
• Invoice — Invoice Number and Invoice Date.
• Organizer — Organizer Name and Organizer Email.
• Other — Current Date and Time.

To learn more about how your organization details appear in donor communications, see Setting up your organization profile.

Once your campaign is published it appears in your Campaigns list where you can monitor its performance and take action without having to open the campaign builder again. To access your campaigns, go to Donation in the left sidebar and click Campaigns.

Reading Your Campaign Card

Each campaign card gives you a quick snapshot of how your campaign is performing:

• Status — Shows whether your campaign has Started, ended, or is scheduled.
• Days Left — A countdown to your campaign end date.
• Raised — The total amount donated to this campaign so far.
• Goal — Your fundraising target.
• Donations — The total number of individual donations received.

Click View to open the public facing campaign page, or click Update to go back into the campaign builder and make edits.

Campaign Menu Options

Click the three dot menu on any campaign card to access additional management options:

• Payment List — View all payments received for this campaign. Learn more about tracking payments.
• Share — Open the sharing options to distribute your campaign link. Learn more about sharing your campaign.
• Donor List — View a list of all donors who have contributed to this campaign.
• Archive — Archive the campaign when it is no longer active to keep your list tidy.
• Enable Auto sync — Sync campaign data with connected integrations such as Constant Contacts and QuickBooks.
• Recurring Donations — View and manage donors who have set up recurring contributions.
• Make a Copy — Duplicate this campaign to use as a starting point for a new one.
• Delete — Permanently remove the campaign from your account.

Once your campaign is published you need to get it in front of donors. Ideali gives you multiple ways to share your campaign so you can reach supporters wherever they are.To access the share options, go to your Campaigns list, click the three dot menu on your campaign, and select Share.

Campaign Link

Your campaign has a unique direct link that you can copy and share anywhere. Paste it into an email, send it via SMS, post it on your website, or share it across social media. Anyone who clicks the link will land directly on your donation page.

QR Code

Download a QR code for your campaign to use on printed materials such as flyers, posters, letters, and event signage. Supporters can scan the code with their phone camera and go directly to your donation page without having to type a URL.

Embed Code

Add your donation form directly to your own website using the embed code option. You can choose between two display formats:

• On Page Embed — The donation form appears inline as part of your webpage content.
• Popup Window — The donation form opens as an overlay when a visitor clicks a button on your page.

Social Sharing

Use the quick share buttons to post your campaign directly to Facebook, share via Email, or send through Messenger with a single click.

If you want to create a new campaign that is similar to one you have already built, you do not need to start from scratch. Ideali lets you duplicate any existing campaign and use it as a starting point, saving you time on setup.

This is useful when you run the same fundraiser annually, want to test different versions of a campaign, or need to launch multiple campaigns with a similar structure.

How to Duplicate a Campaign

1. Go to Donation in the left sidebar and click Campaigns.
2. Find the campaign you want to duplicate.
3. Click the three dot menu on the campaign card.
4. Select Make a Copy.

Ideali will create an exact copy of the campaign including the name, description, goal, preset donation amounts, campaign color, banner image, payment account, and thank you email settings.

After Duplicating

The copied campaign opens in the campaign builder where you can make any changes before publishing. At minimum you should update the following:

• Campaign name — so donors and your team can distinguish it from the original.
• Start and end dates — to reflect the new campaign period.
• Fundraising goal — if the target has changed.
• Description — to keep the content fresh and relevant.

Once you are happy with the changes click Publish Campaign to make it live. For a full walkthrough of the campaign builder see Creating a donation campaign.

The Archived List gives you a clean record of campaigns that have run their course. Archiving a campaign removes it from your active campaigns view without permanently deleting it, keeping your workspace tidy while preserving the data for future reference.

To access the Archived List, go to Donation in the left sidebar and click Archived List.

Which Campaigns Can Be Archived?

Only campaigns with a status of Ended can be archived. Active or draft campaigns cannot be moved to the archive until they have reached their end date and are no longer accepting donations.

Reading the Archived List

Each row in the archived list shows a summary of the campaign:

• Campaign Name — The name of the archived campaign.
• Status — Will always show Ended for archived campaigns.
• Goal — The fundraising target that was set for the campaign.
• Payments — The total amount received during the campaign’s lifetime.
• Start Date — The date the campaign began accepting donations.
• End Date — The date the campaign stopped accepting donations.

Archiving a Campaign

To archive an ended campaign, go to your Campaigns list, click the three dot menu on the campaign you want to archive, and select Archive. The campaign will then appear in your Archived List and will no longer show in your main campaigns view.

Exporting Your Archived List

Use the export buttons in the top right corner of the Archived List page to download your archived campaigns as a PDF or spreadsheet for your own records or reporting needs.