Campaigns Area Overview

The Campaigns area gives you a faster, clearer way to manage your campaign portfolio.

Campaigns are automatically organised by type into Fundraising, Third Party and Organic, while Favourites and Custom Folders help you keep priority campaigns easy to find.

Each folder uses the same campaign table, giving you a quick view of key performance metrics before you open a campaign.

Every campaign is automatically assigned to one of three core areas.

Fundraising – Campaigns created directly in Social Sync, including single-event and multi-event campaigns.

Third Party – Campaigns linked to third-party events that use an application or allocation process.

Organic – Fundraising activity imported from external platforms that cannot be matched to an existing Social Sync campaign, such as birthday or DIY fundraising.

Campaigns created using the blue Create Campaign button are automatically added to Fundraising.

Campaigns are displayed in a consistent table so you can understand performance without opening each campaign individually.

The table includes:

See our Campaign Icons and Tickets guide for more information on the indicators shown in the campaign table.

Favourites is the first page you see when you open the Campaigns area, giving you quick access to the campaigns your organisation cares about most.

To favourite a campaign, open the menu next to it and select Favourite. It will then appear in Favourites as well as in its original Fundraising, Third Party or Organic area.

Select Unfavourite at any time to remove it.

The Fundraising area contains campaigns created by your organisation in Social Sync.

These can include both single-event and multi-event campaigns.

To create a new campaign, select Create Campaign and follow the campaign setup process. Once created, it will automatically appear in Fundraising.

See our Single-Event Campaign Setup guide.

See our Multi-Event Campaign Setup guide.

The Third Party area contains campaigns created for events that require an application or allocation process.

These campaigns are currently created by Social Sync.

To request a new Third Party campaign, contact your Customer Success Manager or Social Sync Support. Once created, it will appear automatically in the Third Party area.

The Organic area contains fundraising activity imported from external platforms that could not be matched to an existing Social Sync campaign.

This often includes supporter-led fundraising such as birthday fundraisers, DIY challenges or other activity created independently of one of your managed campaigns.

Custom Folders give you an additional way to organise campaigns around the way your team works.

Use them to group related campaigns, events or programmes together without changing their original Fundraising, Third Party or Organic classification.

See our Custom Folders guide for more information on creating and managing folders.

The Campaigns area is designed to make larger portfolios easier to navigate and understand.

Use Favourites for priority campaigns, Custom Folders for your own organisational structure and the campaign table to quickly compare performance before diving into the detail.