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Linking Related Initiatives

This section discusses how to link additional, related initiatives to the one you are creating.

Page Name

Definition Name

Navigation

Usage

Related Initiative

AV_INTV_CMPGN_RLTD

AV_INTV_EVNT_RLTD

AV_INTV_MEMBR_RLTD

AV_INTV_VOL_RLTD

AV_INTV_OTHR_RLTD

  • select Contributor Relations, then select Initiatives, then select Campaign Initiatives, then select Manage Campaigns, then select Campaign Initiatives, then select Related Initiatives

  • select Contributor Relations, then select Initiatives, then select Membership Initiatives, then select Membership Initiatives, then select Related Initiatives

  • select Contributor Relations, then select Initiatives, then select Volunteer Initiatives, then select Manage Volunteer Initiatives, then select Related Initiatives

  • select Contributor Relations, then select Initiatives, then select Event Initiatives, then select Manage Events, then select Related Initiatives

  • select Contributor Relations, then select Initiatives, then select Other Initiatives, then select Manage Other Initiatives, then select Other Initiatives, then select Related Initiatives

Link the initiative you are creating or updating to existing active initiatives.

Access the Related Initiative page (select Contributor Relations, then select Initiatives, then select Campaign Initiatives, then select Manage Campaigns, then select Campaign Initiatives, then select Related Initiatives).

Image: Related Initiative page

This example illustrates the fields and controls on the Related Initiative page. You can find definitions for the fields and controls later on this page.

Related Initiative page

You can link campaigns, volunteer efforts, membership initiatives, events, or other institution-defined initiative types as a subunit of an initiative.

Field or Control

Definition
Type

Select the initiative type to relate to the initiative with which you are working, such as Campaign, Event, Membership, Other, and Volunteer.

Level

Select the reporting level of the initiative to relate to the initiative that you are working with. Select a level from 1 to 999. Level 1 is the highest reporting level; you cannot relate same-type initiatives with the same reporting level.

Intv Cd (initiative code)

Select the initiative code for the initiative to relate to the initiative with which you are working.

Important! Event, volunteer, membership, and other initiatives can be related to a campaign only when the campaign is retrieved on this page. This ensures the correct hierarchy for campaign reporting.