Campaigns and funds

Campaigns

To view, edit, and add new campaigns, click on the Campaigns link in the Fundraising sub-navigation. This will bring up a listing of all your campaigns, and from here you can add new campaigns, edit existing campaigns, merge campaigns, or delete any campaigns that are no longer needed.

Adding new campaigns

To add a new campaign, click on the Add campaign button.

Then complete the campaign fields and save.

After this point, it will be available for use in gift entry and reporting on the Fundraising tab.

Editing and deleting campaigns

Campaigns can be edited, merged or deleted from the Campaigns page by clicking on the Actions button next to each campaign name. If you delete a campaign, it will be hidden from view entirely and the campaign data will be removed from the gifts that had been assigned to that campaign.

Merging campaigns

Occasionally, you may want to merge two or more campaigns together into one. To merge campaigns, you can go to your Fundraising > Campaigns page, find the campaign you want to keep, and click the Actions button. Then choose Merge.

A dialog pops up that lets you choose the campaign you want to merge.

Once you've done that, click Save and confirm it, and the campaigns will be merged.

Inactive campaigns

All campaigns are active by default. You can make a campaign inactive by unchecking the Active checkbox in the Status column, or by editing the campaign and deselecting the Is Active check box. Inactive campaigns are still usable in gift querying and reporting but will no longer appear when you are entering new gifts.

Funds

To view, edit, and add new funds, click on the Funds link in the Fundraising sub-navigation. This will bring up a listing of all your funds, and from here you can add new funds, edit existing funds, or delete any funds that are no longer needed.

Adding new funds

To add new funds, click on the Add fund button.

Then you can fill out the New fund page and save it. You can optionally assign a fund to a campaign, in which case fund assignments made during gift entry can be restricted by campaign.

After this point, the fund will be available for use in gift entry and reporting on the Fundraising tab.

Editing and deleting funds

Funds can be edited or deleted from the Funds page by clicking on the Edit or Delete icons next to each fund name. If you delete a fund, it will be hidden from view entirely and the fund data will be removed from the gifts that have been assigned to that fund.

Merging funds

To merge funds, follow the instructions for merging campaigns above. The process is the same, only you would do this task on the Funds page.

Inactive funds

All funds are active by default. You can make a fund inactive by editing the fund and deselecting the Is Active checkbox or checking or unchecking the "Active" box in the Status column on the Funds page, as shown below. Inactive funds are still usable in gift querying and reporting but will no longer appear when you are entering new gifts.

Wondering how best to organize your campaigns, funds, and appeals?

Read our blog post on the topic or download the PDF version.