How do I configure a Campaign?

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

  1. Go to Config > Accounting > Campaigns.

Search

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

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

  1. Select to edit, to delete or Add Campaign.

Add Campaign

  1. From the search screen, select Add Fund.
  2. 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.
  1. Select Save.

Edit

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

  1. Update the needed fields and then select Save.

Delete

  1. From the search screen, select
  2. 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.

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

  1. 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.
  1. Select Save.

Appeal Categories

Appeal Categories allows you to group your Appeal together.

  1. Go to Config > Account > Appeal Categories.

  1. Select to edit, to delete or Add Appeal Category.

  1. Enter name and then select Save.

View Donations

  1. From the search screen, select Edit and then go to Donations.
  2. View the list of existing donations to the Campaign.

  1. Select Add New Donations to add new donations.

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