Campaigns are the powerhouse of SeeMyLegacy. With unique campaign types to meet your needs, you have three options for creating a campaign.

1. Have our team build it
   1. Your customer success rep will build a custom campaign based on the details you submit and keep your campaign marked as “Private” until you review
   2. Time Needed: 5-10 minutes to submit the Campaign Set-Up Form
   3. Delivery: 2-3 Days
2. Build it yourself
   1. Jump right into the Creator and customize the campaign for your needs. You'll need to select which campaign type makes sense for you and then can add all of the details needed.
   2. Time Needed: 15-30 minutes to create your campaign
   3. Delivery: Instant
3. Use a Template
   1. Select from a pre-built template and customize it to your needs. Templates have been created from proven campaigns that generated results in communities like yours.
   2. Time Needed: 15-30 minutes to customize your campaign
   3. Delivery: Instant
       

1️⃣ Have our Team Build it (2-3 Day Turnaround)
 

Submit a Campaign Set-Up Form and our team builds your campaign within 2 to 3 business days. You can submit as little or as much detail as you have. Upload a flyer or program PDF from a previous year and we'll use it to build your campaign.

The form has four steps:

Step 1: Campaign Set-Up

• Campaign Title
• Campaign Type: Sponsorship, Ticketing, Registration, Volunteer Activity, Fundraiser, or Memorial Program
• Desired Launch Date: When do you need this campaign completed by?
• Campaign Contact (select from your team list): Who should be informed when this campaign is completed?

Step 2: Campaign Details
Give us some more insight into the campaign you're hoping to create! These do NOT need to be perfect - just share rough ideas and any other content you have. We'll use this information to craft your campaign.

• Description: Tell us about your campaign. Rough notes are fine!
• Photos: Upload images you'd like to use for your campaign photo gallery. If none are uploaded, quality stock photos will be used.
• Campaign Flyer or Program PDF: Upload a file from a previous year to help us build your campaign
• Start Date and End Date (optional)
• Guidelines (optional)
• Disbursement Account: Select which account funds will be routed to

Step 3: Participation Options

Settings to toggle on or off:

• Require approval before payment
  • This means you will need to approve applicants before they are required to submit payment - while approving applicants you can send digital invoices. This setting is recommended for vendor registration campaigns where you need more control of who is coming.
• Send tax receipts
  • This will auto-generate and send tax receipts for contributions. Popular for fundraisers and sponsorships.
• Create public recognition cards
  • This means your participants will be publicly recognized for their participation in your campaign. Recommended for Sponsorships and Fundraisers to enhance your donor recognition!
• Pass processing fees to participants (3.4% + $0.30 per transaction)
  • This will increase the price of your options, ensuring you receive the net amount you need for your campaign options.

For each participation option:

• Title
• Price: Set a fixed price or a price range
  • Leave blank if there is no charge!
• Available Quantity: Set a limit or leave as unlimited
• Details: Add any notes about this option
• Form Questions: Includes 5 default questions. Add custom questions as needed.

Add as many options as your program requires

Step 4: Review and Submit

• Additional Details: Add any notes that will help our team build your campaign
• Promotional Flyer: Toggle on if you want our team to create a promotional flyer for you
• Click Submit My Campaign

Step 5: Campaign Ready. Time to Promote!
SeeMyLegacy Customer Success team will email you when the campaign is ready for your review. If you've opted for a promotional flyer, they will send the collateral along with a notification that your campaign is completed. Your campaign will be marked Private until you review, adjust, and approve it.

2️⃣ Use a Template

Browse our template library and select a pre-built campaign that matches your program. Everything comes pre-populated based on proven campaigns from communities like yours. Nothing is locked. Every detail can be adjusted before you go live.
 

Here's what you can edit:

Component 1: Campaign Details

Overview

• Campaign Title
• Description
• Event Address
• Start Date and End Date
• Guidelines
• Campaign Organizer: Add contact name, email, and phone number. This information is included in every participant confirmation email so they know who to reach with questions.
• Fundraising Progress Bar: Set a goal and display real-time progress on your campaign page. Available for Fundraisers, Sponsorships, and Memorial Programs.
• Campaign Map: Display your participation options visually on a map on your campaign page.

Photos and Documents

• Swap or add photos to your campaign gallery
• Click and drag to rearrange photos in any order
• Attach documents participants can view or download directly from your campaign page

Notifications

• Assign one or more team members to receive an email notification every time someone participates
• Update the custom message included in every confirmation email sent to participants

Settings

• Campaign Visibility: Public or Private
• Disbursement Account: Select which bank account funds will be routed to. Note: once your campaign is marked Public, the disbursement account cannot be changed.
• Tax Receipts: Toggle on to automatically send tax receipts to participants
• Public Recognition Cards: Toggle on to publicly recognize participants on your campaign page
• Community Initiative: Link this campaign to an existing Initiative to group it with related programs on one shared page

Component 2: Participation Options

All participation options come pre-built. Adjust any of the following for each option:

• Title
• Description
• Photos
• Participant Form: Keep the default form or build a custom form to collect additional details

Optional fields for each option:

• Price: Adjust the fixed price or contribution range
• Accept Online Payment: Toggle on to collect payments through SeeMyLegacy by card, ACH, or Google Pay
• Quantity: Set a limit if availability is capped, or leave open for unlimited participation
• Custom Confirmation Message: Write a message specific to this option that is included in the confirmation email for anyone who selects it

Click Create and Launch!

Important Reminder: Make sure your campaign's status is “Public” if you want to promote it. 

You can keep your campaign in private mode while you review, and post it to the public when you are ready to get participation!

3️⃣ Build Your Own

1. Click the Campaigns tab from Community Profile home page

2. Click Create Campaign

3. Select the Build On Your Own Option

4. Add Campaign Overview Details

• About Campaign: Share a high level overview of the Campaign you are creating
• How to Participate: Share how community members can participate
• Guidelines: Share guidelines community members need to abide by
• Add Uploads
  • Photo Gallery: Share images that will spark participation in your Campaign
  • Campaign Documents: Upload any documents related to this Campaign
• Add any special widgets to your campaign like a fundraising bar or campaign map if these fit your goal.
• Include Campaign Organizer contact details and give a way for your community to reach out with any question.

5. Add Uploads

• Photo Gallery: Add photos you would like to showcase in gallery
• Campaign Documents: Add all documents related to this campaign or leave blank

6. Notifications & Customize Email for Participants

• Notification Recipient will receive an email each time someone participates
• Add a Message in the confirmation email sent to participants. This can be helpful information for your participant depending on what the campaign is.

7. Campaign Settings

Here you can control the settings you want your campaign to have. Each campaign type has unique settings that helps you manage and enhances the participation experience for your community.

• Disbursement Account is the account you would like the funds to be deposited into
• Participant Approval Process. Turn setting on if you want to review your participants application, approve and send a payment link if applicable. Or completely reject their submission.
• Generate Tax Receipt
• Generate Public Recognition Cards
• Campaign Visibility
• Add to Community Initiative

8. Add Options

If you prefer, you can skip this step and come back to it. For a guide on adding items to an existing campaign, check out this article.

Select the Add Option button and fill your participation option details, add photos, and select a standard or custom form to participate.

9. Click Create

After adding all of your participating options, click create. Your campaign well build behind the scene and populate in your Campaigns Tab.