Defining and Managing Campaigns

To access this page, users must have access to the Fundraising.Campaign security application.

The Manage Campaigns page enables you to define and maintain various fundraising campaigns and view their links with appeals, products, and recognition levels. Organizations use this page to focus the fundraising structures by campaigns. Some examples of campaigns include New Building Capital Campaign or General Campaign.

You can access the Manage Campaigns page in several ways:

• From the left navigation, select Manage Campaigns from the Fundraising menu.
• From the Fundraising Central page, select Manage Campaigns.

You can use the filters at the top of the Manage Campaigns page to filter the results in the grid below.

From the contextual menu within the results grid, you can perform the following:

• View product and/or gift codes that are linked to a campaign
  To access this page, users must have access to the Fundraising.LinkedGiftCodes security application.
• View recognition levels that are linked to a campaign
• View appeals that are linked to a campaign
• Delete a campaign

To define a new campaign:

1. From the Manage Campaigns page, select +New Campaign at the top right of the results grid.
   The Add New Campaign page displays, as shown below.
   
2. Enter the Campaign name.
   Campaign names cannot contain special characters or spaces.
3. Enter the campaign Description.
4. Select the campaign Class from the drop-down.
5. Use the lookup field to search for a Parent Campaign, if necessary.
6. Select the Recognition Structure, if necessary.
7. Enter the Goal Amount.
8. Select the Begin Date and End Date of the campaign, if necessary.
9. From the Tribute Information section, perform the following to add a tribute element to the campaign:
   1. Select the Tribute Type from the drop-down.
   2. Enter the Description of the tribute.
   3. Use the Tribute To lookup field to search for a customer who this campaign is a tribute to.
   4. Use the Primary Contact lookup field to search for a customer who is the primary contact for the tribute.
10. From the Thank You Letter Information section, perform the following to select default letters:
    1. Select the Hard Credit Letter Template from the drop-down.
       This is the letter for all hard credit acknowledgement merge letters if this campaign is selected for the donation.
    2. Select the Soft Credit Letter Template from the drop-down.
       This is the letter code for all soft credit acknowledgement merge letters if this campaign is selected for the donation.
    3. Select the Default Salutation from the drop-down.
    4. Select the Default Signor from the drop-down.
11. Select Save to save your campaign and return to the Manage Campaigns page.

Screen Element	Description
Campaign Definition
Campaign	Text box. A unique code for the campaign. This code can be associated with products and/or order lines.
Description	Text box. The description of the campaign. Maximum length is 50 characters.
Campaign Class	Drop-down. The classification of the campaign. This class code can be used for reporting purposes. For example, Capital Campaign, Building Campaign, or Disaster Relief. Values in the drop-down are populated based on the non-fixed codes defined for the FND "CAMPAIGN_CLASS" system type.
Parent Campaign	Lookup field. When the Advanced button is selected, the Choose a Campaign page displays where you can search for a parent campaign related to the new campaign. Associating a parent campaign is useful for reporting.
Recognition Structure	Drop-down. Each campaign defines a single recognition structure which itself has a separate structure for each constituent type. For example, institutional givers versus individual givers. The recognition structure defines the level of donations that will receive recognition. Changes to the recognition structure of a campaign only affect future donations, not donations already entered.
Goal Amount	Text box. The target amount of money the campaign wants to raise.
Begin Date	Drop-down. The start date of the campaign. If a date is entered, the campaign is restricted to donations received on or after a certain date. If an end date is entered as well, the campaign is restricted to donations received between a specific date range.
End Date	Drop-down. The last date of the campaign. If this date is entered along with a begin date, the campaign is restricted to donations received between a specific date range.
Tribute Information
Tribute Type	Drop-down. If this campaign is in tribute to a person, company, or group, select the Tribute Type. For example, In Honor Of or In Memory Of. The acknowledgement letters and campaign summary reports differ based on the code entered here. Values in the drop-down are populated based on the codes defined for the non-fixed FND "TRIBUTE_TYPE" system type.
Description	Text box. The description of the tribute.
Tribute To	Lookup field. The customer to whom this campaign is a tribute.
Primary Contact	Lookup field. The contact for the customer to whom this campaign is a tribute. A campaign donation summary report can be generated for the primary contact.
Use Address	Drop-down. The address of the contact to whom this campaign is a tribute. This address will be used when the campaign summary report is sent to the primary contact.
Thank You Letter Information
Hard Credit Letter Template	Drop-down. The letter codes that are available for hard credits.
Soft Credit Letter Template	Drop-down. The letter codes that are available for soft credits.
Default Salutation	Drop-down. The default salutation code for the selected Letter Code. Values are populated based on the non-fixed CUS "CUS_SALUTATION" system type.
Default Signor	Drop-down. The default signor code for the selected Letter Code. Values are populated based on the non-fixed FND "ACK_LETTER_SIGNOR" system type.