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Set-up

This chapter will help you to set up CiviCampaign so that you can track related activities such as contributions, surveys, and mailings that are part of a particular campaign or project.

Enable CiviCampaign

First, you need to enable the CiviCampaign component.

  1. Go to Administer > System Settings > Enable CiviCRM Components.
  2. Select CiviCampaign and click Enable then Save

Once CiviCampaign is enabled, it will show up as the new menu item Campaigns located along the top of your CiviCRM screen.

Add a new campaign type

CiviCampaign provides three default campaign types:

  • Direct Mail
  • Referral Program
  • Constituent Engagement

You can add any campaign type that is appropriate for your work (and disable those that aren't).

To add a new campaign type:

  1. Go to Administer > CiviCampaign > Campaign Types.
  2. This will display a list of existing campaign types:

    column headers are: label, value (unique number), description, order, reserved, enabled (yes or no) 3. Click on Add Campaign Type, and give the new type a label and a description (optional). 4. Optionally, change the default weight: this affects the order in which this new event type appears in drop-down menus (smallest numbers appear highest). 5. Click Save.

The next time you add a new campaign, this campaign type will be available to assign to your new campaign.

Campaign status

Assigning a status to your campaign allows you to internally track which stage a given campaign is in.

  1. Go to Administer > CiviCampaign > Campaign Status. The default statuses are Planned, In Progress, Completed, and Cancelled.
  2. Click Add Campaign Status, give it a name and, optionally, a description.
  3. Changing the weight is not necessary but will affect the order in which this new status appears in drop-down menus.
  4. Click Save and the new status will then be available to assign to campaigns.

overview of campaign statuses. Column headers are: label, value, description, order, reserved (yes or no), enabled (yes or no)

Engagement index

CiviCampaign allows you to track an individual's level of interest/engagement in a particular activity. The Engagement Index can be recorded for general activities or actions, i.e. Send an Email, Meeting, Phone Call, Interview, and any additional custom activities/actions you create. To find out more about how to record an activity to an individual, see Contacts in the Organising Your Data section.

To configure the Engagement Index:

  1. Go to Administer > CiviCampaign > Engagement Index.
  2. Configure the engagement index as a number, e.g. 1 is a high level of engagement, and 5 is low level of engagement.

This information can supplement your outreach employees' or organizers' assessment of member engagement/interest in your organization.

overview of engagement index options. Columns headers are: label, value, description, order, reserved (yes or no), enabled (yes or no). Each option can be edited, disabled, or deleted.