Copy an Existing Campaign (Event)

Note: Available for org admins (for GiveSmart Events only customers) or Global Admin (for GiveSmart Events + Fundraise customers) once the deposit is paid or the annual subscription is paid.

Copy existing campaigns with several settings, items, users, and tickets as well. A list of all copied campaign attributes is below.

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GiveSmart Events Only Customers - Copy a campaign

Go to Org Hub > Campaigns.
  1. Click Copy Campaign to create a new campaign.
  2. Option to copy any combination of Users, Items, and Ticket details.
    • Users
      • All User's names, mobile numbers, emails, and mailing addresses copy.
      • Credit cards that have not expired copy. The expiration month and year are recognized.
      • Copied users maintain their text Opt-In and Terms and Conditions preferences.
    • Items
      • All items and packages, with details, copy.
      • Item donor names, mobile, email, or mailing address don't copy. Display on Item field copies.
      • Item Images, from prior GiveSmart CB campaigns, copy.
        • Legacy copied campaigns vary.
    • Tickets
      • Ticket Types copy.
        • Copied tickets are hidden by default.
        • All purchasing activity is removed.
      • Ticket questions copy.
  3. Complete the rest of the Form.
  4. Select Save.


 

Note: Once a campaign is created in your org hub, it cannot be deleted.

GiveSmart Events + Fundraise Customers - Copy Event

Go to Org Hub > Events.
  1. Click Copy Event to create a new site.
  2. Select which content to copy, you have the option to choose between Users, Items & Tickets.  Once selected, click Save & Continue.
    • Users
      • All User's names, mobile numbers, emails, and mailing addresses copy.
      • Credit cards that have not expired copy. The expiration month and year are recognized.
      • Copied users maintain their text Opt-In and Terms and Conditions preferences.
    • Items
      • All items and packages, with details, copy.
      • Item donor names, mobile, email, or mailing address don't copy. Display on Item field copies.
      • Item Images, from prior GiveSmart CB campaigns, copy.
        • Legacy copied campaigns vary.
    • Tickets
      • Ticket Types copy.
        • Copied tickets are hidden by default.
        • All purchasing activity is removed.
      • Ticket questions copy.
  3. Select from an existing Fundraise campaign or create a new campaign to link this event.
  4. Once selected, click Back to GS Events.
  5. Complete the required fields and select Continue to GiveSmart Events.
  6. Review the suggested field settings, and click Save & Continue to begin customizing your new event site. 


List of Copied Fields and Settings

These fields and settings are automatically copied: 

  • Global Settings
    • Logo
    • Website URL
    • Display Name
    • Name for Text Messages
    • Bidder Numbers, Bidder Names, and Purchaser Names
    • Request for Bidding and Registration
    • Payments fields
    • Messages
  • Design Center
    • Main and Secondary Color
    • Banner Text Colors
    • Order Form Button Text
    • Donation Revenue Goal
    • Custom Sections
    • Contact Us
  • Donation Settings
  • Auction Settings
  • Communication Settings
  • Custom Displays