Managing Campaigns
Who can use this feature?
The main Product Owners along with the members having Admin Roles access granted.
In Engage, campaigns are useful when an organization wants to associate particular donation items or projects to a dedicated time period. Admin users can add multiple campaigns and save them.
To add a campaign, click + Add Campaign and:
- Input the name of the campaign.
- From and To dates of the campaign.
- Add rule sets in the Allocation Matching Rules to decide how to attribute income to campaigns. Income that matches any of these rule sets will be attributed to this campaign. You can add multiple rule sets as well.
All campaigns added appear in the form of a list including the following parameters. You can edit and delete any existing campaign as well.
- Name
- Dates
- Allocations
