In our previous articles, we've talked about how all of the different features of the Campaigns tool work. Those articles are designed to show you how something works, at a glance. In this article, we're looking at the high-level process of setting up a campaign and directing you towards the specific articles that you'll need to do this!
Important Note: We recommend reading our What is a Campaign? article first.
Step 1 - Brainstorm and Action Plan!
Before you begin, it's important to have a clear idea of what your Campaign Goals are and how you're going to accomplishing them. Spend some time outlining the below information - you will be able to use this as a reference point when creating your Campaign in Keela later on - promise!
Campaign Details
| CAMPAIGN INFORMATION | DESCRIPTION | EXAMPLE |
| Campaign Name | A clear and concise name to call your Campaign. Make sure it's something that you and your team members will be able to understand when viewing this in Keela! | Giving Tuesday 2020 |
| Campaign Purpose | What are you hoping to achieve? Why? | We aim to raise $2000 to contribute towards our Christmas Food Shelter program. |
| Campaign Fundraising Goal | If your Campaign is a fundraiser, how much money would you like to raise? | $2000 |
| Campaign Due Date | When are you hoping to finish your Campaign? It could be dependent on a specific date or perhaps the current year that you're in. | December 4th, 2020 |
| Team Members | Got a team ready to take on this fundraiser or are you a one-person show? It's important to know who will be responsible for achieving your purpose! | Elsie Coffey, Laura Taves |
| Channels | Many Campaigns involve reaching out to your donors, contacts, volunteers or sponsors to encourage them to support you. If this is the case, how will you reach out to them? How often? | 3 mass emails (Email Marketing) to all Contacts over 3 week period. |
| How will you collect funds? | If your Campaign involves raising funds, how will you accept payments? | Online, via a Keela Donation Website. This will be shared on our website and via Email Marketing. |
| What will happen once you reach your goal? | Whatever your Campaign targets might be, it's important to share your success and provide closure to your Contacts! | Send out a final mass email (Email Marketing) to those who donated or volunteered to/for the Campaign. |
Timeline
Now that you have an outline of how your Campaign is going to look, why not sketch out a rough timeline of the events that will take place to achieve your goal. It doesn't need to be too fancy as you'll be entering it into the Keela Projects tool later! You can use the below timeline as a guide but feel free to make changes or start from scratch. You know your organization best!
| TASK NAME | TASK DESCRIPTION | TEAM MEMBER | DUE DATE |
| Create a Campaign | Create a new Campaign to track Giving Tuesday using the above details | Elsie Coffey | 9th October 2020 |
| Create an Email Marketing Template | Create a new Email Marketing Template that we will use to send out 4 mass emails | Laura Taves | 10th October 2020 |
| Create a Donation Form | Create a new Donation Form for our Giving Tuesday Campaign | Elsie Coffey | 11th October 2020 |
| Add a Donate Button to the Email Marketing Template | This button should link directly to the newly created Donation Form and will allow recipients to donate directly to the Campaign | Laura Taves | 11th October 2020 |
| Publish Donation Form on Website | Request our website administrator to publish a button that links to the new form on the Donation Page of our website | Elsie Coffey | 12th October 2020 |
| Create & Send Email Marketing #1 | Use the Email Marketing template to create our first email letting everyone know about Giving Tuesday and encouraging them to donate on the 1st of December. | Laura Taves | 17th November 2020 |
| Create & Send Email Marketing #2 | Use the Email Marketing template to create and send our second email reminding everyone that Giving Tuesday is in one week. | Elsie Coffey | 24th November 2020 |
| Create & Send Email Marketing #3 | Use the Email Marketing template to create and send our third email on Giving Tuesday asking for folks to donate. | Laura Taves | 1st December 2020 |
| Create & Send Email Marketing #4 | Use the Email Marketing template to create and send our final email thanking everyone for their support and sharing our success. | Laura Taves | 4th December 2020 |
Step 2 - Create a Project in Keela
Now that you've got a rough outline of your timeline sketched out, you'll be able to add a new Project for your Campaign in Keela. Don't forget to add each individual Task and deadline to the Project and make sure everyone knows what they need to do!
Learn how to create a Project in Keela here.
Learn how to add tasks to your newly created Project here.
Step 3 - Create a Campaign
Remember when we asked you to brainstorm all of the details of your Campaign? Yes? We do too! Here's where it will come in handy.
Learn how to create a Campaign here.
Step 4 - Create an Email MarketingTemplate
An Email Marketing template is a great way to create an outline for an email that you're going to be sending a lot of. You can create the basic structure for your Email Marketing and make sure that all of the colors and branding are in place. Then, when it's time to send out your Email Marketing, most of the work will already be done for you!
Learn how to create a new Email Marketing template here.
Step 5 - Create a Donation or Revenue Form
You may already have a Keela Donation Form published on your website that you would like to use for this Campaign - that's completely fine! But if you would like to keep all of the Donations and Revenue Payments that you receive separate from your everyday donations, we recommend creating a new form that is linked directly to your Campaign. This way, any payments that are received through the form will be automatically attributed to your Campaign - easy peasy!
Learn how to Create a New Donation Form here.
Important Note: Be sure to connect your new Donation Form to the Campaign that you created back in Step 3.
Step 6 - Create and Send Email Marketing
It's time to share the news of your fundraiser with your Contacts! You can create a new Email Marketing piece and select your pre-made template to start with!
Learn how to create new Email Marketing here.
Important Note: Be sure to connect your new Email Marketing to the Campaign that you created in Step 3.
Step 8 - Review Your Campaign
The Campaign tool in Keela will automatically keep track of any funds that are received through Donation/Revenue forms that have been linked to your Campaign. You'll be able to track your progress and report on your fundraising goal from here!
Learn how to view your Campaign totals here.
Frequently Asked Questions
What if I want to log donations or revenue payments that weren't received through a form (ie. cash, cheque)?
Sure thing! These donations can be manually logged directly into your Keela account. When logging them, you have the option of associating them with a Campaign!
Learn how to log a donation record here.
Learn how to log a revenue payment here.
My donation or revenue payment isn't appearing on my Campaign totals.
If a transaction isn't appearing in your Campaign it means that the record has not been associated with it. There are a couple of places to check and update this, depending on where the donation came from.
- Through a Keela Form - This means that the Keela Form itself hasn't been connected to the Campaign and the donations that are received through it will not be attributed to your Campaign.
Learn how you can Edit the Campaign on your Form. - Manually logged by your or a team member - This means that the transaction was not associated with your Campaign when it was being logged. No worries!
Learn how to edit the Campaign on a Donation
Learn how to edit the Campaign on a Revenue payment