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Viewing a Summary of Campaign Initiatives

This section discusses how to view summaries of campaign initiatives.

Page Name

Definition Name

Navigation

Usage

Campaign Summary

AV_CMPGN_SUMMARY

select Contributor Relations, then select Initiatives, then select Campaign Initiatives, then select Campaign Summary

View a summary of all the campaigns at your institution.

Initiative Detail

AV_INTV_DTL_SP

Click the Details link on the Campaign Summary page.

Access additional information about an initiative.

Access the Campaign Summary page (select Contributor Relations, then select Initiatives, then select Campaign Initiatives, then select Campaign Summary). You can view only active campaigns, past campaigns, or both.

Select an institution for which you want to view campaigns and the time frame to view. The list of campaigns provides summary information such as the campaign's financial goal, actual amount collected, start and end dates, and number of donors and prospects.

Field or Control

Definition
Details

Click this link to access the Initiative Detail Page, which displays detailed information about the campaign.

Access the Initiative Detail page (Click the Details link on the Campaign Summary page).

Image: Initiative Detail page

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

Initiative Detail page

Field or Control

Definition
Sub-Goals Defined

Indicates that sub-goals have been defined for this initiative.
Audience Defined

Indicates that an audience has been defined for this initiative on the Audience page.
Resources Defined

Indicates that resources have been assigned to this initiative on the Resources page.
Related CMP Intv (related campaign initiative)

Indicates that a campaign initiative has been linked to this initiative on the Related Initiatives page.
Related MBR Intv (related member initiative)

Indicates that a membership initiative has been linked to this initiative on the Related Initiatives page.
Related VOL Intv (related volunteer initiative)

Indicates that a volunteer initiative has been linked to this initiative on the Related Initiatives page.
Related EVT Intv (related event initiative)

Indicates that an event initiative has been linked to this initiative on the Related Initiatives page.
Related OTH Intv (related other initiative)

Indicates that an initiative with the type of other has been linked to this initiative on the Related Initiatives page.