Campaign Custom Fields

Use campaign custom fields to track unique items on all donations. The following are examples of things you may want to track: 

  • Memorial Gifts
  • Gifts "In Honor Of" another person
  • Donor Solicitors
  • Donation or Campaign ID codes you use
  • How the donor found out about your organization
  • Additional designations or assignments for the dollars received

Campaign custom fields must be set up for each Campaign. They can either be publicly visible (e.g., "Memorial Gifts" or "Gifts In Honor") or viewable only by admins (e.g., "Solicitors" or "Donation IDs").

To filter for campaign custom field answers, use the "With Answer: {{answer}}" filter on the Activities page (from the drop-down menu under the Current View section) Note: This will only work with campaign custom fields where the values are select (not text).

 

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All campaign custom fields can be exported out of the system using our Create Report option.  

  1. Start at the Fundraising section, then click Campaigns (in the resulting drop-down menu). 
  2. On the Campaigns page, click on the left-side edit box of the campaign name you want to edit.  
  3. Scroll to the bottom of the page.
  4. Use custom fields 1-3 to enter in your questions.  
  5. The "Label" field is the question or prompt you want to have for identification.
  6. The "Input Type" is how you want to enter it on your own.  
  7. Text fields will be a free-form box (good for things like "In Memory Of"...). 
  8. Select fields will allow you to populate the fields for choice selection (donation codes, "How did you hear about us?", etc., for these fields). 
  9. Make sure you select the "Enabled?" box. 
  10. If you want the campaign to be private for general users (where only admins can view/enter content), click the "Admin Only?" box. If you want it to be on public donation pages where your donors can enter in the answers, leave the box unchecked.

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