Learn how to organize your campaigns into the group in this step-by-step guide. This help guide will demonstrate how to organize your campaigns into a group in Neon Fundraise.
Recommended Reading Before You Start
Content
Organizing Your Campaigns into a Group
Instructions
Naturally, as you create more campaigns for your organizations, you require more organization. You can do this by creating groups and then organizing your campaign into them. In addition, organizing your groups according to a logical inheritance tree will make it so that a setting configured on a group will automatically apply to the campaigns within it.
For example, let’s say that your organization has multiple run and walk campaigns. Rather than making individual changes to each campaign’s settings, you can move these campaigns into one group and instead, make one change at the group level that will then be applied to all the campaigns in that group.
Organizing Your Campaigns into a Group
- On the Campaign Dashboard, select the Red Plus button.
- Then, select Group to open the Create Group window.
- Enter your group name in the field. Then, select Add.
- You now will see the new group landing page. You are prompted to move your campaigns into this group. For this example, we will only move a campaign into this group. To do this, select your organization name in the navigation path to return to your organization entity level.
- Locate the campaign that you would like to move into your group. Select it to highlight it, but not open. A pop-up toolbar will appear.
- Select the Move to Folder icon. Select the back button.
- Locate and select the new group. Then select Move.
Note: This will no longer be listed as an individual campaign within the previous list.