Add a Campaign

Select Campaigns from the Home page. Click Add Campaign. Click the drop-down menu, and select a Campaign Group. A campaign group is a specific type of event that your foundation hosts, or mailing that your foundation delivers. See this tutorial for more information about campaign groups. Click the calendar icon to select the Campaign Date, enter a D...

Edit a Campaign

Select Campaigns from the Home page.   Search for a Campaign, or click List to select from a list of all campaigns. If you're selecting from the List, locate and click the campaign ID. Click Edit. In the Campaign Date window, edit the following, then click Save. Group Click the drop-down menu to select a campaign group. A campaign group is a specifi...

Create an Invite List

To Create an Invite List: Navigate to Campaigns from the Home page. Select a Campaign by clicking on the Campaign ID. Click the Invite Profiles button from the left-side menu. Enter search criteria within the Invite Multiple Profiles window to add profiles to your Invite List.  Click Add. The Profiles will now show up in the Invited Donors section a...

Add Campaign Tickets

To Add Campaign Tickets to a Campaign: Navigate to Campaigns from the Home page. Select a Campaign by clicking on the Campaign ID. Click Add Ticket from the left-side menu. In the Create Campaign Ticket window, enter the following: Name Units The number of units that one ticket is worth. Price You can set the ticket price to zero and use tickets as ...

Manually Sell a Ticket

To Manually Sell a Ticket: Navigate to Campaigns from the Home page. Select a Campaign by clicking on the Campaign ID. Select Sell Ticket from the left-side menu. Enter the name of the Profile that purchased a ticket and select the name from the drop-down menu. Enter the Number of Tickets being sold. CommunitySuite will auto-populate the Total Amoun...

Campaign Auctions*

Add an auction to a campaign by:  Accessing the applicable campaign Clicking Add  Auction in the left side menu On the auction page click edit in the left side menu Add the revenue account that will recognize the donation and click save Returning to the Auction page, begin adding the items that will be included in the auction by clicking add  item i...

Campaigns Overview*

Campaigns are used to organize events, guests or any list of donors that you want to communicate with. You can create a Campaign for mailings, invitations to events, selling tickets and compiling lists of people to send follow-up reports to. Campaigns also can be linked with Opportunities and you can track related expenses.  Examples of common campa...

Create a Campaign Group*

Click on Campaigns under the Non-Profit column on the homepage Start creating a Campaign Group by selecting “Create Campaign Group” from the left menu A Campaign Group is a specific type of event or mailing that the Foundation commonly delivers. This group will hold all related campaigns. For example: if you host a winter gala and a spring gala you ...

Repeat a Campaign*

Do you conduct an event or campaign every year? Once you have set up the Campaign Group and held your first event you can recreate the next one quickly and invite anyone from your database of Profiles (contacts). Go to Campaigns from the Home page under the Non-Profit column Select Add Campaign from the left-hand side of the screen Pick the Campaign...

Un-invite Donors from a Campaign*

To remove multiple donors at a time:  Access the campaign Choose + Un-Invite Profiles from the left side menu to remove several people at one time from your list of invited guests.  You will be directed to the Un-Invite Multiple Profiles page where you can remove people based on certain criteria. It acts as a filter. Select the criteria of the Profi...

Event Registration*

Create an Event ticket with no charge in Campaigns to allow online registration.  Donors and the public can register for an event, workshop or campaign with or without a financial transaction. To create a Free or No Charge Event: Create a Campaign Make the ticket price $0 Check the Online Ticket checkbox if you wish it to be a no charge event and ma...

Add Guests from the System Backend*

After selling a ticket or tickets to a Campaign, you can Add a Guest Go to the Campaign and find the person, household or organization that purchased the Ticket on your Invited Donors list - they are listed alphabetically by last name or organization first letter. Under the Tickets column you will see the following options [+] select this to add ano...

Add Request (Optional)*

Requests allow you to provide choices for your guests, such as meals. For example, you can create a request for a Meal Choice of Chicken or Fish.  You can create any amount of requests and your guests may select as many as needed. For example, a guest can select the Meal Choice "Fish" and an ADA accessible seat at a table. Select Add Request from th...

Access Online Event Tickets*

Select Campaigns from the Home page. To view all active events with online ticket sales or open registration, click the URL next to Your Campaign Tickets URL is.  To view a specific campaign, search for the campaign or click List to select from a list. Click the campaign ID of the desired campaign. Copy and paste the URL to your website or an email ...

