Creating a Campaign

In this section, we will walk through using Class Agent to create a test campaign in the Platform. The test campaign can be deleted once it has been created but setting up a sample campaign will help you get comfortable with the workflow.

Creating a Test Reunion Campaign

1. Navigate to the Class Agent layer of the Platform (see this page on granting access to the Class Agent Layer)
2. Open the Campaign Navigation Menu (the blue flag on the left of the screen) and click on Add Campaign. As time goes on, this menu tray will include any current and previous campaigns for you to view as well.
3. Click on +Create new to launch the Campaign Creation Wizard. Once you have additional campaigns created, you will also have the option to copy an existing campaign.

Campaign Details  - These are the initial details for this campaign. Note that any field with a red *  is required.

1. Campaign Name: Enter in a unique name for the campaign
2. Start Date: The day the campaign official starts
3. Stop Date: Day that the campaign ends. Once the campaign passes the Stop Date, the Platform will indicate that it is overdue and needs to officially be closed.
4. How should volunteers and prospects be segmented?: Use this to select how you want your volunteers to be grouped in this campaign. To start with, you will be able to segment by Preferred Class Year, Athletics, or any custom column of data Reeher has built for your institution. Ideally it is a commonality that your volunteers will share with their assignments such as the class year. Note that once the campaign is created, the segmentation cannot by changed.
5. Click Next

The next page allows you to select options for what is visible for your volunteers in the Class Agent Portal. The settings can be changed once the campaign has been created. We will move through the options left to right.

1. Who should be visible in this campaign? 
   • Select the appropriate types of constituents. For this example, select Alumni.
2. Who should be excluded from this campaign?
   • Allows you to limit who is available to for volunteers to add as prospects. Select any contact restrictions that apply, such as Do Not Mail, or constituents who are already assigned to gift officers. These settings can be over-ridden by Class Agent Managers when creating volunteers and assignments.
3. What columns will be visible for agents in this campaign?
   • You are able to make any of the listed columns of data available to your volunteers in the Class Agent portal. When they view their assigned prospects, this information will be made available to them on the profile.
4. What column should be visible for agents when finding prospects?
   • Major is the default and is fine for this example. This selection will display a prospect's major, which is a frequent way to find commonality or connections between your volunteers or prospects.
5. How many years of giving should agents be able to view on prospects?
   • This will determine how much of an assignment's giving history should display to the volunteers. This will be shown cumulatively for each FY. Individual gifts will not be shown. Select either 5, 10, or Do not display.
6. Should volunteers be able to add prospects?
   • Check to allow your volunteers the ability to find and assign their own prospects within the Class Agent portal. Volunteers will only be able to select from other constituents in their own segment (like Class Year) and who are not restricted by your selections from Step 2.
7. Click Next

Set your Gift Rules on the next screen. Here you will define how a gift will be linked back to this campaign. Reeher uses the information provided via your nightly data feed to link those gifts via the terms you set on this screen. We then use that information to report progress back to the Class Agents.

1. Only include donations from the Annual Fund? 
   • Should Reeher only use gifts that have been identified as Annual Fund gifts in totals for this campaign or use all gifts? Answer yes or no.
2. Cash or Commitment?
   • Choose whether to count Cash (Outright gifts, pledge payments, etc.) or Commitments (Outright gifts, pledges, but NO pledge payments, etc.) transactions towards this campaign.
3. Fiscal Year(s)
   • Select which fiscal year(s)s that gifts to this campaign should be counted from.
4. School/Unit(s)
   • Click to select the school/unit(s) of designations on transactions that will be counted as gifts to this campaign. Click once to get the drop-down menu to make a selection. You can continue this process to select multiple school/units. If this field is left blank, gifts to any school or unit will be included that matches any of the other selections above.
5. Designation(s)
   • Use this to identify specific designations that should be used when attributing gifts to this campaign. Click into the field and type to begin a search on all of your specific designations.
6. Click Next.

Assign Segments

1. Assign Managers (staff) to the campaign, and assign those managers the campaign segments for which they will be responsible. For example, you might have some managers responsible for specific Class Years, and others managing reunion years. Click Next.

Add Resources

1. Create and add Resources, such as scripts, to the campaign (phone, email, text or thank you templates). Select options to assign script templates to a particular Class Year, or other segment. Submit.

Bulk Upload Agents/Assignments

This is used if you have a spreadsheet or file of volunteers and their assigned prospects that you would like to import. Click Next.

Review Campaign

1. Review your campaign's information, and Save.

Congratulations! You have successfully created a campaign. If you assigned yourself as a manager, you will receive an email like the one you see below that includes a link to the campaign. Any other staff that you designate as managers of campaigns will receive a similar email.