Add & Edit Campaign

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 ...

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 If it does not have a fund listed, click edit in the left side menu Add a fund to the 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 Au...

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...

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...

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....

Mailchimp Integration

Overview Mailchimp is a third-party software, designed to help it's users create and manage mailing lists, newsletters, and automated campaigns (check out this link for more information about Mailchimp). The CommunitySuite + Mailchimp integration allows you to: Link CommunitySuite to Mailchimp using the Mailchimp API. Sync multiple campaigns (invite...