Overview, Working with Campaigns

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During these uncertain times when you're unable to hold events or facilitate face-to-face fundraising, Argenta understand your concerns and we have a feature we believe can help. This article helps you understands Campaigns in Argenta. Campaigns can be very helpful for fundraising when people can't participate in activities outside their home. 

Why not try an online campaign focused on the needs of your nonprofit during Covid-19. People are looking for ways to help others and what better way than helping non-profits weather this storm. Adding a campaign is simple, you can find instructions on how to add a campaign in KB Article: Add Campaigns

Campaigns can be used for a few different things, but specifically as fundraising campaigns, they can be used to create special public donation pages, to encourage your donors to give for a specific reason. For example, If your nonprofit provides services that benefit people during this uncertainty you can create a COVID-19 campaign. It's a great way to let your supporters know how they can help you to help others. Campaigns allow you to upload a banner image and write a strong description of your campaign to encourage your supporters to take action.

Campaigns are integrated, meaning they're connected to many of the modules in Argenta. They can be used to organize outcomes, track metrics and provide powerful reports, giving you a clear picture of what types of promotion and fundraising works best for your organization.

Once your campaign is listed in the campaigns screen click the open icon  for the campaign to open the View/Update Campaigns screen.  It is important to remember there are 12 tabs across the top of this screen that each contain valuable information about your campaign.

 
 
 

Let’s go tab by tab and explore the information available to you for campaigns and how to utilize it.

Details

The details screen shows you detailed information about the campaign and allows you to edit those details or add related files and notes about the campaign.

For help adding a related file please refer to KB Article- Add Related Files.

For help adding a note, please refer to KB Article - Add A Note to the Notes Section

If you want to create a public campaign you can add a responsive banner image on the details tab. Remember to click the 'Save Selected Banner Image' button to complete the image upload. To add a description section to your public form simply enter the text into the 'Description' editor. You can format your text any way you like and add images, files or links. If you don't have a public donation form yet ask your account manager. Public interfaces are included with your Argenta subscription at no additional cost.

Once you've completed all the necessary information and your campaign is ready to publish, you can use the campaign link (shown below), to send your supporters to the appropriate form.
 
 
 
Send this link through email, link it to your website and use it as part of your social media strategy to drive supporters to give for the campaign's designated purpose. Your public donation form will use this campaign title and description, and display the public image you select. When a visitor makes a donation using this link, the donation will be connected to the campaign for tracking and reporting purposes. The donation will appear in both your Fiscal Donation section and here in the campaign work space, on the "Donations" tab.

Automated processes are a huge benefit of using Argenta. In this case, when donors use this form the process is automated from start to finish. The donation is logged and added to your General Ledger appropriately, if the donor is a new donor, they're created as both a constituent and a donor in the system.  All of these pieces run flawlessly and automatically so you don't have to do anything past the initial form design.

Anytime a new donation is received an automatic email will be sent notifying the person that is on record for donation notifications.  To edit these setting please see KB Article - How to Manage Your Subscription Settings.

Donations

This tab will list all donations connected to this campaign whether by entering a donation and designating this campaign as the source or by the donor using the public donation form. From here you can enter the donation details screen by selecting the green Donation ID to view or edit the donation.  You can enter the donor details screen by selecting the green Donor to view or edit this donors information.

Expenses

When an expense is connected to a campaign, it's displayed on this tab. You can view any expense's details by selecting the green expense ID number. This will open the Expense Details screen where you can view or edit the expense. If you expect to see an expense listed that isn't, go over to the Business Expense Manager in General Financials and make sure the expense is associated to the right campaign. 

Events

If there is a corresponding event that is tied to this campaign it will be listed here.  If you do not see your event listed, go in and check that the event has this campaign associated to it.  You can click on the green Event name to go into the Event details screen.  This will open the event screen where you can view or edit the events details. 

Invoices

If your campaign has invoices you will need to code these invoices to this campaign as well.  Once Invoices are associated to this campaign they will be listed here. You can click on the green Invoice ID field to go into the invoices detail screen.  From here you can view or edit the invoice.

Material Donations

If this campaign brought in material donations, they will all be listed here.  Once a material donation is associated to this campaign it will be listed here.  You can click on the green material ID field to go into the view/update material donation screen where you can view and update the material donation details.  You can click the green material donor field to go into the donor details screen where you can view or edit the information about your donor.

Pledges

If this campaign had pledges associated to it, they would be listed here.  If your pledges are missing, go into the pledge and make sure it is associated to this campaign.  You can click on the green pledge ID field to open and view the pledge details. 

Clients

If you acquired new clients as a result of this campaign they will be listed here.  If your new client is missing from this screen go into the clients’ constituent card and associate them to this campaign.  If you would like to update or view the client’s information you can select the green constituent ID field to open and edit the client’s information. 

Donors

If you acquired new donors as a result of this campaign they will be listed here.  If your new donor is missing from this screen go into the donors’ constituent card and associate them to this campaign.  If you would like to update or view the donor’s information you can select the green donor ID field to open and edit the donor’s information. 

Leads/Opportunities

If you converted a lead/opportunity as a result of this campaign they will be listed here.  If your new lead is missing from this screen go into the leads’ constituent card and associate them to this campaign.  If you would like to update or view the lead’s information you can select the green lead ID field to open and edit the lead’s information. 

Members

If you acquired new members as a result of this campaign they will be listed here.  If your new member is missing from this screen go into the members’ constituent card and associate them to this campaign.  If you would like to update or view the member’s information you can select the green member ID field to open and edit the members information. 

Volunteers

All your volunteers that are associated with this campaign will be listed here.  If a volunteer is missing from this screen go into the volunteer’s constituent card and associated them with this campaign.  If you would like to update or view the volunteer’s information you can select the green volunteer ID filed to open and edit the volunteer’s information.