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Create a campaign

This guide walks through creating a new campaign — the form people use to request a gift certificate.

  1. From the dashboard, open Campaigns and select Create New Campaign.

    Campaigns page with the Create New Campaign button
    Starting a new campaign

  2. Give it a name and select Create. Avantly creates the campaign and takes you to its settings, organized into sections you can expand one at a time.

  3. In Campaign Information, set the form URL/slug that will appear in the public link, a notification email for new submissions, and whether to allow only one request per email address.

  4. Build the Form: add the fields you want requesters to fill in, and use the live preview to check how it looks — including your logo once you’ve set it up in Look & Feel.

    Form builder tab showing a list of donation request form fields with a live preview panel showing the campaign's branding
    Building the donation request form

  5. Write the Form Complete message shown to people after they submit.

  6. Configure the Flow: decide the auto-approve rule (Manual Review, Auto Approve, or Auto Reject) and set certificate defaults like the default expiration.

  7. Set up Emails: subject lines and body text for the received, approved, and denied notifications, plus any terms & conditions text.

  8. Save. The campaign is now live at its public URL.

Next steps

Section titled “Next steps”