Configuration: Campaigns (Optional)

Gifts: Configuration: Campaigns

1. This tutorial will cover how to configure campaigns.
2. Campaigns represent overarching fundraising and membership drives aimed at increasing contributions, memberships, or general awareness for your organization. They generally have a concrete purpose, finite start and end dates, and/or finite fundraising $ goals.
3. To configure campaigns, start by clicking Programs and Campaigns on the main menu to open the programs and campaigns sub-menu and then click on Campaigns.

   

4. The resulting screen will present you with a list of all currently configured campaigns which you can add to by clicking on the Add New Campaign button in the lower right.

   

5. In the resulting screen provide a unique, descriptive name for this campaign in the Title field (required).

   

6. Check the box for "Make Active for Donors" if you want this campaign to be available for selection when adding a gift/donation in CRM and to be able to select this campaign when creating a fundraising page. If this check box "Make Active for Donors" is unchecked then you won't be able to assign/select this campaign when adding a new gift and also won't be able to select/assign this campaign with a fundraising page.
   
7. In the Start Date (required) and End Date (not required) fields specify the date range that this campaign will be active.

   

8. Next, if you wish all transactions linked to this campaign to be linked to a particular Accounts Class, select the class with the Account Class drop-down.

   

9. If you wish all transactions for this campaign to be linked to a particular Chart of Account, select the account within the Chart of Account drop-down.

   

10. Lastly, in the Details section, you may use the editor;provided to enter a description of this campaign, that can be pulled later for certain placeholders and online integrations.

    

11. When you have completed entering the campaigns basic information, click on the Save button in the lower right before moving to the next tab #2.

    

12. On the Set Fundraising Goal screen you may specify specific fundraising goals for this campaign for specific time periods.

    

13. To create a new fundraising goal, start by indicating the Start and End Date for donations to be counted against the goal amount.

    

14. Next, specify the goal amount in the Goal field, and whether you wish this goal to be shown on your public pages with the “Display On Public Site” checkbox.

    

15. To save the goal, click the "Add" button to the right of the goal.

    

16. To edit an existing goal, click on the Edit button to the right of the appropriate entry, and the configuration screen will be opened again.

    

17. This will allow you to edit the campaign fundraising goal fields, and when you have completed your changes, click the Save button on the right.

    

18. To delete a goal, click on the drop-down to the right of the Edit button and click on Delete.
19. Once you confirm the change, the goal will be permanently removed from the campaign.

    

20. When you have completed setting any campaign fundraising goals, click on the Next button in the bottom right of the screen.

    

21. On the next screen, "Set Campaign Rules," you will specify what Funds and Memberships will be counted toward this campaign (this tab is optional).
22. Click "Add" in the lower right to add a new campaign rule.

    

    

23. First, in the Start and End Date fields, specify the date range that the rule you are configuring will be applicable.

    

24. Donations and Memberships for this rule will only be able to be applied to the campaign if their donation date or registration/renew date are within the date range specified.
25. Next, in the Fund drop down, indicate what, if any, funds will be able to be applied against this campaign, for the date range specified. Select "All" to have donations made against any/all funds applied during the specified dates apply to this campaign or chose "Select" to select specific funds.

    

26. Lastly, indicate what new and renewing membership types may be recorded against this campaign using the New and Renewing Membership drop downs.

    

27. When you have finished configuring your campaign rule, click on the Save button to save it. You may enter as many rules as you need.

    

28. To edit an existing rule, click on the Edit button to the right of the appropriate entry, and the configuration field will be opened again.

    

29. This will allow you to edit the campaign rule fields, and when you have completed your changes, click the Save button on the right.
30. To delete a rule, click on the drop-down to the right of the Edit button and click on Delete.

    

31. Once you confirm the change, the rule will be permanently removed from the campaign.
32. Select Next at the bottom of the screen to move to the last tab Acknowledgement Set Up.

    

33. Here, you can assign the donation acknowledgement template that will be used for donations, soft credit donors, and tributes made to this campaign.

    

34. To assign template, click on the Choose Template button. The resulting screen will display all the acknowledgement template configured in your database. You will see Preview and Select option when you hover over each template.

    

    

35. ClickingPreviewwill the ask user the preferred preview output; PDF or Word document

    

36. You can click on selectto assign that template to this program or click onCreate New to create a new template from scratch (see our tutorial on working with templates for more information on setting up your donation acknowledgement template).

    

37. When you have finished selecting/configuring your templates, select Save on the bottom right.

    

38. To return to the campaign list when you have finished configuring the campaign, click on the Blue Back Arrow in the lower left side of the screen.

    

39. You can sort and organize the existing campaign by campaign name, by start date or by end date of the Campaign. At the top of the campaign index page, you will see two Sort By fields. In the first field, you can select Name to sort the list by name or you can select start date or end date to sort the list according to the dates. In the next field, you can select the sort order- "ascending"  or descending. For example: If you select Start Date in the first field and Descending in the second field, it will list the recent campaigns at the top.
    
    
    
40. To edit an existing campaign, find the campaign in the list, and in the drop down to its right select Edit.

    

41. To delete a campaign, find the entry in the list, and in the drop down on the right select Delete.

    

42. Please Note: You can only delete a campaign if it is not tied to any donations or events. If it is, you will receive a pop up messaging indicating the campaign cannot be deleted, only deactivated. Otherwise, if you are able to delete the campaign, you will see a pop up box asking you to confirm the deletion and then a green validation message confirming the campaign was deleted.

    

    

    
43. To deactivate a campaign, enter an end date (that is in the past) for the campaign.