How do I create a campaign with Koalect?

There are many different sorts of campaigns. Temporary campaigns, such as (sportive) events and urgencies, and spontaneous initiatives that can be organised throughout the whole year, such as ‘start an action’, ‘donate birthday money’, have an ‘in memoriam’.

Campaigns are very customizable, you can design the layout of the project pages, manage automatic mailings and modify the elements of the procedures to your needs.

The first step in building a campaign is by creating one. Follow these instructions:

1. Go to ‘Campaigns’ > ‘Create new campaign’.
2. Complete the required fields.
   • ‘Title’
   • ‘Description’
   • ‘Cover image’: This image will be used by default for each new project page.
   • ‘Start and End date’: Your campaign can be temporary or without an end date.`
   • Pick a template for project pages: a template is the design of your project page. Every platform has a preset ‘default’ template, which is a good one to start with.
3. Click ‘Set up campaign’.

Use the duplication feature

You can duplicate from an existing campaign to avoid having to build new campaigns from scratch. When creating a new campaign, click ‘Duplicate from an existing campaign’ to save time.

You have created your first campaign, this campaign is set-up with all default settings. You can change the settings according to the needs of your campaign. There are 4 different parts of your campaign that you can customize:

• Project page: Change the standard parameters of project pages of your campaign.
• Forms: Change the standard parameters of the forms (a.k.a. procedures) that are used in the specific campaign.
• Mails: Set up automatic mails that will be sent to users.
• Products: If your campaign require products (for example for tickets or products) set-up the products for your campaign.

In the following video we explain how you can easily create a campaign in your MyKoalect backoffice : 

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Introduction to MyKoalect