Learn how to create a campaign in this step-by-step guide. Creating a campaign is one of the first steps you need to complete before utilizing most other Neon CRM fundraising features. This help guide will cover how to create a campaign.
Please Note:
- This article is the first in a series of six articles about building a Campaign in Neon CRM. After you complete the steps in this article, see the Recommended Next Article section at the end of this article for the next step in the process of building a Campaign in Neon CRM.
Instructions
Creating a Campaign
To build a campaign:
1. Select Fundraising in the navigation menu and select Fundraising Campaigns in the drop-down menu.
You now arrive at the Campaigns list page, where you can view all the Campaigns for your organization.
2. Select New Campaign.
3. On the Basic Information: Step 1 page, enter your Campaign Name and, optionally, enter a Campaign Code. (The Campaign Code is an optional feature for internal organizational tracking only, if your organization wishes to utilize this function.) Select Next.
4. On the Basic Information: Step 2 page, enter a Campaign Goal amount. You may also upload a Campaign Image if you wish. The Campaign Image is optional.
Note: If you intend to utilize the campaign Goal Meter, the dollar amount you enter in the Campaign Goal field is the goal amount used on the Goal Meter.
Select Next.
5. On the Basic Information: Step 3 page, you have the option to enter the start and end dates of the campaign. This information is optional. Enter your information, as applicable, and then select Next.
6. On the Basic Information: Step 4 page, select the toggle to the "On" position if the campaign is a peer-to-peer campaign. If you intend to create a peer-to-peer campaign, please see the link in the Recommended Related Articles section at the end of this article. When ready, select Continue to Allocation Settings.
7. On the Allocation Settings: Step 1 page, if you wish to make this campaign the default campaign for your organization, select the Set as default campaign toggle to the "On" position. As the default campaign, unless otherwise noted by a donor, all donations will automatically be applied to this campaign. If you select this toggle to the "On" position, a second toggle will appear, namely, the Apply default campaign to online donations toggle. This second toggle allows you to choose to automatically apply all online donations to this campaign, unless otherwise specified by the donor.
Also, on this page, if you wish to make this campaign a "child" campaign that nests under a broader "parent" campaign, you may choose a parent campaign, as applicable. The funds collected in a "child" campaign roll up into the "parent" campaign for easier reporting.
After you have made all selections, select Next.
8. On the Allocation Settings: Step 2 page, you have the option, if you wish, to select a primary Solicitation Method for the campaign, as well as a default Fund and Purpose towards which the funds collected in this campaign will apply. These fields are optional. When all selections have been made, as applicable, select Next.
9. Finally, on the Allocation Settings: Step 3 page, you have the option to enter a Non-Deductible Amount and Description for this campaign. These fields are optional. When all selections and descriptions have been entered, as applicable, select Create Campaign.
The success message pop-up will appear. If you wish, you may view the Campaign Overview page, immediately create a campaign donation form, or immediately create a campaign landing page by selecting the applicable links on the pop-up. In most cases, as in this case, select Close and Exit.
You can now see your campaign on the Campaigns list page. Note: If you selected this campaign to be the default campaign for your organization, a flag icon will appear after the campaign name.