Viewing Campaigns
We can view any of our Campaigns, by going to Campaigns, in the Finance module. We will see all our Active Campaigns listed, and, by clicking the Archived Campaigns tab, we will see any Campaigns we’ve archived.
To see the details of any Campaign, we will need to click the eye icon, to the right of the Campaign we want to view.
In the campaign view, we will see the date range, and how the donations received, compare to our campaign target, if a target was set. If no target was set, the Campaign Stats bar, will show the total given to this Campaign, so far.
The Historical Donations, shows how much has been given, for each year the Campaign has been running.
Donation Stats, gives us details of the giving to the Campaign, including how much Gift Aid has been claimed. Top Donors, will list the 5 people that have given the most to this Campaign.
The Campaign Over Time graph, allows us to see how giving has been going, since the Campaign was started. Hovering over any point on the graph, will allow us to see more information.
Finally, the Campaign Donors list, will show everyone who has donated to the Campaign, along with the amount, and the date, donated. Clicking the eye icon, will take us to the Donor Profile of that Donor.
Editing Campaigns
We can edit a Campaign, by clicking the orange pencil icon, to the right of the Campaign. This will allow us to change any of the details, for the Campaign. Once we have made our changes, click the Save button, to update the Campaign.
Archiving Campaigns
If a Campaign is no longer needed, and we don’t want any further donations assigned to it, we can archive the Campaign. To do this, click the red Archive button, to the right of the Campaign. This will move the Campaign, from the Active Campaigns tab, to the Archived Campaigns tab. We will still be able to view all the details of the Archived Campaign, but we will not be able to make any changes to it, or assign any more donations to it.