Fundraising Campaigns

📧 Looking for email marketing campaigns?

See Campaigns.

Use Campaigns to create and manage annual, capital, endowment, and other campaign types for associating gifts.

Configuring a Campaign

1. Select Records on the Slate navigation bar.

2. On the right side of the page, select Campaigns.
   

3. Select New Record.
   

4. Complete the following settings:

   • Name: Provide a name for the campaign. This name will appear in the list of available campaigns when managing a gift.

   • Key: Provide a computer-friendly key value (using only lower case letters and no special characters).

   • Campaign Type: Select Parent Campaign or Standalone or Sub-Campaign. If choosing Standalone or Sub-Campaign, a Parent Campaign field appears to provide the name of the parent campaign.

   • Start Date: Select the date when the campaign begins.

   • End Date: Select the date when the campaign ends.

   • Goal: Provide the dollar-amount goal desired for the campaign.

   • Stretch Goal: (Optional) Provide the dollar-amount stretch goal for the campaign.
     

     

5. Click Submit.

Associated gifts appear on the Gifts tab of the campaign's summary page.