Campaign Types¶

Evergiving supports two primary types of campaigns: Pledges Capture and Leads Generation. These campaign types serve different purposes based on whether or not payment information needs to be collected during the fundraising process.

Pledges Capture¶

A Pledges Capture campaign is designed to collect a full set of supporter information, including personal details, contact information, and payment data. This type of campaign is typically used for immediate donor sign-ups where recurring or one-time donations are processed directly.

Key Features of Pledges Capture:¶

Personal and Contact Details: Information such as name, address, phone number, and email address is captured.
Payment Information: Secure payment details are collected, allowing donors to make immediate or recurring contributions.
Donor Consent: The form can include consent options for marketing communications and privacy agreements.
End-to-End Process: From data capture to payment processing, everything happens in one seamless flow.

This campaign type is ideal for situations where donors are ready to commit to a financial contribution on the spot.

Leads Generation¶

A Leads Generation campaign focuses on gathering personal and contact information without capturing payment details. This type of campaign is used to generate interest or leads from potential donors who may not be ready to donate at the time but can be followed up later.

Key Features of Leads Generation:¶

Personal and Contact Details: Collects key supporter information like name, email, and phone number.
No Payment Information: Unlike Pledges Capture, Leads Generation does not require payment information at the time of data capture.
Follow-Up Potential: The collected leads can be used for future campaigns, phone calls, or follow-up communications where payment details can be collected later.

This type of campaign is particularly useful in cases where the main objective is to build a potential donor base without needing an immediate financial commitment.

Choosing the Right Campaign Type¶

The choice between Pledges Capture and Leads Generation depends on the goals of your fundraising campaign:

Pledges Capture is ideal when you want to process donations right away and ensure payment details are collected securely during the interaction.
Leads Generation is suited for situations where the focus is on gathering contact details for future engagement, giving the opportunity to follow up with the donor at a later stage for contributions.

Both campaign types allow for flexible management and tracking within Evergiving, ensuring that your team can effectively meet your fundraising goals.