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How to Enable Accounts as Campaign Members: https://help.pm.leapevent.tech/a/1979619
When creating Campaigns for fundraising, sometimes you may wish to track Accounts for a Campaign, rather than individual Contacts. This can be helpful for tracking households and their participation in a Campaign instead of each specific person.
In order to do this, you'll first need turn on a setting to allow Accounts to be Campaign Members! In this article, we'll cover:
- How to enable Accounts as Campaign Members
- How to update some page layouts to reflect this
- Some reporting tips
Let's get started! Enabling this feature should take 15-30 minutes.
Enable Accounts as Campaign Members
1. Go to Setup via the gear icon
2. Find and select Accounts as Campaign Members
3. Enable and Save
Update some Page Layouts
Now that we've enabled Accounts as Campaign Members, let's make sure we can see what Campaigns an Account has been associated with by adding the Campaign History related list to Account page layouts.
This process is the same as adding a related list to any page layout, but if you'd like a more detailed walk-through, read on!
1. From Setup, click Object Manager
2. Find and select Account
3. Click Page Layouts
4. Click Household Layout
5. Click Related Lists in the palette
6. Drag and drop Campaigns to the Related Lists section of the page
7. Drag and drop Campaign History to the Related Lists section of the page
8. Click Save
9. Repeat steps 5-8 for any other Account page layouts you need to edit
We recommend editing at least the Household Layout and Individual Layout!
Once you've added updated the related lists, you'll see the option to add an Account to a Campaign from the Campaign History related list.
Reporting notes
After you enable Accounts as Campaign Members, there are a few new reporting things you'll need to keep in mind.
There's a new report type
Once Accounts as Campaign Members is enabled, a new report type called Campaigns with Accounts becomes available for your reporting.
You can add Accounts to Campaigns from reports built off the Account object
Additionally, the option to Add to Campaign will be available on any reports with report types built off the Account object.
This includes, but is not limited to, the following report types:
- Accounts
- Account Donation Sum
- Ticket Orders with Account
- Recurring Donations with Account Name