Revised 11/04/2025

Campaigns and Quick Campaigns

Overview

 

akoyaGO enables the creation of Campaign records that help organize marketing efforts over time. Campaigns are also designed to provide insight into return on investment for each campaign. They allow tracking campaign spending and response.  

The Campaign record allows you to track all activities related to a campaign, including emails, phone calls, and other distributed communications. You can also add planning activities to help organize your campaign efforts.

After distributing your campaign materials, such as emails, letters, and phone calls, you can associate Campaign Activities with the corresponding Campaign. This enables you to track donor engagement by coding gifts to the specific activities they’re connected to.

planning and executing your marketing campaign

 

Generally, these are the broad steps you should follow when creating akoyaGO campaigns: 

1. Create a campaign record. This is where you will associate marketing lists, planning activities, and campaign activities. 
2. Create planning tasks, if needed. 
3. Create campaign activities, such as emails, phone calls, or appointments. 
4. Add marketing lists that you will be distributing for campaign activities. 

Elements of a campaign

 

The Campaign record is a place to associate all the different elements of your marketing efforts for a specific project, from planning activities to your target marketing lists, to emails, phone calls, and letters you’ll be sending out, as well as any campaign responses you might receive. 

The Campaigns table is located in the Donor Management workspace, under the Donor Management section in the navigation panel.

Here is what the main campaign record looks like: 

  

On the main form, give the campaign a name and a type. A code and currency will be auto-generated. The currency is based on (?)

• Schedules: On creation of the Campaign, enter the proposed start and end date. Once the campaign is complete, fill in the actual start and end dates.
• Offer: If the campaign is offering something (?) enter that here.
• Marketing Lists: pull in relevant marketing lists here. For more information on marketing lists, see the Marketing Lists knowledge article.
• Leads: pull in existing leads or create a new one. Leads are (?)

Details Tab

In the Details tab, you can record costs and campaign responses. 

• Financials: Record the allocated budget and any misc. costs.
• Administration: These fields will autofill with the person who created the record (Owner) and whoever last edited it (Modified By), with the dates and times of each.
• Responses: Create new campaign responses as you receive them. Campaign Response records look up to Constituents and Contacts. More on Campaign Responses later in the article.
• Description: Enter a description for this campaign, if desired.
   

Campaign Activities: Campaign Activities are a related record type. They can be found in the Related dropdown. Think of campaign activities as touch points to your stakeholders that are distributed. They can be phone calls, appointments, emails, or letters. They are distributed to members of any marketing lists associated with the campaign. You cannot distribute a campaign activity unless there is a marketing list associated with that activity. 

Tip! Constituent and Contact records may indicate contact preferences that can prevent your campaign activity from being distributed. For instance, if a customer on your marketing list has Do Not Allow for the Bulk Email contact preference, they will not receive bulk email campaign activities. 

Campaign Responses: Once you have distributed a campaign activity, you can start to collect the results of that activity as Campaign Responses. Think of them as recording interest in what we are marketing. Campaign responses can be created in several ways: 

• You can create them manually. 
• You can open a distributed campaign activity record and promote it to a response. 
• You can import responses using the data import wizard. 
• If you have email tracking enabled, you can use mail merge to automatically generate email campaign responses. 

Tip! Once you’ve built a campaign, you can copy it as a Campaign Template to reuse for similar campaigns. 

Planning Activities: Planning activities are tasks you can add that are intended to help you organize and operate your campaign. Examples of planning activities could include tasks such as: 

• Organizing a meeting with key stakeholders for a marketing project 
• Lining up a venue for an event 
• Preparing promotional materials 
• Ordering brochures from a vendor 
• Creating target marketing lists.

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working with campaigns and quick campaigns

 

A Quick Campaign in akoyaGO is a single activity distributed to a list of Contacts or Constituents. A quick campaign can be created from an advanced find or a marketing list. The activities can be assigned to the owners of the stakeholder records, to a team, or to a single individual.

Here’s a comparison of Campaigns vs. Quick Campaigns. 

 

 

creating a campaign

1. Go to the navigation bar to the Donor Management workplace in akoyaGO 

2. Click Campaigns in the sidebar navigation pane

3. In the command bar, click New. 

  
 

4. Fill out the information in the Summary section of the form. This will typically include name, campaign type, goal, proposed begin/end dates, and more details as needed. Note: the Campaign Code will generate automatically on Save.
   
