How to Use Fundraising Management for Campaigns

A Fundraising Campaign in Aptify contains the top-level information for tracking a campaign's progress. A campaign requires the following components:

• A fundraising product category
• A fundraising fund product
• A fundraising campaign product

This topic describes how to create a fundraising category and product and how to set up a fundraising campaign. The following is an overview of how to create and configure Fundraising Campaigns:

1. A user creates one or more Product Categories for funds.
   • See Creating a Fundraising Product Category for details.
     
     
2. A user creates a Products record for each fund to which a contributor can make a donation.
   • Each Fundraising product requires a Sales GL account and an Unearned Revenue GL account.
   • See Creating Funds for details.
     
     
3. A user creates the Fundraising Campaigns record to track pledges for a particular fundraising period.
   • See Creating Fundraising Campaigns for details.
     
     
4. If the organization uses solicitors to contact contributors for donations, then a user creates a Fundraising Campaign Solicitors record for each solicitor and assigns prospects.
   • See Adding Fundraising Campaign Solicitors for details.
     
     
5. If one or more sponsors have offered to match pledges, a user creates a Campaign Match Rules record to track the match requirement
   • See Tracking Match Rules for details.
     
     
6. After creating the Fundraising Campaign, users can track the progress of the campaign.
   • See Evaluating Fundraising Campaign Progress.
     
     
7. Users can create Pledges to track donations to one or more funds as part of a fundraising campaign. See Managing Pledges for details.