Defining Exhibition Product Fundraising Links

Products can be linked to a fundraising campaign, fund, or appeal. If a campaign has a premium for a defined level of contribution, it can be linked to the product.

To define fundraising links:

1.    From the Personify360 main toolbar, select Products > Product Central.
The Product Maintenance search screen displays.

2.    Click Search to find a product or click Create New Product.

3.    From the Relationships task category, click Related to Fundraising.
The Fundraising Links screen displays, as shown below.
Related_to_Fundraising.png

4.    Click Campaign.
The Generic Chooser displays. Select the applicable campaign.

5.    Click Fund.
The Generic Chooser displays. Select the applicable fund.

6.    Click Appeal.
The Generic Chooser displays. Select the applicable appeal.

7.    Click Save.

Screen Elements

Description

Campaign

Link. A campaign can be defined as either a general single campaign to organize all fundraising activities or can be separated into specific campaigns for specific purposes over a set time period. Products linked to a campaign populate the FND_Credit table and display in the Transaction History and Fundraising reports.

Fund

Link. A fund is something with a specific purpose (Scholarship Fund, Building Fund, etc.), which implies specific general ledger accounts. Products linked to a fund populate the FND_Credit table and display in the Transaction History and Fundraising reports.

Appeal

Link. An appeal is any activity targeted toward constituents (mailings, phone calls, brochures, etc.) An appeal can be associated with single or multiple campaigns and funds. Products linked to an appeal populate the FND_Credit table and display in the Transaction History and Fundraising reports.