New Campaigns in Development

To add a new campaign so that opportunities and donation-related transactions can be associated with it, create a campaign record in Fundraising and Engagement and then use it as the originating campaign in related records.

Create a new campaign

1. On the Change area menu, select Fundraising.
2. Under Manage Campaigns, select Campaigns.
3. On the action pane, select New.
4. Fill out the campaign record tabs:
   • General: Enter core details such as currency and designation.
   • Reporting Hierarchy: Review or later add related appeals and packages.
   • Performance: Used to view roll-up fundraising data once activity begins.
   • Administration: Set metadata such as creator, owner, and status.
   • Related menu: Access linked elements like donor commitments and events.
5. Save the campaign record.

Once the campaign exists, it can be used as the parent for appeals and packages, and as the Originating Campaign on transactions.

Use the campaign with opportunities

Opportunities are managed under Development:

1. In the navigation pane, select Development from the Change area menu.
2. Under Prospecting, select Opportunities.
3. Create opportunities either:
   • From a contact or organization record by selecting Add to opportunity on the Summary tab, or
   • From the Opportunities view by selecting New on the action pane and completing the required fields.

Link these opportunities conceptually to the campaign as part of your prospecting and development process.

Use the campaign with transactions (donations)

To record donations and other gift transactions against the campaign:

1. On the navigation pane, select Gifts from the Change area menu.
2. Under Gift Processing, select Transactions.
3. Select New to open the Single Donation Form.
4. In Gift Entry, set Originating Campaign to the campaign just created.
5. Complete other required fields (such as Type, Donor, Amount, and Gift Type), and any additional fields like Appeal, Package, and Designation as needed.
6. When ready, select Process to complete the transaction.

This setup ensures opportunities, appeals, packages, and transactions are all properly associated with the new campaign for reporting and performance tracking.

References:

• Manage campaigns
• Manage opportunities
• Manage transactions