Campaigns, in addition to offering event management, serve as CommunitySuite's communication list building tool.
Campaigns do not allow deceased profiles to be added to their lists. They also honor Do Not Mail, Do Not Email, and Do Not Phone preferences by excluding that contact information from exports. Emails marked Do Not Email also do not sync to Mailchimp. When a profile is added to a campaign, you can see that profile's communication and event history on the profile, and filter for profiles that were invited to a campaign, RSVP'd, or attended.
Create Campaign
- Navigate to the Campaigns page.
- Click Add Campaign on the left-side menu.
- Enter the campaign information, then click Create.
- Campaign Group - Select a group from the drop-down.
- If you don't see any groups, or the group you need, create a campaign group and then return to this.
- Campaign Date - Select the date the communication will be sent.
- Description - Enter a description for this communication.
- Campaign Group - Select a group from the drop-down.
Build a List
You build campaign lists by building reports for your list criteria and adding those reports to a campaign. If you build a list with multiple criteria, you will need to build multiple reports and add each to the campaign. When a profile is on more than one report, they will only appear in your campaign one time.
There are three methods to identify the profiles you want to add to campaign.
- Build profile Filter Reports in the Profiles List page. Once you have one or more filters applied, click the left-side menu option Add to Campaign.
- Build a custom report. Any report that has the Profile ID field can be added to a campaign. Once you add Profile ID to your report, the Add to Campaign option will appear on the left-side menu.
- Identify a custom list of profiles in Excel and upload those profile ID's to CommunitySuite. This generates a profiles custom report with Profile ID and Name. Click the left-side menu option Add to Campaign.
For this example, the invite list will include two criteria: 2021 donors and current board members. We'll use filter reports, but the process of adding profiles to campaign is the same once you build a custom report with Profile ID or upload a customized list of ID's.
- Build a filter report for 2021 donors.
- Add that filtered list to your campaign by selecting Add to Campaign from the left-side menu.
- You'll see a list of campaigns that have not been archived. Select the campaign you'd like to add this list to.
- If you have households in your filter list and those households have household members, you will see this message. Determine whether you'd like to just add the households (Add households without guests), or add the household and the household's members (Choose members to add as guests).
- Build another filter report for active board members. If you are tracking board members using organizational roles, you will apply two filters: one filter for Org Role of Board Member, and another for Active Org Role Yes.
- Add this list to the same campaign.
If you have additional list criteria, you build additional reports and add those profiles to the campaign. You can build campaigns with a combination of filter and custom reports.
If your criteria was in individual profiles but you want to invite the household profiles, you can add associated household profiles when a household member is on the list.
The campaign is now listed on each profile that was invited to the campaign, and you can report on who received this communication.
Send Communication
Now that your list is built, you can generate mailing labels, export mailing information, export email information, or sync to Mailchimp.
Resources: