Quick Start: Run a Workplace Campaign

This guide covers the essentials of launching a workplace giving campaign — importing employees, setting up the giving form, and opening the campaign for pledges.

Prerequisites

  • A DonorPoint account with Workplace Campaign features enabled
  • An employee file (CSV or Excel) from the company’s HR department
  • At least one Fund created for campaign designations

Step 1: Create the Team Campaign

  1. Navigate to Community → Team Campaigns in the sidebar
  2. Click Create
  3. Enter the Company Name as the campaign name
  4. Set the Campaign Year
  5. Link the parent Campaign (or create a new one)
  6. Save

Step 2: Import Employees

  1. On the Team Campaign, go to the Employees tab
  2. Click Import
  3. Upload the employee file (CSV or Excel)
  4. Map columns to DonorPoint fields: Name, Email, Employee ID, Department, Work Location
  5. Run the import — employees are created as Contacts with an Employee Relationship to the company Organization

Step 3: Configure the Giving Form

  1. Go to the Campaign linked to the Team Campaign
  2. Add Items representing giving options:
    • Payroll deduction pledge
    • One-time credit card gift
    • Bill-me pledge
  3. Configure Fund selection — donors can designate to specific funds or give undesignated
  4. If running a Federated Campaign (United Way), enable the iGuide fund catalog
  5. Set up payment methods including Payroll Deduction

Step 4: Open the Campaign

  1. Set the Campaign status to Published
  2. Employees receive an invitation email with a personalized link
  3. The link pre-identifies the employee — no login required
  4. Employees complete their pledge or gift through the form

Step 5: Monitor Progress

  • Coordinator Portal — company coordinators can track participation, send reminders, and view pledge totals
  • Dashboard — campaign dashboards show real-time progress against goals
  • Reports — run workplace-specific reports for participation rates by department, average gift, and comparison to prior years

Closing the Campaign

When the pledge window closes:

  1. Run the Pledge Summary Report to verify totals
  2. Export payroll deduction pledges to a file for the company’s HR/payroll system
  3. Process any one-time credit card payments
  4. Close the campaign — this locks pledges and begins the payout cycle

Next Steps