ProDon:Campaign Management

Campaign Management

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WARNING : This document is currently being edited/revised, it is possible that some parts are missing or obsolete.

Introduction

Campaigns allow you to group donation occasions and set an objective for the selected donation occasions, over a given period of time.

The " Campaign Management " allows you to create the desired campaigns for the database. 

Campaign Management

To add or modify campaigns, you must first go to " Campaign management ". 

To do so, from the software's home page, click on the " Transactions " menu and then select " Campaigns ".

After clicking on " Campaigns ", the following window opens up.
A: The button allows you to create a new campaign. To learn how to fill out the addition or modification window of a campaign, click here.	B: The button allows you to modify a campaign from the list in D. To do so, select the campaign to modify, then click on the button. To learn how to fill out the addition or modification window of a campaign, click here.
C: The button allows you to delete a campaign from the list in D. To do so, select the campaign to delete, then click on the button.	D: This is the list of all the existing campaigns in Prodon.

Adding / Editing a Campaign

After clicking on the  or button, the following window opens up.
A: Allows you to enter a code for the campaign.	B: If it is a beneficiary campaign, check this checkbox (only visible if the " Beneficiaries Module " is active in Prodon.)
C: Allows you to name the campaign.	D: Allows you to enter the objective for the campaign. To refresh this objective automatically so that it becomes the same as the one in box G, click on the button.
E: This section allows you to select which donation occasions should be part of the campaign. To add a donation occasion to the list, click on the button, then see this section. To delete a donation occasion from the list, select the one that must be deleted, then click on the button.	F: This section allows you to distribute the objective of the campaign through the different donation occasions and activities that are part of the campaign. This section is optional. To add an objectve for a donation occasion or for an activity, click on ; then see this section. To delete one of the objectives from the list, select the objective to delete; then click on button.
G: This is the total amount of the objectives added in F. The button allows you to refresh the objective in box D, so it is the same as this one.

Selecting the Donation Occasions for the Campaign

After clicking on the button to add a donation occasion to the campaign, the following window opens up.
A: This is a list of all the occasions already in the database.	B: Once an occasion is selected you can confirm your selection by pressing this button.
C: This allows you to add an new occasion if the one you are looking for does not exist.	NOTE: It is also possible to add a donation occasion to a campaign from the " Other " tab of the '' addition/modification window of a donation occasion ''.

Distribution of the Objective 

It is possible to distribute the total objective of the campaign per donation occasion or activity.

After clicking on the button to add an objective per donation occasion or activity, the following window opens up.
A: Select the donation occasion for which an objective must be set.	B: Select the activity for which an objective must be set.  NOTE: The activity choice is optional, it is possible to set objectives only per donation occasion.
C: Enter the amount of the objective for the donation occasion or the activity specified in box A and/or B.	D: Once the donation occasion and/or activty and the amount are specified, click on the " Confirm" button.

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Document name: ProDon:Campaign Management
Version : 5.0.5

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