What do the campaign coding fields mean?
🔶 Contextual Data
The contextual data populates columns the first columns of the file. Here you will find the values taken directly from your CRM. These values will not change when you apply new coded values.
In this section you will find
| Campaign Name | The name of the campaign. |
| Campaign Year | The year of the campaign. |
🔶 Changeable Data
The Changeable Data contains both current and updatable coding cells, and populates the final columns of the file. The 'Current Value' columns contain the current coding values - these may have been populated automatically by the system, taken directly from you data or created manually by a user.
New Campaign Name
🗝️ This is a key field and must be completed to use the Donation tool.
This field populates automatically with the values contained within your system. Coded values will appear in the Donation tool.
Tip - take this opportunity to standardize your campaign names. Try removing references to season year or day of the week - aim to only keep the most relevant information, and standardize it across all seasons as this will make it easier to analyze in the Donation tool.
New Campaign Year
🗝️ This field is initially coded based on your data. You must confirm that the year is correct in order to use the donation tool.