How do I configure a Campaign?

Contents

Examples
Navigation
Search
Appeals
Appeal Categories
View Donations
Related Articles

A Campaign is a targeted donation effort which may include one or more appeals. Campaigns can be general or specific and may have a designated time frame. They essentially help classify incoming donation money via a marketing initiative.

Examples

2020 Scholarships
Annual Fundraiser
5K Fun Run

Navigation

Go to Config > Accounting > Campaigns.

Search

Use the Criteria to filter the list if needed and select Find.

Results will be displayed in the center section. Use the filter at the top of the screen to narrow the results.

Select to edit, to delete or Add Campaign.

Add Campaign

From the search screen, select Add Fund.
Enter the required fields.

Name – Enter a name for the Campaign.
Begin Date – Enter a begin date.
End Date – Enter an end date.
Comments – Add a comment for the Campaign.

Select Save.

Edit

From the search screen, find a Campaign and then select .
Select Edit Campaign.

Update the needed fields and then select Save.

Delete

From the search screen, select
Type yes and then select Delete.

Quick Tip – Campaigns with donations cannot be deleted.

Appeals

Appeals let you track specific marketing initiatives in relation to a Campaign. Examples could include marketing strategies like website, bulk mailing, email, phone, postcard or in person.

From the search screen, select Edit and then go to Appeals.
Select to edit, to delete or Add Appeal.

Enter the required fields.

Name – Enter a name for the Appeal.
Appeal Type – Select from Mail, Newsletter, Registration, Other or Website.
Appeal Category – Select an Appeal Category or add a new one.
Begin Date – Enter a begin date.
End Date – Enter an end date.
Event Year – Select an event year.
Response Code – Enter a response code that is included as part of the marketing.
Comments – Enter a comment about the Appeal.