CiviCRM

Set-up

This chapter will help you to set up with CiviCampaign so that it enhances the effectiveness of your organization's campaigns.

Enable CiviCampaign

First, you need to enable the CiviCampaign component.

  1. Go to Administer > Configure > Global Settings > Enable CiviCRM Components.
  2. Select CiviCampaign and click Enable


Once CiviCampaign is enabled, it will show up as a new menu item Campaigns along the top of your CiviCRM screen.


Add a New Campaign Type

CiviCampaign provides three default campaign types:

  • Direct Mail 
  • Referral Program
  • Constituent Engagement. 
You can add any campaign type that is appropriate for your work (and disable those that aren't). 

To add a new campaign type:

  1. Go to Administer > CiviCampaign > Campaign Types


      
  2. This will display a list of existing campaign types:

  3. Click on Add Campaign Type, and give the new type a label and a description (optional).
  4. Optionally, change the default weight: this affects the order in which this new event type appears in drop-down menus (smallest numbers appear highest).
  5. Click Save.

The next time you add a new campaign, this campaign type will be available to assign to your new campaign.

Campaign Status

Assigning a status to your campaign makes it possible to update campaign activities in the database and track how the campaign is proceeding. 

  1. Go to Administer > CiviCampaign > Campaign Status


    The default statuses are Planned, In Progress, Completed, and Cancelled.
  2. Click Add Campaign Status, give it a name and, optionally, a description. 
  3. Changing the weight is not necessary but will affect the order in which this new status appears in drop-down menus. 
  4. Click Save and the new status will then be availble to assign to campaigns. 

Engagement Index

CiviCampaign allows you to track an individual's level of interest/engagement in a particular activity. The Engagement Index can be recorded for general activities or actions, i.e. Send an Email, Meeting, Phone Call, Interview, and any additional custom activities/actions you create. To find out more about how to record an activity to an individual, see Contacts in the Organising Your Data section.

To configure the Engagement Index:

  1. Go to Administer -> CiviCampaign -> Engagement Index.
  2. Configure the engagement index as a number, e.g. 1 is a high level of engagement, and 5 is low level of engagement. 
This information can supplement your outreach employees' or organizers' assessment of member engagement/interest in your organization.