Use this link to share with your colleagues:
How to Create a New Campaign for Fundraising: https://help.pm.leapevent.tech/a/919206
Campaigns are powerful tools that help you track Contacts and their Donations under the banner of a single event or initiative.
In this article, we'll show you how to create a new Campaign for fundraising and development.
We'll also provide some guidance on next steps for tracking your Campaign.
Creating your new Campaign should take 5 to 20 minutes. Let's get started!
1. Go to the Campaigns tab
If you don't see it, click on the App Launcher and click on "Campaigns"
You can also get there from the Campaigns tile in the PatronDonate Hub
2. Click "New"
This is an easy fix!
2.1. Click on the gear icon, then Setup
2.2. In the quick find box on the far left side of your screen, type "user"; then, click on Users
2.3. Click on the user who needs the New button on Campaigns; in this case, it's the user Wonderful Ed
2.4. Click "Edit"
2.5. Check the checkbox next to "Marketing User". Click Save.
2.6. Go back to the Campaigns tab. The "new" button should have appeared!
3. Select "Salesforce" as the record type, and click "Next"
4. Give the campaign a name, and select the type
If you'd like to learn how to add a picklist value (like "Fundraising" or "Mailer") to this 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.
5. Choose a status - probably "Planned" or "In Progress," depending on whether or not you're going to start this campaign right away
6. Fill in as much additional information about the campaign as you have - remember, you can always edit this later
This information is for your records, so it's okay if you don't have access to some of it. Still, it can be very useful to fill in fields like "Budgeted Cost" and "Expected Revenue" at the beginning of a campaign, so you can see if you're getting value out of your efforts.
7. Mark the campaign as "Active" and click "Save"
8. The campaign is created!
What's next?
Did a donation come in because of your hard work on this Campaign? Associate it with the Campaign to track the success of your development drives!
Using this Campaign to track a gala or other donor event? You'll want to add Contacts to this Campaign as Campaign Members. There are a few different ways you can do this: via a report, from a Contact record, through a search, with a list view, or using the Data Import Wizard.
You can track the status of your Campaign Members, too - for example, if Mr. and Mrs. Jones are coming to your gala. Learn how to add custom Campaign Member Statuses, like "RSVP Yes" and "RSVP No."