Defining a campaign
To create a campaign
- From Marketing, select Campaign Management.
- Click New Campaign.
- Define the campaign:
- Enter a Name and Campaign Code.
- (optional) Enter a Description, Start Date, and End Date.
- (optional) Enter a Campaign Type:
- None
- Annual - A campaign that occurs every year
- Designated - Funds generated by the campaign that are committed to a specific entity
- Undesignated - Funds generated by the campaign that are not committed to a specific entity. The organization or the donor specifies how to allocate the funds
- (optional) Enter a Status (Active or Inactive).
If the status is changed from Active to Inactive, the status of all child entities is set to Inactive.
If the status is changed from Inactive to Active, the status of child entities is not affected.
The status of a child entity cannot be changed to Active if any parent entities have an Inactive status.
- (optional) Enter a Predicted Response Rate (the estimated percentage of contacts that will respond to the appeal).
- Click Save.
To edit a campaign
- Select a campaign.
- Click the Definition tab.
- Enter your edits.
- Click Save.
To edit campaign security
You can edit the default security settings to grant specific users and/or groups access to a campaign.
- Select a campaign.
- Click the Security tab.
- Select an Access option:
- Share (Everyone) - Grants everyone full control.
- Private - Grants full access to the Campaign Manager.
- Advanced - Enables the Access Mode drop-down list and allows you to edit the access list. You can select one of the listed access areas or select Custom to select from a pre-defined list of security settings in which one or more roles and/or specific users have been granted access permissions.
- Click Save.
To copy a campaign
To create a new campaign quickly, you can copy an existing one and edit it. The copy will have the same structure of the original campaign, including all appeals, solicitations, and source codes. All copied source codes contain the same inserts and messages as the original campaign. Source lists are not copied.
- Select a campaign.
- Click Save As.
- Navigate to the appropriate folder.
- Enter the new campaign name.
- Click Open.
A copied campaign is an exact duplicate of the original campaign with the following exceptions:
- The Name is different (you must change the name before copying the campaign).
- The Created Date equals the copy date.
- The Created By field equals the user who copied the campaign.
- If Campaign Management is configured to assign source codes automatically, all new source codes are regenerated automatically.
If Campaign Management is configured to assign source code manually, all new source codes are formatted as 'Copy of (original code).' If this code already exists, the code is copied until a unique code is found: 'Copy (sequence #) of (original code).'
- The Start Date, End Date, and Reminder Date are adjusted automatically for the copied campaign.
To delete a campaign
- Select a campaign.
- Click Delete.
To purge inactive campaigns
- From Marketing, select Campaign Management.
- Select Generate Reports.
- Select the Inactive Campaigns List report.
- Click Run.
- If the results are correct, click Purge Inactive.