AudienceView Connect

Funds Management Programs-Campaigns Page

The following image illustrates the Funds Management application Programs|Campaigns page:


The Programs|Campaigns Page

The Funds Management application Programs|Campaigns page consists of the following properties:

Field Description
Name Name of the campaign. This must be unique within the program.
Description Brief description of the campaign.
Appeals Displays the appeals associated with the campaign.
Clicking on an appeal will open the appropriate Programs|Appeals page.
Pledges to Date Displays the total amount of money that has been pledged to a particular program.
This is a read-only field that displays when an existing program is selected.
Received Donations to Date Displays the total amount of money that has been received for a particular program.
This is a read-only field that displays when an existing program is selected.

Campaign Data Section

The following image illustrates the data section of the Funds Management application Programs|Campaigns page:

The data section of the Funds Management application Programs|Campaigns page consists of the following properties:

Field Description
Data [1-8] Enables you to store additional information specific to your organization.
Any data entered into these fields is searchable through Business Intelligence. To modify a data field label, navigate to the Registry application Registry::EN::Business Objects::TSprogramBO::Appeal node and select the field that you want to re-label.
Multidata [1-2] Enables you to store additional information specific to your organization. To add additional fields, click or press CTRL+TAB once you have made an entry.
Any data entered into these fields is searchable through Business Intelligence. To modify a multidata field label, navigate to the Registry application Registry::EN::Business Objects::TSprogramBO::Appeal node and select the field that you want to re-label.
Rank Enter a number to rank the campaign, indicating its display order on the site. Campaigns are ranked in descending order (i.e. 4 will be ranked before 1).

Campaign Notes Section

Once you have created a campaign you can add notes to log problems, comments, compliments or any other information that may be useful to you, a ticket seller or your administrator.

The following image illustrates the notes section of the Funds Management application Programs|Campaign page when the 'Add Note' button is clicked:

The notes section of the Funds Management application Programs|Campaign page contains the following properties:

Field Description
Subject The subject for the note.
Subject types are configured using the General Configuration application Lists|Entries page of the note types list.
Status Specifies the note’s status (e.g. In Progress, Completed).
Due Date Specifies a due date for the note’s task.
If you enter a value, the note displays on your My Notes|Home|Created by page in My AudienceView and on the My Notes|Home|Assigned to page for any user that has been selected in the Owners list.
Access Modes Specifies who can read and modify the note once created:
  • Private: Only the note’s creator and owners (if any) can view and modify the note.
  • Public: Any user can view and modify the note.
  • Readable: Any user can view the note, but only its creator and owner(s) (if any) can modify it. This is the default mode.
URL If required, enter the URL to create a link to a relevant site.
Text Enter a name for the task.
Owners Enables you to select the user(s) who will be responsible for carrying out or following up on this note. The note displays in the owner’s My Notes|Home|Assigned to page (if there is a due date) or My Notes|Notes page (if there is no due date) in My AudienceView.
To select more than one owner, hold CTRL or SHIFT while making your selections.
Parent Indicates what the note is associated with. The name given to the item appears first followed by the type of item (e.g. Restoration is the 'Name' given to the Campaign.
File Attachments Enables you to attach files to the note. For more information, refer to Adding a File Attachment to a Note.
Data [1-8] Enables you to store additional information specific to your organization.
Any data entered into these fields is searchable through Business Intelligence. To modify a data field label, navigate to the Registry application Registry::EN::Business Objects::TSnotesBO::Notes node and select the field that you want to re-label.
Multidata [1-2] Enables you to store additional information specific to your organization. To add additional fields, click or press CTRL+TAB once you have made an entry.
Any data entered into these fields is searchable through Business Intelligence. To modify a multidata field label, navigate to the Registry application Registry::EN::Business Objects::TSnotesBO::Notes node and select the field that you want to re-label.
Information
For more information, refer to Using Notes in the Getting Started guide.