- This Tutorial will cover the basics of creating Programs and Campaigns in Fundly CRM.
- Programs and Campaigns are the core of how Fundly CRM manages and reports your organization’s information.
- A program is one of your central goals and is usually centered on the mission statement of your organization.
- Fundly CRM also provides you with the ability to create Sub-programs which can be used to track the major elements of a program.
- A Campaign is a specific event or activity that your organization undertakes to support one of its goals, or the organization in general.
- To view, edit and add to the currently configured Programs and Campaigns, hover over Configuration in the Navigation Bar and click on Program/Campaigns.
- To add a new Program or Campaign, click Add(plus sign) located on the right hand side of the screen. The Add/Edit Program/Campaign pop-up screen will appear.
- Start by indicating whether this is a Program or a Campaign. If you selected Campaign, a new screen will appear that is similar but has some differences from the program screen.
- If this will be a sub-program of another program that has already been created, select the parent program from the drop down list.
- Type the name of the program or campaign in the Title Field.
- Type in a start date for this program or campaign, or click the calendar icon and select the date from the pop-up calendar. Start and end dates are most important for Campaigns that have specific durations. Ending dates for Programs are optional.
- Type in any information about the Program that you’ll want into the Details field. This will be used if you have elected to integrate this portion of Fundly CRM into your website.
- Type in any descriptive information about the Program’s recipients or participants in the Recipient Description field (optional).
- The Display on Public Site field only applies if your Program web pages are integrated with Fundly CRM, and you want this program to automatically appear on your web site.
- The Make Active checkbox activates the Program within Fundly CRM.
- The Make Active for Donors checkbox activates this program so that new donations can be linked to the program.
- The Make Active for Volunteers checkbox activates the Program so that new volunteers and volunteer time contributions can be linked to the program.
- When setting up a campaign, if Fundly CRM has been integrated with your website, the Setup Campaign Rules For Online Transactions section allows you to specify which donations and memberships will be associated automatically with this campaign when paid for online.
- Once you have finished configuring your Program or Campaign simply click Save & Close. Should you desire to set up another program or campaign you can click Save & Add New. clicking Cancel will disregard all changes and return you to the Configuration Management screen.
- Once you have returned to the Configuration Management screen hover over the name of any program or campaign you have configured. On the left you will notice two icons have appeared, Edit(pencil) and Delete(X).
- To delete the program or campaign click on Delete.
- To edit the program or Campaign click on the Edit button, which will once again bring up the Add/Edit Program/Campaign screen
- You can set the program or campaign to active or inactive by clicking on the green button associated to the program or campaign in the status column on the right.
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