In this guide, we’ll walk you through each step of the process, from getting started and using AI to craft your campaign description, to setting up visuals and fundraiser settings. You’ll also find tips to help you make the most of the tools available along the way.
Getting Started
From your homepage, click on ‘Campaign’ from the main menu.
Click on ‘+ New Campaign’ to begin.
Choose whether you are creating a single event campaign or a multi-event campaign, then click ‘Continue’.
If you're looking to create a SINGLE-event campaign, please refer to this guide.
Where you have a campaign that is part virtual and part in person (ticketed), simply create a multi-event campaign to ticket only part of your campaign.
Give your campaign a title, set your fundraising target, and select from our choice of activity types that best align with your campaign such as bake, cycle, or fitness challenge. You can also decide whether to enable activity tracking for your supporters.
Next, choose where your campaign is taking place. Is it a virtual, hybrid, mixed or in-person event?
(Optional) If your campaign includes a ticketed event, you can create a ticket here. (Note: This option is available only if you have a Stripe integration.)
IMPORTANT: Setting up a ticket at this point, allows you to ticket your campaign at a campaign level. If you need to ticket your campaign at an event level, please wait and set up your tickets on the event creation page coming up shortly...
7. Finally, set your campaign duration. Choose from ongoing, single day, or custom date range.
Once these details are complete, you’re ready to bring your campaign to life with the help of our AI-powered tools.
Using AI to Generate Your Campaign Description
Our AI assistant helps you write a clear, engaging campaign description tailored to your target audience. This will be visible on your campaign microsite!
Select your target audience age range from the available options.
Choose your target audience gender.
Identify your audience’s motivation to participate, for example, fitness, community, or personal connection to your cause.
Select the tone of voice for your campaign, such as inspiring, friendly, or professional.
The AI tool will generate a campaign description using these details.
When you’re happy with your campaign description, click ‘Continue’.
Note: You can edit your campaign description text directly in the text box, or provide custom instructions to refine the description further.
Tip: Even though the AI generates content for you, don’t be afraid to make it your own. Add a personal touch that reflects your charity’s voice and mission.
Campaign Creative
Now it’s time to make your campaign visually engaging. The imagery here will be visible on your campaign microsite!
Our banner image generator uses information from your campaign description to display relevant stock image suggestions. Choose one of these, or upload your own campaign banner image.
Click on the folder icon to open your media library. Here, you can upload your own images or browse stock media provided by Social Sync.
Tip: You can favourite images in your stock media library. The Campaign Wizard will then use your favourites to show you more relevant image options during future campaign setups, helping you save time and maintain brand consistency.
Creating Events
This section allows you to create multiple events attached to your campaign.
Here you can create multiple events if:
You're looking to host various activity types
Target different audience groups with different journeys and registrations
Create an event by clicking 'Add Event'
Here you can input your event details.
Chose your imagery which will appear in the page banner of each fundraising page
Next, choose where your event is taking place. Is it a virtual, hybrid, mixed or in-person event?
Now you can create a ticket for each event if you're looking to manage tickets at an event level. If you're looking to manage tickets at a campaign level, read our guide on creating a single event campaign here.
Choose if your event is an ongoing, single day or multi-day event.
Next you can edit your specific event description to capture the attention of donors as this will be visible on every fundraising page created for your campaign. (This can be edited by supporters if they wish to change their fundraising page description).
Fundraiser Settings
This section allows you to customise how your fundraisers appear and perform within your campaign.
(Optional) Edit your fundraiser title to better reflect your campaign’s purpose.
(Optional) Adjust your fundraiser target to suit your objectives.
Select when each fundraiser will close — this helps you manage timing and campaign visibility.
(Optional) Edit your fundraiser description by either regenerating it using AI or manually updating the text.
Choose your accent colour as this helps visually brand your fundraiser pages.
When you’re ready, click ‘Continue’ and then ‘Create Campaign’.
Once complete, your campaign will be created and you’ll be taken to your Campaign Overview Page.
From here, you can view your campaign, check details at a glance, and if you need to make any changes, simply click ‘Edit’ in the top right-hand corner.
Microsites
Once your campaign is created, the details you entered during setup will automatically generate a Campaign Microsite. This is a dedicated campaign webpage that directs supporters to registration and showcases your fundraising efforts.
Your microsite can be shared directly with your audience or even embedded into your own website, giving you flexibility in how you promote your campaign.
Your microsite will include:
Links to your registration forms
Imagery and branding from your campaign setup
Leaderboards to display top fundraisers
A fundraising totaliser showing your campaign’s collective progress.
And much more!
You can edit and build out your microsite further at any time, adding more sections, updating visuals, or tailoring your messaging as your campaign grows.
Campaign Overview
After you create your campaign, you’ll be directed to your Campaign Overview Page, a central hub where you can view and manage your campaign at any time.
This is also where you’ll land whenever you access your campaign dashboard.
Your Campaign Overview includes:
A summary of your campaign settings
A summary of tickets sold (if ticketing has been enabled)
Links to your registration forms, which can be edited later in your campaign settings
Integrations currently enabled for your campaign
A summary of your communication pathways
A direct link to view and edit your microsite
This page is designed to give you a clear snapshot of your campaign’s setup and performance, making it easy to track progress, make updates, and manage all elements of your campaign in one place.
You can also drill further down into your campaign performance by viewing the various tabs running a long the top of your Campaign Overview.
Need Support?
If you’d like a more personalised walkthrough of the Campaign Wizard or any other Social Sync feature, you can book a demo with our team. we’ll be happy to guide you through it step-by-step.