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How to Create and Launch a Campaign

Overview

This guide walks you through creating a campaign in Humanitru, from initial setup through activation.

Part 1: Creating a Campaign
  1. Navigate to the Campaigns tab
  2. Click "+ Campaign"
  3. Enter Campaign Name (e.g., "2026 Annual Fund Campaign")
  4. Select Category

Campaign Details Form

Pro Tips
  • Create campaigns early, even before you start solicitation. Use them for prospect research and planning.
  • Use campaign phases to organize multi-year campaigns and track progress through different phases.
  • Assign a clear campaign manager to ensure accountability and communication.