Create a Campaign Details

These are the initial details for this campaign. Note that any field with a red * is required.

1. Campaign Name: Enter in a unique name for the campaign.

2. Start Date: The day the campaign officially starts.

3. Stop Date: Day that the campaign ends. Once the campaign passes the Stop Date, the Platform will indicate that it is overdue and needs to officially be closed.

4. Event Name/Event Date (Giving + Event campaigns only): The name of the event associated with this campaign and when it takes place. The name will be displayed to agents in the agent portal.

5. How should volunteers and prospects be segmented?: Use this to select how you want your volunteers to be grouped in this campaign. To start with, you will be able to segment by Preferred Class Year, Athletics, or any custom column of data Blackbaud has built for your institution. Ideally it is a commonality that your volunteers will share with their assignments such as the class year. Note that once the campaign is created, the segmentation cannot be changed.

6. Click Let's Begin.

The next page allows you to select options for what is visible for your volunteers in the Volunteer Portal. The settings can be changed once the campaign has been created. We will move through the options left to right.

1. Who should be visible in this campaign? Select the appropriate types of constituents. For this example, select Alumni.

2. Who should be excluded from this campaign? Allows you to limit who is available to volunteers to add as prospects. Select any contact restrictions that apply, such as Do Not Mail, or constituents who are already assigned to gift officers. These settings can be over-ridden by Managers when creating volunteers and assignments.

3. What columns will be visible for agents in this campaign? You are able to make any of the listed columns of data available to your volunteers in the Volunteer Portal. When they view their assigned prospects, this information will be made available to them on the profile.

4. What column should be visible for agents when finding prospects? Major is the default and is fine for this example. This selection will display a prospect's major, which is a frequent way to find commonality or connections between your volunteers or prospects.

5. How many years of giving should agents be able to view on prospects? This will determine how much of an assignment's giving history should display to the volunteers. This will be shown cumulatively for each FY. Individual gifts will not be shown. Select either 5, 10, or Do not display.

6. Should volunteers be able to add prospects? Check to allow your volunteers the ability to find and assign their own prospects within the Volunteer Portal. Volunteers will only be able to select from other constituents in their own segment (like Class Year) and who are not restricted by your selections from Step 2.

7. Which metrics should be visible in Campaign Ranks? You are able to choose from Overall donors, dollars, participation rate, Annual Giving donors, dollars and participation rate, or Campaign donors, dollars and participation rate. These metrics will be visible to volunteers in the Volunteer Portal.

8. Click Next

Set your Gift Rules on the next screen. Here you will define how a gift will be linked back to this campaign. Blackbaud uses the information provided via your nightly data feed to link those gifts via the terms you set on this screen. We then use that information to report progress back to the volunteers.

1. Only include donations from the Annual Giving? Should Blackbaud only use gifts that have been identified as Annual Giving gifts in totals for this campaign instead of using all gifts? Answer yes or no.

2. Cash or Commitment? Choose whether to count Cash (Outright gifts, pledge payments, etc.) or Commitments (Outright gifts, pledges, but NO pledge payments, etc.) transactions toward this campaign.

3. Fiscal Year(s): Select which fiscal year(s) gifts to this campaign should be counted from.

4. School/Unit(s): Click to select the school/unit(s) of designations on transactions that will be counted as gifts to this campaign. Click once to get the drop-down menu to make a selection. You can continue this process to select multiple school/units. If this field is left blank, gifts to any school or unit will be included that matches any of the other selections above.

5. Designation(s): Use this to identify specific designations that should be used when attributing gifts to this campaign. Click into the field and type to begin a search on all of your specific designations.

6. Click Next.

Assign Segments

In this screen, you will add managers (staff) to the campaign and assign the segments for which they will be responsible. For example, you might have some managers responsible for specific Class Years, and others managing a group of non-reunion years.

1. Add Manager: Search through managers by clicking in the search bar and choosing from the drop-down list, or start typing to search by the name. When you find the individual you are looking for, click on their name to add them as a manager to the campaign. Note that only Blackbaud Platform users who have access to Class Agent are available to add as a manager.

2. Available Segments: Click and drag segments from this menu on the left to the appropriate manager on the right.

3. Click Next when you've completed adding the managers and segments. Note that managers and segments can be changed once the campaign has been created.

Review Campaign

1. Review your campaign's information and verify the information entered is correct.

2. If you need to change anything, use the Previous button to go back to previous screens to edit.

3. When complete click Submit.

Congratulations! You have successfully created a campaign. If you assigned yourself as a manager, you will receive an email like the one you see below that includes a link to the campaign. Any other staff that you designate as managers of campaigns will receive a similar email.