How do I create a sub-campaign?

Crowdfunding Advisors Campaign Settings, Help Center

How do I create a sub-campaign?

Campaign Settings, Help Center
— Updated: July 16, 2020

Article Under Revision

With the release of our new support center, we are revising old and outdated support articles. There may be information on this page that is outdated.

If you have any questions, you can reach out to our customer support team directly for assistance. This can be done by placing a ticket with the Support button in the bottom right corner of your screen.

If you’ve been given a link to a “Sign up page” by an Organization so you can create a Sub-Campaign to raise funds on behalf of them, then this Help Page is for you.

If you represent a Non-Profit Organization and would like to know how to let your supporters create sub-campaigns, click here for your Help Page.

What is a Sub-campaign?

It’s a feature available only to Organizations, used to allow supporters and volunteers like you to raise funds on behalf of their Organization without giving them access to their financials. 

The Organization creates a campaign, then turns on the feature. Their campaign then becomes a Master Campaign and they’re given access to a special Sign up page link that they can share with anyone who wants to create a campaign to raise money for them, along with a link to this Help Page.

By following the steps on this page, you can create a customizable clone of the Organization’s campaign.

This allows the Organization to raise much more money than was possible on their own, because they’re giving the community an easy way to help them out, and at the same time they’re empowering community members like you to tell your own story about why you support their Organization.

What can you customize?

This screenshot will show you what you can customize in your Sub-Campaign’s Edit page:

Step 1

After you click the Sign up page link, just read the info on the page and click the Get started button.

Step 2

This page will load pre-filled with some of the same info that was in the Master campaign. What you’re looking at is an exact clone of the Organization’s “Master” campaign, but you can edit what’s there and personalize it to your own situation: 

  • Intro section
  • Title
  • Goal
  • Your location

You don’t need to change anything that’s there, though – if you’re happy with the pre-filled content, just click Save & continue at the bottom.

Step 3

This page also loads pre-filled with content from the Master campaign’s Story and main picture. 

Make any changes you need to here, click “Terms” in the “Our commitment” section to read our Terms Of Service, then click “Save & continue” at the bottom. 

Step 4

This page just lets you know you’re done setting up the Sub-campaign. Just click “Review your campaign” at the bottom and we’ll bring you straight to your new Sub-campaign page.

When your Sub-campaign page loads, you’ll see your Admin Panel at the top, with a button inside it. The button will say one of two things:

If you see the Launch your campaign button, that means the Organization that created the Master campaign prefers to let Sub-campaigns launch as soon as they’re created. Just click the button to launch your campaign. 

If you see the Submit for approval button, that means the Organization that created the Master campaign prefers to manually approve every Sub-Campaign that gets created (usually, organizations do this to make sure that the content inside Sub-campaigns does not conflict with their Organization’s branding or mission statement). Just click the button to submit or approval. Your campaign will automatically launch once they approve it. 

If you need to contact the Organization that created the Master campaign or any reason, click the gear-shaped icon in your campaign’s NavBar then click Contact admin: