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Campaign Management Tour

Campaign Management is a Vista-ready, no hassle add-on to MMS. It integrates seamlessly with MMS contributions and pledges.

Simply install Campaign Management and start building your campaign teams.

To enlarge any picture just click on it.

Campaign Set Up Window
Campaign Tree
Donor Update Window
Report Selection Window


Campaign Set Up Window

The Campaign Set Up Window is where you configure your Teams and define targets for member contributions.

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You can have as many Campaigns as you wish but you will be working with one Campaign at a time. Just follow the numbers. Step (1) create or select a Campaign. Step (2) create or select a Division within the Campaign. Step (3) create or select a Team within the Division. Step (4) assign Callers to the Team.

Once you have selected a Caller you can assign potential donors (MMS members) to that individual and set up appointments with the donor.

By selecting the appropriate tab you can display the donors assigned to the Campaign, Division, Team or Worker. Corresponding totals will be displayed for the selected members.

Click the Down Arrow to learn more about the Campaign Tree.

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Campaign Tree

The Campaign Tree is a powerful tool to let you display your Campaign's structure. When the tree is first displayed a single line is shown representing the Campaign you are working with. You can then selectively expand the tree to display your area of interest.

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By clicking the Expand/Contract button you can quickly display or hide the details of your Campaign.

By using Drag and Drop you can move donors from one Worker to another, Workers (and their donors) from one Team to another and so forth. Likewise you can move Teams from one Division to another.

Note that Goals, Gifts and Pledges are displayed on the tree. By double-clicking a line on a tree you can update the information for the line.

Click the Down Arrow to see the Donor Update Window.

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Donor Update Window Click to Enlarge Picture

Since Campaign Management donors are MMS Members all the contribution and pledge reporting in MMS is available in addition to the subjective information which can be entered on the Update Donor form.

Evaluation and Ask ranges can be entered to assist the Worker when contacting the Donor. A Donor can be tagged as "Active", "Follow Up" or "Declined". These values let you filter your reports to display whichever attribute you choose.

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Report Selection Window

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In addition to the MMS reports the Campaign Management program has its own reports so you can evaluate the progress of your campaign. Simply highlight the report you wish to Print or Preview, select the Campaign and other options and then click the "Printer" button. Easy!

By selecting "All", "Active" or "Declined" you can filter your report to contain the respective group of donors. If you wish you can report information for a single Donor instead of a Group.

Thanks for taking this Tour!

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This page last Updated:
7-09-2008
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