Campaigns / Training Events

Step 15: Campaigns / Training Events

One of the things many Alpha NAOs do around the world is run Training events, conferences and seminars. Campaigns is the area that we use to manage that. Campaigns allows you to bring a lot of people together and group them into an event.
Exercise 13 – Creating a Basic Campaign.
To create a new training event click on Campaigns in the top navigation bar. Then click on New and select the default campaign.
  1. Campaign Name = Alpha training in [pick a city in your country]
  2. Type = Training
  3. Status = In Progress
  4. Start Date = in a weeks time
  5. End Date = same date as above
  6. Tick the Active box
Click Save.
Once you have saved you will get a much more detailed page of information about the campaign you have just created. There are two things that you will probably want to do immediately.
Campaign Member Statuses
The first is check that the Campaign Member Statuses are what you would like them to be. If you hover over the Campaign Member Statuses Related list quick links at the top of the page you will see the default options. These are Sent and Responded.
Sent means that you have invited the person to participate in the particular campaign.
Responded means they have come back to you and let you know if they want to be involved positively.
Examples of a Campaign Member Status
  • Include things like:
    • For an Event: Not Sent, Invited, Attending, Attended, No Show, Declined
    • For an Email Campaign: Not Sent, Sent, Downloaded
As stated before responded is the key action you want the person to take. For an event that would be, Attended. For an email campaign it may be Downloaded.
You can add to the member status process if you have more intermediary steps and you want to know where people are at throughout the process of being invited to actually coming and / or being involved.
Exercise 14 – Campaign Member Status Update

Try adding to the Campaign Member Status options.

  1. Once you have saved your campaign, click on the Related Tab
  2. Scroll down to Campaign Member Statuses
  3. Click on New
  4. Add as options: 
    1. a. Invited,
    2. Accepted,
    3. Declined,
    4. Attended (make it Responded), and
    5. Did Not Attend.
  5. Click change default Status to Invited by clicking on the button Change Default Status
  6. Delete by clicking on the dropdown arrow at the far right of the column:
    1. Sent, and
    2. Responded.
Campaign Members
This is where you add the people you want to come to the Training / Event.
  1. Hover over Campaign Members in the Related List Quick Links (or click on related)
  2. Click Add Contacts
  3. Now you can search your contacts for individuals.
  4. When you find someone you want to add Click on the + sign next to their name.
If you want to add a group of people it is more efficient to create a list view on the Contacts page and then use the button “Add to Campaign”.
Exercise 15 – Add Campaign Members
Using the above options try adding a couple of campaign members individually and then also from a list view.
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