Campaign Groups

Groups help you organize campaigns into categories for easier management and filtering.

Why Use Groups?

As your campaign list grows, groups help you:

• Find campaigns faster - Filter by group
• Stay organized - Logical categorization
• Report by category - Analyze related campaigns together

Common Groupings

By Year

• "2024 Campaigns"
• "2025 Campaigns"

By Type

• "Annual Appeals"
• "Events"
• "Capital Campaigns"
• "Emergency Appeals"

By Program

• "Youth Programs"
• "Community Outreach"
• "Advocacy"

Managing Groups

Creating Groups

1. Go to Campaigns
2. Click the group filter dropdown
3. Select "Manage Groups"
4. Add your new group

Assigning Campaigns

• When creating a campaign, select a group
• Edit existing campaigns to change their group
• Campaigns can belong to one group

Filtering by Group

Use the group filter on the campaigns list to show only campaigns in a specific group.

Other Organization Tools

Pinning

Pin frequently-accessed campaigns to keep them at the top of your list, regardless of group.

Archiving

Archive completed campaigns to hide them from the main list:

• Archived campaigns preserve all data
• Find archived campaigns using the "Archived" filter
• Unarchive anytime to restore visibility

Tips

• Create groups before you need them
• Use consistent naming conventions
• Review and update groups periodically
• Archive old campaigns to keep your list clean