Campaign Records

Campaigns are the overall fundraising efforts or initiatives, such as operating expenses, a new building, or an endowment. To view detailed information about a campaign, select its description — such as on a record or list — to open its record. From a campaign's record, you can view and manage detailed information about the fundraising initiative.

At the top of the record, you can view pertinent information about the campaign, including its description, ID, dates, and more. For details, see Campaign Overview.

Under Attachments, system admins can manage files related to the campaign, such as a mailing brochure or pictures from a fundraising event. For more information, see Attachments.

Under Campaign summary, you can view pertinent statistics about the giving applied toward the campaign, including how much it raised, how many gifts it received, and its average and median gift amounts. For more information, see Campaign Summary.

Under Custom fields, you can view and manage specialized information your organization tracks — regardless of the filters you select to analyze the overall performance — about the campaign. For each field, you can view its name — or “category” — and value. You can also view when the field was added and comments about its information. For details, see Custom Fields.

To analyze the giving and donors the campaign attracts, you can quickly view and compare breakdowns of the gifts its credited fundraisers acquired to how many donors contributed under Donors by giving level. For more information, see Giving Level Analysis for Campaigns, Funds, or Appeals.

Under Fundraisers, you can view who is assigned to bring in gifts for the campaign and how much they should raise. For more information, see Fundraisers.

Tip: By default, only active fundraisers appear under Fundraisers. To also view those who no longer actively bring in gifts, select Include inactive.

To help identify which generations of donors the campaign attracts, you can view a breakdown of its gifts by the donor's age group. For more information, see Demographics Analysis for Campaigns, Funds, or Appeals.

For context of why donors give, we recommend you track their primary affiliation with your organization — such as Board member or Volunteer — as constituent codes. Under Gifts by constituent code, you can compare giving toward the campaign by the donors' constituent codes to identify who's engaged. For more information, see Constituent Code Analysis for Campaigns, Funds, or Appeals.

To help identify whether the campaign attracts mostly women or men (or unknown), you can view a breakdown of its gifts by the donor's gender. For more information, see Demographics Analysis for Campaigns, Funds, or Appeals.

Under Gifts by all types, you can compare giving toward the campaign by the types of gifts received, such as one-time gifts and pledges. With this insight, you can determine which types of gifts resonate with the campaign's donors and adjust your appeals accordingly to increase giving. For more information, see Gift Type Analysis for Campaigns, Funds, or Appeals.

Funds — which represent the donor's intent for how you should use a gift — can help direct gifts toward specific campaigns. For example, a capital campaign for a new building may use separate funds for its design, construction, and landscaping. For more information, see Funds.

  • To link a fund, select Add fund.

  • To bring in linked funds from another campaign or appeal, select Copy from.

  • Select Limit the data entry to only the funds associated with campaign to specify that only associated records can be entered on gifts. For example, if you enter the campaign on a gift record and search for a fund to add, you'll only see funds linked to that campaign.

  • Select Delete from a fund’s context menu to remove the link.

  • From a fund’s context menu, you can also Mark as default or Remove default.

  • If your organization previously used Raiser’s Edge Enterprise, you instead view the campaign's linked funds — and the goals set for each — under Giving hierarchy. To view child funds in the hierarchy and the goals set for each, expand the parent fund. For more information, see Giving Hierarchies.

Appeals — the solicitations used to ask donors for gifts — can help raise money toward specific campaigns. For more information, see Appeals.

  • To link an appeal, select Add appeal.

  • To bring in linked appeals from another campaign or fund, select Copy from.

  • Select Limit the data entry to only the appeals associated with campaign to specify that only associated records can be entered on gifts. For example, if you enter the campaign on a gift record and search for an appeal to add, you'll only see appeals linked to that campaign.

  • Select Delete from an appeal’s context menu to remove the link.

  • From an appeal’s context menu, you can also Mark as default or Remove default.

Under Linked events, you can view and manage the events associated with a campaign, such as fundraising galas or volunteer activities.

For each linked event, you can view:

  • Number of people invited or attended

  • Fundraising goal

  • Total amount raised

  • Start and end dates

To link an event to a campaign, select Link event and select an existing event.

To unlink an event, select Unlink from its context menu.

Note: You can link an event to only one campaign.

For more information, see Events.

Appeals — the solicitations used to ask donors for gifts — can help raise money toward specific campaigns.

  • Under Top appeals, you can view which solicitations brought in the most — and how much — toward the campaign, and how the giving compares to each appeal's goal and expenses. For more information, see Top Appeals Analysis for a Campaign or Fund.

To identify specific constituents to thank for the campaign's success, you can view the top contributors under Top donors. For each donor, you can view how much — and how many gifts — they gave toward the campaign. For more information, see Top Donors Analysis for a Campaign, Fund, or Appeal.

Funds — which represent the donor's intent for how you should use a gift — can help direct gifts toward specific campaigns. For example, a capital campaign for a new building may use separate funds for its design, construction, and landscaping.

  • Under Top funds, you can view details about the campaign's top-grossing funds, including how much each raised for the campaign compared to its goal amount. For more information, see Top Funds Analysis for a Campaign or Appeal.

By default, the metrics include all cash-in-hand giving raised through the campaign. To instead analyze giving committed through pledges and matching gifts or from a specific time frame, select Filters to include only gifts that meet specific criteria. For more information, see Campaign, Fund, or Appeal Filters.

Tip: To view a list of records included in the number-crunching, select the total or metric. For further analysis, select Create list to open the list in Lists, where you can apply additional filters, choose columns, and save for future reuse. For more information, see Lists.

Note:  In the database view, you can manage a campaign's details from its record under Records.