The campaigns area of the database allows for the building of various campaigns (Ex: Annual, Capital, Endowment, etc.) that gifts can be associated with.
Configure a Campaign
- Select Database on the top navigation bar and select Campaign.
- Select Insert. A popup appears (pictured).
- Enter the following configurations:
- Name - Provide a name for the campaign. This name will display in the dropdown list of the campaign setting of a gift.
- Folder - Choose to store campaigns in folders, if desired.
- Start Date - Date campaign begins.
- End Date - Date campaign ends.
- Goal - Dollar amount desired for campaign.
- Click Save
Once a gift is associated with a campaign, that gift will then display on the campaigns page.