View and/or Update A Campaign

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 select Sales and Marketing and choose Campaigns.

 

 

This will redirect you to the campaign list. All of the campaigns that have been previously entered will be displayed in the list.

This will redirect you to the View/Update screen for the record you selected.

 

Using the Campaign Status drop-down list, you can change the status of your campaign. Campaign status codes are; New, In Preparation, In Progress, On Hold, or Closed/Complete. This is a required field. 

You can edit the campaign Start Date and End Date. If your campaign has no beginning or end, you can leave these blank. These fields are not required.

You can rename the campaign by changing the Campaign Title. This is a required field. 

You can change the 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.

The Campaign Owner is anyone affiliated with your organization (a staff member, board member, volunteer, etc.) who will be coordinating or managing the campaign. You can change the campaign owner by clicking the "Lookup" button to designate an alternate campaign owner.   This will pop up a window allowing you to search and select constituents designated as Staff Members, Users, Volunteers or Board Members. When you select the appropriate constituent, the window will close and the Campaign Owner field will display the ID for the new constituent you have selected. This is a required field.

Using the Campaign Type drop-down list, you can change the type of campaign. As an example, you may be running a direct mail campaign and you would like to change it to a referral program.

Using the Campaign Category drop-down list, you can change the campaign category. As an example, you may be running a direct mail campaign and decide to change it to an email campaign.  If you would like to use a Campaign Category that doesn't exist, you can add one right here on this screen by clicking "Add New" next to the Campaign Category drop-down list. A window will popup. Simply, type the name you would like to use and click the "Add This Record" button. The window will close, and your new Campaign Category will be selected.

Next, you can change the financial and analytical 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 have projected to generate.

·         Actual Revenue - The actual amount of revenue generated from the campaign.

·         Total # Targeted - The total number of prospects you are targeting.

·         # Projected to Respond - The total number of prospects you have projected to respond.

·        Total # Responses - The actual number of prospects who have responded.

You can add or delete files related to the campaign. There is no limit to the number of files you can add. In the file section of the page, click "Browse", select the file from your drive and click "Save File". The file you selected will be displayed in the file list below. To delete a file simply click the corresponding delete icon. You will be asked to confirm the deletion, select "OK" to delete the file. The file is removed from the list.

You can add or delete notes related to the campaign. There is no limit to the number of notes you can add. To add a note, click "Add New". This will open an editor where you can enter and format your note. When you have finished, click the "Add This Note" button. You will be redirected back to the campaign screen to continue viewing and/or updating your campaign.

You can edit your notes by clicking on the corresponding "Edit" button for the note. This will open an editor where you can edit your note. When you have finished, click the "Save Note Changes" button. You will be redirected back to the campaign screen to continue viewing and/or updating your campaign.

In addition to all of these fields there are 12 tabs above the top for you to view the donations, expenses, events, invoices, material donations, pledges,, clients donors, leads, members and volunteers that are associated with this campaign.  These connections are created in their respective constituent cards by adding an Associated Campaign.

Once you have finished making all the necessary updates you can click the "Save Changes & Exit Record" button at the top of the page. At any time you can click "Save Changes & Continue" to save your changes and continue updating the campaign. 

If you haven't made any changes, or you don't want to save the changes you have made you can click the "Cancel/Back" button to return to the Campaign list.