Getting started with fundraising campaigns

You can use a fundraising campaign to group together donations that you solicit online or during registration. Create a campaign, define campaigners, identify prospective donors, and track campaign goals.

 

You can give your fundraising campaign a hierarchical structure to simplify the process of tracking and allocating responsibility for campaign goals. You can divide your campaign into divisions, and then divide your divisions into smaller teams. Assign individual campaigners to the campaign as a whole or to a specific division or team. Give your campaign an overall goal, then give smaller goals to each division, team, and campaigner.

 

You can also assign one or more campaign managers for the campaign as a whole and assign leaders for each division and team. Each leader is able to modify only those campaigns, divisions, teams, and campaigners that they are responsible for.

 

To set up a fundraising campaign:

 

Create a campaign

Add campaigners

Create divisions

Create teams

Assign a campaign manager

Assign campaigners to divisions and teams

Assign division leaders

Assign team leaders

Set goals for your campaign, divisions, and team

Set goals for your campaigners

Add prospects

Assign prospects to divisions, teams, and campaigners