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Cost Package

Cost packages allow you to track certain costs associated with Marketing initiatives or fundraising packages.

Setting Up a Cost Package

Setting up a cost package will allow it to be available in drop-down menus where cost packages can be chosen. There are two types of cost packages. The first allows you to specify a fixed price and have that fixed price applied each time the cost package is used. For the purposes of this documentation this type of cost package will be called a "Fixed" cost package.

The second type of cost package allows you to set up a cost package that has its price set manually each time it is used. For example, perhaps you have a cost package for shipping. The cost of shipping can vary based on weight and/or size of the item being shipped. You will need the flexibility of adding the actual shipping cost for that specific item each time the cost package is used. For the purposes of this documentation, this type of cost package will be called a "Variable" cost package.

Setting Up a Fixed Cost Package

To set up a new fixed cost package, complete the following steps:

  1. Launch the Marketing module.
  2. Click the Marketing Setup Page link.

    This will open the Marketing Setup page.

  3. Expand the cost setup child form.
  4. Click the Add icon.

    This will open the Add - Cost Package pop-up window.

  5. Enter the name of the cost package in the cost code field. This is how this cost package will appear in all drop-down menus where it is used.
  6. Enter a short description for the cost package in the description field.
  7. Click the package? checkbox. This will enable the unit cost field.
  8. Enter the price to be associated with this cost package each time it is used in the unit cost field.
  9. Click the Save button.

Setting Up A Variable Cost Package

To set up a variable cost package, complete the following steps:

  1. Follow steps 1 - 6 from the Setting Up a Fixed Cost Package section of this page.
  2. Leave the package? checkbox unchecked.
  3. Click the Save button.
  4. The Add - Cost Package pop-up window will close and the cost setup childform will update showing your new cost package. Note that this cost package does not have the Package column checked, nor is there an actual Unit Cost displayed.

Setting the Cost for a Variable Cost Package

The actual cost for a variable cost package is done on the object where the cost package is used. For example, for a variable cost package used on a Call to Action, the cost will be set on the Call to Action.

To set the actual cost for a variable cost package, complete the following steps:

  1. Navigate to the Call to Action profile whose cost you will be setting.
  2. Expand the cost child form.
  3. Click the Add icon. This will open the Add - Cost pop-up window.
  4. Select the variable cost package you set up earlier from the cost package drop-down menu. This will enable the number of recipients, unit cost, and total cost fields.
  5. Enter the number of individuals who will be receiving this Call to Action in the number of recipients field.
  6. Enter the cost per unit for the cost package you selected in the unit cost field. For example, using the Shipping cost package, the cost to enter in the unit cost field would be the cost to ship a single package.

    You will notice as you enter the number of recipients and the unit cost values, the total cost value is calculated for you.

  7. Click the Save button.

    This cost has now been associated to the selected Call to Action. You can use this cost package on another Call to Action and set a different cost if needed.

Setting Up a Cost Package from a Fundraising Package Code

You can also set up a cost package from a Fundraising Package Code.

When creating (or editing) your Fundraising Package, enter a cost in the unit cost field.

After saving the Fundraising Package Code, this cost will not only be applied to this Fundraising Package Code, but will also be available in the cost package drop-downs available in netFORUM. You can also view the new cost package by viewing the Marketing Setup page.

Editing a Cost Package

To edit an existing cost package, complete the following steps:

  1. Launch the Marketing module.
  2. Click the Marketing Setup Page link.

    This will open the Marketing Setup page.

  3. Expand the cost setup child form. This will display a list of all the cost packages that currently exist.
  4. Click the Edit icon next to the cost package you wish to edit.

    This will open the Edit - Cost Package pop-up window.

  5. Make the desired changes to cost package.
  6. Click the Save button.

    The Edit - Cost Package window will close and the cost setup child form on the Marketing Setup page will refresh.