Finding your way around Campaign Settings

Campaign Settings organizes every setting into tabs, each with its own color and a rail of sections down the side. If you're hunting for a setting you used to know by its old name, this map will get you there.

The tabs

• General — Basic Information (name, URL, logo, public contact) and Model, Contact & Org (campaign model, owners, Tax ID, statement descriptor). On a Go campaign, the Upgrade to Pledgix One card lives here too.
• Timeline — campaign dates, scheduling, timezone, and the countdown timer.
• Fundraising — the money settings in one place: Financial Goals (goal, currency, bonus goal, minimum donation, recurring, donation mode), Quick Amounts (suggested donation buttons), and the Finale Share Kit.
• Live event — the Live Event Screen, Presentations, the Control Room, and the Success Celebration.
• Payments — payment methods, payout routing, and charity card (DAF) options.
• Team & Access — public Team Signup settings and Client Portal Access.
• Integrations — QuickBooks and other third-party connections and terminals.
• System — campaign metadata, AI services, and the danger zone (archive/delete).

Two further tabs — Page & Visibility and Channels (call center, marketing, and SMS gateway switches) — are managed by the Pledgix team and don't appear in your portal. If you need something changed there, such as enabling the call center, open a support ticket.

Search is the fastest way

The search box at the top of Settings indexes every setting, including the words people actually use — type "EIN" and it finds Tax ID, type "confetti" and it finds the Success Celebration, type "bank" and it finds payout routing. Picking a result jumps you to the exact card on the right tab.

The section rail

Inside a tab, the rail lists that tab's sections so you can jump between cards without scrolling. Sections your plan doesn't include disappear from the rail, the page, and search together — if a section you expect is missing, see Why don't I see a feature?

Where did my old section go?

If you remember the older flat settings list, here's the mapping for the big ones:

| You're looking for… | It's now under… | |---|---| | Financial Goals | Fundraising | | Quick Amounts | Fundraising | | Finale Share Kit | Fundraising | | Timeline & Scheduling | Timeline | | Team Signup / Portal Access | Team & Access | | Live Screen / Presentations / Celebration | Live event | | Campaign model & owners | General | | Call center / marketing switches | Channels (platform-managed) |

Old bookmarks and deep links keep working — an old-style section link opens the right tab automatically.

Tip: Some sections show an Admin badge or render read-only. That means the setting exists on your campaign but is controlled by a role above yours (or by the Pledgix team) — you can see the state, but changing it takes the right permission.