Add New Campaign

The “Add New Campaign” feature in Campaign Management module of Retention CRM allows Chambers of Commerce, Nonprofits and Associations to create and manage particular efforts, initiatives, or any program towards a particular goal or objective that involves engaging with your members, donors, government agencies, volunteers and other stakeholders.

General Functionality of “Add New Campaign” Feature

Here’s a breakdown of the options/fields you’ll encounter when creating a Add New Campaign:

• Required Fields
  • Title: A concise and descriptive name for your campaign (e.g., “Flu Vaccination Drive”)
  • Type: Select the primary purpose of your campaign. Common options include Fundraising Event, Membership Drive, or Public Awareness. Edit Type Options might provide additional specific choices.
  • Start Date: The date your campaign officially begins.
• Optional Fields
  • Description: Provide a detailed explanation of your campaign’s goals, activities, and target audience.
  • Include Group(s): Select specific member groups within your nursing association to target with this campaign (e.g., Registered Nurses, Nurse Aides).
  • End Date: Set an end date for your campaign, although it’s not mandatory.
  • Status: Choose the current state of your campaign (e.g., Planning, In Progress, Completed). Edit Status Options might offer additional statuses.
  • Campaign Goals: Outline the specific objectives you hope to achieve through this campaign (e.g., Increase flu vaccination rates by 20%).
  • Revenue Goal: Set a target amount of income you aim to raise through this campaign (applicable for fundraising campaigns).
  • External ID: Assign a unique identifier used by another system to track this campaign (optional).
  • Is Active? Check this box to keep the campaign record active in Retention CRM.

Using “Add New Campaign” Feature in Association Management

Let’s consider a scenario where a nursing association wants to increase awareness about the importance of mental health among nurses:

• Title: Mental Health Matters for Nurses Campaign
• Type: Public Awareness
• Description: This campaign aims to educate nurses about mental health challenges they might face and available resources for support.
• Include Group(s): Registered Nurses, Licensed Practical Nurses
• Start Date: 2024-07-01 (National Nurse’s Week)
• End Date: 2024-07-31
• Status: Planning
• Campaign Goals:
  • Increase website traffic to the mental health resources page by 30%.
  • Generate 100 sign-ups for a free online mental health webinar.
• Revenue Goal: N/A (not a fundraising campaign)
• External ID: MHMN2024 (internal tracking code)
• Is Active? Checked (campaign is currently being planned)

More Use Cases for Associations

Membership Drive

Increase membership through targeted outreach:

• Create a campaign titled “Join Our Community!” with the “Membership Drive” type.
• Utilize the “Include Group(s)” field to target lapsed members or specific professions within the association.
• Craft an enticing campaign description highlighting membership benefits.
• Track progress towards a goal of acquiring a certain number of new members.

Advocacy Campaign

Mobilize members for a legislative cause:

• Design a campaign named “Support Bill XYZ” with the type set to “Advocacy Initiatives.”
• Include relevant member groups who might be impacted by the legislation.
• Provide clear calls to action within the campaign description, such as contacting representatives or attending a rally.
• Monitor member participation and gauge the campaign’s effectiveness.

Volunteer Recruitment

Streamline volunteer sign-ups for association events:

• Develop a campaign titled “Volunteer for [Event Name]” with a custom type like “Volunteer Drive.”
• Target specific member groups with the necessary skillsets for the event.
• Set a clear deadline for volunteer applications within the “End Date” field.
• Track the number of volunteers recruited and manage their assignments through Retention CRM.

By utilizing the ‘Add New Campaign’ feature, a nonprofit, chamber of commerce or association can effectively manage its campaigns for a particular goal or objective within Retention CRM and track progress towards goals and measure the success of its efforts.