Summary
Operations are activities like appeals, acquisitions and most activities that include solicitation to donors. Operations are associated to Campaigns, your Campaigns are how your Operations are grouped. This section can be accessed from the side menu below.
Campaigns can also be associated to grouping your income streams. Operations are mainly used to track income for the activities being run within your organisation. An example for a campaign/operation structure can be similar to below.
Direct Mail
Annual Appeal
Newsletter April
Newsletter August
Newsletter December
Regular Giving
Regular Giving
Telemarketing
TeleFund
Grants
Grant Applications
For the example above the campaigns are Direct Mail, Regular Giving, Telemarketing and Grants. These are are the main income streams that should be defined if they are income streams for your organisation. The heading under the campaigns are Operations they are the activities.
Selecting Operations from the side menu will list all the active or achieved Operations. From here new Operations can be created or edit existing ones.
When creating a new or editing an Operation this is done in the Operation screen. On the left-hand side select the ‘Type’ of operation, the ‘date’ of the operation, the ‘Campaign’ that this operation is associated, the ‘description’ of the operation and any ‘notes’ regarding the operation.
