Help Center Home
Campaigns

The Campaigns App in CharityEngine® is your organization's central hub for marketing, fundraising, and constituent engagement efforts. Campaigns help you organize, execute, and measure all of your outreach activities—from fundraising appeals and event promotions to volunteer recruitment and advocacy initiatives.

At the highest level, a Campaign represents an overarching goal or strategy, typically tied to a specific timeframe or objective. For example, you may create a campaign for Spring 2026 Annual Giving, Year-End Giving, or Volunteer Recruitment 2026. Campaigns provide a framework for organizing and reporting on related outreach efforts.

Within each campaign are one or more Initiatives. An initiative is a specific touchpoint with constituents that contains a defined call to action. Common initiative goals include:

  • Making a donation
  • Registering for an event
  • Signing up to volunteer
  • Joining an opt-in list
  • Completing a survey
  • Taking an advocacy action
  • Renewing a membership

Initiatives are the individual communications your audience receives and are the primary way you engage constituents throughout a campaign.

Every initiative begins with a Creative. A creative contains the content, branding, design, and messaging used for a communication, whether it is delivered through:

  • Email
  • SMS/Text Message
  • Direct Mail
  • Landing Pages
  • Other digital communications

An initiative is created by combining a creative with a target audience and a sending schedule. In other words, the initiative "activates" the creative by defining who receives the message and when it will be delivered.

The Campaigns App also includes tools to help you build, manage, and optimize your communications:

Create & Publish

Create and manage:

  • Creatives
  • Initiatives
  • Campaigns
  • SMS Numbers
  • Landing Page URLs
  • Telephone Numbers
  • Media Library Assets

Quick Actions

Quickly launch common outreach activities, including:

  • Email Blasts
  • SMS Blasts
  • Initiatives
  • Tracking URLs

List Management

Build and maintain your audiences with:

  • Opt-In Lists
  • Email Blacklists
  • Do Not Mail Lists

Surveys

Create and manage:

  • Surveys
  • Questions
  • Responses
  • Answers

Automate

Streamline constituent engagement using:

  • Communication Series
  • Communication Schedulers

Target & Test

Optimize campaign performance by:

  • Building Audiences
  • Creating A/B Tests and Multivariable Tests

Tools & Reference

Access:

  • Widget Generator
  • Merge Tokens

Reporting & Analytics

Measure campaign effectiveness using reports such as:

  • Initiative Analytics
  • Campaign Analytics
  • Campaign Dashboard
  • Email Deliverability
  • Analytics by Domain (ISP)

The Campaigns App provides everything needed to plan, create, send, automate, and measure constituent communications. By organizing outreach into Campaigns, Initiatives, and Creatives, organizations can maintain a clear structure for engagement efforts while tracking results across fundraising, marketing, membership, volunteer, and advocacy programs.

   
Powered by Powered By CharityEngine