---
title: "Adding a Campaign"
slug: "adding-a-campaign"
updated: 2020-12-21T02:58:49Z
published: 2020-12-21T02:58:49Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.infoodle.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding a Campaign

Campaigns are used to collate transactions together and can be for any purpose e.g. an appeal or a project you're raising funds for. Basically you can tag a transaction to a campaign category (in addition to tagging it to an accountcode etc.) so that you can run a report to see how much money was received against a particular campaign. You can also generate receipts for people who have given to a particular campaign by [filtering](https://help.infoodle.com/help/finance/receipts/what-needs-receipting) the receipt screen.

How to set up a campaign:

1. Click Finance on the Navigation menu. (You will need permission in your role to access this).
2. Click Campaigns.
3. Click Add.

![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image%28294%29.png)

1. Enter a **Name** (This will appear everywhere the campaign is shown).
2. Choose the Group in the **Limit group campaign is available to** drop down list if you want to limit this campaign to a specific group. This is optional and is not required.  

NB: The groups shown here are those with 'Tasks' ticked in the group setup. To check/change this go into the group and edit it.
3. Select a **Campaign type**. This gives you the ability to group campaigns by campaign type in the campaigns area. This will enable you to visually see your campaigns grouped together.
4. Enter a **Description** if necessary.
5. A **Start Date** and **End Date** can be added (one, either or both dates as required). These can help when producing reports.
6. Enter a **Tracking tag** or leave it blank to use the default. Again, optional - this is optionally used when generating emails or labels for instance.
7. Select a **Default account code** if required.
8. Select a **Default Receipt Template** if needed.