Edit campaign

Edit Campaign is where you go to change the main settings for your campaign. You can access edit campaign by going to Campaigns, opening a campaign, then navigating to Settings > Edit Campaign.

Campaign Name and Time Period

This section contains basic information about your campaign:

  • Campaign Name: This is the name that will appear on your campaign in the main Campaigns section. This is also the name that will be displayed for agents in the Agent Portal.

  • Start Date: The start date of the campaign, for display purposes only

  • End Date: The end date of the campaign, for display purposes only

Details

This section contains some general settings for your campaign:

  • Which fields should be visible for agents?: Choose which fields will display for agents on the agent portal. These are the fields that display on the left section of the prospect page for agents. Ensure you are providing data for the fields you choose to include.

  • How long do you want to wait before handing off prospects to a new agent?: In your Play, you set wait periods after each step before the next step occurs. You can think of those wait periods as minimum wait periods. Guided Fundraising attempts to keep the same prospect associated with the same agent throughout the Play. Sometimes, however, agents quit or go for long periods without logging in. This setting allows you to choose how long to wait before automatically handing off their prospects to another agent. Suppose your Play says to wait 2 days before placing a follow-up call, and you have set this setting to wait 5 days before handing off the prospect to a new agent. In that case, the prospect would become eligible for contact by the same agent 2 days after the previous play step, and would become eligible for contact by any agent 7 days after the previous step, if the same agent did not already attempt to contact them.

  • Caller ID Number: This is the number that will show on Caller ID for outbound calls placed from this campaign. This is configured in the phone settings section

Receipts and Pledges

This section allows you to set which receipt will be used for credit card gifts, and customize settings for online pledges for your campaign:

  • Receipt/Pledge Email Template: Choose which receipt/pledge email template will be used for credit card gifts and online pledges.

  • Default Receipt Message: When your agents process a credit card gift for a constituent, they will have an opportunity to leave a personal message on the email receipt. You provide a default message, and the agent is allowed to change the message before submitting the gift. You can include the total gift amount in the message by using the following text: {{amount}}

  • Default Pledge Message: When your agents submit online pledges for a constituent, they will have an opportunity to leave a personal message on the email receipt and/or text message. You provide a default message, and the agent is allowed to change the message before submitting the pledge. You can include the total gift amount in the message by using the following text: {{amount}}

  • Pledge Fulfillment: When your agents submit online pledges, they can send an email and/or text message to the constituent. You can either have the email/text message link to a donation page, or link to a specified URL, such as an online giving form. If you link to a URL, the URL must begin with either https:// or http:// and is limited to 160 characters.

Gift Rules

This section allows you to define which gifts will be taken into account in witholding prospects from contact in your campaign:

  • How long do you want to wait to reach out after a prospect's last qualifying donation?: You choose the period of time you want to wait after a qualifying donation before contacting a prospect, then define what counts as a qualifying donation in the proceeding settings.

  • Only include Annual Giving donations?: If this is set to Yes, then only donations with the Annual Giving indicator will be considered qualifying donations. If set to No, then both annual giving donations and non-annual giving donations will be considered qualifying donations.

  • Cash or Commitment?: If Cash is selected, then only cash donations (gifts and pledge payments) will be considered qualifying donations. If set to Commitment, then only commitments (gifts and pledges) will be considered qualifying donations.

  • School/Unit(s): If set to "Include all school/units" then donations with any school/unit designation will be considered qualifying donations. If set to "Include specific school/units" then only donations with the specified school/unit designations will be considered qualifying donations. If set to "Exclude specific school/units" then all donations will be considered qualifying donations except ones with the specified school/unit designations.

  • Designation(s): If set to "Include all designations" then donations with any designation will be considered qualifying donations. If set to "Include specific designations" then only donations with the specified designations will be considered qualifying donations. If set to "Exclude specific designations" then all donations will be considered qualifying donations except ones with the specified designations.