Create a campaign

For:Administrator

↗Open in Unisoft

From My Campaigns (/app/campagne/list), click on Create a campaign.

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Who can create a campaign?

The button appears when your organization has the Campaigns module (otherwise, see Request activation) and your account has access to the Campaigns section.

What is required for creation

Setting	Notes
Campaign Name	Displayed as the page title and in your list. It cannot be changed afterward.
Page Address	Always in the format campaign-…: the remainder is generated from the name (lowercase letters, numbers, and hyphens). Unisoft checks if it’s available and suggests an alternative if it’s already taken. It cannot be changed afterward.
What the bar measures	An amount to be raised, a number of donors, or a number of sponsorships (including the amount per sponsorship). It cannot be changed afterward.
Goal	An amount in your organization’s currency, a number of donors, or a number of sponsorships, depending on the previous selection.
Start and End	A countdown is displayed on the page before it starts.
Event	None, a gala event, or ambassadors, with the relevant contact category being required. It cannot be changed afterward.

The campaign is affiliated with your organization’s main association.

Finalize in Layout

From the start, Unisoft opens Layout for your new campaign. Adjust it there:

• Configuration: texts, monthly donations, minimum amount, display of donations at galas;
• Appearance, Banners and Sections: visuals, colors, and content of the page;
• Information: goal levels, or adjustments to dates and goals;
• Currencies and Automations if needed.

Then add your products, your teams and your sources.

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The page is online as soon as it is created.

The address responds immediately. As long as you don’t share it, no one knows it: finalize the layout before distributing it.

Choose what the bar measures

Choice	The goal is…	Example
An amount to be collected	a sum of money	Funding the renovation of the synagogue
A number of donors	a count of people, regardless of their donation	Mobilizing 500 families
A number of sponsorships	a count of commitments for the same amount	Finding 100 sponsors at 50 [EUR] each

Gala Evening or Ambassadors

A campaign can rely on only one of these two events. In both cases, the contact category is mandatory: it provides the list of guests or ambassadors, and it is not changed thereafter.

• Gala evening: Reserved for campaigns with sponsorships, because the event screen displays sponsorships. It activates the live gala screen and allows for the entry of Pledges in real time. The category of guests groups together the contacts listed during the event; those you add on-site are also included in this category. New donations are displayed automatically; you can choose to approve them one by one in Layout, under the Configuration tab.
• Ambassadors: Activates the Ambassadors module. The category of ambassadors groups together the contacts to whom a team can be assigned.

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Advanced settings: available upon request to support

Some settings are configured by the Unisoft team: the minimum donation amount displayed on the gala screen, questions added to donations (dedication, Hebrew name, etc.), hiding the team selection option, monthly donation collection via GoCardless, the color of the payment page, a raffle, and a custom domain name. Write to contact@unisoft.world.

Full campaigns and custom websites

Self-service creation also supports the full campaign format offered by the interface. Advanced tools and APIs may be limited to certain campaigns: see the API keys.

The selection of currency upon arrival, the presentation of the donation in monthly installments, and its duration are determined in Layout.