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Create a Campaign

A campaign in Devize is an initiative aimed at supporting employees through donations, well-being programs, or corporate social responsibility (CSR) efforts. It allows organizations to plan and execute campaigns for causes such as employee health, education funds, or disaster relief.
Steps to Create a Campaign

Follow these steps to create a new campaign:
- Navigate to the Campaign Page: From the left sidebar, select Campaign to open the campaign list page.
- Click Add Button: Press the Add button to open the campaign creation form.
- Fill in the required details: Enter the campaign name, description, exemption type, and set an end date.
- Enable Employee Portal Visibility (Optional): Check the option if the campaign should be visible to employees.
- Submit the Campaign: Click Submit to finalize and create the campaign.
Name | Description |
---|---|
Campaign Name | The title of the campaign, such as "Employee Well-being Program" or "Disaster Relief Fund". |
About the Campaign | A brief description outlining the purpose, such as helping employees with medical expenses or fundraising for a cause. |
Exemption Type | Specifies the category of the campaign (e.g., Donation, CSR, Employee Assistance). |
Campaign Ends On | The deadline for the campaign, after which participation or contributions close. |
Show in Employee Portal | A checkbox option to make the campaign visible to employees who can participate or contribute. |
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