Creating a Campaign
Overview of FR030UPD
The first step in creating an appeal is to create a campaign. This is done via the Campaign Explorer screen:
- From the DDI Connect main menu, double-click Connect FR
- Double-click Campaigns & Appeals
- Double-click Campaign Explorer. You will see a screen similar to this one:
This screen displays the Centrally administered campaigns as a default. To select the region that you wish to add the campaign to, click the drop down arrow and select the region from a list of active regions in the system. If you are not assigning the campaign to a region, leave the selection on Centrally administered campaigns.
On the toolbar, click Add and select New Campaign:
You will now see the Campaign Setup screen:
There are 2 tabs on this screen.
Campaign Setup Tab
On the Campaign setup tab, you have the following fields:
| Field | Description |
|---|---|
| Campaign ID | Enter a unique campaign ID. This is an alphanumeric field, with a limit of 10 characters |
| Title | Enter the title for the campaign, such as "March 2012 Direct Mail" |
| Region | Leave this field blank to set up the campaign in centrally administered campaigns. To assign a region, type in the region code or click the list icon to select from a list of active regions in the system |
| Type | Click the drop down arrow to select from a list of active campaign types in the system |
| Dates/thru | Enter the starting, ending or date range for the campaign. You can type the date(s) in a mm/dd/yyyy format or click the calendar icon(s) to select the date(s) |
| Prior campaign ID | If a prior campaign corresponds with the new campaign, you can type in the prior campaign's ID for tracking purposes |
| Purpose | This is a brief description of the campaign's purpose |
| Theme | Click the box or boxes that represent the theme of this campaign |
| Approach | Click the box or boxes that represent the approach of this campaign |
| Audience | Click the box or boxes that represent the audience for this campaign |
When you first enter a campaign, the statistics fields will be empty. However, as the campaign progresses, these fields will be updated:
| Field | Description |
|---|---|
| Total cost | A display only field that shows the total cost of the campaign, based on calculated factors |
| Contacted | Displays the total number of recipients of materials for this campaign |
| Amount | Total dollar amount spent on contacts from whom responses were received |
| Count | Displays the total number of responses |
Statistics Tab
As the campaign progresses, this screen will show you statistics related to the campaign. This information will include:
| Field | Description |
|---|---|
| # Contacted | Number of contacts from this campaign. Display only |
| # Responses | Number of responses (donations) generated by this campaign. Display only |
| Response rate | Number of responses divided by the number of contacts for this campaign times 100. Display only |
| Total revenue | Total dollar amount generated by the selected campaign. Display only |
| Total cost | Total expense associated with the selected campaign. Display only |
| Net revenue | Total response amount minus the total cost for the campaign. Display only |
| Cost per $ raised | Total cost for the campaign divided by the total response amount (to four decimal places). Display only |
| Cost per contact | Total cost for the campaign divided by the number of contacts (to four decimal places). Display only |
| Average response | Average dollar amount contributed in response to appeals under this campaign. Takes the total response dollar amount and divides by the number of responses. Display only |
| Median response | Rounds each donation amount under the campaign and calculates the median (or middle) based on rounded amounts. Display only |
| Mode | Rounds each donation amount under the campaign and calculates the mode (or value occurring most commonly) based on rounded amounts. Display only |
| Yield per 1,000 | Revenue dollar amount generated for each 1,000 contacts. Display only |
| Net Yield per 1,000 | Revenue dollar amount generated for each 1,000 contacts, minus the cost for each 1,000 contacts. Display only |
As the campaign progresses and responses are received, the statistics tab and graph will reflect the changing numbers:
Once the campaign has been created, you can now create an appeal.