   

 

5. If you will be tracking your campaign costs, click Details to see the Financial section of the form and fill out information such as allocated budget and miscellaneous costs. Be sure to check the tooltips on the fields for helpful info!
    

  
 

6. When you are finished entering details for your campaign, click Save and Close. 

 

Adding marketing list to your campaign

1. Enter your Marketing List to be used with this Campaign by clicking the ellipsis  in the Marketing List sub-grid and choosing Add Existing Marketing List > Search for the Marketing List(s) you want to add. You can add multiple Marketing Lists. 

 

When you have all selected click Add. You will need to confirm the addition. You can choose to add to the campaign only or to campaign and campaign activities, make your selection click Add


 

Adding campaign activities

Click Related to expose related tables and select Campaign Activities. Click +New Campaign Activity, then add the new activity. Enter your activity details in the form. When you’re done, click Save.

Add a Marketing List to your Campaign Activity. On the right-hand side of the Marketing List sub-grid, click on the ellipsis. Add Existing Marketing List. Note: If you selected 'To the Campaign and all undistributed Campaign Activities' when adding a marketing list to the Campaign, that marketing list will already be assigned to this campaign activity. You may add multiple Marketing List if you wish.

 

 

Distributing campaign activities

 

In the Campaign form, locate the Campaign Activity you wish to distribute. 

Click Distribute Campaign Activity in the command bar. Note: Channel type is required to distribute the campaign activity.
 

 

 

Fill out the appropriate details of your activity. If you have an email template ready to send, you can click Use Template at the top and select the template. If not using a template, create the email in the rich text editor.

When you are ready, click Distribute. If the activity is an email, it will be sent to each contact on the selected marketing list(s). If you email, you can also choose to whom the activity will be assigned.

Once the email campaign activity is distributed, it will be stored in the related Activities table. Note that if you selected 'Mark email messages to be sent and close corresponding email activities', then the email will be in the Close Activity Associated View. Each email that was sent to the Marketing List contacts will be listed here as well.

Creating a campaign template

 

Campaign Templates help create future campaigns. If you find yourself creating similar campaigns over and over, consider creating a Campaign Template. 

1. Navigate to the Donor Management workplace in the left navigation pane, click Campaigns, and select New Template from the command bar. 
    

 
 

2. Fill out the appropriate information for your campaign template and Save.

You can also create a campaign template from a campaign you’ve already created. To do this: 

1. Open a campaign that you would like to turn into a template. 
2. Click Copy as a Template in the command bar.

 

3. This will open a new record that will look much like your original campaign record. Enter a name for your campaign template. It’s a good idea to have “Template” in the name so you don’t get it confused with your actual campaigns.
4. 

After saving, your template will appear in your campaigns view. 

 

creating a quick campaign

 

There are several ways you can create a quick campaign: from a list of records or from a marketing list. 

Creating a Quick Campaign from a List of Records 

1. Navigate to a list of Constituents or Contacts that you want to distribute your campaign to. It's best to create a view that displays the records you want to use.

2. Highlight the records you wish to have the campaign distributed to. Or Select All in the View.

3. Click on the … or More Options menu in the command bar. 

4. Click on Quick Campaign and choose the appropriate option to launch the wizard. Follow the steps in the Quick Campaign Wizard. 

 

Creating a Quick Campaign from a Marketing List 
 

1. Navigate to the Tools workplace.

2. Select Marketing Lists. 

3. Choose the list you want to distribute your campaign to. 

4. Click on Create Quick Campaign in the command bar. 
5. Follow the steps in the Quick Campaign Wizard.

Recording campaign responses

entering campaign activities on gifts

 

To relate Gift and Campaign Activity records, use the Campaign Activity field on Gift to select a previously created Campaign Activity that the gift is a direct response to.

 


 

Once a Campaign Activity has been selected, complete Gift data entry as normal.

 

Recording a non-gift campaign response

 

Gifts are not the only responses that can be made in response to Campaigns and Campaign Activities. When/if you receive non-gift responses to your campaign, you can record them in the Responses subgrid on the Campaign record. Navigate to the Details tab and click +Add New Campaign Response and fill in the appropriate fields.

The Customer field is a lookup to Constituents and Contacts, and the fields below it will autofill and lock after you select the contact or constituent. Click the drop-down for Response Code choose the type of response, and enter any additional details concerning the response. Save & Close when complete.