Creating and Managing a Campaign – Pool Queue

This guide explains how administrators can set up and manage fundraising campaigns in Pool Queue.

Who Can Create a Campaign?

Only users with the Admin, Registrar, or Accounting roles can create and modify campaigns.

Getting Started

To begin:

Go to Administration > Fundraising > Campaigns
Click "New Campaign" or select an existing one to edit

Campaign Setup Fields

Basic Information

Campaign Name – Required; displayed on all public and admin views
Description – Publicly visible introduction; supports rich text

Timeline

Visibility Date – When the campaign page becomes visible
Start Date – First day donations can be made
End Date – Last day donations are accepted

Fundraising Goals

Overall Goal – Total target for the campaign
Choose Per-member to set one default goal for everyone.
Choose Per-roster to open the Per-roster goals modal and set different goals by roster; if you’ve just changed which rosters are included, save the campaign first so the modal shows the correct rosters.
Fundraising Credit % – % of donations credited toward each member’s seasonal obligation (e.g. 100%, 75%)

Donations

Preset Donation Amounts – Comma-separated values (e.g. 25,50,100). Use * to allow custom donations
Maximum Donation Amount – Optional upper limit if custom amounts are allowed
Statement Descriptor – Optional short description that appears on donor credit card statements (max 10 characters)
Checkout Description – Optional message shown during Stripe checkout
Checkout Image URL – Image shown during the Stripe checkout process (must be a valid HTTPS image URL)

Member Configuration

Fundraisers are assigned by selecting rosters:

Only members in the selected Session Rosters will be included
Allotted, non-suspended, and non-historical members only
Each member receives a unique fundraiser page

If needed, you can allow Pool Queue to automatically add/remove members based on roster selection by checking "Update member list after save". This is only recommended before the campaign starts.

You can also:

Lock or allow personal goal overrides per member

Calendar Integration

The campaign start and end dates will be pushed to your system integrated Calendar

Saving & Unique name conflicts

When saving a new campaign:

A URL-friendly address is generated from the name
If a duplicate exists, a numeric suffix is added (e.g. "fundraiser", "fundraiser_1")
Existing campaigns can allow edits by checking " Change campaign address with name change"

After Saving

Once saved, you will be able to:

View and manage fundraiser members
View transactions and issue refunds
Monitor fundraising progress via grids and charts