Viewing or Editing a Campaign
Campaign summary pages may be accessed at any time to view connected appeals, gifts, or activities, add notes to the campaign, view quick campaign stats, or run a quick campaign performance report.
Access a Specific Campaign
Navigate to Transactions and select Campaigns
From the Campaign list, search for the campaign in question
Click on the name of the campaign will open the campaign summary page
Different sections will be available on the summary page for quick navigation
Campaign Progress | The campaign progress box will provide a quick statistic update for the campaign in regards to how much has been raised towards the goal, total amount received, total amount pledged, total amount raised (combo of pledged and received), percentage of completion towards goal, and total number of gifts received for the campaign. |
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Description | The description box will show a brief internal description of the campaign. |
Notes | The right side of the campaign summary page will allow you to add internal notes to be seen by all team members. |
Campaign Gifts | The list of campaign gifts will allow you to see the individual gifts connected to the campaign. Clicking on the link for the donation will direct you to the details page for the gift. A button also is available at the bottom of the box to add gifts directly to the campaign. |
Campaign Appeals | The list of campaign appeals will allow you to see appeals connected to the campaign. Clicking on the name for an appeal will direct you to the details page. A button is also available at the bottom of the box to add and connect appeals directly to the campaign. |
Campaign Activities | The list of campaign activities will allow you to see the individual activities connected to the campaign. Clicking on the link for the activity will direct you to the details page for the activity. A button also is available at the bottom of the box to add activities directly to the campaign. |
Edit Campaign Details
Click the Campaign Action Menu (3 vertical dots icon in top right)
Select Edit
Make any changes to the campaign
Select Save to confirm the changes