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events_management About Campaign Management

Learn how to access Campaign Management features.

 

info 16If you do not have access to Campaign Management from your user menu, contact your ClearView administrator to discuss your permission settings.

 

 

 

 

Campaign Overview Presentation                                   
Campaign Management Overview                                      camera 60     steps 60 
Accessing Campaign Management           steps 60 
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events_management Campaign Tools

Access Campaign Tools features directly.

 

Table Maintenance   camera 60     steps 60 
Appeals   camera 60      steps 60 
Unit Areas   camera 60     steps 60 
Procedure Library   camera 60     steps 60 
Segmentation   camera 60     steps 60 
Selection   camera 60     steps 60 

 


work with campaignsWork with Campaigns

Set up project plans for long-term fundraising goals.

Work with Campaigns Overview                               camera 60    steps 60 
To access a campaign record            steps 60 
To create a new campaign record            steps 60 
To access records associated with a campaign            steps 60 
To perform a Quick Action task associated with a campaign            steps 60 
To edit a campaign record            steps 60 
To edit a field within a campaign record            steps 60 
To configure a campaign record            steps 60 
To delete a campaign record            steps 60 

 


campaign summary view tabsCampaign Summary View tabs

Learn about navigating campaign summary view tabs, and details about each tab that you can add to a campaign summary.

    
Tabs                               camera 60    steps 60 

 


campaign summary viewCampaign Summary View

Learn how to maneuver within a campaign summary and change your campaign summary view.

    
About Campaign Summary Views                               camera 60    steps 60 
To go to a campaign summary view            steps 60 
To change which campaign summary view you are using            steps 60 

 


appeals managementAppeals Management

Learn about creating and using appeal codes to represent specific solicitations within campaigns and to link gifts to campaigns for evaluation.

Appeals Management Overview                               camera 60    steps 60 
To navigate to the appeals data table            steps 60 
To create a new appeals record            steps 60 
To access records associated with an appeal            steps 60 
To perform a Quick Action task associated with an appeal            steps 60 
To edit an appeal record            steps 60 
To edit a field within an appeal record            steps 60 
To configure an appeal record            steps 60 
To delete an appeal record            steps 60 
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