The Fundraising Links screen displays, as shown below.
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 set up 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.
4. Click the Campaign link and choose a campaign.
5. Click the Fund link and choose a fund.
6. Click the Appeal link and choose an appeal.
7. Click Save.
Screen Element |
Description |
|---|---|
Campaign |
Link. A campaign can be a general single campaign to organize all fundraising activities or can be separated into specific campaigns for specific purposes over a set time period. |
Fund |
Link. A fund is something with a specific purpose (Scholarship Fund, Building Fund, etc.), which implies specific general ledger accounts. |
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. |