Field Name

Description

A.

Name

This is the only required field for Campaigns.

B.

Code

This is only for internal use.

C.

Goal (Amount)

This is where you specify a dollar amount as your fundraising goal. If you fill this out, you can enable a thermometer widget that displays on the campaign web page.

D.

Start Date

Set a start date.

E.

End Date

Set an end date.

F.

Mark as Default 

Marking the campaign as Default will make NeonCRM assume this is the campaign to be used for all donations and events. The default campaign is selected automatically when a system user enters a donation from the back end. Of course, staff can always select a different campaign for each donation, but if most of your donations will go to this one, it’s handy to set it. A flag will be displayed next to your default campaign on the Campaign List page.

When you mark a campaign as the default, you are given an additional option to Apply to front end (online) donations. Selecting this option means that all online donations to your Standard Donation Form will be assigned to the default campaign. If a constituent makes a donation while registering for an event, a membership or purchasing a store product, then that donation will be attributed to the campaign that you have designated as the default for online donations.

G.

Theme

If you've created a Theme, you can select it here to apply it to this campaign.

H.

Parent Campaign

Selecting a Parent Campaign will organize this campaign as a sub-campaign underneath the one you select here.

I.

Primary Solicitation

Primary solicitation defines what method you will be using most of the time to ask for donations, like Phone or Email.

J.

Purpose

You can designate the Purpose for donations to this campaign.

K.

Fund

You can also designate the Fund for donations to this campaign.

L.

Suggested Donation Amounts

Setting the Suggested Donation Amounts replaces the free-entry donation amount field with a set of specified values. Specify which configuration of preset donation amounts to pull from your system settings.

M.

Status

The Status setting determines whether or not the campaign donation form and any associated social fundraising forms are available online. Setting the status to Active makes the donation form available for use. Once donations have been assigned to them, campaigns generally cannot be deleted. This is to preserve donation information. If you want to disable a campaign as an option, you would set its status from Active to Inactive.

Changing the campaign status to Inactive makes the online donation form (and social fundraising forms) for the campaigns inaccessible. You can always change the status later if you want to allow constituents to donate to this campaign in the future.

Note: The only exception is with the Batch Donation feature, where Inactive campaigns will still be visible so that any Active child campaigns can still be selected for data entry.

N.

Support Peer-to-Peer Fundraising

Support Peer-to-Peer Fundraising will enable the web page features for your constituents to set up their own peer-to-peer fundraising pages. This feature is part of the NeonCRM's Social Fundraising Module.

As soon as at least one social fundraising page is created for your campaign, a field will automatically appear at the bottom of the standard campaign donation form asking the donor if they want to credit a fundraiser.

The field will show all fundraisers for that campaign in a dropdown menu so the donor can select the one they want. The same field will appear on the event registration form for any event assigned to this campaign.

If you prefer not to have this field appear on the standard forms, you can set the "Credit Fundraisers" property in the Basic Information section of your campaign to No.

O.

If you would like to restrict the donation options for your front-end donation form, choose one of the following options

This will allow you to restrict the donation options from your front end form to one-time donation or recurring donation. Select the one that best fits your needs.