Campaigners are the individuals who take part in a campaign and solicit donations from campaign prospects and customers. You can assign a fundraising goal to each of your campaigners. You can also group campaigners into campaign divisions and teams.
Go to Campaign Settings > Campaigns.
Select a campaign from the Campaign List page.
Click Manage Campaigners.
Choose one of the following:
To add a campaigner who does not yet exist in the system, click Add New and enter campaigner details in the Add New Campaigner page.
To add a campaigner who exists in the system as a customer, click Add from Existing Customers to search from among your existing customers.
To add a campaigner who exists as a system user, click Add from Existing System Users and select campaigners from the list of system users in the System User List section.
To modify the details for an existing campaigner, click the campaigner's name in the Campaigner section.
Select the Division and Team for the campaigner, if applicable.
Enter a Goal for the campaigner, if applicable.
Click Submit.
Assigning an existing campaigner to a team or division
Setting a goal for a campaigner
Tracking campaign donations by campaigner
Return to Campaign Settings Help