Add & Edit Campaign

Written by Nick Miles

Last published at: February 18th, 2020

Add a Campaign

  1. Select Campaigns from the Home page.
  2. Click Add Campaign.
  3. 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.

  4. Click the calendar icon to select the CampaignDate, enter a Description of the campaign, then click Create.

    Edit a Campaign

  5. Click Edit.
  6. In the Campaign Date window, edit the following, then click Save.

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.

Campaign Date

Click the calendar icon and select what day the campaign will run.



Ticket Receipt Template

If you've created a ticket receipt template in System Data, click the drop-down menu and select a template.

Service Area

Service areas are used to filter data by a specific geographic area. If you've created service areas, click inside the Service Area box and select from the list. 

MailChimp List

This allows you to sync your list of campaign invitees to an audience in MailChimp. The Mailchimp Tag that you enter will display next to each contact in MailChimp. This allows you to track the campaign(s) that a certain contact/profile was invited to in CommunitySuite.

  • If you select a MailChimp list, the members of the MailChimp list will be overwritten with the members in the CSuite campaign.

  • The Donor information passed from CommunitySuite to your MailChimp list includes: 

    • Email Address
    • First Name
    • Last Name

  • The events that trigger data to be passed from CommunitySuite to your MailChimp list are: 

    • Adding Donors to a Campaign.
    • Removing Donors from a Campaign.
    • Profile changes to Donors who are included in Campaigns.

  • Profile updates will not automatically sync to your MailChimp list unless the campaign date is in the future.


Fund

Begin entering the name of a fund, and select the fund from the drop-down list. Money from ticket sales will be directed to the selected fund.

Online Tickets

If the box is checked, campaign tickets will be available for purchase in the Donation Portal.

The Hide Event Tickets Tab box must be unchecked in System Data -> Public Donation Page Options. Check out this link for more info.

Private Campaign

Check the box to prevent the public from accessing your campaign in the Donation Portal. This will also create a private URL on the campaign page that you can send to invitees.

Ticket Header

Text entered in this box will display below the campaign description in the Event Tickets tab of the Donation Portal. See below:

Start Time

Time that the campaign will start.

If a Start Time is not specified, the campaign will run for 24 hours, starting at 12:00 AM on the date selected.

Location

Where the campaign/event is taking place.