Instructions to create budget campaigns and capital campaigns.

1. In the navigation menu, click Contributions > Pledge Campaigns.
2. Click New Pledge Campaign.
3. Complete the fields. Keep the following in mind:
   • Set the Campaign Type to Capital Campaign.
   • The campaign start and end dates do not affect data entry. Select dates that reflect the intended time period of the campaign.
   • You must enter a value for the campaign goal. Enter the amount your church hopes to raise during the campaign.
   • Select the appropriate program record.
   • There is an event field on the pledge campaign record. You can leave this field blank for capital campaigns. This association is mainly used for mission trip campaigns.
4. Click Save.

5. In the campaign record you just created, click the Pledges tab.
6. Click New Pledge.
7. Complete the fields.
   • If the pledges are complete, set the Pledge Status to Active.
   • If you need to communicate with your donor to clarify something, set the Pledge Status to Pending.
8. Click Save.

9. In the campaign record you just created, click the Eligible Programs tab.
   Note: To set up a multi-site capital campaign, you'll likely need to create a program record for each campus or site participating in the campaign.
10. Click New Program.
11. Complete the fields. Make sure
12. Click Save.
13. In the navigation menu, click Church Structure > Programs.
14. Click to open the program record you just created.
15. Make sure the Pledge Campaign field is populated with the pledge campaign you created. If you created a multi-site capital campaign, ensure the correct pledge campaign is set in each program record.