How to Manage Campaigns in NPSP

Managing campaigns in the Salesforce Nonprofit Success Pack (NPSP) is crucial for nonprofit organizations aiming to streamline their fundraising, events, and outreach activities. This guide will help you understand how campaigns work in NPSP, manage mailing list labels, and set up GAU Allocations on campaigns.

What Are Campaigns and How Do They Work?

Campaigns in NPSP are powerful tools used by nonprofits to plan, execute, and track various outreach activities, including fundraising appeals, events, solicitations, and advocacy campaigns. Campaigns help you organize and segment your efforts, making it easier to manage and analyze the impact of your initiatives.

Key Features of Campaigns in NPSP

1. Planning and Execution: Campaigns allow you to plan and execute fundraising and outreach activities effectively. You can track various campaign types such as events, direct mail, email appeals, and social media campaigns.
2. Tracking and Analysis: With campaigns, you can track key performance metrics, such as response rates, funds raised, and ROI. This data helps you analyze the success of your campaigns and make data-driven decisions.
3. Hierarchy and Structure: Campaigns can be organized into hierarchies, allowing you to group related campaigns under a parent campaign. This structure helps you manage and report on multiple campaigns efficiently.

Create Deduplicated Mailing Lists from a Campaign

Direct mail remains a significant part of fundraising and outreach, despite the digital age. However, sending duplicate mailings is costly and inefficient. Creating deduplicated mailing lists ensures that each donor receives only one piece of mail, demonstrating that your organization is efficient and does not waste resources.

Steps to Create Deduplicated Mailing Lists

1. Run a Campaign Report: Generate a report of all the contacts and organizations included in your campaign.
2. Use Deduplication Tools: Utilize Salesforce’s built-in deduplication tools to identify and merge duplicate records, ensuring that each address appears only once in your mailing list.
3. Export the List: Once deduplication is complete, export the list to your preferred format for printing or mailing.

Generate Labels for Direct Mail

Generating mailing labels for your campaigns is essential for direct mail efforts. NPSP allows you to create labels for both Household and Organization addresses efficiently.

Steps to Generate Mailing Labels

1. Create a Report: Run a report of the contacts or organizations in your campaign.
2. Format Labels: Use Salesforce’s label formatting tools to customize the appearance of your labels, including name, address, and any other relevant information.
3. Print Labels: Export the formatted labels to a compatible format for printing on label sheets.

Campaigns for Fundraising Implementation Guide

This guide helps nonprofit administrators plan and implement campaigns to support fundraising efforts. By leveraging campaigns, you can track various fundraising activities, send event invitations, and monitor key performance metrics.

Key Components of Fundraising Campaigns

1. Fundraising Appeals: Track the performance of different appeals, such as direct mail, email, or phone calls.
2. Event Invitations: Manage RSVPs, attendance, and follow-ups for fundraising events.
3. Performance Metrics: Monitor metrics such as total funds raised, average donation size, and donor engagement levels.

Create Allocations for Campaigns

Allocating funds raised from campaigns to specific General Accounting Units (GAUs) is essential for accurate financial reporting and budgeting.

Steps to Create Allocations

1. Set Up GAUs: Ensure that your GAUs are set up correctly in Salesforce.
2. Allocate Funds: During the campaign setup, allocate the expected funds to the relevant GAUs. This helps in tracking the financial impact of each campaign accurately.
3. Monitor Allocations: Regularly review and adjust allocations as needed based on actual funds raised and campaign performance.

Conclusion

Managing campaigns in NPSP involves planning, executing, and tracking various fundraising and outreach activities efficiently. By creating deduplicated mailing lists, generating direct mail labels, and setting up GAU allocations, you can streamline your operations and enhance the impact of your campaigns.

To learn more about how to optimize your campaign management in NPSP and leverage the full potential of Salesforce for your nonprofit, connect with a Nonprofit Cloud consultant today. They can provide tailored solutions to help you achieve your fundraising goals and drive greater impact.

Also, Read:

• Volunteer Management Done Easy with Salesforce
• Donor Management Software for Small Nonprofits