Skip to main content

Campaign checklist

Work through the first list before a campaign's links go out. Once donations arrive, review the campaign against the questions that follow.

Before launch​

  • Agree the campaign value, in lower case with hyphens, and share it with everyone building links.
  • Choose each source and medium from Naming and channels.
  • Reset the Link Builder form before building the first link.
  • Point each link at a page that loads N3O's script, such as a page with an N3O donation form, and check the page in the preview.
  • Fill in the source, medium and campaign on every link.
  • For adverts, add the platform, the advertising campaign and the advert, and fill in Campaign with the agreed campaign value as well. See Advertising campaigns.
  • For adverts, set Marketing tactic to brand, prospecting or retargeting.
  • Check that any preset you apply holds the right values, and select Update preset only to change the preset for everyone.
  • Open each finished link once and confirm that it reaches the intended page.
  • Scan each QR code before the material is printed.

After launch​

Each donation keeps the tags of the link that prompted it, and each donor's account keeps the tags of the gift that first brought them in, as set out in What gets recorded.

In Lists, a donations list filtered by Tag Value with the tag name utm_campaign and the campaign value finds the donations the campaign brought in. An accounts list filtered the same way finds the donors whose first gift came through the campaign. Review the campaign against three questions.

  1. Did it bring in new donors?
  2. What are those donors worth over time?
  3. Are they one-off givers or lifelong supporters?