Marketing Campaigns

1. Navigate to the Campaigns page.
2. Click Add Campaign in the left-side menu.
3. Click the campaign category name to which the campaign will be added.
   
   
   
4. Enter the campaign information, and then click Create.
   • Type - The campaign type selected determines the functionality that will be available for use. 
     • Marketing - These types have four tabs of information consisting of Main, Notes, Files, and Profiles.
       • Marketing types can be used for mailing lists. 
     • Event - These types have seven tabs of information consisting of Main, Notes, Files, Profiles, Tickets, Groups, and Requests.
       • Event types can be used for online events.
     • Historical - These types have four tabs of information consisting of Main, Notes, Files, and Profiles.
   • Start Date
   • End Date
   • Description - Enter a description for this communication.
   • Internal Description
   • Fund
   • Service Area - If this event is for a particular service area, select the appropriate one.
   • Goal Amount
     
     

The campaign is now created and marketing 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 in 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.
• Files - Manage files uploaded to the campaign.
• Notes - Displays any notes added to the campaign.

Profiles are added to marketing campaigns from the campaign's Profiles tab and can be added individually or in bulk. 

Add Individual Profiles

1. Navigate to a marketing campaign and click the Profiles tab. 
   
   
2. Enter the profile name in the Add Profile field and select the profile you want to add from the drop-down list.

Add Profiles in Bulk

1. Navigate to a marketing campaign and click the Profiles tab.
   
   
   
2. Click Update Profiles in the left-side menu.
3. Click Profiles or Donations.
   • Profiles - Report filters are specific to profiles.
   • Donations - Report filters are specific to donations.
     
     
     
4. Click Filter to select filter fields.
   • Click Load to use a saved report.
     
     
     
5. Click the Profile/Donation Filter names that you want to use and complete any corresponding field requests.
6. Click Add to Campaigns in the left-side menu.
7. 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. 
   • 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.
   • Cancel - Returns you to the filtered report.
     
     
     
8. Click Yes to confirm.
   
   
   

You can generate mailing labels and lists, export mailing information, export email information, or sync to Mailchimp.

One marketing campaign can be designated as a newsletter. A checkbox becomes available on the Giving Hub checkout screen that allows donors to opt in to receive the newsletter. Text for the checkbox title and description is customizable. Enable Newsletter must be enabled in Portal Options Settings. 

1. Navigate to the Portal Options page.
2. Click Giving Hub Settings in the left-side menu.
3. Click the Checkout tab.
   
   
   
4. Click Edit Checkout in the left-side menu.
5. Update the applicable Checkout Settings, and then click Update.
   • Check the Enable Newsletter box.
   • Enter a Newsletter Title and Description.
     
     
6. Navigate to the campaign that will be used as a newsletter.
7. Click Set Newsletter in the left-side menu. 
   • If Set Newsletter is not available in the left-side menu and the settings described above are in place, then another marketing campaign may already be set as the newsletter.

The Newsletter checkbox displays in the Required Checkout Information section of the Giving Hub.