Learn how to utilize and customize the campaigns list page in this step-by-step guide. Creating a campaign is one of the first steps you need to complete before utilizing many other Neon CRM features. This help guide will cover how to configure the Campaigns list page to best fit your needs.
Recommended Reading Before You Start
Instructions
1. To view the Campaigns list page, select Fundraising in the navigation menu and then select Fundraising Campaigns on the drop-down menu.
2. This will take you to the Campaigns list page where you can view all the campaigns for your organization. This page allows you to view to the data in several different ways, as follows:
a. Compact View - This view presents a data-only view without data visualization elements.
b. Comfortable View - This view presents data visualization elements of the status of total funds collected for a campaign and the total projected funds for a campaign.
c. Hierarchy View - This view organizes all sub-campaigns (or "child" campaigns) to display as nested below their parent campaign. This view helps to visualize the relationships between parent and child campaigns.
d. Data Rollup View - This view displays the total of all sub-campaigns (or "child" campaigns) in their parent campaign's total. Please note: The parent campaign's total also includes funds collected specifically by the parent campaign itself, along with the funds collected by the child campaigns. This view allows you to view the total funds collected across all child campaigns and the parent campaign itself.
3. Adjust the Active From dates and/or Status filter to view a list of all Active and/or Archived campaigns within a specified date range. You may save the filter view by selecting Save Filters. When you apply filters to the page, the totals and progress bar at the top of the page will adjust automatically to show the totals for only the campaigns you have selected.
4. You can export a report of your campaigns to either an Excel file or a CSV file by selecting the Export icon.
5. Click the Actions button (the three dots) next to a campaign to Activate/Deactivate, Edit, Copy, or Delete the Campaign. If you choose to copy a campaign, the new campaign will have the same name, online donation form, and basic information as the original campaign, although you can edit it.