Slate provides a Campaigns tool to create and manage various campaigns (such as annual, capital, or endowment) for associating gifts.

Configure a Campaign

1. Select Database on the Slate navigation bar and select Campaign.

2. Select Insert. A popup appears (pictured).

3. Enter the following configurations:

   • Name: Provide a name for the campaign. This name will appear in the list of available campaigns when managing a gift.

   • Folder: Select a folder to store the campaign, or select Other and enter a new campaign name to create a new folder (this is optional but strongly encouraged to simplify later management).

   • Start Date: Enter the date for when the campaign begins.

   • End Date: Enter the date for when the campaign ends.

   • Goal: Provide the dollar-amount goal desired for the campaign.

4. Click Save.

Once a gift is associated with a campaign, that gift will then appear on the Campaigns summary page.