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VIDEO | How to Set up Campaigns



  • Margaret Rousu

    This was very useful, but I'm wondering what happens when you delete a campaign?  Does campaign information remain in the contributions or not?

  • William Naylor

    Hi Margaret - Deleting campaigns is not advised.  The campaign information would remain in the contributions and you would lose access to searches and reports based on that campaign.  If you are hoping to make your list of campaigns more navigable, you can set your campaigns to inactive. To do this, go to the page where you can edit your campaign and change Active to NO.  When a campaign is marked as Inactive, it no longer appears by default when searching or on reports but you can still access it by clicking on 'Inactive Camapaigns'.


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