Applies to: Version 5.0
For Version 4.0, please click here to download PDF instructions.
Sections in this Article:
Creating a Campaign
- From the Main Menu, click "Campaigns".
- Click "Add" at the top of the screen.
- Fill in the Campaign, Start Date, and End Date fields.
- Tip: The campaign will be set as an Active Campaign as long as today’s date falls between the Start and End Dates. The campaign must be Active in order to enter pledges and post donations towards this campaign. Once the End Date has passed, the campaign will become a Past Campaign, and this campaign will not be available in the Campaign drop-down menu when adding pledges and donations.
- Enter a Manager for this Campaign.
- Choose a Fund that will be the default fund when entering a donation or pledge towards this campaign. If the fund you want is not included in the drop-down menu, you will need to go to Setup | Contacts | Donation Funds & Thank You Letters to set up the new fund.
- Tip: If some donations should be credited toward a different fund, you can select that fund when entering the pledge or donation. You are not locked into using the fund chosen on this screen.
- The Purpose field can be used to describe the goals of this campaign.
- The First Receipt, Last Receipt and Last New Member fields will be filled in automatically when donations are received or new memberships are added as a result of the campaign.
- If there are fundraising activities associated with the campaign, you will want to enter those before posting any pledges or donations to the campaign. To enter a new activity, simply type the activity name into the Activity field while in Edit mode. To add details about the Activity, click the file folder icon next to the Activity name.
- Note: If there are no Activities added for this Campaign, or no Activity is chosen when posting a pledge, donation or new membership, the transaction will be recorded under Miscellaneous.
- The New Members field will be automatically filled in with a count of members who joined as a result of the Activity. Be sure to choose the Campaign and Activity when entering new memberships so PastPerfect can fill in this field.
- Enter the amount of the activity’s cost to your organization in the Cost field.
- Enter how much you hope to raise from this activity in the Goal field.
- The Pledged and Received fields will update automatically when you enter pledges or donations associated with this campaign.
- Click "Save" when you are finished entering information about this Campaign.
More Screens
- If you have the MultiMedia Upgrade for PastPerfect, you can view a customizable Excel spreadsheet to track accounting and other information about each activity by clicking on Excel Spreadsheet for Costs.
- In-Kind Donations will show you a list of all the in-kind gifts that you have associated with this campaign.
- Update History will show you the date, time and user name for each time the campaign record was updated.
Actions
- Click on Setup Pledge Thank You Letter and Setup Pledge Payment Reminder Letter to modify letters for this campaign.
- To set up the Default Pledge Thank You letter and the Default Pledge Payment Reminder letter (as a template for all future pledge letters), go to Main Menu | Setup | Contacts | Campaigns & Pledges.
- The campaign name can be changed, by clicking on Change Campaign Name, before you post any pledges or donations and before any memberships are created with this campaign name.
- Tip: If you change the name after you have entered pledges, donations or memberships, you will need to manually change the campaign name on each pledge, donation and membership
Progress to Goal
To see progress on the "Progress to Goal" chart on the right, be sure that you enter Goals for your fundraising activities. The chart's red line shows how close the pledges total is to reaching the overall goal. The green bar shows the total donations’ progress.
Resources
- User Guide Chapter 23 - Campaigns and Pledges