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. Some examples of campaigns include New Building Capital Campaign or General Campaign.

To define a campaign:

1. Select Fundraising Setup > Campaign Maintenance from the Personify360 toolbar; the Campaign Definition & Maintenance screen opens in a new screen tab. Alternatively, you can click the Define Campaigns from the Fundraising Launch screen.

2. Click the Search button to identify existing campaigns in Personify360. Select a row from the data grid and choose View Detail to open it; alternatively, you can double-click any row in the data grid to open it. Use the Add or Delete buttons to respectively create or remove campaigns.

3. From the Campaign Definition section of the screen, update the following parameters.
   1. Enter a code for the Campaign; this needs to be a unique code for the campaign. Personify360 uses this code to associate the campaign with products and other order lines.

2. Provide a Description for your campaign. Enter up to 50 characters to describe the campaign.
3. Use the drop-down menu to select a Campaign Class. Use the campaign class code to separate campaigns for reporting purposes. Examples for campaign classifications include Capital Campaign, Building Campaign, Disaster Relief.

4. Click the Parent Campaign link if you need to search for a parent campaign related to the current ne. Associating a parent campaign is useful for reporting purposes.
5. 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.

6. Use the drop-down menu to select a Recognition Structure. Each campaign defines a a single recognition structure which itself has a separate for each constituent type. For example, institutional givers versus individual givers. The recognition structure defines the level of donations that will receive recognition. and Changes to the recognition structure of a campaign only affect future donations, not donations already entered.
7. Use the Goal Amount to enter the target amount of money the campaign wants to raise.
8. Select the Begin Date, which represents the start date of the campaign. If a date is entered, the campaign is restricted to donations received on or after this date. If an End Date is entered as well, the campaign is restricted to donations received between the specified date range. The End Date does represent that last date of the campaign.

4. Save your changes using the save button in the upper-right hand corner.