Dynamics Community Forum Thread Details

Campaign best practices

Hi guys,

I am looking for input to the best use (sub)campaigns related to a (main)campaign.

My case is this:

I work in a nonprofit organization. We have 1000 monthly donors (number just for example purposes). I am planning a campaign called "Upgrades 2021". In this campaign I want to contact all our monthly donors and ask them to increase their payment amount.

I have exported our 1000 donors and want to segment these into 3 groups:

Group 1: Donors with monthly payment amount 0-50 DKK = 500 donors
Group 2: Donors with monthly payment amount 51-100 DKK = 250 donors
Group 3: Donors with monthly payment amount 101+ DKK = 250 donors

Now, when our callcenter returns with donor answers, I need to know the total number of donors who accepted raising their payment amount AND I need to know the number of donors who accepted within each group.

I want to solve this task by creating a main campagin called "Upgrades 2021" and 3 (sub)campaigns called "Group 1", "Group 2" and "Group 3". I will then relate the main campaign to the 3 (sub)campaigns. Afterwards I will import the results to each subcampaign.

By this setup, I am able to search for all donors related to the main campaign that "Accepted" the request while I am also able to search for donors related to group 1.

In this scenario I only have 3 subcampaigns but I will potentially have a whole lot more (maybe 20 subcampaigns in 2021)

I am fairly new to CRM, so I may oversee potential flaws in my setup. Could you help me with a thumbs up or down in my solution?

Quick Links