A Fundraising Campaign in Aptify contains the top-level information for tracking a campaign's progress. A campaign requires the following components:
- A fundraising product category
- A fundraising fund product
- A fundraising campaign product
This topic describes how to create a fundraising category and product and how to set up a fundraising campaign. The following is an overview of how to create and configure Fundraising Campaigns:
- A user creates one or more Product Categories for funds.
- See Creating a Fundraising Product Category for details.
- A user creates a Products record for each fund to which a contributor can make a donation.
- Each Fundraising product requires a Sales GL account and an Unearned Revenue GL account.
- See Creating Funds for details.
- A user creates the Fundraising Campaigns record to track pledges for a particular fundraising period.
- See Creating Fundraising Campaigns for details.
- See Creating Fundraising Campaigns for details.
- If the organization uses solicitors to contact contributors for donations, then a user creates a Fundraising Campaign Solicitors record for each solicitor and assigns prospects.
- See Adding Fundraising Campaign Solicitors for details.
- See Adding Fundraising Campaign Solicitors for details.
- If one or more sponsors have offered to match pledges, a user creates a Campaign Match Rules record to track the match requirement.
- See Tracking Match Rules for details.
- After creating the Fundraising Campaign, users can track the progress of the campaign.
- Users can create Pledges to track donations to one or more funds as part of a fundraising campaign. See Managing Pledges for details.
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