Knowledge Base Article

Overview, Working with Campaigns

A campaign is any effort your organization makes toward one goal: raising money, filling an event, recruiting volunteers, or spreading the word. Because campaigns connect to donations, sales, leads, emails, expenses, and events, the Campaign Workspace ends up being the one screen that tells you whether the effort worked. This article is a tour of all twelve tabs.

To get there, go to Fundraising > Fundraising Campaigns (also under Marketing & Engagement > Campaigns), select a campaign, and click the green open icon. To create one first, see Add Campaigns.

All twelve tabs sit in the workspace menu. The Public Forms button on the right is where both public links live.

Your two public links

At the top of the workspace, the public forms menu gives you both links for this campaign: Open Public Campaign Donation Form / Copy Campaign Donation Form Link, and Open Public Campaign Sales Form / Copy Campaign Sales Form Link. Use the copy option when you are putting the link in an email, a post, or on your website. The link is what ties a gift or a purchase back to this campaign, so anything raised through it reports here automatically.

The Public Forms menu open, showing Open Public Campaign Donation Form, Copy Campaign Donation Form Link, Open Public Campaign Sales Form, and Copy Campaign Sales Form Link

Open takes you to the form as a visitor sees it. Copy puts the link on your clipboard for an email or a post.

1. Campaign Details

The core record: status, dates, owner, title, fund, UTM code, type, category, final outcome, and your chapter, division, and department. Two switches at the top set record-level permissions. Full field-by-field detail is in View and/or Update A Campaign.

The Campaign Details tab with record permission switches, status, start and end dates, owner, title, associated fund, UTM code, type, category, final outcome, and chapter, division and department

Status and title are the only required fields. Everything else can be filled in as you go.

2. Connections

Where you tie the campaign to the rest of your system. Associated Auction, Associated Fund, and Associated Project are single lookups that save the moment you pick one (you will see a green Saved check). Below them, panels let you attach as many Associated Events, Associated Programs, and Associated Tasks as you need. Removing a connection here never deletes the record itself. Step by step: How to Connect a Campaign to an Auction, Fund, Project, Events, Programs and Tasks.

The Connections tab with lookups for associated auction, fund and project, and panels listing the connected events, programs and tasks

The three lookups at the top save as soon as you pick something, so watch for the green Saved check rather than hunting for a save button.

3. Public Form Design

Controls how both public forms look, and includes a share card with a downloadable QR code for each one.

Public Sales Form (On or Off). The master switch for the sales form.
Banner Image. Upload one and click Save As Banner Image. It runs across both the donation and the sales form. Remove Banner Image takes it back off.
Form Settings. A Form Title (the heading of both forms, but only when Include Title On Public Form is off on Campaign Details), colors for the sales form headline, icons, and buttons, and switches for which fields the sales form asks for: Mailing Address, City/State/Zip, Phone Number(s). Show Progress on Public Form(s) puts your fundraising thermometer in front of donors, and Show Item Images on the Public Sales Form shows each item's picture.
Fundraising Leaderboard. Turn it on and donors can tag the company or team they are giving under, and a public leaderboard ranks companies by total raised. You can also let visitors click a company to see its individual donors, which lists each gift with its donor's name and amount. Donors can still give anonymously: an anonymous gift shows as Anonymous in that list, and its amount still shows.
Form Content. The rich text block visitors read on the form. Write the ask here.

Click Save All Changes when you are done. Every setting on this tab is covered in How to Build Campaign Sales Forms.

The top of Public Form Design with the two share cards, each with a QR code, the public link, a Copy button, and Download PNG and Download SVG buttons

One share card per form. Take the SVG for anything printed large, like a banner, and scan it yourself before it goes to print.

The banner runs across both forms. This is your own file library, so anything you have already uploaded is here to reuse.

Form Settings with a form title field, color pickers for the sales form, switches for mailing address, city state zip and phone number, the Show Progress and Show Item Images switches, and the fundraising progress bar

The field switches on the right apply to the sales form only. Show Progress is what puts the fundraising thermometer in front of donors.

4. Email Batches

Every email sent for this campaign, with the template name, subject, who sent it, and when. Click a batch's open icon for its delivery detail. Pick A Template & Send Email takes you to your templates to send another one, and Argenta Mail Room jumps to the Mail Room. See Sending Emails Related To Campaigns and Working with Email Batches.

The Email Batches tab with Pick A Template and Send Email and Argenta Mail Room buttons above two email batches, each with its date, template, subject and sender

Each batch shows its template, its subject and who sent it. Both buttons take you to the Mail Room to send another.

5. Sales Item Settings

The things people can buy through this campaign: tickets, t-shirts, raffle entries, whatever you are selling. Click Add A New Item, then set the item name, description, price, tax deductible amount, and the start and end sales dates. Limit The Amount Available plus Max. Available caps inventory, and Display Order on Form controls where it sits on the public form. Each item shows its current total sold and current sales as they come in. Two switches at the top turn the public sales form on or off and let buyers skip online payment and mail a check instead. Step by step: How to Set Up the Items a Campaign Sells.

