Create and Manage Marketing Campaigns

To create a marketing campaign in CommunitySuite:

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. 
     • 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.
       • 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 - The Start Date can be set as one date or a date range for internal reference.
   • End Date - The End Date can be set as one date or a date range for internal reference.
   • 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.


 

Marketing campaigns include four tabs that organize campaign information.

Details Tab - 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 Tab - Contains the list of profiles added to the campaign and their email and phone contact information.

• Add individual profiles and search the profile list.
• Click Delete to remove a profile from the campaign.

Files Tab - Manage files uploaded to the campaign.

Notes Tab - 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

To add an individual profile to a marketing campaign in CommunitySuite:

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 from the Campaign

To add profiles in bulk to a marketing campaign from within the campaign in CommunitySuite:

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. 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.
   • Cancel - Returns you to the filtered report.
     
      
8. Click Yes to confirm.
   
    

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.

To add profiles to a marketing campaign using bulk actions from a custom report in CommunitySuite:

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.

To communicate with campaign profiles, marketing campaigns in CommunitySuite support several options for exporting and syncing contact information.

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 Customize Giving Hub and Portal Settings. 

To enable the newsletter option in CommunitySuite:

1. Navigate to the Portal Options page.
2. Click Giving Hub Settings in the left-side menu.
3. Click the Checkout tab.
   
    
4. In the Checkout section, click Edit Checkout.
5. Check the Enable Newsletter box, and then click Update.
   • Enter a Newsletter Title and Description if applicable.
     
      
6. Navigate to the marketing 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.