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

  • Contributor Relations > Initiatives > Campaign Initiatives > Manage Campaigns > Campaign Initiatives > Related Initiatives

  • Contributor Relations > Initiatives > Membership Initiatives > Membership Initiatives > Related Initiatives

  • Contributor Relations > Initiatives > Volunteer Initiatives > Manage Volunteer Initiatives > Related Initiatives

  • Contributor Relations > Initiatives > Event Initiatives > Manage Events > Related Initiatives

  • Contributor Relations > Initiatives > Other Initiatives > Manage Other Initiatives > Other Initiatives > Related Initiatives

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

Access the Related Initiative page (Contributor Relations > Initiatives > Campaign Initiatives > Manage Campaigns > Campaign Initiatives > 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.