Fundraising Campaign Edits

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Theresa Wilkinson

• October 25, 2021 17:30

If you want to use the same campaigns year over year, but want to track each year separately, do you just update the start and end dates of the campaign? Or would you create a copy of the campaign or create a new campaign?

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  Rossi Mangano

  • May 26, 2022 03:28

  Hi Theresa, I've been wondering the same thing - and have instead created a campaign placeholder, with campaigns created underneath (for example, Outreach Development Program as the top level campaign (the first one created) and the 2022 Outreach Development Campaign, 2023 Outreach Development Campaign etc and having this as sub-campaigns. You can then see a rolled-up view of the total funds raised for the Outreach Development Program, as well as by year. I've found that works well for our purposes.

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