The external list campaign action provides a way to further segment a campaign or to record a campaign sent to contacts outside of vega. This campaign action does not have the option to link a set of recipients, if you have recipients for your campaign then you will need to use the Excel List campaign action.
For example, if you would like to record funds received for different membership options you have then these can each be created as an external list campaign action under a campaign for Membership. These campaign actions will not be linked to a specific set of contacts but can be used in a widget to direct the funds for each membership option to the specific campaign to allow you to easily see the financial income for each.
- Go to the 'Engage' section in vega and click the Campaign Header you would like to add your external list campaign action under or create a new one
- Click 'New Action' and select action type External List
This will display the required options shown below to Name and schedule your External List:
|External List Field
|Enter the name of your external list campaign action.
|Enter a short-hand code for your campaign action.
|Enter the target income for this campaign action.
|Enter the start date of this campaign action.
|Enter the start time of this campaign action.
|Show Advanced Options
|Click here to display further options.
The 'advanced options' allow you to set default values to be used when a payment is entered in vega and this campaign action is selected.
|Advanced Option field
|Response GL Code
|Choose the default GL Code to be selected.
|Choose the default receipt document to be selected.
|Response Bank Account
|Set the bank account to be linked for any payment to this campaign.
|Link a contact to be associated with this campaign, it will be displayed on their contact under Campaigns associated to contact.
Your external list campaign action is now configured and can be saved by clicking the blue Save and Continue button at the bottom of your screen. There is also the option to Save as Draft if you have not completely finished configuring the campaign or Remove Draft if you wish to quit the setup of this campaign.
Next steps include adding the attributes and roles to the campaigns if you have specific staff or volunteers assigned for the campaign. You can skip these steps if not required.
There is also the option to add Tags to your campaign action, these can be used to filter the campaign dropdown when adding a payment in vega.
Complete the campaign action with the save button.