Adding a Campaign

Campaigns are used to collate transactions together and can be for any purpose e.g. an appeal or a project you're raising funds for. Basically you can tag a transaction to a campaign category (in addition to tagging it to an accountcode etc.) so that you can run a report to see how much money was received against a particular campaign. You can also generate receipts for people who have given to a particular campaign by filtering the receipt screen.

How to set up a campaign:

1. Click Finance on the Navigation menu. (You will need permission in your role to access this).
2. Click Campaigns.
3. Click Add.

4. Enter a Name (This will appear everywhere the campaign is shown).
5. Choose the Group in the Limit group campaign is available to drop down list if you want to limit this campaign to a specific group. This is optional and is not required.
   NB: The groups shown here are those with 'Tasks' ticked in the group setup. To check/change this go into the group and edit it.
6. Select a Campaign type. This gives you the ability to group campaigns by campaign type in the campaigns area. This will enable you to visually see your campaigns grouped together.
7. Enter a Description if necessary.
8. A Start Date and End Date can be added (one, either or both dates as required). These can help when producing reports.
9. Enter a Tracking tag or leave it blank to use the default. Again, optional - this is optionally used when generating emails or labels for instance.
10. Select a Default account code if required.
11. Select a Default Receipt Template if needed.