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Adding a Fundraising Source Code to a Campaign

Adding a source code to a campaign is very similar to adding a campaign to a fund.

To add a source code to a campaign, complete the following steps:

  1. Follow the steps outlined in the Adding a Campaign to a Fund online help topic to add a campaign to your fund.
  2. Click the Campaign tab on the fund profile to view the Campaign child form.
  3. Expand the Campaign child form to view the list of campaigns added to the fund.
  4. Click the GoTo  icon next to the campaign name of the campaign to which you will be adding the source code. This will open the campaign profile page.
  5. Click the Source Code button located on the campaign profile page. This will open the Source Code pop-up window.

    6.  

  6. Click the Generate New checkbox if it is not selected.
  7. The source code name in the Source Code field is auto-generated.

    8. You may also edit the name in the Source Code field in order to make the source code easier to find in a list and easier to remember what it’s purpose is/was.

  8. Enter the text that will be hyperlinked in the email to take the recipient to the Donate Now page for the fund in the Link Text field.

  9.  Click the Save button. The campaign profile will update and display the newly added source code.