A campaign is any effort your organization makes toward a particular goal. Campaigns can be used for many things: soliciting donations, generating interest for an event, attracting volunteers, or getting the word out about your mission through marketing. Once you create a campaign, you can connect it to items like donations so you can track the progress of each campaign. Used as Fundraising Campaigns, they can power special public donation pages that encourage donors to give for a specific reason. Used as Marketing Campaigns, they help you track the effectiveness of a specific marketing effort. However you use them, campaigns connect to many areas of Argenta and are a powerful reporting tool.
From the main menu on the left side of the screen, go to Fundraising > Fundraising Campaigns. (You can also reach the same list under Marketing & Engagement > Campaigns.) This opens your full list of campaigns.
From the list, click the Add A New Campaign button. Argenta creates the new campaign and opens it in the Campaign Workspace, on the Campaign Details page, where you fill in the details.
On the Campaign Details page, fill in the information for your campaign:
- Campaign Status – Choose the current status of the campaign. This is a required field.
- Start Date / End Date – Set when the campaign begins and ends. If you leave the End Date blank, the campaign sells indefinitely until you close it.
- Campaign Owner – Start typing a constituent’s name to assign the person responsible for the campaign.
- Campaign Title – Enter a title for your campaign. This is a required field. Check Include Title On Public Form if you want the title to show on the public campaign page.
- Associated Fund – Start typing a fund name to tie the campaign to a specific fund.
- UTM Code – Enter a UTM code if you want to track this campaign in your web analytics.
- Campaign Type and Campaign Category – Choose a type and category to classify the campaign.
- Final Outcome – Record the result of the campaign once it wraps up.
- Chapter, Division, Department – If the campaign is tied to a specific chapter, division, or department in your organization, choose it from the drop-down list.
- District and Precinct – For political organizations only, choose the district and precinct the campaign is tied to. Select the district first, then the precinct.
When you are finished, click Save All & Continue to save and stay on the page, or Save All & Exit to save and return to your list. You have successfully added a new campaign. From the Campaign Workspace, you can use the tabs along the left to add more details, such as Connections, the Public Form Design, and Email Batches.