Campaigns
Build and collaborate on powerful workflows via CiviCRM’s campaign manager
A Campaign in Greenleaf ONE is a focused effort with one or more specific desired programmatic or financial outcomes, This functionality allows you to assign any activity (email, blast email, phone call, letter, event, contribution page, etc) to a campaign, and then assign the incoming fruits of your labors to the campaign as well. This allows you to track, measure, and analyze the effectiveness of your campaign by comparing the output necessary to generate a specific return.
Campaign Types
fully customizable for your organization
Start and End Dates
you define when the campaign begins and ends.
Status
customize to your workflow
Goal
Campaign goals can be defined financially or with other metrics
Surveys & Petitions
create opportunities to poll your constituents and get their feedback
Additionally, Greenleaf ONE lets you organize your contacts the way you think about them in real life, so that your CRM is an extension of the way you think, rather than something you have to think differently about. Not only that, but you can create “smart groups” that automatically organize your contacts based on criteria you create. So for instance, if you define “Top Level Donors” as anyone who has given $10,000 or more, then as a contact crosses the $10,000 threshold, they will automatically be added to that group, and taken out of any group for which they no longer meet the criteria.
Finally you can use Greenleaf ONE’s powerful workflow engine in conjunction with all of the above to create a moves management protocol that is specific to your organization. This empowers you to lead your prospects and donors expertly along the engagement continuum, bringing them from least engaged to the most appropriate engagement level for that constituent.