The Sales Item Settings tab with the public sales form and mail-in check switches, the pickup details, an Add A New Item button, and one item showing its name, description, picture, sales dates, price and tax deductible amount

Each item carries its own running total sold and current sales, so you can see what is moving without leaving the tab.

6. Campaign Sales

Every sale recorded against this campaign, searchable by ID, name, or email. Add New records one by hand for an offline sale, and Itemized Sales Report breaks the totals out by item, and Export List downloads the list. Step by step: How to Track and Record Campaign Sales.

The Campaign Sales tab with a search box, Add New, Export List and Itemized Sales Report buttons, the sales count with gross and net totals, and the first sale

Add New is for a sale you took offline, so cash and checks still land against the campaign.

7. Analytics & Metrics

Seven screens down the left side. Refresh reloads the numbers, and admins can Export CSV.

Fundraising Results. Campaign Budget, Projected Revenue, Gross Revenue, Total Expenses, Net Revenue, and a fundraising progress bar. These come from Budget & Financials, so fill that in first or this screen sits at zero.
Sales Results. Leads Acquired, Leads Converted, Cost Per Lead, Cost Per Conversion, and Total Spend.
Campaign Response. You type these in: Total Targeted, Response Projected, Total Response. Click Save Changes.
Email Marketing. Total Emails Sent, Emails Opened, Emails Not Opened, Bounced Emails, Unsubscribes, and Spam Reports, pulled straight from the batches you sent through Argenta, plus a per-batch breakdown so you can see which subject line did best. Three fields above it (link clicks, positive responses, negative responses) are yours to track by hand.
Social Media, Pay Per Click, and Sourcing Results. Nothing appears until you log a result set. Click Add New, pick the source, enter the numbers, and click Add This Result Set. The totals update as you add sets, and you can edit or delete any set later.

The Analytics and Metrics tab with seven screens listed down the left and the Fundraising Results screen showing campaign budget, projected revenue, gross revenue, total expenses, a progress bar and net revenue

The orange notes under each figure tell you which tab it came from, so a zero usually means that tab is still empty.

Every screen is explained in How to Read a Campaign's Analytics and Metrics.

8. Campaign Acquisition

Who and what this campaign brought in, as a total plus a mix bar and eight cards: Leads Acquired, Leads Converted, Clients/Customers, Donors, Material Donations, Members, Pledges, and Volunteers. Click any card to drill into the actual records. If someone is missing, open their record and associate them with this campaign. More in How to See What a Campaign Brought In (Campaign Acquisition).

The Campaign Acquisition tab showing a total, a mix bar, and eight cards for leads acquired, leads converted, clients, donors, material donations, members, pledges and volunteers

Every card is clickable and drills into the actual records behind the number.

9. Budget & Financials

Four cards across the top, each opening its own screen.

Projected Expenses. What you expect to spend. Set your Target Budget, then use Add New to enter a cost, expense name, and description. Save All commits your edits.
Actual Expenses. Read-only. Expenses show up here once they are coded to this campaign.
Projected Income. What you expect to bring in. Add New takes an amount, income source, and description.
Actual Income. Donations, payments, and ticket sales tied to this campaign, collected automatically. Invoices are listed too but not added in, because the payment that settles an invoice is what counts.

The Financial Summary puts projected against actual and totals your net income, and Print to PDF gives you a copy to share. Step by step: How to Plan and Track a Campaign's Budget and Financials.

The Budget and Financials tab with cards for projected expenses, actual expenses, projected income and actual income, above a financial summary totalling campaign income, expenses and net income

Projected is what you type in, actual is collected for you. The summary is the one to print when someone asks how the campaign did.

10. Campaign Files

Attach anything the campaign needs kept with it: the flier, the sponsor deck, the print proof. See How to Add Files to a Campaign.

The Campaign Files tab with a drag and drop box, a save button, and three files listed

Keep the flier and the print proof here and they stay with the campaign.

11. Campaign Notes

Notes on this campaign, so the context lives with the record instead of in someone's inbox. See How to Add Notes to a Campaign.

The Campaign Notes tab with an Add A New Note button and four dated notes, each with the name of the person who wrote it

Notes are dated and carry your name, so the campaign keeps its own history.

12. Record Permissions

When Campaign Details has the record set to view only or locked, this is where you name the exceptions. View Only Access lists the people who can still edit it, Locked Record Access lists the people who can still open it. Start typing a name in the Add User box, pick the person, and click Add. The delete icon beside a name takes the access away, after you confirm. Step by step: How to Set Record Permissions on a Campaign.

The Record Permissions tab with a View Only Access panel listing two users and a Locked Record Access panel listing one, each with an Add User box

These only matter once one of the switches on Campaign Details is on.

Going live

Set the status on Campaign Details to In Progress or Ongoing, then send people to the campaign's own public link. A gift made through that link creates the constituent and donor records if they are new, posts to your general ledger, and shows up on this campaign's Budget & Financials without you touching anything.