Workplace Campaigns

Workplace Campaigns are built on DonorPoint’s constituent-led Community engagement module and leverage a number of additional DonorPoint features.

  • Page status and restrictions limit access to campaign forms to employees during the campaign dates
  • Design functions allow for campaign-specific messging including rich text, graphics and videos on the campaign forms and emails
  • Items, Funds, Fund Groups and Write-in support allow employees to designte their gift within campaign restrictions
  • Payment methods and Recurring installments allow for payroll pledges, check and cash processing, invoiced pledges, stock, etc.
  • Custom fields on Organizations add custom fields to employee records per workplace for restricting data access and rollup reporting
  • Imports allow easy importing of employee files and pledge data from previous campaign years
  • Offline entry allows for paper pledges to be accounted along with online pledges in online campaign totals and reports (impersonation and bulk import)
  • Email support sends timely invitations and reminders during the campaign only to employees who have not yet pledged or optedout
  • Personlization allows for emails and forms to remind the employee of past year pledges and current goals
  • Custom short URLs enable campaigns for workplaces without employee files, or which don’t justify fully-supported campaign, or which want to include retiree/consultant participation
  • Analytics provide rolled-up and detailed reports on campaign participation, fundraising and designations, enriched with workplace custom fields
  • Roles, Groups and Permissions allow workplce campign coordintors access to a custom dashboard for the campaign, restricted appropritely to their role in the workplce
  • Support for single sign-on (SSO) removes the need for DonorPoint-specific passwords for employees

Organizations and Workplace Campaign Types

Workplace Campaigns code transactions to a specific organization in addition to a contact. Three types of Workplace Campaigns are distiguished by how they get that relationship to an organization:

  • Private Campaigns are tied to a specific organization. Only employees of the organization have access to the campaign form. Employees are created as User Accounts manually or via an employee import file, and employees login via a DonorPoint username and password, or via Single Sign-On (SSO) provided by their organization’s security software to access the form. Employee records can have specific custom fields for the organization to be used in customization and reporting. The transactions are automatically linked to the organization and employee. The content of the form can be customized to the organization and the contact. Private campaigns support rollover pledges, editing transactions, and displaying data from an employee’s history. Specific employees can be granted permission to access their workplace’s campaign dashboard, which provides access to individual records and reports.
  • Open Workplace Campaigns are created via a Redirect URL that specified the organization in the query to the browser. Employees are provided the URL, which automatically codes their transactions to the organization. However new contacts are created for each transaction and are not linked to a single contact record in DonorPoint. See (Reconciling Donor records) for how DonorPoint automates reconciling duplicate contact records. You can create many Redirect URLs tied to the same Workplace Campaign for multiple organizations. The content of the form can be customized to the organization, but not to the contact.
  • Public Workplace Campaigns are similar to Donate Now forms, where the organization is input with the donor’s contact information. You manually link transactions to the organization based on the employee’s input data. The content of the form cannot be customized to the organization or the employee.

Campaign Manager and Workplace Manager

When describing Workplace Campaigns, we will refer to two roles:

  • Campaign Manager - your staff member who has access to DonorPoint and manages campaign data. They may or may not be the person setting up the DonorPoint Community campaign.
  • Workplace Manager - an employee of your workplace partner. They may or may not have access to functionality in the Community campaign dashboard.