Campaigns

MySchool donations module is simple to use and configure. Designed to create school donation drives in campaigns, and manage donor lists and contributions. Create direct mailings with adaptive text to contact the donor lists, manage and log all donations made, and export information to Excel.

How to access

Go to the Donation menu header, and start with Campaigns.

The list shows Active and Expired campaigns, open a campaign and edit the details, or Use the New Campaign button to create a campaign.

Creating new campaigns

Create your campaign and add a closing date. During this time the campaign will be classed as active. 

Select and add the gifts accepted for the campaign. Don't forget to embellish the description with images and hyperlinks.

If you select the Money/pledges as a type, other fields will appear. Add a target and determine a suggested amount for each donation.

Any pledges or donations made and saved against the campaign will be added to the Total sum.

Once the mandatory fields are completed, don't forget to Save and move to the Donor management tab.

You can add received donations from this screen as well.  Use the Message function to create a mass mailing.

Donor Management with a campaign

On the donation tab, you have the action button, Add donors, in the bottom right-hand corner.

This will open the people picker, you have the option to contact your entire community or refine to main guardians. All users are added with a not contacted status, but this will make them add an active donor status to their profiles.

Manage this list and statuses by sending Messages from the action bar. 

After sending the mail, the statuses are automatically updated to match the new audience status field selected. Personalise the message with the replacement tag options.

Adding donations

On the donor management tab, you can individually add donations once received.

These are recorded as part of the selected campaign. Pledges and received donations are listed separately.

You can add notes with the pencil icon. Verify the e-mail address by clicking on the icon in the e/p column. Once a donation is made the status will change to gift made, and clicking on the amount will open the individual donation or pledge.

Don't forget to send the people who have given amounts a thank you message. Filter your target audience to Gifts made in the message pop-up.