Referencing campaigns throughout the system
Campaigns provide the glue to connect different records throughout your system. By referencing a campaign in different areas of your site, you associate them with the project and can track your progress toward the campaign goals. In the following different ways, you can connect records to campaigns:
- Activities: When you create an activity, you have the option of linking it to a campaign. Let's say that your project involves phone outreach efforts to potential members. As your staff places those calls, they can create an activity to record the details of the conversation and associate it with a campaign. Activities can also record an Engagement Index—a metric to rate how engaged a certain activity may be considered. For example, sending an unsolicited e-mail to a prospective donor may be a low engagement level (1)—you are initiating the conversation with no assurance of a response. However, if your constituent calls you to discuss...
