Annual Appeal Campaigns
Here's how to set up your campaign if you're using a centralized model, where an overarching diocese or office will be managing pledges and donations for multiple parishes or campuses.
Repeat these steps for each parish or congregation participating in the campaign.
Set Up an Annual Appeal Campaign
- Go to .
- Click New Pledge Campaign.
- Enter the Campaign Name. If this is a campaign that will occur every year, consider adding a year to the name to avoid confusion later.
- For the Campaign Type, select Annual Appeal.
- For the Campaign Goal, enter a dollar amount.
- For the Start Date, select when this campaign will begin.
- Enter any other necessary information.
- Click Save.
Set Up Campaign Goals
- Go to .
- Click New Campaign Goal.
- Select the Campaign that you created in Pledge Campaigns.
- Select the Parish or Congregation you want to track for this campaign.
- For Goal Amount, enter the dollar amount for this parish.
- Click Save.
Annual Appeal Setup Video