Campaigns Overview

CommunitySuite's campaigns functionality has two primary functions: communication lists and events management. There are three types of campaigns consisting of marketing, event, and historical. A campaign can be used to build a communication list, manage an event including online ticket registration, or both. You can also use campaigns for auctions.

Marketing Campaigns

Campaigns is CommunitySuite's list building tool. Marketing campaigns are used to build lists for mail and email communications. Mailing labels that contain contain information for a mail merge can be generated and exported. If Mailchimp integration is utilized, an email list from a campaign to Mailchimp can be pushed.

Contact information can be exported from many areas of CommunitySuite, but since campaigns is a communications tool, there are some built-in features that help ensure accuracy in the list.

• Deceased profiles cannot be added to a campaign.
• When a profile is marked Do Not Mail, Do Not Email, or Do Not Phone, the contact info that is marked Do Not will not be available on exports and will not sync to Mailchimp.
• When a household and one or more members are added to the same campaign, you can easily remove duplicates so that you only mail to the household.
  
  
• Resource: 
  • Marketing Campaigns

Event Campaigns

Campaigns also serve as CommunitySuite's event management tool. Campaigns allow for the following: 

• Create free and paid tickets.
• Sell tickets both manually within the system and on the Giving Hub.
• Manage RSVP guest lists.
• Manage requests and groups such as food preferences and table assignments.
• Record event attendance.
  
  
• Resources:
  • Event Campaigns (Sandbox Sites)
  • Event Campaigns (Live Sites)
  • Campaign Groups and Requests
  • Manually Sell a Ticket
  • Campaign Guests
  • Campaign Online Event Registration
  • Refund a Campaign Ticket

Historical Campaigns

The historical type is used during the migration process to classify past campaigns that are no longer in use. This is used to keep a profile list intact, but it will not allow for any ticket, groups, or request information.

Campaigns Settings and Initial Setup

There are three types of campaigns consisting of marketing, event, and historical with each having unique functionality. Campaign categories are user-defined and are essentially an organizational structure for campaigns. If your foundation uses MailChimp, the MailChimp API Key and List Name are found in Campaigns Settings. Content for online tickets can be configured in Giving Hub Content on the Portal Options page. Event Ticket Receipt templates are available. The campaigns dashboard also provides a summarized view of campaign information.

• Resources:
  • Campaign Categories
  • Example Templates
  • Mailchimp Integration
  • Sync a Campaign to Mailchimp
  • Campaigns Setting
  • Portal Options Content
  • Campaigns Permissions
  • Campaigns Dashboard

Communication and Reporting

After profiles have been added to a campaign, mailing labels and lists can be created; and mail and email information can be exported. Financial reports specific to campaigns are also available. Using custom reports, donation and invoice amounts can be added to a campaign profile report. 

• Resources:
  • Campaign Mailing Labels and Lists
  • Campaign Transactions and Reports

Auctions

The auctions functionality in campaigns offers a streamlined way to generate bid sheets and process auction items. 

• Resource:
  • Campaign Auctions