Designations
and Campaigns
allow you to categorise the giving that comes in to the church. A
Designation
can be seen as a folder that allows you to group similar Campaigns
together.
To add new Designations
and Campaigns
, you will need to go to the Finance
module by clicking the icon on the Dashboard or in the dropdown menu. Click Designations & Campaigns
in the left hand menu and any that have already been created, will be listed.
To add a new Designation
or Campaign
, you will need to click Create New
at the bottom of the list, which will open a pop up window.
In the window, you can enter a name for your new Campaign
and give it a Campaign Code
. If you are aiming to raise a specific amount, you can add a Campaign Goal
, and if there is a specific timescale, you can add a start and end date.
If this Campaign
is to be added to an existing Designation
, select the Designation
from the Select Designation
drop down list. If you need to create a new Designation
, select Add New Designation
. If you don’t want the Campaign
to come under any Designation
, select Stand Alone Campaign
. If you are creating a new Designation
, you will need to add a Designation Name
and a Designation Code
. Finally, select a Designation Type
from the Select Type
drop down and click the Create Campaign
button.
The new details will appear in the list on the left.