Structuring your campaigns, appeals, and events in Causeview is important for keeping your application well organized, and for information accuracy in accumulating gift and transaction amounts.
Appeals and events compose the child levels of the hierarchy, and they represent your specific outreach and stewardship efforts. Any appeal in the second level of your hierarchy is referred to as a parent appeal, which simply means that it is able to have other appeals below it. It isn’t necessary for a parent appeal to have “child” appeals or events. While an event can exist in the second level of the hierarchy, an event cannot act as a parent, and no appeals or events should exist under it.
You can view the existing hierarchy for a campaign, appeal, or event from the detail page. Click on the “View Hierarchy” link next to the name of the campaign, appeal, or event.
The link will open a page showing the overview of the existing hierarchy. To view information for any other campaign, appeal, or event simply click on the name to open its detail page.
Following this hierarchy ensures rollup figures on the Campaign and Appeal are correctly captured such as Total Giving This Year, Total Giving Last Year and other metrics on the performance of your fundraising activities.
To summarize, here are the structures of Campaign/Appeals you'll want to manage your Transactions under:
- Campaign - Appeal
- Campaign - Appeal - Appeal
- Campaign - Appeal - Appeal - Appeal
- Campaign - Appeal - Appeal - Appeal - Appeal
- Campaign - Appeal - Event
- Campaign - Appeal - Appeal - Event
- Campaign - Appeal - Appeal -Appeal - Event
Here are some videos on adding these records: