How Do I Use Campaigns and Segments to Track My Fundraising Efforts?

Tracking the source of a gift is imperative to be able to view the success of different fundraising asks. Using Segments and Campaigns strategically and consistently will give your team a wealth of knowledge regarding successful asks, donor insights, and donor trends. 

Note: For organizations using RaiseDonors and Virtuous CRM as a paired solution, the Campaigns and Segments created in RaiseDonors can sync to Virtuous. This means you will not need to duplicate these items into Virtuous but they will be created via the integration. 

How to Use Campaigns 

Campaigns may describe a coordinated outreach effort -- think “Fall Membership Drive” or “New Library Capital Campaign” -- or they may simply be a way to capture your annual fundraising efforts. Essentially, Campaigns can be used to structure your fundraising efforts into clear categories for tracking and reporting purposes. 

How to Use Segments 

Segments will be used to define the different audiences you are targeting and tracking. When creating a Segment in RaiseDonors, there are two required fields, "Segment Name" and "Segment Code". 

Segment Names do not have to be unique and in most cases, they won't be. Typical Segments may be along the lines of "Major Donors" "Non Donors" or "Recurring Donors".

Segment Codes MUST be unique. RaiseDonors will not allow you to create a Segment Code that already exists. 

Reviewing Progress at a Glance 

To quickly view the progress of your Campaigns and Segments, the Dashboard will be a great first stop. If you scroll down a bit on your main Dashboard, you will see two widgets displaying Campaign and Segment performance. 

Giving In Top 5 Campaigns

This will display the 5 Campaigns with the most giving during the designated period in the top right corner of the page. 

Giving In Top 5 Segments

This widget will display the 5 Segments with the most giving during the designated period.

Reviewing in Detail

You can review each Campaign in further detail by navigating to the Campaign page and selecting the specific Campaign you'd like to review. 

On the left-hand side, you will see a handful of progress figures including 

• Total dollar amount raised 
• Total number of distinct gifts 
• Total number of distinct donors
• For organizations using Virtuous CRM, you will see the slider that allows you to sync this specific Campaign to your CRM 

Along the top of the page, you will see relevant statistics including 

• Total number of visitors to Pages and Forms featuring Segments in this Campaign 
• Conversion percentage of visitors being turned into donors 
• The average gift amount of all gifts received from this Campaign 

Just below, you will see progress bars reflecting the various fundraising goals set for the Campaign. 

Finally, you will see a list of all the Segments in the Campaign with the number of Gifts and Donors summarized. 

If you select a specific Segment, the next page will display the list of donations and their respective donors. In addition, you can find statistics for this specific segment listed along the left-hand side. 

Reporting in Virtuous CRM 

For organizations using RaiseDonors and Virtuous CRM as a paired solution, there will be additional reporting capabilities listed below. 

• Main Campaign Page in Virtuous CRM  
• Main Segment Page in Virtuous CRM - This is the same URL as above: toggle to the "Segments" header
• Campaign Summary Report 
• Campaign Giving Report