Creating a campaign

1. Go to Campaigns in the left navigation and choose to create one.

   karani.co/campaigns/create

   

2. Fill in:

   Field	Notes
   Name	What you’d call it out loud — “Year-End Giving 2025”.
   Description	Optional. What the campaign is for.
   Goal amount	The target for this campaign specifically.
   Start date	When it opens.
   End date	When it closes. Gifts outside the window aren’t counted.

3. Save.

You land on the campaign page, which shows the goal, progress, gifts, and a task box.

Dates decide what counts

A gift is attributed to a campaign only if its gift date falls inside the campaign window. If you’re setting up a campaign after money has already started arriving, make the start date early enough to include it.

Attributing gifts

Gifts are linked to a campaign when their date falls within the campaign’s period. When you add a gift during an active campaign, it appears in that campaign’s gift list.

You can also add a gift directly from the campaign page using the + on the Gifts panel — useful when you’re entering a batch from one appeal.

Tasks on a campaign

The Tasks panel on the campaign page works like the one on a contact profile. Use it for the campaign’s own workflow — “draft the letter”, “order the envelopes”, “follow up with non-responders”.

Naming that stays useful

Include the year. “Year-End Giving” is ambiguous the moment you run it twice; “Year-End Giving 2025” is still clear in three years when you’re comparing.

Deactivating a campaign

When a campaign is finished, click Deactivate on its page. It stops appearing as active on your dashboard, and its final figures stay available for comparison.

Deactivating isn’t deleting — the campaign, its goal, and its gifts remain.

Deactivate rather than delete

Past campaigns are how you decide what to do next year. Keep them.

Editing

Edit on the campaign page changes the name, description, goal, or dates.

Changing the dates changes which gifts fall inside the window, so the raised figure will move. That’s expected — but don’t extend a finished campaign’s dates to make its numbers look better, or next year’s comparison becomes meaningless.