In this example, the campaign manager for the Research Foundation wants to create a fundraising campaign. The Research Foundation, which researches human diseases and develops vaccines, is preparing for its annual Ride for Research fundraising event.
The Ride for Research event is a weekend-long bicycle ride that has been very successful in generating revenue and awareness for the foundation's research. To attract riders for this year's event, the foundation will conduct a direct-mail marketing campaign that targets past and potential riders.
Create the campaign
Define the campaign:
□ Name: Ride for Research
□ Campaign Code: 05RR
□ Description: Our annual series of events that serve as our major outreach and awareness campaign. The series culminates in our annual bicycle ride.
□ Campaign Type: Annual
□ Status: Active
□ Start Date: 03/01/2006
□ End Date: 02/27/2007
□ Predicted Response Rate: 14.00
Create the direct mail appeal
Define the direct mail appeal:
□ Name: Direct Mail Appeal
□ Description: Direct mail appeal to attract riders for the Ride for Research event.
□ Status: Active
□ Start Date: 04/01/2006
□ End Date: 04/30/2006
□ Predicted Response Rate: 11.00
Create the products monitored by the campaign
When a monitored product (product linked to the campaign at the appeal level) is purchased (or a donation is made), the response management feature of Campaign Management automatically captures the product sale, which then is used for monitoring and measuring the campaign's performance.
In the iMIS Events module, define the event:
□ Event Code: 05RR
□ Title: 2005 Ride for Research
□ Status: A
□ Begin Date: 02/26/2006
□ End Date: 02/27/2006
□ Maximum: 25000
□ Fundraising Event: Enabled
□ Entity Code: General Fund
□ Campaign: 05RR
Define the Event Registration function:
□ Function Code: REG
□ Title: Event Registration
□ Type: REG
□ Status: A
□ Begin Date: 02/26/2006
□ Time: 7:00 AM
□ End Date: 02/27/2006
□ Time: 5:00 PM
□ Description: Registration for the Ride for Research fundraising event.
□ Maximum: 25000
□ Automatic Option: Enabled
□ Fees: 100.00 Regular
□ Income Account: General Income
In the iMIS Orders module, create the Product category:
□ Category: Product
□ Description: Order Products
□ Stock Item: Enabled
□ Taxable: Enabled
Create the Ride for Research coffee mug product:
□ Code: RR-MUG
□ Category: Product
□ Status: Active
□ Title: 2005 Ride for Research Coffee Mug
□ Pricing: 8.00 Regular
□ Unit of Measure: Each
□ Weight: .5
□ Stock Item: Enabled
□ Taxable: Enabled
Add the products to the direct mail appeal
Assign the monitored products (05RR and RR-MUG) to the campaign's Direct Mail Appeal.
Create the solicitation for riders
The marketing plan is to solicit all Research Foundation members to ride in the Ride for Research event.
Define the Solicitation for Riders:
□ Name: Solicitation for Riders
□ Description: Core solicitation with specific requests for participating in and sponsoring the Ride for Research event.
□ Status: Active
□ Reminder Date: 04/09/2006
□ Start Date: 04/10/2006
□ End Date: 04/17/2006
□ Predicted Response Rate: 14.00
Create the source code package for potential riders
This source code package will be sent to all potential riders in the Ride for Research event.
Define the Riders source code:
□ Code: Riders
□ Description: Package to contacts for riding in the Ride for Research event.
□ Status: Active
□ Overhead Cost: CC_01 = Cost Code, 500 = Amount
□ Predicted Response Rate: 14.00
□ Target Revenue: 75000
□ Source Code Type: Run Many
□ List Member Type: Contact
Create the source list: All Contacts query
Create the inserts
Create the following inserts:
□ 10" x 15" envelope
□ Brochure
□ Business return envelope
□ Postage
□ Registration form
Add the inserts to the source code
Add the following inserts to the Riders source code:
□ ENV10X15
□ BRCHR
□ RTNENV
□ POSTAGE
□ RegForm