Workplace Campaign Overview
Campaign Structure
A workplace campaign in DonorPoint has two levels:
GivingCampaign — the umbrella campaign year. Defines the overall campaign period, participating organizations, and federation settings. Payout batches belong to the GivingCampaign.
Campaign (Form) — the employer-facing giving form. Each employer typically has their own form, pre-configured with their employees and payment methods. Multiple campaigns belong to one GivingCampaign.
Lifecycle
- Setup — configure the GivingCampaign, create employer forms from templates, import employee files
- Active — employees log in, make pledges; staff monitor participation
- Closing — campaign end date passes; final reminders sent; declines managed
- Payout — payout batches built from pledges; distributions calculated; remittance to agencies
Key Concepts
Employee Relationship — the link between a Contact and an Organization that represents employment. Employee relationships carry custom fields defined per organization and are the record through which payroll pledge tracking works.
Participation vs. Response — participation measures how many employees engaged with the campaign (logged in, opened emails). Response measures how many made a pledge. Both are tracked and reported separately.
Payroll Deduction — the primary payment method for workplace giving. The employee pledges; the employer deducts from payroll and remits to DonorPoint. DonorPoint records the pledge immediately and the payments as they arrive.
Federated Designations — employees designate their gifts to specific agencies. DonorPoint routes these designations through the payout engine to the appropriate federated agencies. See Designations and Payouts.