Creating a Donation Campaign

Learn how to create and publish a donation campaign on Ideali using the step by step campaign builder, from setting your goal to publishing your page.

2 min read
Ideali makes it easy to set up a professional donation campaign in minutes. The campaign builder walks you through each step one at a time, with a live preview on the right side of the screen so you can see exactly how your campaign will look to donors as you build it.To get started, go to Donation in the left sidebar, click Campaigns, then click New Campaign in the top right corner.

📹 Watch: Setting Up your First Campaign ⏱ 1m 17s

The builder is divided into the following steps:

  1. Campaign Name and Dates — Give your campaign a name and set your start and optional end date.
    Campaign Name and Dates step showing campaign name field with start and end date fields
    Step 1: Campaign Name and Dates
  2. Set Goal — Enter your fundraising target and choose whether to display it publicly.
    Set Goal step showing fundraising goal amount field and Show Fundraising Goal toggle
    Step 2: Set Goal
  3. Add Description — Write about your cause or use the built in AI generator to create one instantly.
    Add Description step showing a rich text editor with AI generation option
    Step 3: Add Description
  4. Set Payment Account — Choose which connected payment account will receive donations and select your accepted payment methods. Learn how to set up a payment account.
    Select Payment Account step showing payment account dropdown and payment method checkboxes
    Step 4: Select Payment Account
  5. Preset Donation AmountsSet suggested giving amounts for one time, monthly, and yearly donors.
  6. Campaign Color — Choose a color that matches your cause or organization branding.
  7. Campaign Banner Image — Upload your own image, choose from stock photos, or generate one using AI.
  8. Thank You EmailCustomize the email donors receive after contributing.
  9. Review and Confirm — Review your campaign details and publish when ready.
    Review and Confirm step showing a summary of all campaign details with Publish Campaign button
    Step 9: Review and Confirm

At any point during the process you can click Save and Exit to save your progress and return later, or click Back One Step to make changes to a previous step.

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