Campaign Record Details

The Details tab on the campaign record is where you manage the working parts of a campaign. It brings together all the operational and administrative information you need in one place, so you can see how everything connects and supports your goals.

This tab acts as a central hub for managing fundraisers, attachments, and custom data. At a glance, you can see who’s involved, what’s connected, and how the campaign fits into the larger fundraising picture.

Use the Details tab to:

  • See relationships between campaigns, appeals, events, and fundraisers

  • Keep important documents organized and easy to find

  • Track organization-specific campaign data

  • Understand how operational details support your campaign strategy

Think of the Details tab as the campaign’s command center for coordination and record-keeping.

Details Tiles

Fundraisers

This tile shows the fundraisers who are assigned to or have worked on the campaign, along with their roles and status.

Use it to:

  • See who’s currently responsible for fundraising efforts

  • Review historical fundraiser involvement

  • Confirm roles and assignments are up to date

  • Open fundraiser records for more detail

If no fundraisers are linked, the tile appears empty so you can quickly spot missing assignments.

Attachments

This tile shows all files and documents related to the campaign in one central place.

Use it to:

  • Store and access campaign plans, proposals, and materials

  • Share key documents with your team

  • Keep historical records of campaign communications

  • Avoid searching across emails or shared drives

If no files are attached, the tile displays an empty state prompting you to add documents.

Custom fields

This tile shows organization‑specific fields used to track additional campaign information.

Use it to:

  • Capture internal classifications or metadata

  • Track campaign details not covered by standard fields

  • Support internal reporting and workflows

  • Keep specialized campaign context visible

The fields shown depend on your organization’s configuration. If no custom fields are configured, the tile may be empty.

Linked appeals

This tile shows all appeals associated with the campaign. Appeals — the solicitations used to ask donors for gifts — can help raise money toward specific funds. To track an appeal's effectiveness, your organization may set goals to raise toward a linked fund.

Use it to:

  • See which appeals are contributing to the campaign

  • Understand how multiple appeals support a single goal

  • Navigate quickly to appeal records

If no appeals are linked, the tile displays an empty state so you can identify missing relationships.

Key Actions

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

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

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

Linked funds

This tile shows all funds that benefit from the 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 Linked funds, you can view all of the campaign’s active funds — regardless of the filters you select to analyze its overall performance — and which is the default. To also include those that aren’t currently in use, select Include inactive.

Use it to:

  • Validate that gifts from the appeal are flowing to the correct funds

  • Understand how appeal activity supports specific purposes

  • Navigate directly to fund records

  • Show or hide inactive funds

This view helps ensure accurate allocation and reporting alignment.

Key Actions

  • 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.

Linked events

This tile shows events that support or are attributed to the campaign.

Use it to:

  • View all past, current, and upcoming campaign events

  • Track attendance, participation, and revenue

  • Understand how events contribute to campaign success

  • Navigate to event records for deeper details

If there are no linked events, the tile displays an empty state indicating no event activity for the campaign.

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.

Tips for Using the Details Tab Effectively

  • Keep attachments current so the team always has the latest information

  • Review linked records regularly to ensure nothing is missing or outdated

  • Understand your giving structure to better interpret campaign results

  • Confirm fundraiser assignments as staffing or responsibilities change

  • Use custom fields consistently to support reliable reporting