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Step 5: Preview & Launch

Step 5 of 5 -- Review & Go Live

The final step gives you a complete summary of your campaign before you publish it. Review every detail, then choose to save as a draft or launch your campaign.

Campaign Preview​

The preview screen displays all of your campaign information in a format similar to how donors will see it. Each section includes an Edit button that takes you directly back to the relevant step if you need to make changes.

What the Preview Shows​

The preview is organized into the following sections:

Title and Category

  • Your campaign title displayed prominently
  • Category badge (e.g., "Education", "Sports")
  • Campaign type badge ("Fundraising" or "Donation")
  • Edit button links back to Step 1

Appeal

  • Your short appeal message
  • Edit button links back to Step 2

Full Story

  • Your complete campaign description, preserving line breaks and formatting
  • Displayed under the appeal section

Campaign Goals

  • Fundraising Goal -- The target amount, displayed in a highlighted card (for fundraising campaigns only)
  • Campaign Duration -- Start date and end date, if set
  • Tax Deductible -- Shown as a green badge if enabled, including "501(c)(3) organization" label
  • Cover Processing Fees -- Shown as a blue badge if enabled, indicating "Donors cover transaction fees"
  • Suggested Amounts -- Your quick-select amounts displayed as styled buttons (e.g., "$25", "$50", "$100")
  • Edit button links back to Step 3

Media

  • Your first uploaded image is displayed as a cover image at the top of the preview card
  • If you uploaded multiple items, a badge shows the count (e.g., "+2 more")
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Screenshot: Campaign preview on Step 5
The full preview card showing: a cover image at the top, the campaign title with category and type badges, the appeal message, the full story description, a goals section with highlighted cards for the fundraising goal, campaign duration, tax deductible badge, and processing fees badge, and suggested amount buttons at the bottom. Each section has a small purple "Edit" link on the right.
tip

Read through the entire preview carefully before launching. Pay special attention to:

  • Spelling and grammar in your title, appeal, and description
  • Accuracy of the fundraising goal and dates
  • Campaign type -- make sure Fundraising vs. Ongoing is correct
  • Media -- verify the cover image looks good at this size

Launching Your Campaign​

At the bottom of the page, you have two options:

Save as Draft​

Click Save as Draft to save your campaign without publishing it.

  • The campaign is saved to your Donation Dashboard under the Draft tab.
  • It is not visible to donors or the public.
  • You can return to edit the campaign at any time and launch it when you are ready.
  • Use this option when you want to get feedback from team members before going live, or when you are still finalizing details.

Go Live (Launch Campaign)​

Click Launch Campaign to immediately make your campaign active and visible.

  • The campaign status changes to Active.
  • It becomes visible on your organization's public profile.
  • Donors can start contributing right away.
  • A shareable link is generated that you can distribute to potential donors.
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Screenshot: Navigation bar with Save as Draft and Launch Campaign buttons
The bottom navigation bar showing a "Previous" button on the left, and on the right side, a "Save as Draft" secondary button and a purple "Launch Campaign" primary button.
info

The Launch Campaign button is only enabled when all required steps (Basics, Story, and Goals) are complete and valid. If the button appears disabled, go back and check that all required fields are filled in.

What Happens After You Launch​

Once your campaign is live, several things happen:

  1. Campaign appears on your dashboard -- You can see it under the Active tab on the Donation Dashboard, along with real-time stats like amount collected and number of donations.
  2. Campaign appears on your public profile -- Visitors to your organization's page can see the campaign and contribute.
  3. Shareable link is available -- You can copy and share the campaign link via email, social media, or messaging apps to reach potential donors.
  4. Donors can contribute -- Anyone with the link (or who visits your profile) can make a donation to your campaign.

Can You Edit After Going Live?​

Yes. You can edit an active campaign at any time from the Donation Dashboard. Common edits include:

  • Updating the description or appeal with progress updates
  • Adjusting the target amount (for fundraising campaigns)
  • Adding or changing media
  • Extending the end date
caution

While you can edit most campaign details after going live, keep in mind that existing donors have already seen the original campaign information. Significant changes (like drastically changing the fundraising goal or campaign purpose) should be communicated transparently through campaign updates.

Talent User Submissions​

If you are a talent user (a member or supporter, rather than an organization admin), the process is slightly different:

  • Instead of "Launch Campaign", you will see Send for Approval.
  • Your campaign enters a pending approval state.
  • An organization admin must review and approve the campaign before it becomes active.
  • You will be notified when your campaign is approved or if changes are requested.

What's Next?​

After launching your campaign: