How to add giving envelopes/campaigns to your organization’s account 

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You can create envelopes or campaigns to appear on your organization's Givelify profile to allow donors to direct their gifts toward specific causes or fundraising events. These envelopes/campaigns can be visible indefinitely or for a specified timeframe. You can also highlight the envelope/campaign in your Givelify profile's cover photo and ask donors to select the envelope or campaign while completing their gift.

Creating envelopes/campaigns

To create a new giving envelope or campaign, follow these steps: 

  1. Visit analytics.givelify.com and log in to your organization’s account.  
  2. SelectSettings > Envelopes/Campaigns.  
  3. Select Create Envelope or Create Campaign in the upper right corner. 
  4. On the Create a new envelope/campaign form, enter the Envelope or Campaign name and Description. 
    gas-create-new-envelope.png
  5. If your organization’s management system is integrated with Givelify, enter the Fund name or Fund ID that is used in your management system. 
  6. Select how long you want the envelope/campaign to be available in the Givelify app (Always or Custom dates). If you select Custom dates, enter the Start date and End date. 
  7. If you want to set a fundraising goal, toggle the Set a goal amount to On and enter the dollar amount in the text box. 
  8. Select Save. 

Re-ordering envelopes/campaigns 

If you want to re-order how the envelopes/campaigns appear in the Givelify app, select the Move icon to the left of the envelope or campaign name, and drag it to the position you want it to appear on the screen. 

Activating and deactivating envelopes/campaigns 

Rather than deleting an envelope/campaign, you may simply want to deactivate it (such as a Christmas Giving envelope/campaign). You can deactivate an envelope/campaign whenever you do not want it to appear in the Givelify app, and then reactivate it when you’re ready to restart it. 

To deactivate an envelope/campaign, follow these steps: 

  1. Select Settings > Envelopes/Campaigns.
  2. On the Active page, select Edit for the envelope or campaign you want to deactivate. 
  3. Under Other settings, toggle Inactive envelope/campaign to On. 
  4. Select Save. 

To activate an inactive envelope/campaign, follow these steps: 

  1. Select Settings > Envelopes/Campaigns. 
  2. On the Inactive page, select Restore for the envelope or campaign you want to re-activate.  
     
     

 
 

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