Campaign Types

The “Campaign Types” feature in the Campaigns module of Retention CRM helps member-based organizations categorize their outreach efforts. It allows you to group activities like events, mailings, and fundraising drives under a specific campaign theme. This provides several benefits for Associations, Chambers of Commerce, and Nonprofits:

• Improved Organization: Categorizing campaigns makes it easier to track progress, measure effectiveness, and manage resources efficiently.
• Targeted Communication: You can tailor communication strategies to each campaign type. For instance, a fundraising campaign might involve targeted emails and phone calls, whereas a public awareness campaign might utilize social media and press releases.
• Enhanced Reporting: By filtering reports by campaign type, you can gain valuable insights into the success of different initiatives. This allows you to identify what works and adapt future campaigns accordingly.

Here are three new Campaign Types an Association can use

1. Member Engagement: This type could group activities aimed at increasing member participation, like online forums, networking events, or volunteer opportunities.
2. Professional Development: This type could track programs or workshops offered to members for continuing education or skill development.
3. Policy Advocacy: This type could manage campaigns focused on influencing legislation relevant to the association’s industry or profession.

How to Use “Campaign Types” Feature in Association Management

The provided table shows the default “Campaign Types” in Retention CRM. Let’s break down the fields and populate them for a Nursing Association example:

• Label: This is the name users see (e.g., “Fundraising”).
• Value: An internal identifier (usually not relevant for users).
• Description: A brief explanation of the campaign type (e.g., “Raising funds to support nursing education”).
• Order: Determines the order campaign types appear in dropdown menus (lower numbers appear first).
• Reserved: Indicates if the type is for Retention CRM core functionality and cannot be edited.
• Enabled?: Controls whether the type is available for users to choose.
• Edit/Disable/Delete: Options for managing the campaign type.

A Nursing Association could utilize the “Public Awareness” type for a campaign promoting public health initiatives. They might edit the “Description” field to specify the campaign’s focus, like “Raising awareness about flu prevention.”

Adding New Campaign Types

The “Add Campaign Type” function allows customization. Here’s a breakdown of the options and how a Nursing Association might fill them for a new campaign type:

• Label: “Mentorship Program” (This is the user-friendly name)
• Value: “mentorship_program” (This is an internal identifier)
• Description: “Connecting experienced nurses with new graduates for professional guidance” (This explains the campaign’s purpose)
• Order: You can choose a preferred order based on your needs.
• Enabled?: “Yes” (This makes the new type available for users)

By creating custom campaign types, associations can effectively manage and track their diverse outreach initiatives within Retention CRM.

More Use Cases for Chambers of Commerce, Associations and Nonprofits

Association – Membership Drive

• Campaign Type: Member Engagement
• Campaign Name: Fall Membership Drive
• Use Case: An association can use the “Member Engagement” campaign type to track activities aimed at increasing member participation during their Fall Membership Drive. This could include online forums promoting the benefits of membership, networking events for prospective members, or volunteer opportunities to incentivize joining. By tracking these activities under the “Fall Membership Drive” campaign, the association can measure the effectiveness of their outreach efforts and identify which strategies are most successful at attracting new members.

Chamber of Commerce – Business Advocacy Campaign

• Campaign Type: Policy Advocacy
• Campaign Name: Save Our Main Street Campaign
• Use Case: A Chamber of Commerce can use the “Policy Advocacy” campaign type to manage a campaign influencing legislation relevant to their members’ businesses. For instance, a “Save Our Main Street Campaign” could target local policymakers to advocate for measures supporting small businesses, such as tax breaks or relaxed zoning regulations. Tracking this campaign in Retention CRM allows the Chamber to monitor progress, measure engagement from members, and gauge the impact of their advocacy efforts.

Nonprofit – Fundraising Campaign

• Campaign Type: Fundraising
• Campaign Name: Literacy for All Campaign
• Use Case: A Nonprofit can use the “Fundraising” campaign type to track donations towards a specific cause. For example, a “Literacy for All Campaign” might involve targeted email appeals, phone calls, and social media fundraising drives. By using Retention CRM’s campaign types, the Nonprofit can track the progress of their fundraising efforts, measure the return on investment for different fundraising channels, and identify which methods are most effective at raising money for their literacy programs.