You may collect both event registrations and donations as part of a fundraising event. The Campaign feature in Neon CRM allows you to associate event registrations and donations that are related to an event so that you can report on your total income from an event.
Creating Campaigns
First, you need to create a campaign that will be associated with your donations and event registrations for your event. More information on creating a campaign is available here.
Adding Campaigns to Legacy Events
Note: Use the following process if you created your event in legacy events. If you created your event using the new Events module, see the next section below.
Now you need to associate your campaign with your legacy fundraising event. To do this, click on Events in the navigation menu bar. Then, click on Events in the drop-down menu.
On the Events page, click the link to your event.
Click Edit in the Basic Information section on the event page.
Select the Campaign you created from the Campaign drop-down menu and click Submit at the bottom of the page.
Any event registrations that come in through your online event registration form or are entered in the back end of Neon CRM will now be associated with this campaign.
Adding Campaigns to Events Created in the New Events Module
Note: Use the following process if you created your event using the new Events module.
Now you need to associate your campaign with your fundraising event created in the new Events module. To do this, click on Events in the navigation menu bar. Then, click on Events in the drop-down menu.
On the Events page, click the link to your event.
In the left menu, click Event Edit.
In the Basic Information section, select Yes to the Link this event to a campaign? question and select the campaign from the Select a Campaign drop-down menu.
Any event registrations that come in through your online event registration form or are entered in the back end of Neon CRM will now be associated with this campaign.
Adding Campaigns to Donations
Campaigns can be associated with donations in one of two ways:
- Donating through an online donation campaign form
- Adding a campaign to a donation in the back end of NeonCRM
Online Donation Campaign Form
You can view the link for the donation form for your campaign by going to Web Content Form Links & Landing Pages.
Any donations made through this form will automatically be assigned to the appropriate campaign. You can also customize the data that you collect on this donation form.
Adding a Campaign to a Donation in the Back End
Campaigns can also be added to donations that are entered in the back end of NeonCRM. To add a donation, go to the Quick Add Button New Donation.
Campaign is available as a searchable dropdown menu on the Donation: Create screen under Allocation.
Reporting on Campaign Results
Now that your event registrations and donations are associated with the same campaign, you can run a report to see the total income from your fundraising event. You can do this two ways, depending on the data you need:
- Campaign summary
- Campaign transaction detail
Campaign Summary
For summary data on your campaign, go to Reports > New Report > Fundraising > Campaign Report.
In the Search Criteria box, click Edit Criteria.
In the "Please select a search field" box, select Campaign Campaign. For the operator, select Equal and for the value, select the campaign that you wish to report on.
On the Campaign Report page, click Edit in the Output Columns box if you wish to change the output columns for your report. To run the report, click Run Report. Summary information will display in the results, broken out by donation total vs. event registration total.
Campaign Transaction Detail
For a detailed list of transactions for your campaign, go to Reports > New Report > Financial > Transaction Report.
In the Search Criteria box, click Edit Criteria.
In the Please select a search field box, select Campaign Event Campaign. For the operator, select Equal and for the value, select the campaign that you wish to report on.
Now click Add Search Group. In Search Group 2's Please select a search field box, select Campaign Donation Campaign. For the operator, select Equal and for the value, select the campaign that you wish to report on. Click Save changes.
On the Transaction Report page, click Edit in the Output Columns box if you wish to change the output columns for your report. To run the report, click Run Report. A line-item report of transactions associated with this campaign will display.