AudienceView Connect

Creating a Program

You can create a program if you have the appropriate permissions. Once you have created a program and completed its configuration, you can create campaigns and appeals.

To create a new program, complete the following:

  1. Open the Funds Management application from the AudienceView Desktop.
  2. Select the Programs tab.
    The Programs|Search page appears.
  3. Click 'Create New'.
    The Programs|Details page appears.
  4. Complete the program section.
    For more information, refer to Funds Management Programs-Details Page.
  5. Enter additional data to be captured for your organization's needs in the program data section.
    The data fields enable you to add additional information specific to your organization. Any data entered into these fields is searchable through Business Intelligence and Reports. The Multidata fields are used for multiple entry responses. To add additional fields, click or press CTRL+TAB once you have made an entry.
    If you want to use these data fields and want to change their labels, go to the Registry application under Registry::EN::Business Objects::TSprogramBO::Program and select the appropriate field that you want to re-label.
  6. Click 'Create'.
    A window confirms that the application created the program.
  7. Click 'OK'.
    Once created, the application inserts donation tracking fields that you can use to track the progress of your gifts. For more information, refer to Tracking Program Pledges and Donations.