Associating Events and Donations

 

Contents

Introduction
Creating Campaigns
Adding Campaigns to Events
Adding Campaigns to Donations
Reporting on Campaign Results
Related Guides


Introduction

You may collect both event registrations and donations as part of a fundraising event. The Campaign feature in NeonCRM allows you to associate event registrations and donations that are related to an event so that you can report on your total income from an event.


Creating Campaigns

First, you need to create a campaign that will be associated with your donations and event registrations for your event. More information on creating a campaign is available here.


Adding Campaigns to Events

Now you need to associate your campaign with your fundraising event. To do this, go to Events > Event List.

Click Edit next to the name of the event that you wish to associate with a campaign.

Select the Campaign that you created from the Campaign drop-down menu and click Submit at the bottom of the page.

choose_campaign_for_spring_fling.png

Any event registrations that come in through your online event registration form or are entered in the back end of NeonCRM will now be associated with this campaign.


Adding Campaigns to Donations

Campaigns can be associated with donations in one of two ways:

  1. Donating through an online donation campaign form
  2. Adding a campaign to a donation in the back end of NeonCRM

Online Donation Campaign Form

You can view the link for the donation form for your campaign by going to Forms & Pages > Home/Dashboard > Online Donation Forms > Campaign Donation Forms.

Any donations made through this form will automatically be assigned to the appropriate campaign. You can also customize the data that you collect on this donation form.

Adding a Campaign to a Donation in the Back End

Campaigns can also be added to donations that are entered in the back end of NeonCRM. To add a donation, go to Fundraising > Add Donation

Campaign is available as a drop-down menu on the Donation: Create screen under Allocation.

add_campaign_to_donation.png


Reporting on Campaign Results

Now that your event registrations and donations are associated with the same campaign, you can run a report to see the total income from your fundraising event. You can do this two ways, depending on the data you need:

  1. Campaign summary
  2. Campaign transaction detail

Campaign Summary

For summary data on your campaign, go to Reports > New Report > Campaign > Campaign Report.

In the Search Criteria box, click Edit.

 

In the Please select a search field box, select Campaign > Campaign. For the operator, select Equal and for the value, select the campaign that you wish to report on.

On the Campaign Report page, click Edit in the Output Columns box if you wish to change the output columns for your report. To run the report, click Run Report. Summary information will display in the results, broken out by donation total vs. event registration total.

Campaign Transaction Detail

For a detailed list of transactions for your campaign, go to Reports > New Report > Transaction And Payment and select Transaction Report.

In the Search Criteria box, click Edit.

In the Please select a search field box, select Campaign > Event Campaign. For the operator, select Equal and for the value, select the campaign that you wish to report on.

Now click Add Search Group. In Search Group 2's Please select a search field box, select Campaign > Donation Campaign. For the operator, select Equal and for the value, select the campaign that you wish to report on. Click Save changes.

 

On the Transaction Report page, click Edit in the Output Columns box if you wish to change the output columns for your report. To run the report, click Run Report. A line-item report of transactions associated with this campaign will display.


Related Guides

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