Campaigns

Campaigns are the overall goal of a fundraising project. They have a defined start and end date, and usually have a monetary goal. Typical campaigns include annual campaigns and capital campaigns. Most organizations do not have many campaigns, and not all gifts have to be tied to a campaign.

The Campaign field is not required when you add a gift, although your organization can choose to make it required.

For information about how to report on campaigns, refer to Campaign Activity Summary.

  1. From Management, click Campaigns. The Campaigns page appears.

  2. Under Tasks, click New Campaign.The New Campaign screen appears.

  3. In the Name field, enter a descriptive name for the campaign.

  4. In the Description field, you can enter a description to better identify the campaign internally.

  5. In the Goal field, enter the monetary goal for the campaign.

  6. In the Quantity field, enter the total number of gifts you have set as a goal for this campaign.

  7. To create the campaign, click Save And.

When you no longer need a campaign, you can disable it. When you disable a campaign it does not appear on the menu when you enter a gift, but you retain the gift history to that campaign. You cannot delete a campaign.

To disable a campaign, from Management, click Campaigns. Under the name of the campaign, click the Enabled link. The campaign disables for your database.

You can make campaigns required so that when your organization enters gifts a campaign must be linked to each gift. To make the Campaign field required in gift entry screens, from Management, click Campaigns. On the Campaigns page, under Settings, select Require Campaign on Transactions.