Campaign Overview

At the top of a campaign's record, the overview section provides pertinent details, including its description, ID, dates, goal, and other information.

To quickly identify a campaign, its description appears as the full name at the top of its record. This description also identifies the campaign — and links to its record — throughout Raiser's Edge NXT.

Tip: In the database view, you can manage a campaign's description on the General tab of its record.

Under the description, Inactive appears when the campaign has been marked as inactive, such as to retain its history when over.

Tip: To mark a campaign as inactive, select Campaign is inactive on the General tab of its record in the database view.

To help identify campaign records, your organization can assign short, unique identifiers when you add them. In the ID field, you can view the record's assigned identifier.

Tip: In the database view, you can manage a campaign's ID on the General tab of its record.

To track the duration of the campaign, you can assign its start and end dates.

  • If the campaign has both a start and end date, the date range appears in the Dates field.

  • If the campaign has only a start or end date, it appears in the Starts or Ends field.

Tip: In the database view, you can manage a campaign's start and end dates on the General tab of its record.

To group like campaigns together, you can assign them a category. For example, if your organization runs several campaigns each year, you can assign them a category of Annual. In the Category field, you can view the campaign's category. For more information, see Campaign, Fund, and Appeal Categories.

To help track special details about the campaign, you can view a note to quickly summarize information you find valuable, such as its purpose or history.

Tip: In the database view, you can manage a campaign's notes on the General tab of its record.

With the Revenue amount, you can quickly view how much the campaign raised.

Tip: With the Revenue type filter, you can choose whether to analyze revenue received through cash-in-hand giving or committed through pledges and matching gifts. For more information, see Revenue and Recognition.

To view a list of gifts toward the campaign, select the amount. For further analysis, select Create list to open the list in Lists, where you can apply additional filters, choose columns, and save for future reuse. For more information, see Lists.

To help motivate fundraisers and track their effectiveness, your organization may set an overall goal to raise toward a campaign. At the top of a campaign's record, you can quickly track its goal compared to its revenue.

  • Goal amount — The target amount to raise for the campaign.

    Tip: In the database view, you can manage a campaign's overall goal on the General tab of its record.

  • Progress to goal — The percentage of the campaign's goal raised (so far) through its revenue received.

Tip: With the Revenue type filter, you can choose whether to analyze revenue received through cash-in-hand giving or committed through pledges and matching gifts. For more information, see Revenue and Recognition.

Tip: Set achievable goals. If a campaign struggles to meet its goal, make sure the target amount is realistic. For more information, see Campaigns and Funds Best Practices.