Adding a prospect to a campaign, division, or team

Campaign prospects are customers who fit a profile that is relevant to a specific fundraising campaign; they are those customers that you identify to be most likely to donate to that campaign. You can identify prospects from among your existing customers and link them to a fundraising campaign, division, or team.

 

    1. Go to Administration > Campaign Settings > Campaigns.

    2. Select a campaign from the Campaign List page.

    3. Choose one of the following:

    1. Choose one of the following:

Related topics

Assigning a prospect to a campaigner

Recording a prospect's answer to a pledge request

Printing donor cards for campaign prospects