Campaigns & teams
Build, launch, and run your fundraising campaigns and teams.
43 articles
- Creating your first campaignLaunch a fundraising campaign in minutes with the campaign wizard — pick a model, name your campaign, design your page, set a goal and web address, and go live.
- What is Pledgix Go?The completely free campaign model — 0% platform fee, an optional donor tip, and tax-deductible giving under the Pledgix nonprofit umbrella.
- Choosing a campaign modelGo, One, One UK, Pro, or Political — how the Pledgix campaign models compare and which one fits your fundraising.
- Upgrading from Go to OneHow the one-click Go → One upgrade works — what unlocks, what the fee change means for donations you already raised, and why it's permanent.
- Requesting a Pro campaignHow the Pledgix Pro onboarding request works — what to submit, and what happens after you click Send Request.
- Campaign statuses and lifecycleWhat Live Now, Early Giving, Ended, and the other campaign badges mean, and how launch dates, countdowns, and extensions control what visitors see.
- Goals, currencies, and multi-currency givingHow your fundraising goal and base currency work, how to add a bonus goal, and how donors can give in their own currency with live exchange rates.
- Building teams and appointing captainsCreate fundraising teams with their own pages and goals, organize them into groups, and assign captains to track progress.
- Bulk-importing teams from a spreadsheetImport dozens or hundreds of fundraising teams at once from a spreadsheet, with a built-in template, error checking, and duplicate matching.
- Letting the public sign up as teamsAdd a "Be a Team" button to your campaign page so supporters can create their own fundraising teams — with automatic or manual approval.
- Managing campaign tasks and to-dosOrganize your campaign work with tasks — priorities, due dates, recurring schedules, subtasks, and the option to route a task straight to Pledgix support.
- Planning with the campaign calendarSee your whole campaign on one calendar — events, tasks, live days, and countdowns — and sync it with Google Calendar.
- Campaign content in multiple languagesWrite your campaign story in Yiddish, Hebrew, English, and dozens more languages with the Story Studio — with dedicated web addresses for the five platform languages.
- Using the Live Screen at eventsProject a real-time fundraising jumbotron at your event — live totals, a donation feed, top teams, a countdown, and a scan-to-donate QR code.
- Donation matching roundsRun sponsor-backed matching challenges — double or triple every gift in real time, with automatic banners, countdowns, and pool tracking.
- Editing your campaign after launchWhat you can change once your campaign is live — and which settings are protected, locked, or handled by Pledgix.
- Finding your way around Campaign SettingsThe tabbed settings layout explained — what lives on each tab, how search finds any setting, and where the old sections went.
- Understanding your campaign analyticsMake sense of the Overview command center and the Analytics hub — KPIs, trends, visitor data, geography, conversion, and team performance.
- Generating a campaign banner with AIDescribe the banner you imagine and let the AI Banner Generator create a polished, full-width hero image for your campaign page — no designer needed.
- Writing your About section with AITurn a few bullet points into a complete, compelling campaign story with Story Studio's AI Auto-Write — you review every word before it goes live.
- Understanding AI creditsWhat AI credits are, what each AI tool costs, how failed generations are refunded, and how to get more credits when you run out.
- Donation tiers: creating giving levels (Zechusim & Tiers)Offer named giving levels — with amounts, images, colors, and honors — that donors can pick straight from your campaign page.
- Limited tiers: quantities, \"X left\" badges, and Sold OutCap how many units of a giving level are available — donors see a live countdown of remaining spots, and sold-out tiers close themselves automatically.
- Merit and dedication lines on tiersAdd honor and dedication text to any giving level — and understand how a donor's own "In Honor / Memory Of" message is recorded with their gift.
- Quick Amounts: suggested donation buttonsChoose the preset amounts donors can tap in your donation form — the fastest lever for nudging your average gift upward.
- Setting up your campaign's phone lineLet supporters donate by phone — use the free shared line with your Campaign PIN, or give donors a dedicated number of their own.
- Recording your phone line's welcome messageGreet callers in your own voice — record a custom greeting right in your browser, or upload a polished audio file.
- Your Campaign PIN and where it's usedEvery campaign has a permanent numeric PIN — the code donors use to reach your campaign on the shared phone line and by text message.
- Scheduling campaign eventsAdd meetings, pre-events, deadlines, and campaign days to your calendar — with types, colors, locations, and all-day support.
- Syncing your campaign to Google CalendarMirror your campaign's events into any Google Calendar you choose — automatically, the moment you add or remove them.
- Meet Donor RelationsOne home for donor work — the People wing (Profile Center) and the Call Center wing, and who sees which.
- Running a volunteer call centerTurn phone outreach into an assembly line — upload lead lists, let the power dialer call one number after another, and log every outcome.
- Real-time donation notificationsHow live donation pop-ups work on your campaign page — what visitors see the moment a gift arrives, and how to watch your campaign in real time.
- Why don't I see a feature?A tab or setting you read about isn't in your dashboard — the four reasons why, and how to request access.
- How do I change my campaign goal?Edit the Goal amount field in your campaign's Financial Goals settings — the change is live immediately.
- How do I extend my campaign after it ends?Turn on Campaign Extension in Timeline & Scheduling and set an "Extended Until" date — your page reopens for late donations.
- How do I pause donations temporarily?The donations kill-switch is managed by the Pledgix team — open a support ticket and we'll pause (and later resume) donations for you.
- How do I change a team's goal?Open the team's Edit dialog from the Teams panel and update the Fundraising Goal field.
- How do I resend a team member's portal invite?Use the "Resend invite email" button in Client Portal Access — it issues a fresh sign-in link.
- How do I remove a team?Delete a team from the Teams panel with the trash icon — its donations stay in your campaign totals but lose their team credit.
- How do I change the campaign's main language?The primary language (the one on your clean URL) is set by the Pledgix team — open a support ticket; additional languages you can add yourself.
- How do I find my campaign URL and QR code?Click "View Live" in your campaign header to open your public URL, then use the page's Share button to get a QR code and copy the link.
- How do I see which team a donation belongs to?The donations table has a Team column and a team filter; the donation's detail view shows "Team Credited".