Campaign Status

The “Campaign Status” feature in the Campaigns module of Retention CRM allows membership organizations to track the lifecycle of their campaigns. It provides a simple way to categorize campaigns based on their progress, from initial planning stages (“Planned”) to completion (“Completed”) or cancellation (“Cancelled”). This helps Associations, Chambers of Commerce, and Nonprofits stay on track, meet deadlines, and reach their goals with accountability and transparency.

• Improve transparency and accountability: Track campaign progress and measure success rates.
• Enhance resource allocation: Prioritize campaigns based on their stage and potential impact.
• Facilitate collaboration: Ensure everyone involved in a campaign is aware of its current status.

New Campaign Statuses for a Nursing Association

Here are some additional Campaign Statuses relevant to a nursing association:

• Concept: A preliminary campaign idea is being brainstormed.
• Development: The campaign is being actively planned and designed.
• Registration Open: Participants can register for an event or program associated with the campaign.
• Course Delivered: The educational component of the campaign has been completed.
• Evaluation: The association is gathering feedback and assessing the campaign’s effectiveness.

Understanding ‘Campaign Status’ Fields

Now, let’s break down the fields and settings in your provided table:

• Label: This is the user-friendly text displayed for each status (e.g., “Planned”).
• Value: An internal code associated with the status.
• Description: Provides more details about the status (optional).
• Order: Determines the order statuses appear in dropdown menus (higher number = lower position).
• Reserved: System-reserved statuses cannot be edited or deleted. (“Yes” means it’s a system setting)
• Enabled? Shows if the status is actively used (toggle “Yes” or “No”).
• Edit/Disable/Delete: Permissions for modifying the status.

How to Use ‘Campaign Status’ Feature in Association Management

Imagine a nursing association running a campaign to promote continuing education courses. They can use the “Registration Open” status when participants can sign up, then switch to “Course Delivered” once the course is complete. This helps track the campaign progress and identify key stages.

Adding a New Campaign Status

‘Add Campaign Status’ allows creating custom statuses for your specific needs. Here’s how the fields work:

• Label: Enter the user-friendly name for your new status (e.g., “Member Recruitment Drive”).
• Value: Assign a unique internal code (e.g., “member_drive”).
• Description: (Optional) Provide a brief explanation of the status.
• Order: Choose the position for the new status in the list.
• Enabled?: Set to “Yes” to make the status usable.

Nursing Association Example (Adding a Status):

The nursing association might want to add a “Needs Approval” status for campaigns requiring leadership sign-off before launch. They would fill in the fields like this:

• Label: Needs Approval
• Value: approval_needed
• Description: Campaign concept needs leadership review and approval.
• Order: (Choose an appropriate position based on their workflow)
• Enabled?: Yes

More Use Cases for Nonprofits, Associations and Chambers of Commerce

Association – Tracking Conference Attendance

• Campaign Statuses
  • Planned: Conference concept is being developed (e.g., speaker selection, venue booking).
  • Development: Registration details are being finalized (e.g., fees, deadlines).
  • Registration Open: Attendees can register for the conference.
  • Promotion Active: Marketing efforts to promote the conference are underway.
  • Conference Held: The conference has taken place.
  • Evaluation: Feedback is being collected and the conference’s success is being measured.
• Use Case Description: An association can use Retention CRM’s Campaign Status to track the progress of their annual conference. This allows them to monitor registration rates, identify areas for improvement in promotion, and measure overall attendee satisfaction.

Chamber of Commerce – Membership Drive

• Campaign Statuses
  • Planned: Membership drive strategy is being formulated (e.g., target audience, incentives).
  • Development: Membership package details and marketing materials are being created.
  • Launch: The membership drive has officially begun.
  • Promotion Active: Outreach efforts to attract new members are underway (e.g., social media campaigns, email blasts).
  • Enrollment Open: Potential members can apply for membership.
  • Evaluation: The membership drive’s effectiveness is being assessed (e.g., number of new members, conversion rates).
• Use Case Description: A chamber of commerce can leverage Retention CRM’s Campaign Status to track their membership drive. This helps them monitor progress, identify gaps in outreach, and measure the success of their recruitment efforts.

Nonprofit – Fundraising Campaign

• Campaign Statuses
  • Concept: Brainstorming fundraising ideas (e.g., galas, donation drives).
  • Development: Fundraising plan is being created (e.g., budget, target goals).
  • Launched: The fundraising campaign has officially started.
  • Promotion Active: Fundraising efforts are underway (e.g., contacting donors, social media appeals).
  • Donations Received: Tracking incoming donations throughout the campaign.
  • Closing Stages: The campaign is nearing its end (e.g., final outreach to potential donors).
  • Evaluation: Campaign results are being analyzed (e.g., total amount raised, donor acquisition).
• Use Case Description: A nonprofit can use Retention CRM’s Campaign Status to manage their fundraising campaign. This provides insights into donor engagement, tracks incoming donations, and helps assess the campaign’s effectiveness in meeting fundraising goals.