---
schema_version: "1"
id: 4cca2412d5dc1b370199a52b09cfd495636247e08d4f4d40d98da31629dbf31f
title: Create a Campaign
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/v4s_user_create_campaign.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.v4s_user_create_campaign.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 58ab5ff6b4ce5337f76e0a002b1d29cd491dc29a56d746bc4678921e1300cb83
description: The Campaign is the top level of your volunteer structure. You can either create a Campaign manually or use the wizard.
products:
  - Nonprofit
release: "264"
---
# Create a Campaign

The Campaign is the top level of your volunteer structure. You can either create a Campaign manually or use the wizard.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/images/icon_note.png)

Note Watch the Nonprofit Salesforce How-To Series video: [Create Volunteer Campaigns](https://www.youtube.com/watch?v=6ZQJT7XFdI0)

- **[Create a Campaign Using the Volunteers Wizard](https://help.salesforce.com/s/articleView?id=sfdo.v4s_user_create_campaign.htm&release=264.0.0&type=5)**  
    The Volunteers Wizard speeds up creation of your Campaign, Job, and Shift structure in a couple of ways. When you create the Campaign, you can have the wizard automatically create some sample Jobs and Shifts that you can then tailor. Or, you can clone a Campaign. Cloning lets you base the new Campaign's Jobs, Shifts, and Volunteer Hours on an existing Campaign.
- **[Create a Campaign Manually](https://help.salesforce.com/s/articleView?id=sfdo.v4s_user_create_campaign.htm&release=264.0.0&type=5)**  
    You can manually create a volunteer Campaign if you want to start from scratch.

## Create a Campaign Using the Volunteers Wizard

The Volunteers Wizard speeds up creation of your Campaign, Job, and Shift structure in a couple of ways. When you create the Campaign, you can have the wizard automatically create some sample Jobs and Shifts that you can then tailor. Or, you can clone a Campaign. Cloning lets you base the new Campaign's Jobs, Shifts, and Volunteer Hours on an existing Campaign.

1. In Volunteers for Salesforce, click the Volunteers Wizard tab.
2. Enter a name for the Campaign, typically the event name. For example, Spring Fling Gala.
3. If this Campaign is related to another Campaign, select the related Campaign from the Parent Campaign ID drop-down menu.
4. Select the **Active** option. This ensures that the Campaign displays on the Shift Calendar on your website.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/images/icon_note.png)
    
    Note We will go over how to set up website integration later.
5. Select the type of Campaign.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/images/icon_note.png)
    
    Note Your Admin may have set up custom Campaign Types for you to use. Use the Campaign Type that best fits your needs.
6. Choose a status. For example, if your event is a few months away, but you're starting to plan now, you would use the Planned status.
7. Enter the start and end dates for your event.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/images/icon_note.png)
    
    Note Although this is a one-time event, you may want to set the start date to when you will start planning for the event. The end date will typically be the date of the event itself.
8. From the Volunteer Website Time Zone drop-down, select the time zone where the event is occurring.
    
    ![Volunteers Wizard](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/volunteers_for_salesforce/images/campaign_wizard.png)
    
    At this point you can choose to clone an existing Campaign. Cloning is useful if you plan the same event every year with the same Jobs and Shifts.
    
    You can choose instead to have the wizard simply create a number of sample jobs and shifts, which you can then edit.
9. To clone a Campaign:
    1. Select the existing Campaign from the Clone Campaign drop-down menu. Additional fields appear.
    2. Enter the New First Shift Date for your new Campaign. All subsequent Shifts will be created based on this date.
    3. To copy Volunteer Hours from the existing Campaign to your new Campaign, select Copy Job and Shift Volunteers.
    4. If you select Copy Job and Shift Volunteers, choose the Status the Volunteer Hours should be copied over with. If you don't choose a value, the Hours are copied with their existing Status values.
        
        ![Cloning an existing campaign](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/volunteers_for_salesforce/images/campaign_wizard_clone.png)
10. Optionally, choose the number of sample Jobs and Shifts you want to create.
    
    ![Volunteer jobs, shifts, and hours on the Volunteer Wizard](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/volunteers_for_salesforce/images/campaign_wizard_number_jobs.png)
11. Click **Save**.

The detail page for the Campaign you created appears. If you chose to clone an existing Campaign, you see the Jobs and Shifts copied from that Campaign on the Related tab. If you chose to create sample Jobs or Shifts, they are listed as Sample Job1, Sample Job2, and so on (as shown below).

![Campaign with sample jobs](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/volunteers_for_salesforce/images/campaign_wizard_sample_jobs.png)

## Create a Campaign Manually

You can manually create a volunteer Campaign if you want to start from scratch.

1. In Volunteers for Salesforce, click the Campaigns tab.
2. Click **New**.
3. Select **Volunteer Campaign**.
    
    ![Creating a new volunteer campaign](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/volunteers_for_salesforce/images/create_campaign.png)
4. Click **Next**.
5. Enter your volunteer Campaign name. We recommend using the name of your event.
6. Select the **Active** option. This ensures that the Campaign displays on the Shift Calendar on your website. To view an example of a Shift Calendar on the website, see [Engage Volunteers on your Website](https://help.salesforce.com/s/articleView?id=sfdo.v4s_user_website.htm&release=264.0.0&type=5 "This section assumes your Administrator integrated Volunteers for Salesforce with your website. And we sure hope they did! Using Volunteers for Salesforce with your website provides the opportunity for volunteers to visit your website and see a calendar of the Job and Shift offerings you entered in Volunteers for Salesforce. Not only can they see the calendar or a list of Job offerings, but they can sign up right from the page and that information will be saved in Volunteers for Salesforce.").
7. Select the type of Campaign.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/images/icon_note.png)
    
    Note Your Admin may have set up custom Campaign Types for you to use. Use the Campaign Type that best fits your needs.
8. Choose a status. For example, if your event is a few months away, but you're starting to plan now, you would use the Planned status.
9. Enter the start and end dates for your event.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/images/icon_note.png)
    
    Note Although this is a one-time event, you may want to set the start date to when you will start planning for the event. The end date will typically be the date of the event itself.
10. From the Volunteer Website Time Zone drop-down, select the time zone where the event is occurring.
    
    ![New volunteer campaign form](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/volunteers_for_salesforce/images/new_volunteer_campaign.png)
11. Click **Save**. The Campaign Detail page appears.

Now that you have the top level of your structure, it's time to move on to [creating Jobs](https://help.salesforce.com/s/articleView?id=sfdo.v4s_user_create_jobs.htm&release=264.0.0&type=5 "Jobs represent the next level down in your structure. Before you start creating Jobs, it's a good idea to jot down exactly what Jobs and Shifts you need to fill.") for your Campaign.