Giving - Campaigns

Use the Giving Campaigns dashboard to evaluate your giving campaign performance.

Tip: This dashboard incorporates features from the campaign Insights Dashboard in CSRconnect. See Campaign Tracker in the CSRconnect Help.

This dashboard displays data by total donors or total donations. Use the Campaign Measure filter to switch your view.

When viewing by total donors, the dashboard includes pledge donors that created a pledge within the time period you selected. When viewing by total donations and pledges, the total amounts include the projected amount of the payroll pledge.

Tip: For more information about the data on this dashboard, see the Giving data dictionary.

Giving dashboards include donations in active transaction statuses (Completed, On Hold, Processed, Processing). Inactive transactions are not included.

To see donations based on transaction status, use the Transaction Status Category filter on the Donations dashboard.

Tip: For a complete list of donation statuses, see All Giving Report (AGR) Donation Statuses in the CSRconnect Help.

Giving Campaigns filters include:

  • Date

  • Giving Campaign Name

  • Employee Segment

  • Campaign Measure

Key Performance Indicators

You can view summary data for four key performance indicators (KPIs). Use the Giving Campaign Name filter to focus these KPIs on your Giving Campaign engagement.

  • Total Donation Amount: The total amount donated

  • Donor Count: The number of donors

  • Giving Engagement Rate %: The number of employees with giving activity, divided by the number of active employees

    Note: The system calculates the number of active employees for a given date range based on employees' hire dates and inactive dates (when applicable). When there is no provided hire date, the system uses the date the employee was added to the HR file.

  • Retained Donor Count: The number of donors who also made a donation before the selected time period

  • First Time Donor Count: The number of donors who had never donated before

Daily Campaign Performance

You can view your giving campaign performance by day.

If Total Donors is your selected Campaign Measure, the bars display the number of daily donors and the line displays the number of cumulative donors.

If Total Donations & Pledges is your selected Campaign Measure, the bars display the total donations and pledges for each date and the line displays the total cumulative donations and pledges.

Campaign Performance by Donation Type

You can view which donation types are most used for your giving campaigns.

Year-Over-Year Campaign Comparison

Use this graph to compare your giving campaigns to each other. You can view data for All campaigns, or select which campaigns to include.

Campaign Performance by

You can view your campaign data in table format. By default, this table displays data by charity.

To switch the display:

  1. Select a display option:

    • by Charity

    • by Other Attribute

    • by Engagement Elements

    • by Giving Tuesday

    • by Match setting and program

  2. To filter the table, select filter options from the dropdown.

For example, to compare two Engagement Elements (EEs), select by Engagement Elements, then select the EEs you wish to compare.

Tip: Other Attributes are employee attributes based on your HR file inputs. The order in which you select employee attributes determines the order in which they display in the table.