Campaign Activities

Campaign Activities can be any type of activity, from a mailing to a fancy dress ball, that your institution is using to raise money for this campaign. Every transaction (donation, pledge, new membership) associated with a campaign must have a Campaign Activity. For each activity, you can include the amount the activity will cost your institution, set a monetary goal of how much you hope to earn from the activity, and enter additional details about the activity. The first activity is set up when you create the campaign record.

Campaign Activities Grid

•The New Members column will automatically count the number of memberships who joined because of this campaign activity. Be sure to fill in the Joined as Result of This Campaign and Campaign Activity fields on the contact record's Membership Accordion to connect a membership to a campaign activity. See Membership for more details.

•Amounts in the Cost column can be entered when adding the Activity or modified by editing the Campaign Activity.

•Amounts in the Goal column can be entered when adding the Activity or modified by editing the Campaign Activity.

•The Pledged column will populate automatically when you fill in the Campaign and Campaign Activity fields for a pledge. See Pledges for more details.

•The Received column will populate automatically when you fill in the Campaign and Campaign Activity fields on a donation record. See Donations for more details.

Add New Campaign Activity

1.Click "Edit" in the Edit Bar at the top of the campaign screen

2.Click "Add New Activity"

3.Populate the required Campaign Activity and other fields if desired

4.Click "Save" on the pop-up window

5.Click "Save" in the Edit Bar at the top of the screen

Edit Campaign Activity

Editing a campaign activity will allow you to change the activity name, cost, goal, and details about the activity. Assigning pledges, donations, and memberships to an activity must be done on the pledge, donation, and contact records.

1.Click "Edit" in the Edit Bar at the top of the screen

2.Click the hyperlink in the Campaign Activity column for the activity you wish to edit

3.Make your changes

4.Click "Save" on the pop-up window

5.Click "Save" in the Edit Bar at the top of the screen

Delete Campaign Activity

Note: You cannot delete a Campaign Activity once transactions (pledges, donations, memberships, etc) have been applied to it.

1.Click "Edit" in the Edit Bar at the top of the screen

2.Hover over the activity you want to delete

3.Click the Trash Can icon on the right end of the row

4.Click "Save" in the Edit Bar at the top of the screen