Creating a campaign from a charity template

Company Admin > Campaigns

There are two ways to create a campaign on our platform:

Creating a campaign from a charity template (as shown below)
Creating a campaign without a template.

Many of our charity partners will have annual fundraising days and campaigns throughout the year.

We have therefore provided Charities with the ability to create charity templates for our companies on our platform.

What is a charity template?

Charities can create a range of templates in campaigns and set opportunities available on Catalyser for corporates to easily use and help you align to their branding where required.

Charities will have pre-filled the different types of campaigns and opportunities available with recommended images and copy. This can include the charity’s messaging, targets, dates, donation handle, impact statements ready for you to use!

To Find a Charity Template

Click on the Actions button and under Create Campaign, Select With charity template in the drop down menu as shown below.

Select a Charity you would like to create a campaign

Charity options are only visible when you have added the charity to your program. To add a charity go to Settings in the navigation bar and select Charities under Set Up.

Select Campaign Type you would like and is available. For more information on campaign types go to Money Giving Modules.

Click Campaign Template to find what templates the charity is offering in campaigns.

Click Next and your campaign will open in Edit Preview.

Customise a Charity Template in Edit Preview

When using a charity template, the content is pre-filled for you as a recommendation. It is not compulsory to use all content and images provided.

To edit a charity template, go to Edit Preview mode.

In Edit Preview, the left side of the screen allows you to edit the fields in a campaign template and the right side will instantly display the changes made.

Field Name	Action
Campaign name*	will appear in the heading of the campaign page, marketplace tile.
Short description	will be seen right under the title on you campaign page and on the marketplace. The description will provide a short summary about the campaign and typically aligns with your company cause area and charity's core values.
Quote	appears as a statement message over the appeal image. (optional)
Appeal Title and Description	gives you the ability to give your campaign a story a name and value
Donation appreciation message	will appear after a donor has completed a donation and will appear on screen.
Email message	provides you with a field to tailor your email template to this specific campaign. Make sure you have included the injectable variable {{campaigninsert}} in the appropriate email template. For more information on Email Templates.
Media	The Tile image can be uploaded from your computer. It will be visible marketplace tile image (and when activated your community impact hub tile image). For a Support a Colleague (Cause) campaign, this image will also be shown as a circle image on top of your campaign banner. The Appeal image is a dedicated space that brings your campaign page to life. To get the recommend sizing for your campaign page go see our suggested image size.
Supported Countries	This sets the audience for the campaign, select the supported countries where you would like to run this campaign. The employees in the location will see campaign metrics in their local currency. N.B If you would like them to see donation tiers in their local currency you will need to create them by following the guide below.
Scheduling	you have the ability to edit the dates you have previously set, if required. The default start time is 9:00 and can be modified.
Initial and target donations donations (optional)	Initial donations is available to you if your company has funded a donation amount at the start of the campaign. This will be visible when the campaign goes live. Please note the currency is set to default currency of the charity and cannot be changed. Adding an initial donation usually helps incentivise the first employees to donate too!
Custom Donations	Tick the box to allow custom donations You will add a donation field you field to the donation tiers available where employees can add the exact amount they want to donate.
Credit Card Donations* *Clients with Credit Card Donations activated.	This is only available to one-off giving and support a colleague modules. When you would like to provide this option for employees to donate with debit/credit card make sure you tick the box. If you see the message below in your Edit Preview, please contact your Account Manager.

Add Donation Tiers

Select the currency of your donation tier.

Each donation tier you set up will have a currency option. Only employees in that location will see that currency on campaign page when it goes live.

For example, if you select New Zealand dollars (NZ$), your employees in New Zealand will see that donation tier in NZD.

Add the dollar amount. Round numbers are advised.

The short description is the impact statement that will be visible to the dollar amount you have set.

Selecting an employee type and the payroll cycle will enable you to further drive donation goals to specific groups. For example, Partners may be given specific targets with different amounts.

Click on Save to set the donation tier.

Below is an example of donation tiers created.

(Left side is the Edit Mode and right side is Preview Mode)

You can remove and edit this donation tier later.

The preview mode is on your right.

Why use donations tiers (or dollar handles)?

Donations tiers help your employees and supporters understand the impact of their donations.

When using the charity template, charities will have preloaded the descriptions for each amount, which you can edit too.

Using specific currencies, will allow you to create a donation tier that will only be visible to the employees donating in that currency.

Tip: You can check the different currencies on the live campaign page by switching your office location. Simply switch to Company Admin view > Click Settings > Employees > Edit.

Community Hub (Add On Feature)

When this add on has been activated you can opt in to go live with this campaign on your Community Impact Hub by ticking this box ✅ .