Campaign Management

Tip: Don't see this yet? No need to worry. Expect its wider release in a future update.

Campaigns are the overall fundraising efforts (or initiatives), such as operating expenses, a new building, or an endowment. To give you more control and flexibility over your fundraising efforts, you can add new campaigns, edit existing campaigns, view a list of campaigns in a searchable format, and delete campaigns that don’t have active dependencies.

From Gifts, Campaigns, use the following tools to manage your campaign-list view:

  • Create a campaign.

  • Narrow down results with category filters.

  • Search for specific campaigns.

  • Select to show only active campaigns.

  • Sort columns to organize campaigns by appeal ID, description, category, start date, end date, or active.

  1. Select New campaign.

  2. Enter your campaign information:

    • Campaign ID (required)

    • Description (required)

    • Start and end dates

    • Category: Annual, Capital, Event, Operating, or a custom category

    • Goal

    • Active or inactive

  3. Select Save.

  1. From Gifts, Campaigns, select a campaign or its context menu to view the campaign record’s details.

  2. Select Edit to edit the campaign’s details, then save your changes.

In the campaign record header, you can add a summary note for the campaign, as well as view goal progress at a glance.

Campaign Records include detailed information about the fundraising initiative. You can filter the campaign record by Received or Committed, or filter on a specific gift timeframe.

Note: You can edit Custom Fields and Attachments from the campaign record. Editing capabilities for additional sections will be included in future updates.

  1. Open the campaign you want to delete.

  2. Select Edit, then select Delete campaign.

Note: Deletion is permanent and may not be allowed if the campaign is associated with a record. You’ll need to resolve any associations before you can delete the campaign.