Defining Campaigns

The Campaign Definition screen enables you to define and maintain various fundraising campaigns and link them with appeals, funds, products, solicitation teams, marketing lists, prospects, and recognition levels. Organizations use this screen to focus the fundraising structures by campaigns.

To define a campaign:

1.    Select Maintain Campaigns from the Fundraising Setup task category.

2.    Enter the Campaign name.

When entering the campaign name, if you tab out of the field and the name is removed, you have entered an invalid code. Campaign names cannot contain special characters or spaces.

3.    Select the Campaign Class from the drop-down menu

4.    Select the Recognition Structure, if necessary.

5.    Select the Begin Date and End Date of the campaign, if necessary.

6.    On the Recognition Levels tab, review the fundraising campaign recognition levels for the association.
Highlight a record and click Edit to open it in the Recognition Structure for Fundraising screen.

7.    On the Tribute To tab, perform the following to add a tribute element to the campaign:

8.    Enter the Description of the tribute.

9.    Click the Primary Contact link and search for a customer who is the primary contact for the tribute.

10.  On the Create Donation Codes tab, perform the following to automatically create gift products:

11.  Select whether the funds will be placed through Cash/Check/CC or through a One Year Pledge.
The default product for the fund displays.

a.    If necessary, select the date to start taking gifts on from the Code can be used after drop-down.

b.    Click Create New Donation Codes to commit the gift products.
A pop-up displays stating the “Gift Product was created successfully.”

c.    On the Thank You Letter Defaults tab, perform the following to select default letters to use to create thank you letters for this Fund:

d.    Select the Default Thank You Hard Credit Standard Letter Code from the drop-down.
This is the letter code for all hard credit acknowledgement merge letters if this fund is selected for the donation.

12.  Select the Default Thank You Soft Credit Standard Letter Code from the drop-down.
This is the letter code for all soft credit acknowledgement merge letters if this fund is selected for the donation.

13.  Select the Default Salutation from the drop-down for the selected Letter Code.

a.    Select the Default Signor from the drop-down for the selected Letter Code.

b.    Click Save

Screen Element Description

Campaign Definition
Campaign Text box. A unique code for the campaign. This code can be associated with products and/or order lines.
Description Text box. The description of the campaign. Maximum length is 50 characters.
Campaign Class Drop-down. The classification of the campaign. This class code can be used for reporting purposes. For example, Capital Campaign, Building Campaign, or Disaster Relief.
Parent Campaign Link. When clicked, the Generic Chooser screen displays where you can search for a parent campaign related to the new campaign. Associating a parent campaign is useful for reporting.
Active Read-only. A new campaign is automatically considered active. The green checkmark indicates the campaign can be linked to funds, appeals, recognition levels, and solicitation teams. Only active campaigns can be selected for a product or an order line.
Recognition Structure Drop-down. Each campaign defines a single recognition structure which itself has a separate structure for each constituent type. For example, institutional givers versus individual givers. The recognition structure defines the level of donations that will receive recognition. Changes to the recognition structure of a campaign only affect future donations, not donations already entered.
Goal Amount Text box. The target amount of money the campaign wants to raise.
Begin Date Drop-down. The start date of the campaign. If a date is entered, the campaign is restricted to donations received on or after a certain date. If an end date is entered as well, the campaign is restricted to donations received between a specific date range.
End Date Drop-down. The last date of the campaign. If this date is entered along with a begin date, the campaign is restricted to donations received between a specific date range.

Recognition Levels
Edit Link. When clicked, the Recognition Structure for Fundraising screen displays where you can edit the recognition level. You can define multiple recognition levels within one structure assigned to a campaign/fund and others across the system for lifetime giving awards. See Defining Recognition Structures for more information.

Tribute To
Tribute Type Drop-down. If this campaign is in tribute to a person, company, or group, select the Tribute Type. For example, In Honor Of or In Memory Of. The acknowledgement letters and campaign summary reports differ based on the code entered here.
Description Text box. The description of the tribute.
Tribute To Link. The customer to whom this campaign is a tribute.
Primary Contact Link. The contact for the customer to whom this campaign is a tribute. A campaign donation summary report can be generated for the primary contact.
Address Link. The address of the contact to whom this campaign is a tribute. This address will be used when the campaign summary report is sent to the primary contact.

Create Donation Codes
Fund Link. When clicked, a Chooser displays. Search for and select the appropriate fund associated with the product/gift.
Cash/Check/CC Checkbox. When checked, indicates this product/gift is a flat monetary value paid in cash, check, or a credit card.
One Year Pledge Checkbox. When checked, indicates this product/gift is a one year pledge.
Amount Text box. The amount of the gift or pledge that was given.
Code can be used after Drop-down. The date on which this product is available.
Create Matching Gift Checkbox. When checked, indicates a matching gift will be created for this product/gift.
Create New Donation Codes Button. When clicked, the product/gift is created and a confirmation pop-up displays. If you receive a “Default Rate Code is not set” error message, you must define a default rate code for the Fundraising subsystem using the Rate Structure Maintenance (ORD000) screen.

Thank You Letter Defaults
Default Thank You Hard Credit Standard Letter Code Drop-down. The letter codes that are available for hard credits.
Default Thank You Soft Credit Standard Letter Code Drop-down. The letter codes that are available for soft credits.
Default Salutation Drop-down. The default salutation code for the selected Letter Code. Values are populated based on the non-fixed CUS "CUS_SALUTATION" system type.
Default Signor Drop-down. The default signor code for the selected Letter Code. Values are populated based on the non-fixed FND "ACK_LETTER_SIGNOR" system type.