Some campaigns are created for a specific event such as holiday gifting or Employee Appreciation Day. Once the event is over, some companies will need to close out the campaign and finalize costs.
To successfully close out a campaign, please follow the steps below.
Please Note: If you are closing out an Automated Campaign (Birthday, Anniversary, New Hire), please be sure to PAUSE the campaign(s) to prevent any future gifts from going out!
1️⃣ Expire all unclaimed gifts ⏱️
All gifts sent from your campaign must either be claimed or expired. Before expiring your gifts, we always recommend giving your recipients a deadline to claim so that they can claim their gift before their link expires. You can also manually push a reminder email for them to claim their gift as well.
When you're ready, please head to the main Gift Activity tab → filter your campaign → select the checkbox next to "Recipient" → Select all recipients → Expire gifts.
2️⃣ Make sure all outstanding invoices are paid, if any.
3️⃣ Request a refund (optional)
Some admins like to keep the remaining funds on the Dashboard to issue future gifts. However, if you wish to be refunded for the remaining funds of your deposit/prepay, please go through the refund process here.
Once submitted, the details will be sent to our Finance team to process your refund. You will receive a confirmation email from the Finance team once your refund is issued. 🚀