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
Fields on the Campaign Donation Form
Header and Tail Content of Campaign Donation Form
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. Select New Campaign.
3. Complete the fields on this page. When finished, select Submit.
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Field Name |
Description |
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A. |
Name |
This is the only required field for Campaigns. |
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B. |
Code |
This is only for internal use. |
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C. |
Goal (Amount) |
This is where you specify a dollar amount as your fundraising goal. If you fill this out, you can enable a thermometer widget that displays on the campaign web page. |
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D. |
Start Date |
Set a start date. |
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E. |
End Date |
Set an end date. |
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F. |
Mark as Default |
Marking the campaign as Default will make NeonCRM assume this is the campaign to be used for all donations and events. The default campaign is selected automatically when a system user enters a donation from the back end. Of course, staff can always select a different campaign for each donation, but if most of your donations will go to this one, it’s handy to set it. A flag will be displayed next to your default campaign on the Campaign List page. When you mark a campaign as the default, you are given an additional option to Apply to front end (online) donations. Selecting this option means that all online donations to your Standard Donation Form will be assigned to the default campaign. If a constituent makes a donation while registering for an event, a membership or purchasing a store product, then that donation will be attributed to the campaign that you have designated as the default for online donations. |
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G. |
Theme |
If you've created a Theme, you can select it here to apply it to this campaign. |
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H. |
Parent Campaign |
Selecting a Parent Campaign will organize this campaign as a sub-campaign underneath the one you select here. |
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I. |
Primary Solicitation |
Primary solicitation defines what method you will be using most of the time to ask for donations, like Phone or Email. |
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J. |
Purpose |
You can designate the Purpose for donations to this campaign. |
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K. |
Fund |
You can also designate the Fund for donations to this campaign. |
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L. |
Suggested Donation Amounts |
Setting the Suggested Donation Amounts replaces the free-entry donation amount field with a set of specified values. Specify which configuration of preset donation amounts to pull from your system settings. |
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M. |
Status |
The Status setting determines whether or not the campaign donation form and any associated social fundraising forms are available online. Setting the status to Active makes the donation form available for use. Once donations have been assigned to them, campaigns generally cannot be deleted. This is to preserve donation information. If you want to disable a campaign as an option, you would set its status from Active to Inactive. Changing the campaign status to Inactive makes the online donation form (and social fundraising forms) for the campaigns inaccessible. You can always change the status later if you want to allow constituents to donate to this campaign in the future. Note: The only exception is with the Batch Donation feature, where Inactive campaigns will still be visible so that any Active child campaigns can still be selected for data entry. |
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N. |
Support Peer-to-Peer Fundraising |
Support Peer-to-Peer Fundraising will enable the web page features for your constituents to set up their own peer-to-peer fundraising pages. This feature is part of the NeonCRM's Social Fundraising Module. As soon as at least one social fundraising page is created for your campaign, a field will automatically appear at the bottom of the standard campaign donation form asking the donor if they want to credit a fundraiser. The field will show all fundraisers for that campaign in a dropdown menu so the donor can select the one they want. The same field will appear on the event registration form for any event assigned to this campaign. If you prefer not to have this field appear on the standard forms, you can set the "Credit Fundraisers" property in the Basic Information section of your campaign to No. |
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O. |
If you would like to restrict the donation options for your front-end donation form, choose one of the following options |
This will allow you to restrict the donation options from your front end form to one-time donation or recurring donation. Select the one that best fits your needs. |
4. You will be directed to the campaign detail page where you will be able to view information and modify your campaign.
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. The lower sections of the campaign information page are where you configure the content visible on the Campaign's web pages. Under Content of the Campaign Page, select Edit.
3. Your campaign page is the place where you publish information about your campaign. From here, you can link to the other pages Neon CRM creates for your campaign. When finished, select Submit.
Fields on the Campaign Donation Form
The default fields that will appear on a newly created campaign donation form are determined by your settings for the Standard Form configuration in the Form Customization Utility.
1. From the Campaign Information page, select Configure a Campaign Donation Form.
2. Complete the fields on this page. When finished, select Next.
|
Field Name |
Description |
|
|
A. |
Page Type |
Select page type. |
|
B. |
Page Name |
Select page name. |
|
C. |
Edit The Standard Form |
This option allows you to configure the Standard Donation Form as well as the forms for any campaign that does not have a custom configuration. |
|
D. |
Customize a Campaign |
The campaigns in this list are using the Standard Form configuration. Select one to customize fields and sections for just this campaign. |
|
E. |
Edit a Customized Campaign |
The campaigns in this list already have a customized configuration. Select a campaign from this list to edit the configuration of its form. |
Follow the steps in Configuring Standard Web Forms help guide to add or remove specific fields and sections for any of the above form configurations.
Note: Remember, specific options such as suggested donation amounts and recurring donations are still configured in this campaign's setup. These settings will override any recurring and donation input options chosen in the customization utility.
Also Note: The Constituent Version of the Standard Donation form is the Donation Form that is used for all Campaigns. Account-based fields like Neon CRM's standard contact fields, account custom fields etc. are not available for this form. However, Donation Amount/Suggested Donation Amounts, Donation Custom Fields & any Honor/Memory and/or Acknowledgee fields are available
Header and Tail Content of Campaign Donation Form
These editable content areas appear at the top and bottom of your campaign donation forms.
1. From the Campaign Information Page, select Edit under Header Content of the Donation Form and Tail Content of the Donation Form to add or change the content found in these sections.
2. Use the editor to edit the content, and select Submit when you are done.
Campaign Thermometer Widget
Once you enter a campaign Goal, you will be able to configure a thermometer widget.
1. Under the Campaign Thermometer & Participant List Control section, select Edit Setting.
2. Configure the appearance of you thermometer by completing the fields on this page. To Use a Classic Thermometer Widget select that option. When finished, select Save Widget.
3. You will see a preview of the thermometer. An HTML source of this web page will be available.
Note: The Campaign Thermometer only includes donations to that campaign. Donations to child/sub campaigns are NOT included in the thermometer of the parent campaign.
Visit the Campaign Thermometer Help Guide to learn more.