In this section, we will walk through using Blackbaud Volunteer Network Fundraising to Create a Campaign in the Platform. If you are just getting started with the tool, you can utilize this document to create a test campaign. The test campaign can be deleted once it has been created, so setting up a sample campaign will help you get comfortable with this workflow.
Type of Campaign
Campaigns can be one of two types: Giving Only or Giving + Event.
Currently, this system does not support event only campaigns.
Once selected, the type of campaign cannot be changed.
Campaign Details - These are the initial details for this campaign. Note that any field with a red * is required.
The next page allows you to select options for what is visible for your volunteers in the Volunteer Portal. The settings can be changed once the campaign has been created. We will move through the options left to right.
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 volunteers.
Assign Segments
In this screen, you will add managers (staff) to the campaign and assign the segments for which they will be responsible. For example, you might have some managers responsible for specific Class Years, and others managing a group of non-reunion years.
Review Campaign
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.
Add Resources
Create and add Resources for your volunteers, such as scripts or files, to the campaign. Note that these resources can be added after the campaign has been created as well.
{{agentName}} - Agent's name
{{agentEmail}} - Agent's email
Bulk Upload Agents/Assignments
You are able to bulk upload a spreadsheet of your volunteers and assignments here. Some things to note:
EXAMPLE FILE:
Entity ID | Entity ID |
---|---|
A0001 | E0006 |
A0001 | E0073 |
A0005 | E0914 |
A0215 | E0165 |
Managers who have been added to the campaign will now see the Welcome Page that will begin to walk them through the campaign. Now that you have defined a sample campaign, the next phase of set up is to assign your volunteers to the campaign, and then give each of those volunteers a list of Prospects to contact.
Important! Look at the email address of the volunteers you have added. Later, when we 'Activate' the volunteers, they will receive an email at the address listed here. If you are using this guide to TEST, you probably do not actually want your volunteers to receive an email, so we recommend initially using other employees assigned to the campaign to help test. Or, you can use the simulation feature outlined below. |