Campaign Enhancements
- Need ability to apply campaigns to internal transfers. Occasionally an internal DAF contributes and we have no way to record that.
- Is there a way to automatically apply a campaign to any donations that hit a certain fund during a set time period? We are getting credit card donations and having to manually apply them to the campaign.
20
votes
Kristin Blake
shared this idea
We’ve introduced a new Fundraising campaign type in CSuite. This option allows users to create campaigns that do not require tickets, but still accept donations.
This is ideal for organizations looking to fundraise without hosting a ticketed event. It enables easy tracking of income and expenses associated with the campaign, making it perfect for general fundraising efforts, donation drives, or cause-based initiatives.
Key Details:
- New Campaign Type: Users can now select Fundraising as a campaign type when creating a new campaign.
- Donation-Only Focus: Fundraising campaigns are structured to accept donations exclusively, without the need for other campaign activities.
- Layout and Design:
- The campaign layout will mirror the fund listing layout for a familiar and streamlined donor experience.
- Donation amounts will display based on Giving Levels configured in Portal Options, Giving Hub settings. If no levels are set, Donation with input box will appear.
- Tax Receipts:
- Donors will receive tax receipts based on the associated fund’s receipt settings, or the default tax receipt if none are specified.
- Profile Management:
- Campaign profiles can still be invited manually.
- If a donation is received from someone who hasn’t been invited, the donor will be automatically added to the campaign’s profile list.
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Jessica Martin
commented
Agree! This would be super helpful as we process 10 match months annually, plus 4 additional match days. :)