Use this link to share with your colleagues:
How to Use Campaigns to Group Contacts Together: https://help.pm.leapevent.tech/a/1167761
Whether it's tracking your Board Members or a list of your executive director's personal VIP, Campaigns are a great tool to consider for grouping your Contacts.
It's possible you're already grouping Contacts using custom fields, but we recommend you use Campaigns if you're interested in tracking your Contact's status with the group, or related donation amounts.
So what should I use? Custom Contact fields or Campaigns?
It all depends on what you want to track. Here's a flowchart to help lead you to the right decision:
1. Go to the Campaigns tab
Click on the App Launcher
Search for "Campaigns" and click on it
2. Create a new Campaign
3. Choose "Salesforce" and click "Continue"
4. Fill in details about the group you're tracking and click "Save"
Lots of fields to fill in! Let's go over this step by step:
- Set a Campaign Name that defines your Contact group.
- The Type field makes it easy to group Campaigns together.
- Status indicates if this Campaign is currently happening, is planned for the future, or has already happened.
- Use Start and End Dates to represent when this group is active and relevant. In this case, we're using the start and end dates of our fiscal year, since we're tracking our FY17 Board.
- These next fields can help you track budget and response expectations when using Campaigns to track marketing and development efforts.
- Before saving, be sure to check the Active checkbox! It'll be a lot harder to use and see this Campaign if it's not Active.
- When you're ready, click "Save".
If you'd like to learn how to add a picklist value (like "Board") to the "Type" picklist, we have just the Help tab article for you.
Quick tip: the linked article will show you how to add a value to a Donation picklist field; you'll follow the same steps, but you'll be editing the "Type" field on the Campaigns object, instead.
Great! Our new Campaign is ready to use:
5. Add Contacts to Campaigns
Now you want to actually add members to this group.
6. Add custom Member Statuses to your Campaign
Chances are, you'll want to track your own custom Campaign statuses. This will help you report on things like "Board Chair", "Current Board", and "Former Board".
7. Add Donations to Campaigns
You'll want to make sure to set your Campaign as the Primary Campaign Source for your Donation records; that way you can track them in your Campaign fields.
What's next?
If this is your first foray into Campaigns, get a better look at the big picture with our All About Campaigns article.