Personal Campaign Page Summary

The ‘Personal Campaign Page Summary’ report in Reports module of Retention CRM provides Nonprofits, Associations and Chambers of Commerce with a high-level overview of fundraising efforts through personal campaign pages.

General Functionality of ‘Personal Campaign Page Summary’ report

Here’s a breakdown of the report’s available options and fields:

• Supporter Page Title: Title of the personal campaign page created by an individual supporter.
• Committed Amount (Goal Amount): Target fundraising amount set by the supporter for their campaign.
• Personal Campaign Title: Title assigned by the supporter to their campaign (optional).
• Amount Received: Total amount of donations collected through the supporter’s campaign page.
• Number of Donors: Total number of individuals who donated to the supporter’s campaign.
• Most Recent Payment: Date of the latest donation received through the supporter’s campaign page.

Using ‘Personal Campaign Page Summary’ Report in Association Management

• Supporter Page Title: This could be the name of the nurse or a team of nurses fundraising for the association.
• Committed Amount (Goal Amount): The amount the nurse or team aims to raise for the association’s specific cause (e.g., funding scholarships, new medical equipment).
• Personal Campaign Title: The nurse or team can personalize their campaign with a title like “Nurses for New Equipment” or “Campaign for Compassionate Care.”
• Amount Received: The total donations collected to support the nursing association through the campaign.
• Number of Donors: The total number of individuals who donated to the association through the nurse or team’s campaign page.
• Most Recent Payment: The date of the latest donation received for the association through the campaign.

Additional Filters:

• Supporter Name: Filter by the name of the supporter who created the campaign page.
• Payment Page Title: Filter by the specific Payment page used for personal campaigns (if the association has multiple).
• Event Title: Filter by an event that might have inspired personal campaign fundraising (optional).
• Payment Status: Filter by the status of the donation (completed, pending, refunded).
• Credit Card Type: Filter by the type of credit card used for donations (optional).

How a Nursing Association Can Utilize This Report:

Let’s consider a scenario: The nursing association runs a campaign to raise funds for new patient monitors. Nurses create personal campaign pages to encourage donations from friends, family, and colleagues.

The ‘Personal Campaign Page Summary’ report helps the association track progress:

• Identify Top Fundraisers: Sort by “Amount Received” to see which nurses or teams are raising the most funds.
• Evaluate Campaign Performance: Compare “Amount Received” to “Committed Amount” to see if supporters are reaching their goals.
• Analyze Donor Base: Use the “Number of Donors” to understand how many people each campaign page is reaching.
• Track Donation Trends: Use “Most Recent Payment” to see if donations are still coming in for each campaign.

More Use Cases for Chambers of Commerce, Associations and Nonprofits

Track the progress of a fundraising campaign for new patient monitors (Association)

The report can be used by a nursing association to track the progress of a fundraising campaign for new patient monitors. The association can use the report to identify top fundraisers, evaluate campaign performance, analyze donor base, and track donation trends. This information can be used to recognize and thank top-performing fundraisers, identify campaigns needing additional promotion, reach out to supporters who haven’t donated recently, and gain insights into campaign effectiveness for future fundraising efforts.

Track the progress of a campaign to raise funds for a local business incubator(Chamber of Commerce)

A chamber of commerce can use the report to track the progress of a campaign to raise funds for a local business incubator. The chamber can use the report to identify member businesses that are raising the most funds, see how close the campaign is to reaching its goal, and track how many businesses are participating in the campaign. This information can be used to recognize and thank member businesses that are going above and beyond, identify businesses that may need help reaching their fundraising goals, and promote the campaign to businesses that have not yet participated.

Track the progress of a campaign to raise funds for disaster relief(Nonprofit)

A nonprofit organization can use the report to track the progress of a campaign to raise funds for disaster relief. The report can be used to identify individual donors who are raising the most funds, see how close the campaign is to reaching its goal, and track how many people are donating to the campaign. This information can be used to recognize and thank top donors, identify areas where the campaign can be promoted to reach new donors, and track the overall effectiveness of the campaign.

By analyzing this report, Associations, Chambers of Commerce and Nonprofits can:

• Recognize and thank top-performing fundraisers.
• Identify campaigns needing additional promotion.
• Reach out to supporters who haven’t donated recently.
• Gain insights into campaign effectiveness for future fundraising efforts.