Complex campaign example: Fundraising campaign

The following is an example of a complex campaign for a fundraising event. For details on defining complex campaigns, see Getting started with complex campaigns.

Example: The Research Foundation is preparing for its annual Ride for Research fundraising event. The Ride for Research event is a weekend-long bicycle ride that has been very successful in generating revenue and awareness for the foundation's research. To attract riders for this year's event, the foundation will conduct a direct-mail marketing campaign that targets past and potential riders.

Creating the campaign

Do the following to create the campaign:

  1. Go to Marketing > Campaigns > Define campaigns.
  2. Click Add a campaign.
  3. (Profile tab) Enter the following information:
    • Name – Ride for Research
    • Campaign Code – 05RR
    • Description – Our annual series of events that serve as our major outreach and awareness campaign. The series culminates in our annual bicycle ride.
    • Campaign Type – Annual
    • Status – Active
    • Start Date – 3/1/2023
    • End Date – 5/8/2023
    • Predicted Response Rate – 14.00

      • The input fields on the Profile tab of the New Campaign contain the details defined in step three.

  4. Click Save.
  5. (Appeals tab) Click Add an appeal and create the Direct Mail Appeal:
    • Name – Direct Mail Appeal
    • Description – Direct mail appeal to attract riders for the Ride for Research event.
    • Status – Active
    • Start Date – 3/1/2023
    • End Date – 5/5/2023
    • Predicted Response Rate – 11.00

      • The input fields on the Profile tab of the new appeal contain the details defined in step five.

  6. Click Save.

Creating the event

Do the following to create the event:

  1. Go to Events > Add event to add a new event:
    • Event code – 05RR
    • Event name – 2023 Ride for Research
    • Status – Active
    • Category – Fundraising
    • Start date – 5/5/2023
    • Start time – 7:00 AM
    • End date – 5/8/2023
    • End time – 5:00 PM

      • The Info tab for the new event contains fields for the event code, name, status, category, description, and timing.

  2. Save the event.
  3. (Pricing tab) Select General Fund for the Financial entity.
  4. Click Add new registration option and define the registration option:
    • Registration option code – REG
    • Registration option name – Event Registration
    • Description – Registration for the Ride for Research fundraising event.
    • Begin date – 5/5/2023
    • Begin time – 7:00 AM
    • End date – 5/8/2023
    • End time – 5:00 PM
    • Capacity – 25000
    • (Pricing tab) Default price – 100.00 Regular
    • (Accounting tab) Income account – General Income

      • The input fields for the new registration option contain the details defined in step four.

  5. Click Save & Close.
  6. Click Save.

Creating the product category

Do the following to create the product category:

  1. Go to Settings > Commerce > Product categories.
  2. Click Add product category and define the following product category:
    • Category – PRODUCT
    • Description – Order Products
    • Inventory item – Enabled
    • Taxable – Enabled

      • The fields for adding a new product category contain the details defined in step two.

  3. Click Save.

Creating the product

Do the following to create the Ride for Research coffee mug product:

  1. Go to Commerce > Add product and define the product:
    • Category – Order Products
    • Item code – RR–MUG
    • Name – 2023 Ride for Research Coffee Mug
    • Standard price – 8.00
    • Status – Active

    • Weight – 0.5

      • The fields in the Add product window contain the product details defined in step one.

  2. Save the product.

Connecting the event and product to the campaign

Do the following to connect the event and product to the campaign:

  1. Go to Marketing > Campaigns > Define campaigns.
  2. Select the Ride for Research campaign.
  3. (Appeals tab) Select the Direct Mail Appeal.
  4. (Products tab) Select the following products:
    • 05RR
    • RR–MUG

      • The Products tab for the Direct Mail Appeal displays the Ride for research Coffee mug and Event registration products.

  5. Click Save.
  6. (Solicitations tab) Click Add a Solicitation and define the Solicitation for Riders:
    • Name – Solicitation for Riders
    • Status – Active
    • Start Date – 3/1/2023
    • End Date – 5/8/2023
    • Reminder Date – 5/4/2023
    • Predicted Response Rate – 14.00
    • Description – Core solicitation with specific requests for participating in and sponsoring the Ride for Research event.

      • The Profile tab of the new solicitation contains the details listed in step six.

  7. Click Save.
  8. (Source Code tab) Click Add source code and enter the following:
    • Code – Riders
    • Description – Package to contacts for riding in the Ride for Research event.
    • Status – Active
    • Predicted Response Rate – 14.00
    • Target Revenue – 75000.00
    • List Member Type – Contact
    • Source Code Type – RunMany

      • The Profile tab for the Riders source code contains the detailes outlined in step eight.

  9. Click Save.
  10. (Inserts tab) Click New insert and enter the following information for the first insert:
    • Name – ENV10X15
    • Description – 10" x 15" envelope
    • Total – 0.04
    • Status – Available
    • Insert Type – Envelope

      • The Definition tab of the new insert contains the details listed in step 10.

  11. Click Save.
  12. Click New Insert and enter the following information for the second insert:
    • Name – BRCHR
    • Description – Brochure
    • Total – 1.00
    • Status – Available
    • Insert Type – Brochure

      • The Definition tab of the new insert contains the details listed in step 12.

  13. Click Save.
  14. Click New Insert and enter the following information for the third insert:
    • Name – RTNENV
    • Description – Business return envelope
    • Total – 0.04
    • Status – Available
    • Insert Type – Envelope

      • The Definition tab of the new insert contains the details listed in step 14.

  15. Click Save.
  16. Click New Insert and enter the following information for the fourth insert:
    • Name – POSTAGE
    • Description – Postage
    • Total – 0.63
    • Status – Available
    • Insert Type – Postage

      • The Definition tab of the new insert contains the details listed in step 16.

  17. Click Save.
  18. Click New Insert and enter the following information for the fifth insert:
    • Name – RegForm
    • Description – Registration form
    • Total – 0.25
    • Status – Available
    • Insert Type – Form

      • The Definition tab of the new insert contains the details listed in step 18.

  19. Click Save.
  20. Select the following inserts:
    • ENV10X15
    • BRCHR
    • RTNENV
    • POSTAGE
    • RegForm

      • The Inserts tab for the Riders source code displays each insert listed in step 20.

  21. Click Save.