Campaigns, Funds, and Approaches

When you add transactions such as donations, pledged, or recurring gifts to the database, you must specify how you plan to use the revenue received. For example, a constituent may request you use a donation for a specific purpose or perhaps the gift is in response to a solicitation used to raise funds for a specific cause.

Campaigns, funds, and approaches are the way you organize transactions and activity with your constituents to better analyze information in reports and queries and track your success towards specific goals. Before you begin adding transactions to your database, we recommend that you set up a campaign, funds, and approaches structure.

To update designations and goals for your donations, from Management, click a donation strategy.

Tip: You can also use tiles on your Home dashboard to monitor campaigns, funds and approaches.