Adding a Fundraising Campaign
A Campaign is a time-sensitive fundraising effort to meet a specific financial goal by a certain date. Add a campaign code when you want to track a campaign.
When you set up campaign code information, you can select a gift or pledge thank you confirmation e-mail template message to notify the donor that you received their gift or pledge donation. For pledges, you may want to send an initial pledge thank you letter and then also send a follow-up confirmation each time a pledge payment is received. You may have multiple campaign codes for a fund. A campaign code can also be used for multiple funds.
To add an Fundraising Campaign, use the following steps:
- Go to . The Add – Fundraising Campaign Codes page opens.
- Fill in the fields for the Campaign Information section as described in the table below:
Fields Required Description campaign code Required This code will be used in the campaign code drop-down field when entering a gift or pledge and assigning a campaign. active check box Optional The active check box is enabled by default. Specifies if the campaign is currently active and able to be assigned and used. Most often used to designate the current campaign. description Optional Enter a more detailed description of the campaign if needed. start and end dates Optional Used to specify when the campaign will begin and end. You may enter these dates manually, or click on the calendar icon to launch the pop-up calendar window that will allow you to select the dates from a calendar. campaign goal Optional An amount used to designate the financial goal of the campaign. email campaign Optional Drop-down to assign a specific email messaging campaign (set up in eMarketing) to to the campaign if desired. gift template Optional Enter a gift template to use to send an acknowledgement to the notificant that a gift has been made to this campaign. Set up in eMarketing. pledge template Optional Enter a pledge template to use to send an acknowledgement to the notificant that a gift has been made to this campaign. Set up in eMarketing. notes Optional Enter any additional notes as needed for the campaign. - Click the Save button to save your changes and go to the Fundraising Campaign Codes Profile. This campaign code is now available in the campaign code drop-down list when you are creating a fund. Click the Cancel button to return to the previous page without saving your changes.