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.
Go to Administration > Campaign Settings > Campaigns.
Select a campaign from the Campaign List page.
Choose one of the following:
To add prospects to a campaign, click Manage Prospects.
To add prospects to a division, click Manage Divisions then click Prospects for the division.
To add prospects to a team, click Manage Teams then click Prospects for the team.
Choose one of the following:
To add one specific prospect, click Add Single Prospect to search from among your existing customers.
To add more than one prospect, click Add Multiple Prospects and either add prospects from an existing customer list or select to filter a customer search by population, registration, facility, membership, daycare, league, or donation criteria.
Assigning a prospect to a campaigner
Recording a prospect's answer to a pledge request
Printing donor cards for campaign prospects