Learn about fundraising campaigns in this step-by-step guide. Campaigns are the most important allocation for donations. This help guide will cover how to navigate through the campaign features.
Recommended Reading Before You Start
Content
Instructions
Campaigns Overview
Campaigns are the most common way of categorizing donations. Typically, a Campaign is used to track how donations came to your organization, such as a special fundraising event, annual appeal, or year-end fundraising drive. Campaigns can also have their own specialized online donation form.
Campaigns can be organized with a tiered structure, which means you can designate a parent campaign and then assign various child/sub-campaigns to that parent group. For example, you might have a parent campaign "Annual Fund 2020", with sub-campaigns for "Gala 2020," "Grants 2020," "Corporate 2020," "Spring Appeal 2020," etc.
You can assign a campaign to both donations and events in Neon. We recommend using the same campaign for donations and events you wish to link together.
Navigating the Campaign List
1. To view the Campaign List, navigate to Fundraising and select Fundraising Campaigns.
2. This will take you to the Campaign List page where you can view all the campaigns for your organization. To change the view, you can use:
a. Compact View
b. Comfortable View
c. Campaign Hierarchy View - organize all sub-campaigns to be displayed below their parent campaign, rather than displaying all campaigns alphabetically.
d. Data Rollup View - allows sub-campaign totals to roll up to their parent campaign's total. For example, if you'd like to see a total of all of your 2020 Campaigns.
3. Adjust the Active From dates and/or Status filter to view a restricted list of your campaigns. If you have a preferred view of the Campaign List, select Save Filters to return to your preferred view each time you visit the Campaign List page. 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 by selecting Export.
5. Click the Actions button to Activate/Deactivate, Edit, Copy, or Delete a 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 from there.
Creating a Campaign
1. Navigate to Fundraising and select Fundraising Campaigns.
2. This will take you to the Campaign list page where you can view all the Campaigns for your organization. Select New Campaign.
3. On the Basic Information Step 1 page, enter your Campaign Name and, optional, Campaign Code. The code is for internal use only. Then, select Next.
4. Complete the Basic Information Step 2 page. This includes, adding a campaign goal and uploading a campaign image. You will also see a preview of the goal meter to the right of the page. Then, select Next.
Note: You need to create a campaign goal if you plan to use the goal meter.
5. On the Basic Information Step 3 page, establish the Start and End Date for your campaign donations. Then, select Next.
6. The Basic Information Step 4 page allows you to enable Peer-to-Peer by turning on the toggle. The Peer-to-Peer feature allows you and your constituents to create personalized fundraising pages which can be shared with donors. When finished, select Continue to Allocation Settings.
7. On the Allocation Settings Step 1 page, you can make this campaign the default campaign by turning the toggle on. You can also select a parent campaign. Parent campaigns allow you to group together campaigns for easier reporting. Select Next.
8. The next page allows you to set Allocation Field default for this campaign. Allocation field defaults save time when entering new donations. If you allocate a donation to this campaign, the solicitation method, fund, and purpose will automatically populate with your selected values. Here you can set a default solicitation method, fund, or purpose. When complete, select Next.
9. Lastly, set the default Advantage Amount for this campaign. This field is specifically for Canadian clients. The Advantage Amount and Description can be changed for each donation later, before issuing the receipt. In the corresponding fields, enter the Advantage Amount and an applicable description. When finished, select Create Campaign.
10. A pop-up window will display to notify you that your campaign was successfully created. Select Close and Exit.
This will bring you back to the Campaigns page. You new campaign will be listed in the table below.
Customizing Campaign Pages
Once a campaign has been created, you can configure the web pages that your constituents will see. These pages will be visible to the public. When you distribute the links to these pages, constituents will be able to go to your campaign page and make a donation to the campaign.
1. From the Campaign List page, select the campaign you would like to add campaign pages to.
2. Here you can view the Overview tab of this campaign. This includes, Fundraising Performance, Event Performance, Campaign Details, Campaign URLs, and Linked Forms.
3. Select the Campaign Edit tab. This will allow you to make changes to the Basic Information and Allocation settings that were establish when the campaign was originally created.
4. Selecting the Landing Page tab will bring you to the Page Editor for your landing Page.
5. Here you are able to edit your Landing Page URL, Hero Image, Landing Page Title, Taglines, Setting a Donation Form, and Adding a Campaign Story. Then, select the Theme Editor button.
Select the Theme you wish to use. You can select a System Theme or your own theme. When finished, select Publish.
6. Select Close Builder to return to the Campaign Information.
7. Under the Goal Meter tab, you can enable the Goal Meter. You can customize your goal meter by adding Campaign Branding. Additionally, you can add this goal meter to any related Forms or Pages. Choose a Linear or Circular Display. The Embed Code field provides you a code to embed on your website to promote your campaign through the use of the goal meter. When finished, select Save.
8. Lastly, although it is recommended that you take advantage of the new Neon CRM Donation forms, the Legacy Donation Form tab allows you to publish your legacy campaign form and landing page. Here you will designate the suggested donation amounts, select a donation frequency, select a theme, and customize your header and footer content. When finished, select Save.