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Filtering & Searching Campaigns

The Donation Dashboard provides four status tabs to help you quickly find campaigns based on their current state. Each tab displays a count badge showing how many campaigns fall into that category, so you can see your campaign distribution at a glance.

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Screenshot: Status tabs with count badges
The horizontal row of four status tabs (Active, Pending, Closed, Rejected) with purple count badges on tabs that have campaigns

Status Tabs​

Active (default)​

The Active tab is selected by default when you open the dashboard. It shows all campaigns that are currently live and accepting donations from supporters. This includes both fundraising campaigns (with a target goal) and ongoing donation campaigns (open-ended).

Active campaigns are sorted by most recently modified, so campaigns with recent activity appear first.

Example: Your "Annual School Fund Drive" that launched last month and is currently collecting donations would appear here.

Pending (Draft)​

The Pending tab shows campaigns that are not yet live. This includes two scenarios:

  1. Drafts -- Campaigns you started creating but have not yet published. These are only visible to your organization's admins and do not appear on your public profile.
  2. Talent-user campaigns awaiting approval -- When a regular user (talent user) creates a campaign on behalf of your organization, it appears here until an admin approves or rejects it.

Example: A student created a "Class Trip Fund" campaign for your school. It appears in the Pending tab with the student's name attached, waiting for you to review and approve it.

info

Pending campaigns are an important part of the approval workflow. If you have enabled talent users to create campaigns, check the Pending tab regularly to review and respond to new campaign requests.

Closed​

The Closed tab shows campaigns that have been completed and are no longer accepting donations. A campaign can be closed manually by an admin when the fundraising goal has been met, the project is complete, or the campaign is no longer needed.

Closed campaigns retain all their data -- collected amounts, donor lists, and update history -- so you can reference them at any time.

Example: Your "Youth Sports Equipment Fund" successfully raised $8,000 and was closed after the equipment was purchased. It remains here for your records.

Rejected​

The Rejected tab shows talent-user campaigns that were reviewed by an admin and declined. When a regular user creates a campaign on behalf of your organization and you determine it does not meet your criteria, you can reject it. Rejected campaigns appear in this tab for reference.

Example: A supporter submitted a "Personal Travel Fund" campaign for your organization, but it did not align with your mission. After rejecting it, the campaign moves to this tab.

caution

Rejected campaigns cannot be reactivated. If a talent user wants to try again, they will need to create a new campaign request.

Count Badges​

Each status tab displays a count badge when it contains one or more campaigns. The badge shows the exact number of campaigns in that category.

  • Selected tab: The badge appears with a solid purple background and white text.
  • Unselected tabs: The badge appears with a light purple background and purple text.
  • Empty tabs: No badge is displayed when a tab has zero campaigns.

For example, if you have 3 active campaigns, 1 pending campaign, and 2 closed campaigns, you would see badges showing "3", "1", and "2" on the Active, Pending, and Closed tabs respectively. The Rejected tab would show no badge.

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Screenshot: Count badges on tabs
Close-up of the status tabs showing the Active tab selected with a solid purple "3" badge, the Pending tab with a light purple "1" badge, the Closed tab with a light purple "2" badge, and the Rejected tab with no badge

How Filtering Works​

When you select a status tab:

  1. The campaign grid immediately updates to show only campaigns matching that status.
  2. The selected tab is highlighted with a purple underline and bold text.
  3. If no campaigns match the filter, a contextual empty message is displayed specific to that tab.

The stats cards at the top of the page always show your overall metrics and are not affected by which tab is currently selected.

Sorting​

Campaigns within each tab are sorted by most recently modified. The campaign that was most recently created, updated, or had a donation received appears first. This keeps your most active campaigns at the top of the list.

Understanding Campaign Statuses​

Campaigns move through different statuses over their lifecycle. The status determines which tab a campaign appears in and what actions are available.

StatusMeaningWho Sets ItWhat Donors See
ActiveCampaign is live and accepting donationsAdmin publishes, or admin approves a talent-user campaignFully visible and accepting contributions
Draft (Pending)Campaign is not yet published or is awaiting approvalAuto-set on creationNot visible to donors
ClosedCampaign is complete and no longer accepting donationsAdmin manually closes the campaignVisible but cannot donate
RejectedTalent-user campaign was declined by adminAdmin rejects a pending campaignNot visible to donors

Status Flow​

A typical campaign follows this path:

Admin-created campaigns: Draft --> Active --> Closed

Talent-user campaigns: Pending (awaiting approval) --> Active (approved) --> Closed or Pending (awaiting approval) --> Rejected

tip

Use the count badges as a quick health check for your donation program. A growing number on the Pending tab means you have campaign requests waiting for review. A high count on Active means your fundraising is in full swing. Check the Closed tab periodically to review completed campaigns and their outcomes.

What's Next?​