Update Campaign List

Jim · March 2009

The campaign list in the Donation Management, On Line Giving Tab does not display a new campaign which is active. How do I update this list in order to create a new donation form?

Adam Lemmon · March 2009

Hi Jim,

From the Online Giving tab, you create a new form by clicking to "Manage" the campaign where you would like to create the new form. Once you are in the "Manage" section of a campaign, you will see a list of forms that already exist. You can either copy one of those donation forms and walk through the necessary steps to finish creating the new form, OR you can click on the button at the top to "Create a Donation Form".

The eLearning class called "Donations" also walks through the needed steps to create a new donation form. There is a recording of the Donations class on this page of the Convio Customer Center: http://customer.convio.com/training_downloads

Adam

Jim · March 2009

Adam Lemmon:
Hi Jim,

From the Online Giving tab, you create a new form by clicking to "Manage" the campaign where you would like to create the new form. Once you are in the "Manage" section of a campaign, you will see a list of forms that already exist. You can either copy one of those donation forms and walk through the necessary steps to finish creating the new form, OR you can click on the button at the top to "Create a Donation Form".

The eLearning class called "Donations" also walks through the needed steps to create a new donation form. There is a recording of the Donations class on this page of the Convio Customer Center: http://customer.convio.com/training_downloads

Adam

Hi Adam:

That is the problem. My campaign is not listed under Donation Management and I want to update the list so I can manage it. I have created a new campaign but somewhere along the way it is not showing up except under the Emails drop down where it is active.

Patrick Hansen · March 2009

Jim :
Hi Adam:

That is the problem. My campaign is not listed under Donation Management and I want to update the list so I can manage it. I have created a new campaign but somewhere along the way it is not showing up except under the Emails drop down where it is active.

Jim -

Do you know the name of the donation form that you're looking for? Or the donation form ID number? That would help us help you find it and make sure we're all on the same page.

It looks like the donation form that you modified most recently yourself is called "Sustained Giving Donation Form". This is form ID 1360. You modified this form on March 3rd and it's grouped with other donation forms as part of the "2008 End of Year Giving Campaign". Here's how to get there:

1. Go to Fundraising > Donation Management

2. Next to "2008 End of Year Giving Campaign" click the "Manage" link

3. You'll see two donation forms listed. Your form (if we're talking about the right one) is the second of these two.

4. Next to "Sustained Giving Donation Form" click "Edit"

5. You can then step through the process navigator to make changes to the thank-you page and autoresponders for this form.

-patrick

Patrick Hansen · March 2009

Patrick Hansen:
Jim -

Do you know the name of the donation form that you're looking for? Or the donation form ID number? That would help us help you find it and make sure we're all on the same page.

It looks like the donation form that you modified most recently yourself is called "Sustained Giving Donation Form". This is form ID 1360. You modified this form on March 3rd and it's grouped with other donation forms as part of the "2008 End of Year Giving Campaign". Here's how to get there:

1. Go to Fundraising > Donation Management

2. Next to "2008 End of Year Giving Campaign" click the "Manage" link

3. You'll see two donation forms listed. Your form (if we're talking about the right one) is the second of these two.

4. Next to "Sustained Giving Donation Form" click "Edit"

5. You can then step through the process navigator to make changes to the thank-you page and autoresponders for this form.

-patrick

One additional thought - If you create an "Email Campaign" in Convio, our system does not automatically create a corresponding "Donation Campaign" for you. In re-reading your message, it seems that this could be the cause of some confusion.

If you'd like to create a new donation campaign and give it the same name as your email campaign, you would do that by going to Fundraising > Donation Management and either copying an existing donation campaign (you can rename it to match your email campaign), or clicking the grey "Create a New Campaign" button and starting from scratch.

-patrick

Jim · March 2009

Patrick Hansen:
One additional thought - If you create an "Email Campaign" in Convio, our system does not automatically create a corresponding "Donation Campaign" for you. In re-reading your message, it seems that this could be the cause of some confusion.

If you'd like to create a new donation campaign and give it the same name as your email campaign, you would do that by going to Fundraising > Donation Management and either copying an existing donation campaign (you can rename it to match your email campaign), or clicking the grey "Create a New Campaign" button and starting from scratch.

-patrick

Adam and Partick:

Thanks so much for the help. I apologize that my questions were unclear. I think you have given me that answer. I did created the campaign in the email campaign area assumimg it would be available everywhere. Looks like I will have to start over again unless there is a work around. Since my campaign is active and scheduled for launch at week's end I assume it must be cancelled and the donation campaign created to replace it.

Stand by I am sure I will be back on the discussion board. By the way there is a problem with the active "Thank You". First it contains a Tax Deductible item and our donations are not deductible. I tried to remove it but couldn't. Secondly the actual message was repeated in the responder. Thanks, again Jim.

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