Campaign codes (sometimes referred to as appeal codes) are used to track where our donations come from.

This guide explains how to set up the most common types of campaign codes used across our digital marketing channels. This guide does not cover the technical basics of using Salesforce. For more information on how to use Salesforce, please see the separate training guides within Salesforce or speak to the CRM team.

Creating campaign codes in SalesForce

How to create, and clone, new Supporter Fundraising Campaigns training video.

• Creating a new Supporter Fundraising Campaign (00:29)
• How a Campaign Code is compiled (03:30)
• Cloning Supporter Fundraising Campaigns (05:00)

When is a campaign code needed?

Usually, campaign codes are only needed for links that point to an Engaging Networks page, from which a supporter will be asked to donate. For example:

• Any link pointing to a donation page
• Any link pointing to an action that redirects to a donation page once the action is taken
• Any link pointing to an action page where the supporter will be asked to donate on the thank you page or in the thank you email
• A link pointing to a data capture page or and an action page with no donation ask in the journey.

This applies to links pointing directly to these pages, as well as links in eg share buttons that share such pages.

There will only be two options you will need when creating appeal codes. The majority of the time you will create codes that will have a donation ask in the journey. For this select "Supporter Fundraising" from the campaign type menu.

There will be times when a link needs to be created for an Engaging Networks campaign that has no donation ask in the journey sequence. An example of this would be Data Capture or Action with no donation ask. In this case, when creating new codes select "EN Campaign" from the campaign type menu.

Getting Started - Supporter Fundraising Campaign

1. To set up a new Campaign, go to “Campaigns” in Salesforce
2. Click “New”
3. Select “Supporter Fundraising” in the field titled ‘Campaign record type’
4. Click “Continue”.
   

Parent Campaign

If a new campaign sits beneath a wider activity (eg, it is one segment of an appeal or one of several different links to a campaigning action) create a ‘Parent Campaign’ for it to sit below – or link it to a Parent that already exists. Follow the section Create a Parent Campaign to create a new parent.

To attach a Campaign to an existing Parent Campaign take the following steps:

1. Click on the magnifying glass beside ‘Parent Campaign’
2. Search within “All Active Campaigns” for the appropriate Parent Campaign. To search using only part of the Parent Campaign name, use * either side of the search term.
3. Select the correct “Campaign Name” from the search results.

Naming Conventions

Campaign name

The ‘Campaign Name’ should summarise what the Campaign is about. It must be unique. It should follow a structure such as this: Save the Octopus - Email 2 - Existing Donors. Using this format makes it easy to see at a glance what each one is for.

• If there is a ‘Parent Campaign’, keep Campaign Names as consistent as possible. E.g. if the Parent Campaign is called “Save the Octopus – Parent”, the Campaign Name would also start with “Save the Octopus”
• Then describe specifically what the Campaign is for. For example, if it's an email about “Save the Octopus”, and it’s the second email being sent on this issue, the Campaign Name could be “Save the Octopus – Email 2”
• If there will be multiple segments to an activity, each of these will need to be set up as a different Campaign (more on this later). Each segment should be identified in the Campaign Name. E.g. “Save the Octopus – Email 2 – Existing Donors”.
• Including a date in the Campaign Name helps to make it unique.
• Campaign Names can be a maximum of XX characters. Salesforce will not prevent a longer name being created, but additional characters will be deleted when the Campaign is saved.

Description

This is only seen when a listed campaign code is opened up to see the details of what and where the code is being used against.

Use this Field to expand on the information included in the Campaign Name. For example, if it has been specified that this is the “Existing Donors” segment of an activity, provide further explanation to what is meant by “Existing Donors”, or if the Campaign is for a short URL link, specify the short URL it will be attached to.

Campaign Title

Ignore this field, it will be automatically populated when the Campaign is saved.

Campaign Code Elements Explained

A campaign code is generated after completing and saving the campaign. It will then appear as a field on the Campaign record. An appeal code is made up of several different parts. Take CATEM_UK1020a_R1 as an example:

• CA – The first part is set by the Type Field.
• T – A Subtype is available for certain Types.
• EM – This indicates the Channel
• UK – The Country of Ownership ie the country office using the code
• 1020 – Month and year that the code will start being used - set from Start Date
• a – The Segment - if more than one code with otherwise the same information (Types, Channel, Start Date etc) is needed, segments are used to differentiate
• R1 – Initial/Reminder/Follow up/Shared?

Further information can be found on campaign codes in this Sales Force guide.

Type, Sub-type and Channel options are explained in greater detail below.

Country of Ownership

Select the CIWF Country Office to which the Campaign relates.

Campaign Currency

Select the currency in which any Campaign donations are expected to be received.

Make A Campaign Active

To ensure donations/engagements can be logged against the Campaign, tick the ‘Active’ box

Bypass Code Creation

The ‘Bypass Code Creation’ box blank should only be used, in consultation with the CRM team, for campaigns that should not have their Campaign Codes automatically generated). Otherwise, leave this field blank.

Save The Campaign

Scroll to the top of the page and click “Save” (or “Save and new” if another Campaign need to be created).

Trouble Shooting

If the Campaign will not save, check the error message:

• “Error: You must enter a value” = Mandatory field has not been completed
• “Error: Duplicate value on record + Campaign Code” = A Campaign with the same Code already exists. This means a Campaign with the same Type, Sub Type, Country of Ownership and start month already exists. In order to save the campaign, add a ‘Segment’ to the Campaign (a, b, c) OR if there is already a ‘Segment’ try the next letter of the alphabet until the duplicate error clears
• “Error: Duplicate value on record + Campaign Name” = A Campaign with the same Name already exists. Refer to the section "Campaign Name" for more guidance.
• If the error cannot be resolved, contact the CRM Team.

How To Create a Parent Campaign

If several different appeal codes are required for one campaign (eg one for email, one for Facebook share, one for the website), first create a parent campaign. This campaign code will not actually be used in a link, but rather when creating the other campaign codes that will be used, set this as the Parent campaign to group all the codes together.

SalesForce Training Video

What are Campaign Hierarchies and how to create them?

• Creating a Campaign Hierarchy (01:35)
• What a Campaign Hierarchy looks like (05:30)

Using campaign type EN campaign

The process is very similar to the "supporter fundraising" campaign type code creation only simplified.

Make sure the Campaign Name field uses the same name as the Engaging Networks page name that the link the code is being created for will link to.

Under "Data Capture Type" select from the two options in the drop-down. Select "Data Capture" for links to data capture pages and "Petition" for everything else.

Use the URL Generator to add the utm tracking as normal.