Fundraising Campaigns

Fundraising campaigns can be created to accept donations for a campaign without needing to configure tickets. A fund must be assigned to the campaign for it to be available for online donations on the Giving Hub.

1. Navigate to the Campaigns page and click Add Campaign in the left-side menu.
2. Click the campaign category to which the campaign will be added.
   
    
3. Enter the applicable Campaign information, and then click Create.
   • Type - The campaign type selected determines the functionality that will be available for use.  
     • Event - These types have seven tabs of information consisting of Details, Profiles, Tickets, Groups, Requests, Files, and Notes.
       • Event types can be used for online events.
     • Fundraising - These types have four tabs of information consisting of Details, Profiles, Files, and Notes. Select the fundraising type to create a fundraising campaign.
       • Fundraising types can be used for campaigns that do not require tickets, but still accept donations.
     • Historical - These types have four tabs of information consisting of Details, Profiles, Files, and Notes.
     • Marketing - These types have four tabs of information consisting of Details, Profiles, Files, and Notes.
       • Marketing types can be used for mailing lists.
   • Start Date - If the campaign type is Event or Fundraising, the Start Date indicates when the campaign will be displayed on the Giving Hub. If the campaign type is Marketing, the Start and End Date can be set as one date or a date range for internal reference.
   • End Date - If the campaign type is Event or Fundraising, the End Date indicates when the campaign will stop being displayed on the Giving Hub. This is typically the end date of the event, and it will show below the description on the Giving Hub. If no date is set, there will be no end date on the Giving Hub, and the event will remain on the Giving Hub until an end date is set. If the campaign type is Marketing, the Start and End Date can be set as one date or a date range for internal reference.
   • Description - This will display on the Giving Hub and can populate in tax receipts for the donation.
   • Internal Description - This is an internal-only description for the campaign, and it will not display on the Giving Hub or in tax receipts.
   • Fund - Fund that the online donations support.
     • A fund is required for the campaign to be available for online donations.
   • Service Area - If this campaign is for a particular service area, select the appropriate one.
   • Goal Amount - This sets an internal goal for the campaign that is not visible online. As donations come in, users will see an added row below it called Total Donations (Online/Internal), tallying up the total gift revenue so far.
     
     
      
4. Click Edit in the left-side menu.
5. Add the applicable Campaign information, and then click Save.
   • Fundraising Header - The text entered in this box will display on the individual fundraising campaign page.
   • Tax Receipt Template - If you have created a tax receipt template in Templates, click the drop-down menu and select the template.
   • Donation Revenue Account - The account to which the donation revenue will be directed.
   • Private Event - If checked, the campaign will not be listed in the event tickets tab of the Giving Hub.
     
      

The campaign is now created, and fundraising-specific campaign features are available in the respective tabs.

• Details - Displays the start and end date, the category and type, and the description of the campaign.
  • If an image has been uploaded for the campaign, it is displayed in the header area.
  • Financial reports for the campaign can be accessed on the left-side menu.
• Profiles - Contains the list of invitees and their email and phone contact information. 
  • Add individual profiles and search the profile list.
  • Click [delete] to remove a profile from the campaign.
  • Track invitees' RSVP status and attendance.
    • Though the fundraising type is not for managing event RSVPs, this functionality is still available and could be used for tracking as a status field for each profile that has been added to the fundraising campaign.
• Files - Manage files uploaded to the campaign.
• Notes - Displays any notes added to the campaign.
   

Profiles can be added to a campaign from multiple areas of CommunitySuite: 

• Individually from the Engagement tab on a profile.
• Individually and in bulk from within the campaign itself.
• In bulk from custom reports using bulk actions.
• In bulk from a filtered profiles report. 
  • When adding profiles in bulk to a campaign from a filtered profiles report, fewer Add Household Members options are available than shown in the steps below.

Add Individual Profiles

1. Navigate to a fundraising campaign.
2. Click the Profiles tab.
   
    
3. Enter the profile name in the Add Profile field and select the profile from the drop-down list.
   
    

Add Profiles in Bulk from the Campaign

1. Navigate to a fundraising campaign and click Update Profiles in the left-side menu.
2. Click Profiles or Donations.
   • Profiles - Report filters are specific to profiles.
   • Donations - Report filters are specific to donations.
     
      
3. Click Filter to select filter fields.
   • Click load to use a saved report.
     
      
4. Click the Profile/Donation Filter names that will be used and complete any corresponding field requests.
5. Click Add to Campaign in the left-side menu.
6. Click the campaign ID.
   • If the filtered list contains households and those households have members, the Add Household Members options will become available.
     • Add the profile list unmodified - This option will add the filtered list as individual, organization, or household profiles. Primarily used when the report is curated to exactly the people receiving the communication.
     • Choose household members as guests - This option will add the household profile to the list and allow users to choose which household members will be added as guests.
     • Add all non-household profiles - If a profile is a household, this option will add just the members of the household. If a profile is a member of a household, it will add all other members of that household. If a profile is not part of a household or is an org, it is added. No profiles are added as guests. No household profiles are added. Primarily used for digital marketing to pull primary email addresses from both household members.
     • Add household not individual profiles - If a profile is an individual and is part of a household, the household profile will be added. If a profile is not part of a household or is an organization, it is added. No profiles are added as guests. Primarily used for print marketing pieces to reduce the number of printed copies being mailed to the same address.
       
        
7. Click [Yes].
   

Use Bulk Actions to Add Profiles to a Campaign from a Custom Report

A number of bulk action options are available from within a custom report once an ID number field is included within the report. Bulk actions can provide an efficient way to add profiles to a campaign.

1. Navigate to the Reports page and click Create Report in the left-side menu.
   • Existing custom reports can also be used.
2. Click the custom report Object for which the report will be created.
   • Profiles can be added to a campaign via Bulk Actions from custom reports for campaigns, funds, donations, grants, profiles, and more.
3. Click edit next to Current Fields to add the Profile Id field to the report.
   • If Profile Id field is already added proceed to Step 4.
      
4. Click Bulk Action in the left-side menu.
   • If Bulk Action does not appear in the left-side menu, the report does not support bulk actions.
5. Click Add to Campaign.
   
    
6. Click the campaign ID number to add the profile list to that campaign.
    
7. Follow remaining steps in the Add Profiles in Bulk section of this article.

Mailing labels and lists can be generated, mailing or email information can be exported, and the campaign can be synced to Mailchimp from the Profiles tab.

It is recommended that the campaign be previewed to ensure the setup is correct. The Donation URL will be listed on the Details tab. A shareable QR Code can be generated for the Donation URL.

1. Click the Donation URL to navigate to the registration page.
   
    
2. Review any text, images, and giving levels.
   • Standard donation amounts can be set based on the giving levels configured in Giving Hub Settings on the Portal Options page. If giving levels are configured in Giving Hub Settings, those will populate for all fundraising campaigns. If no levels are set, only a blank donation input box will be available.
     
      
3. Click the Event Tickets tab to confirm the campaign is available for donations.
   • Fundraising campaigns will have a Donate button instead of a Tickets button to differentiate them from event campaigns.