A Campaign is any effort your organization makes toward a particular goal. Campaigns can be tied to soliciting donations, generating interest in an event, attracting volunteers, or getting the word out about your mission. Once a campaign exists you can associate it with records like donations and sales so you can track each campaign's progress.
This article walks you through viewing and updating an existing campaign. For an overview of what each field means, see the Overview, Working with Campaigns article in the Knowledge Base.
From the main menu on the left, select Fundraising > Fundraising Campaigns. This opens your full campaign list. All previously entered campaigns are shown.
Click a campaign in the list to select it, then click the green Open icon that appears to open the Campaign Workspace for that record.
The Campaign Workspace has 12 tabs along the left, each one you can view or update as needed:
1. Campaign Details
This tab holds the core information about your campaign. The fields you can change here are:
- Record Level Permissions – Two toggle switches at the top. Turn on Set As View Only to keep the record visible but not editable, or turn on Lock This Record to restrict access. Use the Record Permissions tab (below) to grant specific users access when one of these is on.
- Campaign Status – Choose the status from the drop-down. Only In Progress and Ongoing make your public donation form available externally for donations. This is a required field.
- Start Date / End Date – Type a date or pick one from the calendar. Leaving the End Date blank means the campaign sells indefinitely until you close it.
- Campaign Owner – Start typing a constituent's name and select the new owner.
- Campaign Title – Click into the field to change the title. This is required and cannot be blank. Use the Include Title On Public Form checkbox to show it on your public form.
- Associated Fund – Start typing a fund name to connect this campaign to a fund.
- UTM Code – Click into the field to add or change your UTM tracking code.
- Campaign Type – Choose a type from the drop-down.
- Campaign Category – Choose a category from the drop-down. If the one you need is not listed, use the orange + (Add New) icon to add it.
- Final Outcome – Choose an outcome from the drop-down.
- Chapter, Division, Department – Choose each from its drop-down (these reflect your organization's structure).
- District and Precinct – These appear only for political organizations. Choose the District first, then the Precinct.
When you are done, click Save All & Continue to save and stay on the record, or Save All & Exit to save and return to your campaign list. You can also use Copy & Add New to duplicate the campaign, Delete This Record to remove it, or Cancel & Exit to leave without saving.
2. Connections
Connect this campaign to an Associated Auction, Associated Fund, and Associated Project. Start typing in each lookup to find and select the record; your selection saves automatically.
3. Public Form Design
Control how this campaign appears on your public donation and sales forms. Here you can add or remove a Banner Image, choose your form colors and settings, set up a fundraising leaderboard, and edit the description/content that shows on the public form.
4. Email Batches
Shows the email batches you have sent for this campaign. Use the Pick A Template & Send Email button to send a new email to your constituents. Click a batch's Open icon to view or edit it.
5. Sale Item Settings
Manage the items that can be sold through this campaign. Use Add A New Sale Item to create one, and click into an item to edit its details.
6. Campaign Sales
Lists the sales recorded against this campaign. Open a sale by clicking its Open icon to view or update it.
7. Analytics & Metrics
Your performance metrics for the campaign, organized into sub-tabs: Fundraising Results, Sales Results, Campaign Response, Email Marketing, Social Media, Pay Per Click, and Sourcing. Use Refresh to reload the latest numbers and Export CSV to download them. A few notes:
- Fundraising Results, Sales Results, Email Marketing are read-only summaries pulled from your Budget & Financials, sales, and email activity.
- Campaign Response is where you enter Total Targeted and Response Projected. Total Response updates automatically. Click Save Changes when done.
- Social Media, Pay Per Click, Sourcing let you record result sets with Add New. To change a result set later, click its Edit (pencil) icon, update the values, and click Save Changes; or remove it with its Delete icon. The summary updates with each set.
8. Campaign Acquisition
Shows the constituents you acquired through this campaign, grouped by type (such as donors, leads, members, and volunteers). Open any record by clicking its ID or Open icon. These are simply the records acquired through this campaign.
9. Budget & Financials
The campaign's budget and financial picture, with sections for Projected Expenses, Actual Expenses, Projected Income, and Actual Income, plus a financial summary that compares projected versus actual.
- Projected Expenses / Projected Income – Use Add New to add line items and click into a line to edit it. Save your changes.
- Actual Expenses – Business expenses tied to this campaign appear here; open one with its Open icon.
- Actual Income – Donations received through your public donation form are automatically coded to this campaign and shown here. Open a donation, invoice, or payment by clicking its ID.
- Summary – Read-only; it updates as you change the projected and actual items.
10. Campaign Files
Attach files to this campaign. Use the Browse button to pick a file from your computer or drag and drop it into the box, then save the selected file. Remove a file with its Delete icon.
11. Campaign Notes
All notes you've entered for this campaign. Click a note's Open icon to edit it, or its Delete icon to remove it.
12. Record Permissions
When a record is set to View Only or Locked, this tab is where you grant specific users access. There are two panels:
- View Only Access – Users you add here can still edit the record even when View Only is on.
- Locked Record Access – Users you add here can still access the record even when it is Locked.
In either panel, start typing a user's name in the Add User box, select the user, and click Add. To remove someone, click the delete icon next to their name.