Campaign Dashboard

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The “Campaign Dashboard” feature in Campaign management module in Retention CRM is a central hub that provides Associations, Chambers of Commerce and Nonprofit organizations a high-level overview of their activities, initiatives, or other programs. It consolidates information from various modules of Retention CRM such as contacts, memberships and events, provides you with a complete picture of related efforts that your organizations is undertaking about a particular goal or objective, allowing you to monitor progress and make informed decisions.

General Functionality of “Campaign Dashboard” Feature

  • Campaigns: This section likely displays a list of your active campaigns. You can click on a specific campaign to access detailed information.
  • Surveys: This section might show the number of surveys created or launched in relation to specific campaigns. Clicking on it could lead you to survey results or creation tools.
  • Petitions: Similar to surveys, this section might indicate the number of petitions associated with campaigns. Clicking on it could lead to petition management tools.

Add Campaign: This button allows you to create a new campaign within Retention CRM.

Here’s a breakdown of the fields you’ll encounter when adding a new campaign:

  • Title: A concise and descriptive name for your campaign (e.g., “Free Flu Shot Clinics for Kiev”).
  • Description: A detailed explanation of your campaign’s goals, target audience, and activities (e.g., “Provide free flu shots to underprivileged communities in Kiev”).
  • Start Date: The date your campaign officially begins.
  • End Date: The date your campaign is scheduled to conclude.
  • Type: You can define the category of your campaign (e.g., Fundraising, Advocacy, Membership Drive).
  • Status: This indicates the current stage of your campaign (e.g., Planning, In Progress, Completed).
  • Enabled: This checkbox determines whether the campaign is active and accepting contributions or registrations.

Using “Campaign Dashboard” Feature in Association Management

Here’s how a nursing association might utilize the Retention CRM Campaign Dashboard:

Let’s say the Ukraine Nurses Association (UNA) wants to launch a campaign to promote public awareness about mental health issues among nurses.

  • Add Campaign: The UNA creates a new campaign titled “Mental Wellness Matters for Nurses.”
  • Description: The description details the concerning rates of mental health issues in nurses and the importance of seeking help. It outlines educational webinars and support group meetings planned during the campaign.
  • Start Date & End Date: The campaign runs for a month, starting on a designated date.
  • Type: The campaign type is set to “Advocacy.”
  • Status: Initially, the status is “Planning.” As the campaign progresses, it gets updated to “In Progress” and finally “Completed.”
  • Enabled: The campaign is enabled to allow for online registration for webinars and support groups.

Utilizing the Dashboard:

The UNA can monitor the “Campaign Dashboard” to track:

  • The number of nurses who register for webinars and support groups.
  • Track any petitions or surveys launched to gauge nurses’ mental health experiences.
  • Monitor the campaign’s progress towards its goals (e.g., increasing awareness about mental health resources).

More Use Cases for Associations

Fundraising Campaign for a Medical Association

A medical association wants to raise funds for scholarships for underprivileged medical students. They can use the Campaign Dashboard to:

  • Track donations received throughout the campaign.
  • Monitor progress towards their fundraising goal.
  • Identify top donors and tailor future outreach strategies.

Membership Drive for an Environmental Association

An environmental association aims to increase membership and engagement. The Campaign Dashboard can help them:

  • Track the number of new members who sign up during the drive.
  • Analyze demographics of new members to refine targeting for future campaigns.
  • Monitor the effectiveness of different membership promotion strategies.

Public Awareness Campaign for a Historical Society

A historical society wants to raise awareness about a new exhibit. They can leverage the Campaign Dashboard to:

  • Track website traffic to the exhibit’s dedicated page.
  • Monitor registrations for events and tours related to the exhibit.
  • Gauge public interest through surveys included in the campaign.

By effectively using the Campaign Dashboard feature, A Not-for-profit, Chamber of Commerce or Association can get a helicopter view of all the efforts and activities it undertakes to achieve a particular goal or objective, learning what’s working and what’s not working and take corrective measures to ensure it is on the right path to achieve its goals and objectives.