Online Ticket Workflow - Purchase or Register*

Our Online Event Ticket page allows anyone to purchase Event Tickets from any browser once a Campaign with tickets is created. A person can go to the Online Donations page and select the Event Tickets tab They will select the hyperlinked event name they are interested in from the Purchase Tickets/Register for Events list  They will then select the N...

Online Ticket Workflow - Add Guests*

An Online ticket purchaser will need to a ssign guests after they buy tickets. They can do this by clicking the “Add Guest” button at the bottom of the page following ticket purchase or by selecting the Your Tickets tab.  They should add themselves as a guest (if they are one of the ticketed guests) by selecting the Add Yourself button. The “Add You...

Private Events or Campaigns*

You can create a closed event or Campaign with a unique URL that you can share with select invitees. Set a Campaign as 'Private" so only people who have the direct URL will be able to register. Select a Campaign Pick Edit from the left Select the online tickets checkbox Select the private campaign checkbox Fill out the applicable details of the even...

Guest List*

View, print or export all Guests who have RSVP'd or purchased tickets to a Campaign.  Select the Campaign Pick Guest List from the left menu to see the guests that have confirmed their attendance and/or purchased tickets.  You can print the Guest List table by selecting Print Page from the left menu or pick Export to save a CSV file of the list on y...

No Active Campaigns or Events?*

If you do not have any active Campaigns or Events and you want to remove the Event Tickets tab from your Online Donations page you can do this. Go into System Data from the Home page Click Edit from the left menu Select the Hide Event Tickets Tab.  This way your online donations page will not show the Event Tickets tab.  Another option is to retain ...

Mailing Labels & Lists*

Create mailing labels and lists by creating a Campaign and invite your Profiles. Go to the Home page Select Campaigns Select or create a Campaign Group - you can call it mailings, annual mailing, etc. Add a Campaign - you may be more descriptive here - example; 2018 Report to Community Invite people to the "campaign" Go to the left-hand menu and sel...

Add Group (Optional)*

You can Add Groups to a Campaign to track specific details like table assignments for guests, rooms or golf groups.  While in a Campaign, select Add Group from the left menu Enter the name of the group in the Create Campaign Group "Name" text box Enter the Sort Order of the group, any number descending from one (1) Pick the Create button when done Y...

Reports for Campaigns*

Once a Campaign is created you can see how many Profiles were invited, how many of your invitee's RSVP'd and how many purchased tickets and, eventually, how many attended (after the event occurs).  From the Home page, select Campaigns Choose the Group ID number of the campaign from the left column in the Campaigns table Look in the Invited Donors ta...

Refund Ticket in a Campaign

Navigate to the ticket. Remove the guest listed by selecting the [Delete] button. Remove the guest again. Once you have done this, you’ll see this option to delete the ticket. It will walk you through deleting the ticket and connected invoice. You’ll get taken back to the profile payment, where you can refund the stripe transaction....

Archive Campaigns

Archive campaigns to hide them from the campaigns page. Select Campaigns from the Home page. Select List. Check the box next to each campaign that you want to archive. Scroll to the bottom of the page and click Archived Checked. To unarchive a campaign, select Show Archived Campaigns. Check the box next to each campaign that you want to unarchive, t...

MailChimp Integration Overview

The CommunitySuite/MailChimp integration allows you to sync Campaign Donor information from CommunitySuite into a MailChimp list. Currently this is a one-way integration, meaning that data is only passed from CommunitySuite to MailChimp.  The Donor information passed from CommunitySuite to your MailChimp list includes:  Email Address First Name Last...

Link CommunitySuite to MailChimp

CommunitySuite can be linked to your MailChimp account using an API key. This key is generated from your MailChimp account and then copied into a corresponding field within CommunitySuite.  To generate the MailChimp API key and sync MailChimp with CommunitySuite:  Log into your MailChimp Account. Click on the account icon in the upper-right corner o...

Connect a Campaign to a MailChimp List

Navigate to Campaigns. Click the ID of the desired Campaign.  Click Edit from the left-side menu. Locate the MailChimp List field and click Choose. Choose an existing MailChimp List from the drop-down menu or select New and enter a list name.  Click Save under the Campaign Date window. Click Save on the Campaign page. The campaign donor list will no...