Adding, Modifying & Deleting a Campaign Group

What is a Campaign Group?

Campaign Groups can be used to group together multiple (related) online and offline Campaigns, making your reporting that much easier.

For example, let's say you're running a Walk-a-thon and you're simultaneously using a CanadaHelps ticketed Events page (for registration), a CanadaHelps Peer-to-Peer campaign page (for the participant fundraising pages), and you've created an offline campaign in your DMS where you record any offline contributions made to this campaign (e.g., cash, cheques, etransfers). Each of these will display as a separate Campaign in your DMS, although they're all associated with the same upcoming charity event (your Walk-a-thon). 

Grouping these 3 campaigns under a Campaign Group will allow you to report on the offline contributions alongside your CanadaHelps Events ticket and P2P Campaign contributions.

Adding a New Campaign Group

From the Campaigns Tab

1. Go to the Campaigns Tab and select Add Campaign on the top right corner of the screen.

Add campaign

2. On the next page, fill in your new Campaign details.

New Campaign

3. Under Campaign Group, select from the 3 preset Campaign Groups, Annual Giving, Special Events, and Third Party Events, or +Add Campaign Group.Add Campaign Group4. When adding a new Campaign Group, you can fill in the following details:

Campaign Group

Campaign Group

• Title: name for the Campaign Group, for your internal tracking
• Campaign Group Type: preset options are Other and CH Campaign. Add more descriptive Types by selecting the blue wrench icon.
• Description: optional
• Include Group(s): associate existing Contact Groups or Smart Groups with this Campaign Group
• Start Date
• End Date: optional
  
• Campaign Group Status: preset options are Planned, In Progress, Completed, Cancelled. Add more descriptive Statuses by selecting the blue wrench icon.
• Campaign Group Goals: optional
• Revenue Goal: optional, for your internal tracking
• External ID: optional
• Is Active?: document whether this Campaign Group is associated with Campaigns that are currently active and in progress

5. When ready, select Save.

6. Then, you will be able to select your newly created Campaign Group from the dropdown menu. Continue adding the rest of the Campaign Details, and select Save.

Select the new Campaign Group

From your administrative Settings

1. Visit your Settings and under the CanadaHelps Campaign Group section, select Campaign Groups.

Settings > Campaign groups

2. Select Add Campaign Group.

Add campaign group

3. Fill in the following details:

Campaign Group

Campaign Group

• Title: name for the Campaign Group, for your internal tracking
• Campaign Group Type: preset options are Other and CH Campaign. Add more descriptive Types by selecting the blue wrench icon.
• Description: optional
• Include Group(s): associate existing Contact Groups or Smart Groups with this Campaign Group
• Start Date
• End Date: optional
  
• Campaign Group Status: preset options are Planned, In Progress, Completed, Cancelled. Add more descriptive Statuses by selecting the blue wrench icon.
• Campaign Group Goals: optional
• Revenue Goal: optional, for your internal tracking
• External ID: optional
• Is Active?: document whether this Campaign Group is associated with Campaigns that are currently active and in progress

5. When ready, select Save.

Managing and Deleting Campaign Groups

1. Visit your administrative Settings

2. Under CanadaHelps Campaign Group, select Campaign Groups.

Settings > Campaign groups

3. Select one of the following buttons next to the Campaign Group you wish to modify:

Edit Campaign group

• Edit: modify the details of the Campaign Group (i.e. Title, Start Date, End Date, Description, Status, Type, etc).
• Disable: mark the Campaign Group as inactive. The Campaign Group will no longer be an option to select in the Campaign details, but the information will be retained in your DMS. The Campaign Group can be reactivated at any time.
• Delete: delete the record of the Campaign from your DMS permanently. This option is only best if the Campaign Group has been added in error.

What's Next?

Next, learn to perform an Advanced Search for a specific Campaign Group's contributions and to generate Contribution Reports and filtering by one or more Campaign Groups.