4/5/2023: Campaigns:  Enhanced the campaign workflow to help with the tracking of events and mailings.  Each campaign will now be associated by type.  Campaign types are event, marketing or historical.  The assigned type will drive different campaign functionality.  A campaign categorized as events, will allow a user to create tickets, groups, and requests for the campaign.  Marketing will be used if the campaign is intended to create a mailing list to communicate with donors and other constituents.  Historical will be a way to move completed campaigns into a separate list for campaigns that are no longer being used by the foundation.  Campaigns will still be managed by user defined categories and can be archived within the category list.  The campaign page has been redesigned to have a bucket system just below the event information and image at the top of the page. Each bucket will then trigger different left hand menu action items.   The campaign name, logo, description and dates will remain static at the top of tab as a User navigates from tab to tab.

From the main tab, users can see the start and end date of a campaign, goals, total rsvp’s, total seats available, and create financial reports for the campaign in the left hand menu.  The notes tab will  be a place to easily find notes associated with the campaign.  The files tab will allow users to manage any files attached to the campaign.  The profiles tab will hold the list of invitees, rsvp’s, and attendance for the campaign.  If the campaign is an event, three additional tabs will appear; tickets, groups and requests.  The ticket tab will allow users to set up individual tickets, pricing and track ticket sales.  The groups tab will allow users to group guests together. The request tab will have the same functionality to allow clients to track different requests for the campaign.

Tickets have additional enhancements.  Tickets can now have a non-donation revenue and donation revenue account and a unique start and end date.  A ticket receipt template can be set for each ticket type, and be assigned to a different fund from the main campaign.  Each ticket can have it’s own number of seats available and clients can now track number of seats available from the individual tickets.  Free tickets will also no longer appear on the donation portal as $0.00 tickets.  When selling a ticket from the ticket tab, you can now chose to create a receivable for a guest.  This will allow the foundation to send an invoice. Foundations will also be able to select a ticket notify person from the foundations user list, with this enabled the user will receive an email with the name of the guest and number of tickets purchased for the event.

When using the update profiles within the profile tab, there are additional filters available for adding profiles to a campaign. For example, when selecting a donation filtered list the new options will be: Add the profile list unmodified, choose household members as guest, add all non-household profiles, or cancel.  The add the profile list unmodified will add the household profile and individual/org profiles. Choosing household members as guest will add the household profile to the list allowing the user to choose which household members will be added as guests. Add all non-household profiles add profiles to the list as follows:  If a profile is a household, add just the members of the household. If a profile is a member of a household, add all other members of that household. If a profile is not part of a household or is an org, it is added. No profiles are added as guests. No household profiles are added. Cancel will allow the client just to start over.

To the main tab, we have added a goal for the campaign, total donations, total pledges, and total invoices.  From the main tab, clients can all see the number of seats available, sold for the event, and total ticket sales; along with RSVP and attendance information.  In addition, there is an option for an internal description on the main tab. From the main tab left hand menu, a user can now copy a campaign, this will allow foundations to easily set up a new campaign with the same criteria as the copied campaign and then add profiles. There is also a delete option from the main tab that will allow clients to delete a campaign, as long as there are not any profiles attached.

Mailchimp can be linked or unlinked from the left-side menu on the details bucket.  Once linked, the Mailchimp Tag  will appear on the details information. You can select the Tag to see the emails and the subscribe or unsubscribe from Mailchimp. You will also sync to Mailchimp using to the Tag link. There will also be an event log on the left-side menu from within the Tag information.