Volunteer campaigns provide powerful opportunities for individuals, local businesses, and community organizations to get involved and make a meaningful impact. Below, we’ll walk you through how to set up your campaign and start engaging volunteers in your mission.
Steps for Creating a Volunteer Campaign:
1. Select Create Campaign
In your Campaigns Tab select the blue Create Campaign button in the upper right corner of your screen. Select the Volunteer option to start from scratch or search/choose a specific Volunteer Campaign Template.
2. Enter Campaign Overview Information
Title:
Use this field to give your Volunteer Campaign a clear, descriptive name — for example, “Community Clean-Up Volunteers” or “Annual Event Volunteer Opportunities.” Choose a title that clearly reflects the type of volunteer activities available and the initiative they support.
Description:
In this section, describe the purpose and goals of your Volunteer Campaign. Explain how volunteers make an impact, what community or organizational initiatives they’ll support, and why individuals or groups should get involved. This is your opportunity to highlight the value of participation and inspire people to lend their time and talents.
Add Guidelines:
Outline any program guidelines such as volunteer roles, eligibility criteria, time commitments, or requirements (e.g., age limits or training). Clear guidelines help set expectations, ensure transparency, and make it easy for participants to understand how they can help. This section can also remain blank if not needed.
Add Dates:
If your volunteer campaign runs on a specific timeline, use this section to include important dates — such as sign-up deadlines, orientation sessions, or event days. You can also leave these fields blank for ongoing volunteer opportunities.
Campaign Map:
This feature is typically not enabled for volunteer campaigns, as there may not be physical items to display on a map.
3. Add Photos & Documents
Add high-quality photos to your Volunteer Campaign and any supporting campaign documents. Below are a few ideas for the types of photos and documents to include:
- Photos from previous volunteer events or activities
- Themed images that reflect your campaign’s purpose or community impact
- Photos of volunteers in action, event locations, or the projects they’ll support
4. Choose Who Should Receive Notifications
When creating a campaign, you must have a notification recipient. The notification recipient is the designated person who will automatically receive email alerts when someone participates in the campaign. To learn more about managing notifications, click here.
5. Enter Settings Information
Campaign Visibility:
Use this setting to control who can view your campaign:
-
Private:
Keeps your campaign hidden from the public. -
Public:
Makes your campaign visible and accessible to your community.
6. Add Volunteer Options
Add, edit, sort, or remove Volunteer Options to keep your offerings current and organized
Add Volunteer Options:
Easily add new volunteer options to your program by selecting the “Add Volunteer Option” button. Need more guidance? Click here for the complete guide for step-by-step instructions. This guide will also walk you through our Volunteer Shift feature, which you can enable if you’d like to organize and manage volunteers by specific times or roles.
Once your Volunteer Options are added, you can sort, edit, or remove them at any time to keep your list organized and up to date.
7. Save and Create Your Volunteer Campaign
Once you have filled in all of your program details, create your Volunteer Campaign by hitting Save. After saving you can review your new Volunteer Campaign or go back to the Campaigns Tab.
Volunteer Examples
Explore our template library filled with inspiring volunteer campaign examples—click here to browse and find the perfect fit for your needs!