Linking Related Initiatives

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

Page Used to Link Related Initiatives

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, and then Initiatives, and then Campaign Initiatives, and then Manage Campaigns, and then Campaign Initiatives, and then Related Initiatives Contributor Relations, and then Initiatives, and then Membership Initiatives, and then Membership Initiatives, and then Related Initiatives Contributor Relations, and then Initiatives, and then Volunteer Initiatives, and then Manage Volunteer Initiatives, and then Related Initiatives Contributor Relations, and then Initiatives, and then Event Initiatives, and then Manage Events, and then Related Initiatives Contributor Relations, and then Initiatives, and then Other Initiatives, and then Manage Other Initiatives, and then Other Initiatives, and then Related Initiatives	Link the initiative you are creating or updating to existing active initiatives.

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, and then Initiatives, and then Campaign Initiatives, and then Manage Campaigns, and then Campaign Initiatives, and then Related Initiatives
Contributor Relations, and then Initiatives, and then Membership Initiatives, and then Membership Initiatives, and then Related Initiatives
Contributor Relations, and then Initiatives, and then Volunteer Initiatives, and then Manage Volunteer Initiatives, and then Related Initiatives
Contributor Relations, and then Initiatives, and then Event Initiatives, and then Manage Events, and then Related Initiatives
Contributor Relations, and then Initiatives, and then Other Initiatives, and then Manage Other Initiatives, and then Other Initiatives, and then Related Initiatives

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

Assigning Related Initiatives

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

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.

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

Field or Control	Description
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.

Field or Control

Description

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.