Creating and Managing Campaign Headers and Actions

A Campaign in Vega defines any appeal/event/initiative for your organisation that involves communicating with and/or soliciting payments from your supporters, tracking responses and resulting income. For example, a Campaign could be -

• February Tax Appeal
• Special World Charity Day
• Gala Dinner Event
• Quarterly eNewsletter

Each Campaign Header includes an action or series of coordinated actions to achieve the desired outcome.

An Action in Vega defines the channel by which you communicate with your supporters during a Campaign.

A Campaign could have one or multiple actions. Here is an example of how a campaign may be structured in Vega -

It is important to plan out your Campaign structure in advance for how you would like to organise these to best suit your needs. 

Create a Campaign

• Go to the ‘Engage’ section in Vega
• Click ‘Add Campaign’ button in the top right-hand corner
• You will now see a message box ‘Create A New Campaign’ to populate the campaign details

• Enter the Campaign name in the ‘Name’ field, e.g. Special World Charity Day
• Enter the campaign code in the ‘Code’ field e.g. campaign initials and/or GL code
• Enter the campaign start date in ‘Start Date’ field
• Enter the fundraising target in ‘Target Amount' field 
• Click ‘Active’ button to activate a live campaign
• If you wish to upload a ‘Campaign Header Image’ to visually brand your campaign in Vega, click the ‘Choose File’ button to upload your image
• Click the blue ‘Create’ button when all fields have been completed
• You will now see the Campaign you have created on the Recent Campaigns homepage

View Campaigns

• On the Recent Campaigns homepage, you can view all campaigns by Title, Start-date, Number of Actions and Total Payments and sort by ascending or descending. There is also a search bar to quickly find a campaign by Title.

The left-hand side of the Recent Campaigns homepage provides a snapshot of your total active campaigns, the top campaign by income, top donation and social media likes

• You can view a campaign's additional detail by clicking on the selected campaign, it will expand to show current progress towards the campaign target and give the total and average payments:

Create a Campaign Action

• From the campaign header detail view, click the blue ‘New Action’ button on the right-hand side:
• You will now need to ‘Choose an Action Type'
• Click the action type you would like to use to engage with your supporters

Click on the above links to read more detail on how to set up each type of campaign action and their full functionality.

View Campaign Actions

Click ‘Show All Actions’ to see further detail or edit any of the associated actions with this campaign header:

From this view, you can now see donation income for each action.

You can toggle between Active and Inactive to view the actions in each status

Clicking Edit will enable you to update the action name and untick Active. This will then remove it from the list of campaigns when adding a payment and it will only show when the Inactive selection is chosen above. Inactive campaign actions can still be reported on in the query tool and Insights.

Campaign actions can be selected from the Inactive list and updated back to Active at any time.