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Creating a New Donation Campaign

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Creating a Donation Campaign

To Create a new donation campaign, you perform the following steps:

  1. Open the Donation Campaign List window.

    Click here to learn how to access this window.

  2. Click the New button.

    The Campaign Detail window opens.

    Click here for a detailed description of this window.

  3. Enter the name of the campaign.
  4. Enter the time period of the campaign.
  5. Enter the solicitor for this campaign.

    This field is defaulted to the current user. The Employee Lookup button can be used to display a list of all current Employees.

  6. Select a ticket face.

    This prints an extra ticket for a donation and can only be used by thermal printers.

    A ticket face is usually not necessary. Only add one if:
    • You want to print a specific looking receipt on a ticket printer for box office donations that emulates CRA needs (the tax receipt report should be used instead)
    • You like to have a sort of paper audit of donations at the box office to hand to development or finance (there are great reports for that too, meaning this isn't usually required)

  7. Select the Notification type.

    This will send an email to whomever has been setup to receive emails based on this type of Notifications. This does not have to be entered.

  8. Click the Accounting tab.
  9. Enter in the Accounting information for this campaign.

    If this is a Restricted Campaign (one which deposits to a bank account OTHER THAN the Operating Account, check the Restricted Campaign box and fill in the appropriate Bank account.

    Different G/L Accounts can be selected for prior fiscal years, current fiscal year, and future fiscal years. For more information on creating G/L accounts click here.

    Click here for more information on this window.

  10. Select the Edits tab.
  11. Select the giving level matrix to use for the campaign.

    Click here to learn how to setup giving levels.

  12. Select the access to be given to the campaign.
  13. Determine if a receipts should be printed for this campaign.
  14. Select the edit controls on the benefit amount.
  15. Click here for more information on this window.

  16. Click the Statistics tab.
  17. Enter the target amount for the campaign.
  18. Click the Save button.

    Click here for more information on this window.

  19. Close the Campaign Detail window.

    The campaign will be saved and displayed on the Donation Campaign window.