Campaign Profile Details

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The campaign profile details provide the basic information about a campaign - these details can be used in reports & analysis - some details are used by Donorfy for calculating figures on the analytics tab as follows:

General

  • Description - your campaign name
  • Year - this indicates the year the campaign started or was active - this is used on the analytics tab e.g. for charting the new constituents & donations 
  • Audience Size - the number of people you expect contact as part of the campaign - this is used to work out the response rate
  • Active - is this campaign current or not
  • Owned by - the user on your Donorfy who is leading or managing this campaign
  • Type - choose Warm for a campaign that went out to people in your database, and Cold for a campaign that went out to people who don't yet support your organisation.
  • Channel - choose the channel by which this campaign was delivered.
  • Campaign Contact - the campaign can be associated with a constituent on your Donorfy, perhaps they are the contact for a grant, or are a Fundraiser for you.

Goals

  • Constituent Goal - the number of constituents you aim to acquire as a result of this campaign.
  • Transaction Goal - the value of transactions (such as donations) that you aim to attract as a result of this campaign.

Transactions

  • Default Product - this is the Product that will be used as the default for Transactions made via the  Campaign Donation Page.
  • Default Fund - this is the Fund that will be used as the default for Transactions made via the  Campaign Donation Page.

Connections

A connection to a Constituent can be added to enable you to quickly see the a Constituent's Connection detail related to the Campaign, such as Date From and To, Notes, Connection Type and Strength.
This detail is only available to view from the Campaign and the Constituent Timeline. It is not available via a Connection List which looks at the Connections between Constituents only.

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