A Campaign is any effort made by your organization toward completing a particular goal. Campaigns can be related to soliciting donations, generating interest for an event, attracting volunteers or getting the word out about your mission with social media marketing. Once you create a campaign you can assign it to items like donations so you can track the progress of each campaign.
From the Argenta main menu on the left hand side of the screen choose Campaigns.
This will redirect you to a list of all the campaigns you have created and managed. Click the "Add A New Campaign" button.
Enter a start date, the date your campaign will begin, and an end date, the date your campaign will end. If your campaign has no beginning or end, you can leave these blank. These fields are not required.
Click the "Look Up" button to designate a campaign owner. This will pop up a window allowing you to search and select constituents designated as Staff Members, Users, Volunteers or Board Members. So, typically anyone who might run a campaign within your organization. When you select the appropriate constituent, the window will close and the Campaign Owner field will display the ID for the constituent you have selected. This is a required field.
Choose a title for your Campaign. This is not a description so keep it brief. This is a required field.
Using the Campaign Status drop down list, select the current status of your campaign. New, In Preparation, In Progress, On Hold, or Closed/Complete. This is a required field.
Using the Campaign Type drop down list, select the type of campaign you will run. For example, you may be running a banner ad, using public relations or purchasing some social media attention. This is a required field.
Campaign types like most drop down lists in Argenta help to create comprehensive reports. Argenta comes loaded with predefined values for these drop down lists, but you can change them at any time. You can add or delete any of these values by selecting the corresponding section from the Argenta Main Menu. To update Campaign Types choose View/Update Campaign Types from the link in the upper right of the screen.
If you would like to use a Campaign Type that doesn't exist, you can add one here by clicking "Add New" next to the Campaign Type drop down list. A window will popup. Simply, type the name you would like to use and click the "Add This Campaign Type" button. The window will close, and your new Campaign Type will be selected.
Add a description for your Campaign. This is an open field so there is no limit to how much text you can enter. This is not a required field.
Next, you can add more information about your Campaign. These fields are not required.
- Budget Amount - The amount you have allocated for the campaign.
- Projected Revenue - The amount of revenue you intend to generate from the campaign.
- Actual Revenue - The actual amount of revenue you generate from the campaign.
- Total # Targeted - The total number of prospects you are targeting with the campaign.
- # Projected To Respond - The total number of prospects you have projected will respond to the campaign.
- # Actual Responses - The actual number of prospects who respond to the campaign.
Click the "Add This Campaign" button. The window will close and you will find your campaign in the list in alphabetical order by the Campaign's Title.