Add or Edit a Campaign Record

Add a campaign to organize gifts and reporting around a specific fundraising initiative, such as an annual campaign, capital project, or endowment, so you can track giving and analyze results at the campaign level.

You can add campaigns directly from the Campaigns list in Raiser’s Edge NXT and begin using them immediately across fundraising workflows.

1. From Gifts, select Campaigns.

2. Select New campaign.

3. Enter a unique Campaign ID (up to 20 characters).

4. Enter a unique Description (up to 100 characters).

5. Set a Start date and/or End date. The start date must be before the end date (Optional).

6. Select a Category (Optional).

   Tip: You can set up and manage the categories available for your campaigns from the Campaign Category table in Settings, Tables.

7. Enter a Goal amount (Optional).

8. Select Save.

After you save, the campaign appears in your campaigns list and is available for use when recording gifts and reviewing campaign-level reporting.