Creating and managing campaigns, events, and appeals; linking payments and touchpoints to them.

A fundraising activity is a campaign, event, appeal, or any organised fundraising effort. Linking payments and touchpoints to a fundraising activity lets you see how much a campaign has raised and who was involved.

Creating a fundraising activity

Field Notes
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Linking records to a fundraising activity

  • When adding a touchpoint, you can select a fundraising activity to associate it with.
  • When adding a payment, you can select a fundraising activity to associate it with.

Viewing activity performance

Editing and deleting fundraising activities