Adding Funds to a Campaign

Each Fundraising Campaign record stores the set of funds to which contributors can make donations as part of this campaign in the Funds tab. A pledge taken for this campaign can only be applied to the funds listed on this tab.

Follow these steps to add one or more funds to a campaign:

1. Open the Fundraising Campaigns record and click the Funds tab.
2. Click the New icon in the toolbar to open a new Funds record.
3. Enter the fund's Products record in the Fund field.
4. Enter the standard pledge amount requested for this fund in the Request Amount field.
   • This is the suggested contribution level for the fund during this particular campaign. Note that this field does not drive any system functionality.
   • The Request Amount field is expressed in the campaign's currency type.
     
     
5. Enter any additional information in the Comments field.
   
   
6. Click OK.
7. Add additional funds to the campaign as necessary.