1.Click New on the tool bar to create a new campaign.
2.Enter the relevant data for your campaign
3.Click OK
Field |
Description |
Campaign Ref |
The unique ID for the campaign that you are currently working on |
Type |
The type of campaign eg: Competition, Campaign, Face-to-Face |
Display Icon on Contact Form |
Canvasser Contacts are indicated by an icon on their standard contact form |
Start/End Dates |
Define the start/end dates of the current campaign. The default is the current financial year. |
Capture Operator (for a specific client of tQ) |
YES - the canvasser’s name will be required when they select this campaign from the web interface. NO – the canvasser’s name will NOT be requested when selecting this campaign from the web interface. |
Enable Giving Matrix |
Defines Ranges to help categorise donations/pledges |
Active |
Whether the current campaign is active or not. |
Target |
The monetary target set for the campaign |
Note: To display the field Campaign Year above the Target the lookup value under Finance>Hide Campaign Year should read No.