The **Campaigns Module** is used to organize, track, and manage donation campaigns effectively. It allows organizations to set goals, categorize funds, and plan tactics for outreach and engagement. Campaigns are an essential part of managing development efforts and ensuring fundraising success. --- ### **Accessing Campaigns** 1. Navigate to **Development > Campaigns** in the admin backend navigation bar. 2. The **Campaign and Tactic Setup** interface allows you to create and manage campaigns and associated tactics. --- ### **Campaign Setup Fields** |**Field**|**Description**|**Options/Format**| |---|---|---| |**Campaign ID**|Automatically generated unique identifier for the campaign.|Auto-generated| |**Campaign Name**|Enter a descriptive name for the campaign (e.g., "Annual Fundraiser 2025").|Text| |**Start Date**|The date when the campaign begins.|Date Picker| |**End Date**|The date when the campaign ends.|Date Picker| |**Goal**|The fundraising goal for the campaign.|Decimal| |**Description**|Detailed information about the campaign objectives, key messages, etc.|Text Box| |**Status**|Current status of the campaign.|Planning, Active, Completed| |**Publish**|Whether the campaign is visible on the storefront.|Yes/No| |**Closed**|Indicates if the campaign is no longer accepting donations.|Yes/No| |**Archive**|Archives the campaign for historical tracking.|Yes/No| |**Fund Type**|The type of fund the campaign supports.|Dropdown| |**GL Account**|Links the campaign to a specific General Ledger (GL) account for financial tracking.|Dropdown| |**GL Class**|Assigns a GL class for better categorization.|Dropdown| |**GL SubClass**|Optionally assigns a subclass for detailed tracking.|Dropdown| --- ### **Tactic Setup Fields** Tactics are specific actions or strategies designed to support the campaign, such as mailings, events, or phone calls. |**Field**|**Description**|**Options/Format**| |---|---|---| |**Task Type**|The type of tactic being created (e.g., mailing, phone call, email).|Dropdown| |**Date**|The date the tactic will be executed.|Date Picker| |**Name**|A descriptive name for the tactic.|Text| |**Description**|Additional details about the tactic.|Text Box| |**Executed**|Indicates whether the tactic has been carried out.|Checkbox| |**Delete**|Removes the tactic if it is no longer needed.|Button| --- ### **Workflow** #### **Creating a Campaign** 1. Navigate to **Development > Campaigns**. 2. Fill out the fields in the **Campaign Setup** section. 3. Save the campaign by clicking **Save**. #### **Adding Tactics** 1. Scroll to the **Create/Edit Tactics** section. 2. Fill out the fields to define a tactic. 3. Save the tactic by clicking **Save Tactic**. 4. To add another tactic, click **New Tactic**. --- ### **Tracking and Reviewing Campaigns** 1. **Campaign Dashboard**: - The campaign dashboard allows administrators to view all active, completed, or archived campaigns. 2. **Progress Tracking**: - Compare funds raised against the campaign goal to monitor progress. - Review associated tactics to ensure timely execution. 3. **Donation Review**: - Donations made to the campaign can be viewed under **Development > Review Donations**, with filters available to focus on specific campaigns or timeframes. View more [[Donations Overview#**Viewing and Managing Donations**|here]]. --- ### **Best Practices** 1. **Set Realistic Goals**: - Define achievable fundraising goals based on past performance and donor engagement. 2. **Leverage Tactics**: - Plan and execute a variety of tactics (e.g., mailings, events) to maximize campaign success. 3. **Regularly Monitor Progress**: - Use the dashboard and donation review tools to track progress and adjust tactics as needed. 4. **Use Descriptive Names and Details**: - Clearly name campaigns and tactics for better organization and tracking. 5. **Archive Completed Campaigns**: - Archive completed campaigns for historical tracking and reporting without cluttering the active campaign list. --- ### **Common Use Cases** 1. **Annual Fundraising Campaigns**: - Organize large-scale efforts to meet yearly fundraising goals. 2. **Targeted Drives**: - Run campaigns for specific causes, such as scholarships, building projects, or events. 3. **Special Events**: - Create campaigns tied to galas, auctions, or other fundraising events.