Help & quick start

Jump to

• Quick start (5 steps)
• Dashboard & deadlines
• Contacts
• Contributions & expenditures
• Reports & documents
• Thank-you letters
• Committees & team members
• Account & security
• Install it on your phone or computer

Quick start

1. Set up your committee. On first sign-in the setup wizard collects your committee, candidate, office, and where you file. You can change any of it later on Dashboard → Profile.
2. Add your people. Go to Contacts and add your donors and payees. You can also add someone on the spot while recording a contribution.
3. Record money in and out. Use Contributionsfor donations received and Expenditures for money spent. Itemization is applied automatically based on the amount thresholds.
4. Check your deadlines. The Dashboard shows your filing calendar, computed from your office and election year. Confirm each date against the official Indiana schedule and save it.
5. Generate your forms. Open Documents, pick a form, and it fills a print-ready PDF from your saved data. Sign and date on paper, then file it.

Dashboard & deadlines

The dashboard summarizes your contribution and expenditure totals, shows where you file, and lists your upcoming filings & deadlines. Dates marked with ~ are estimates — click Confirm / edit to set the exact date from the official schedule (it then shows a ✓). You'll get reminder emails before each deadline; marking a report filed on the Reports page stops its reminders.

Contacts

Your donors and payees live in Contacts. Add individuals or organizations; the type controls how they're itemized on reports. You can flag someone to recognize at events (candidate, elected official, public figure) — they show up on the who-to-thank list. Contacts are shared across contributions, expenditures, and forms for the current committee only.

Contributions & expenditures

Contributions records donations received. Itemization is automatic: anyone over the threshold is itemized, the rest roll into the unitemized total. Two extras under Contributions: Event Entryfor entering a batch of donors quickly, and the Kiosk — a full-screen, chrome-free page you can hand a donor on a tablet to enter their own gift. You can also import a CSV (duplicates are skipped automatically).

Expenditures records money spent, and its Debts tab tracks outstanding obligations. Both export to CSV.

Reports & documents

Documents lists the forms for your office — the CFA-4 report of receipts & expenditures, the CFA-1 statement of organization, large contribution and public-question reports, the CAN candidacy forms, and the legislative SEI. Each generates a filled, print-ready PDF from your saved data; signatures, initials, and notary blocks are left blank for ink. If you started mid-year with a prior handwritten report, use Backfill to enter it. The Reports page keeps a history so you can mark a report filed.

Thank-you letters

Who to thank (from Contacts) batches donor thank-you letters from an editable template — one page per donor, laid out for a window envelope, with an ink signature line — and marks who's been thanked. It also shows a speech shout-out list of donors you flagged as candidates, elected officials, or public figures.

Committees & team members

If you manage more than one committee, a committee switcherappears in a bar under the top menu — pick a committee and the whole app shows that committee's data. Manage a committee's team on the Committee tab: invite someone by email and pick their role. Roles: owner (everything, incl. members), treasurer / manager (full books & forms), data entry (add contributions/expenditures only), viewer (read-only). Invitees join automatically the next time they sign in with the invited email. Only owners and managers can invite, change roles, or create another committee.

Account & security

Open the Account menu (top-right) to change your password, turn on two-factor authentication (an authenticator app, with one-time backup codes in case you lose your phone), switch between light and dark mode, or sign out. Your role in the current committee is shown there too.

Install it on your phone or computer

CampaignClerk runs in any browser, but you can add an app icon:

• iPhone / iPad: open the site in Safari → tap Share → Add to Home Screen.
• Android: Chrome menu (⋮) → Add to Home screen / Install app.
• Windows / Mac: in Chrome or Edge, click the install icon in the address bar, or the menu → Install CampaignClerk.

It opens full-screen with its own icon; it's the same app either way.