Working with Campaigns

Working with Campaigns

Create Campaigns

In Nonprofit Vertical CRM, you can create campaigns by:

Entering data in the campaign details form: You can manually fill in the campaign details gathered from various external sources.

Note:

  • Some of the standard fields listed below may not be visible or editable depending on your organization's process. 
  • In case you want to add or modify fields, please contact your System Administrator for more details on the usage of other fields.

Create Campaigns Individually

You can create campaigns individually by using the following:

  • Filling in the details in the campaign creation form.
  • Cloning the campaign with a few changes in the existing record.

Note:

  • By default, the person who creates the campaign owns it.
  • To change owner, choose the required Campaign Owner from the drop downlist in the
     Campaign Details page.

To create campaigns individually

  1. In the Campaigns module, click (Add Button) to add a new Campaign.
  2. In the Create Campaign page, enter the campaign details.
  3. Click Save.

To clone campaigns

  1. In the Campaigns tab, click a particular campaign that is to be cloned.
  2. In the Campaign Details page, click (More button) and choose Clone from the list.
  3. In the Clone Campaign page, modify the required details.
  4. Click Save.

 Associate Campaign with Other Records

After creating campaigns, you may need to associate campaigns with other records, such as tasks, events, attachments, leads, contacts, and potentials.

In the Campaign Details page, you can associate the following:

  • Open Activities: To add tasks and events.
  • Closed Activities: To display the closed tasks and events.
  • Potentials: To display the potentials converted through a campaign.
  • Attachments: To attach documents to the campaign.
  • Leads: To display the leads generated through a campaign.
  • Contacts: To display the contacts generated through a campaign.

 Associate Leads/Contacts to the Campaign

There are many types of campaigns that can be organized including Capital Campaigns and Annual Appeals. The prime focus of campaigns is to fundraise from leads and contacts who have an interest in the mission of your nonprofit. Many leads and contacts may be associated to a single campaign as you may have included some existing leads and contacts to take part in a particular campaign.

 Add New Leads/Contacts to the Campaign

To associate new leads

  1. In the Campaign Details page, the existing lead details, if any, are displayed.
    • Click the column headings to sort the display order of the records.
    • Click the relevant Edit link to modify the campaign member status of the lead.
  2. Click the New link.
  3. In the New Lead page, specify the lead details.
  4. Click Save.

To associate new contacts

  1. In the Campaign Details page, the existing contact details, if any, are displayed.
    • Click the column headings to sort the display order of the records.
    • Click the relevant Edit link to modify the campaign member status of the contact.
  2. Click the New link.
  3. In the New Contact page, specify the contact details.
  4. Click Save.

 Associate Existing Leads/Contacts

To associate existing leads or contacts to the campaign

  1. In the Campaign Details page, the associated lead or contact details, if any, are displayed.
  2. Click Associate Existing Leads/Contact.
  3. In the Add Existing Leads/Contacts page, specify the criteria to search the required records.
  4. Click Search.
  5. Under Matching Leads/Contacts, select the checkbox(es) of the records that you want to associate to
    the campaign.
  6. Select the Campaign Member Status from the Status drop-down list.
  7. Click Add to Campaign.
    The selected records will be associated to the campaign.

Import Leads or Contacts

You can import a list of leads into Nonprofit Vertical CRM and directly associate them to the campaign. Note that while importing, the first campaign member status will be applied to all the leads or contacts. You can later change the campaign member status whenever needed.If the import file is in XLS, XLSX or VCF format, you can import a maximum of 1500 records/batch. Records more than 1500 can be imported in CSV format.

To import leads or contacts

  1. In the Campaign Details page, the associated lead or contact details, if any, are displayed under Leads/Contacts related lists.
  2. Click Import My Leads.
  3. In the Import Leads page, specify the import details. 
    See Also Import Data 
     
    The Imported leads/contacts will be associated to the campaign.

 Add Campaigns to the Leads/Contacts

To add campaigns to leads or contacts

  1. Click the Leads/Contacts tab.
  2. In the Leads/Contact Details page, the existing campaign details, if any, are displayed.
    • Click the column headings to sort the display order of the records.
    • Click the relevant Edit or Remove link to change the member status field or remove the campaign association from the record respectively.
  3. Click Add Campaigns.
  4. In the Add Campaigns to Lead/Contact page, do the following:
    • Choose the campaign member Status from the drop-down list. 
    • Select the checkbox(es) of the campaigns that you want to associate to the lead or contact.

  5. Click Add to Lead/Contact.

For more information on setting up a campaign watch the following video:


 


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