Create a Social Media Widget Campaign

  1. Click Constituent360 > Social Media.

  2. Click the Widgets tab.

  3. Click Create a New Widgets Campaign link.

  4. In the Name field, enter a label that will uniquely identify this Widget Campaign to administrators when they see it in lists.

  5. In the Description field, enter a statement that will display under the graphical image or meter to participants on the page from which you make the Widget available for use (for example, the TeamRaiser Participant Center page). You can use this Description to provide instructions or conditions for using the Widget. This Description disappears from view when a participant clicks the Accept button.

    You can add additional text or instructions for the component in the WYSIWYG content editor when you add the component.

    When the Banner or Progress component is configured, a description is entered that displays as part of the code block to people who want to click the Widget link from the page or blog on which a participant has pasted the Widget.

    The Campaign Description also displays when the mouse is moved over the image used in the Widget.

  6. From the Administrative Security Category list, select who will have permission to edit the campaign and create widgets.

  7. From the Type list, select the application to which the Banner Component is associated or that the Progress Component will track:

    • Advocacy Alert Responses - Shows the number of times a specified action alert was taken because of the widget.

    • Donation Campaign: Dollars - Will show the monetary amount raised by gifts given to the donation form associated with the widget.

    • Donation Campaign: Donations - Will show the number of gifts given to the donation form associated with the widget.

    • TeamRaiser: Registrations - Will show the number of people who registered for the TeamRaiser event from the widget.

    • TeamRaiser: Personal Dollars - Will show the monetary amount that the participant raises through this widget. Note that the money raised through this widget is credited to the participant as well as included in the progress meter on the Personal Page of the participant.

  8. Click Next.

  9. From the Association list, select an advocacy alert to associate with the campaign.

  10. Select the Campaign Goal option if you not want to provide an overall goal.

    In the Goal Amount field that displays, enter an appropriate number of items (for alert responses, donations, and TeamRaiser registrations) or dollar amount (for donation dollars) to track against and show progress.

    Tip: Setting an overall goal may spur participants to set appropriate goals when using the Widget.

  11. Click Finish. The Widgets Campaigns page displays with the new campaign in the list.