Campaign Groups: Step-by-Step Guide

How to Create a Campaign Group

• Select  from the Admire Left-hand Side-bar.

• Click on .

  

• Select from the Manage Campaigns pop-up screen.

• Screen will expand to allow you to enter in new Campaign Group information.

  

• Add in the information.  

  • Select the proper Category from the drop-down.

  • Check/check-off the Tax-Deductible option as needed.

  • Description: this is an optional field.

  • Accounting Name: this will prefill with the Group Name but can be overwritten.  **Coming Soon** Learn more about Accounting Names here.

  • Click when done.

Manage & Edit Campaign Groups

View Campaign Groups

• Select  from the Admire Left-hand Side-bar.

• Click on .

• The Manage Campaigns screen will pop-up.

• All your groups will be listed.

• Click to expand each group to see the various campaigns under this group.

• indicates this Campaign Group is tax-deductible.

Edit/Delete Campaign Group

• Select  from the Admire Left-hand Side-bar.

• Click on .

• The Manage Campaigns screen will pop-up.

• Use to delete a Campaign Group.

  • Note: if there are campaigns under this group it cannot be deleted until the campaigns are removed.

• Use to edit a Campaign Group.

  • It will expand the screen and the Campaign Group information will appear at the top of the screen.

  • Make your changes and then click when done.

How to Switch a Campaign Group on a Campaign

• Select  from the Admire Left-hand Side-bar.

• Find the Campaign you wish to move from the list.

• Select from the right end of the line that Campaign is on.

  

• Choose from the drop-down menu.

• Find the new Group from the Campaign Groups list that pops-up.

• Click on it and it will move it to the selected group.

  Learn about the Current Campaign Display Screen here.