Creating A Raise Campaign

How to create a Raise Campaign for Giving Days, Matching Campaigns, and other ambassador-driven events.

Creating A Campaign

  1. 1. Select the Raise Campaign Type, Name your Campaign, and click Create

    If you do not see the new campaign button, click on your initials in the top right corner, click on campaigns, and then click on New Campaign.

    Select the Raise Campaign Type, Name your Campaign, and click Create

  2. 2. When you have logged into app.phoneraise.com Click on New Campaign

    If you do not see the new campaign button, click on your initials in the top right corner, click on campaigns, and then click on New Campaign.

    When you have logged into app.phoneraise.com Click on New Campaign

  3. 3. From the contacts section, click on Add or Import Contacts

    From the contacts section, click on Add or Import Contacts

Importing Contacts

  1. 4. Click on Add Contacts and click start

    Click on Add Contacts and click start

  2. 5. Click on Upload data from file

    Click on Upload data from file

  3. 6. Confirm the Field Mapping

    PhoneRaise automatically tries to Match the imported field with the PhoneRaise field. If the match is correct, you can confirm mapping. If you do not want to bring a field into PhoneRaise you can ignore the column

    Confirm the Field Mapping

  4. 7. Create Custom Field Mappings

    If PhoneRaise does not recognize the field you can create a custom field to bring the data into PhoneRaise.

    Create Custom Field Mappings

  5. 8. Click on Review

    Click on Review

Importing Users

  1. 9. Click on Continue

    Click on Continue

  2. 10. In the top right corner click on Users

    In the top right corner click on Users

Adding users to a campaign

  1. 11. Add or import users

    If you have already imported the users you need you can skip these steps

    Add or import users

  2. 12. Click on Add

    Click on Add

  3. 13. Click on Upload data from file

    Click on Upload data from file

Assigning Contacts to Users

How to use the assignment center

Giving Volunteers List Access

  1. 14. Activate users

    Make sure the users you would like to add to a campaign are active

    Activate users

Campaign Settings

Campaign settings lets you customize your Raise Campaign

  1. 15. Select the contacts on the left and click on the add to campaign button

    Select the contacts on the left and click on the add to campaign button

  2. 16. Choose the campaign you would like to add users to.

    Choose the campaign you would like to add users to.

  3. 17. Choose the campaign you want to work on

    Click on campaigns on the left-hand side and select the campaign

    Choose the campaign you want to work on

  4. 18. Click on the assignment center

    Click on the assignment center

  5. 19. Choose how you would like to assign donors to volunteers.

    Choose how you would like to assign donors to volunteers.

  6. 20. Click on Campaign Users

    Click on Campaign Users

  7. 21. Select the volunteers to notify with their unique volunteer link

    Select the volunteers to notify with their unique volunteer link

  8. 22. Review the message and click send

    !Make sure that you live the link merge tag in the message!

    Review the message and click send

  9. 23. Make sure to edit your message templates

    Make sure to edit your message templates

  10. 24. Add templates, Add merge tags and more.

    Add templates, Add merge tags and more.

  11. 25. Click on Status

    Choose what Status options are available to your volunteers.

    Click on Status

  12. 26. Contact Display

    This section allows you to choose the default data points and add additional views for the volunteer

    Contact Display

  13. 27. Choose what channels are allowed and if volunteers are allowed access to their list

    Choose what channels are allowed and if volunteers are allowed access to their list

  14. 28. Integrations

    Connect to CRMs and Crowdfunding Platforms

    Integrations