Getting Started with Campaign Kit

  1. Determine the kind of campaign you want to run and the payment processor you will use. There are trade-offs that must be carefully considered for each kind of campaign. You must sign up with the payment processor and establish a connection between it and your bank account. See the Payment Processor Plugin documentation.

  2. If using a payment processor that owns the campaign (see this description), create an account in the payment processor first and record the campaign ID. This is known as the External Campaign ID and will be used in the next step.

  3. Set the currency and frequency at /admin/campaign_kit/configuration/edit.

  4. Create the campaign inside Campaign Kit with /admin/campaign_kit/campaigns. Standalone campaigns have just one campaign page. Peer-to-peer campaigns need a "parent" campaign then registered users on your site can create their own child campaigns.

  5. Set the the payment information at /admin/config/payment_stripe.

  6. The campaign runs until the end date is reached or the goal is reached depending on how you set it up.

  7. As the administrator, at any time you can stop or restart the campaign if the end date has not yet been reached.

Once everything is set up, share the campaign URL.

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