Campaigns & Forms: AI-Powered Campaign and Form Content Suggestions

Introduction

Generate smarter campaign content directly within CharityEngine using the new AI Agent for forms, landing pages, and donor communications. Powered by the organization’s historical engagement data and performance metrics, the AI Agent can suggest subject lines, campaign messaging, landing page copy, and more to help improve donor engagement and conversion rates.

This feature is available to organizations currently provisioned for Writer Assistant powered by ChatGPT.

Table of Contents

1. Introduction
2. Prerequisites
3. Access the AI Agent
4. Generate AI Suggestions
5. Review and Edit Suggested Content
6. Apply AI Content to Campaigns and Forms
7. Outcome
8. FAQ & Further Reading

Prerequisites

Before using AI-powered content suggestions, ensure the following:

• Writer Assistant powered by ChatGPT is enabled for the organization
• Appropriate permissions to manage campaigns, forms, or landing pages

Organizations not currently provisioned for Writer Assistant should contact their account manager for additional information regarding availability and pricing.

Instructions

Instruction: Access the AI Agent

Step 1:

Navigate to the applicable content area within CharityEngine, including:

• Forms
• Landing pages
• Campaign messaging
• Donor communications

Step 2:

Open the content editor for the selected asset.

Step 3:

Locate the AI Agent or Writer Assistant option within the editor experience.

Instruction: Generate AI Suggestions

Step 1:

Select the type of content to generate or enhance.

Step 2:

Choose from supported content suggestions including:

• Subject lines
• Campaign messaging
• Landing page copy
• Donor communication language

Step 3:

Initiate the AI suggestion process.

Step 4:

Allow CharityEngine to analyze organizational engagement data and performance metrics to generate recommendations.

Instruction: Review and Edit Suggested Content

Step 1:

Review generated content suggestions.

Step 2:

Modify or refine suggested messaging to align with organizational tone, branding, and campaign goals.

Step 3:

Test multiple variations where applicable to optimize donor engagement.

Step 4:

Save approved content updates.

Instruction: Apply AI Content to Campaigns and Forms

Step 1:

Apply selected AI-generated content to the applicable campaign or form.

Step 2:

Publish or schedule the updated content as needed.

Step 3:

Monitor engagement and conversion metrics to evaluate performance improvements.

Outcome

After completing the above steps, the organization should be able to generate AI-assisted campaign and donor communication content directly within CharityEngine. This enhancement helps improve efficiency, streamline content creation workflows, and support stronger donor engagement through data-informed messaging recommendations.

FAQ & Further Reading

Q. What types of content can the AI Agent generate?

A. The AI Agent can suggest subject lines, campaign messaging, landing page copy, donor communication language, and additional campaign-related content.

Q. What data powers the AI recommendations?

A. Suggestions are informed by the organization’s historical engagement data and performance metrics within CharityEngine.

Q. Is this feature available to all organizations?

A. No. This feature is currently available to organizations provisioned for Writer Assistant powered by ChatGPT.

Q. Can generated content be edited before publishing?

A. Yes. Organizations can fully review and edit all suggested content before use.