Request a Demo
  • Platform
    • Donations
    • Campaigns
    • Events
    • eCards
    • CRM
  • Features
  • Integrations
  • Resources
    • Docs
    • Product updates
    • Changelog
  • Company
  • Platform
    • Donations
    • Campaigns
    • Events
    • eCards
    • CRM
  • Features
  • Integrations
  • Resources
    • Docs
    • Product updates
    • Changelog
  • Company
Request a Demo

Getting Started

  • Onboarding

Donations & Payments

  • How to set up a donation form

Crowdfunding Campaigns

  • How to use the P2P signup form
  • How to edit a P2P campaign
  • How to add the P2P signup page on your site.

Events

  • How to Add an Event

E-Cards

  • How to set up an eCard

Fundraising Campaigns

  • How to set up your campaign

Sponsorships

  • How to add a sponsorship item
View Categories

How to set up your campaign

1 min read

This guide is designed to help non-technical users—such as campaign managers, charity admins, and fundraising teams—create and manage fundraising campaigns using the LevCharity Plugin in WordPress.


Getting Started #

Once the plugin is installed and activated, you’ll see a new menu item called Campaigns in your WordPress dashboard.

To create a new campaign:

  1. Go to Campaigns > Add New
  2. Choose the Campaign type (not Team or P2P)
  3. Fill out the fields as guided below
  4. Click Publish when you’re ready to go live

Campaign Details #

FieldWhat It Does
Campaign Friendly TitleA readable title shown to donors (e.g., “Save the Forests”)
Admin TitleInternal title for your team only (e.g., “Q3 Campaign 2025”)
Campaign SubtitleA short one-liner to draw interest
Campaign Message HeadingOptional heading (e.g., “A Message to Our Donors”)
Campaign MessageThe full story behind your campaign – why it matters, how it helps

Media & Visuals #

Use strong visuals to make your campaign more compelling.

FieldUse
Banner ImageLarge image (1920×400) for the campaign header
Mobile ImageOptional mobile-optimized version of the banner
Gallery ImagesShowcase your impact, team, or beneficiaries
Video URLLink to a campaign video (YouTube supported)
Overlay Text/ColorAdds a text layer and styling to the banner

Donation Settings #

FieldDescription
Fundraising GoalTotal amount you aim to raise
Mark Goal as UnlimitedDisables the progress bar/goal total
Campaign Start/EndControls visibility and countdown
Never-ending CampaignLeave end date blank or mark as unlimited
Donation FrequencyChoose: One-time, Monthly, or Installments
Enable InstallmentsAllows donors to split into monthly payments

Checkout & Messages #

FieldDescription
Disable Summit ReceiptsOptional toggle for receipt integration
Show Checkout InstructionShow custom notes above payment section
Payment DescriptionText shown during donation checkout
Checkout Message/HeaderThank you message shown post-donation
Updates BarBanner for urgent messages (e.g., “We’re 80% funded!”)

Predefined Donation Amounts #

OptionWhat it Does
Enable Predefined AmountsAllows donors to select fixed values
Predefined TitleTitle above the options (e.g., “Choose a Gift”)
Hide Other AmountHides the “Enter custom amount” box

Show/Hide Options #

Toggles to control what donors see on the campaign page or during checkout.

  • Hide credit card fee note
  • Hide sticky footer bar
  • Hide goal & progress bar
  • Hide “About the Campaign” section
  • Hide donor list, names, or amounts
  • Hide top donors / leaderboard
  • Hide number of donors

You’ll find these under the Show/Hide or Additional Settings panel.


Matching Campaign Options (Optional) #

Only visible if the Matching Campaigns module is active.

  • Matching Campaign Toggle
  • Bonus Round Setup

These features help double donations during special timeframes.


Final Steps #

Once your campaign is set up:

  1. Preview it to make sure all visuals and text look correct
  2. Test a donation if possible
  3. Click Publish to go live!

You can edit, pause, or mark a campaign as complete at any time.


Was this article helpful?
Still stuck? How can we help?

How can we help?

Updated on April 22, 2025
Table of Contents
  • Getting Started
  • Campaign Details
  • Media & Visuals
  • Donation Settings
  • Checkout & Messages
  • Predefined Donation Amounts
  • Show/Hide Options
  • Matching Campaign Options (Optional)
  • Final Steps
Join our newsletter

Add your email to stay up to date on features and new releases:

loader

  • Docs
  • Changelog
  • Privacy Policy
  • Terms of Service
  • Cookies Settings
  • Docs
  • Changelog
  • Privacy Policy
  • Terms of Service
  • Cookies Settings