Leveraging Campaigns

Fundraising campaigns in NPC incorporate multiple types of appeals and/or communication channels. They are represented by Campaign and Outreach Source Codes

Examples:

Giving Tuesday
End-of-year fundraising
Capital campaign

Prerequisites for Salesforce Admin:

See Prerequisites for Salesforce Admin on Single Payment Gift - Untracked Solicitation

Required Steps:
- Remove “Campaign Statistics” section from Campaign page layout (e.g. Responses in Campaign, Opportunities in Campaign, etc.)
- Ensure the following related lists are displayed on the Campaign page layout:
  - Outreach Source Codes
  - Gift Default Designations
- Under Setup → Data Processing Engine (DPE), ensure that there is a clone of the “OutreachSummary” job (e.g. OutreachSummary Clone). This is the DPE that will be run in order to update the Outreach Summary roll-ups on the Campaign.

Prerequisites for End User: See Prerequisites for End User on Single Payment Gift - Untracked Solicitation

Required Steps:
- Create a new Campaign record, which will be used as the top-level Campaign (e.g. Giving Tuesday 2024)
- Create Outreach Source Codes for each appeal (e.g. Email #1 - Lapsed Donors, Email #1 - Sustainers, LinkedIn Ad, Email #2 - Lapsed Donors, Direct Mail Version A, Direct Mail Version B)
Optional
- Assign Default Gift Designation(s) to the Campaign

A listview of Source Codes for Campaigns connected to the 2024 Giving Tuesday Campaign. The listview contains the Campaign Name, Campaign Status, and Source Code.

The 2024 Giving Tuesday Campaign record. Outreach Source Codes are listed on the right sidebar

Best Practices:

For online giving, follow the guidance from your donation platform provider to attach gifts to the appropriate Campaign(s) and Outreach Source Code(s).
For offline giving, use Gift Entry to create Gift Transaction records (can handle batches). On the Gift Entry screen, select the appropriate Campaign and Outreach Source Code for attribution.