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Outreach Source Codes in Education
Use outreach source codes to identify the outreach methods used with your campaigns to help determine which approaches are successful.
Required Editions
| REQUIRED EDITIONS |
|---|
| Available in: Lightning Experience |
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud |
Fundraising includes access to campaigns and outreach source codes. The campaigns are standard Salesforce campaigns, but you can super-charge them with outreach source codes. Outreach source codes help you track and evaluate the success of marketing, communication, and outreach efforts, in both digital and non-digital spaces. These codes enable a campaign manager or fundraiser to track donations relating to the campaign. Staff can use information derived from the outreach source code tracking to refine, target, and strengthen communications to donors, constituents, and the public.
For example, you can create three outreach source codes for one campaign. One code identifies the mass mailings you sent, one identifies a web advertisement, and one identifies a fundraising event that you held. When a donation is received, the source code that prompted the donation is manually applied to the gift transaction. Over the course of the campaign, you can review which source codes were the most successful, and then determine the methods to maintain for the current campaign, or even future campaigns.
- Set Up Outreach Source Codes in Education
Set the outreach source code parameters and generation formula. - Create Outreach Source Codes for a Campaign in Education
Enhance your campaign management by using outreach source codes to track each appeal of a campaign with details about audience and outreach methods. Salesforce streamlines the creation of source codes, significantly reducing manual entry errors, and improving consistency across campaigns. Marketers can now dedicate more time to strategic campaign planning, ensuring better reporting accuracy and overall campaign effectiveness. - Outreach Source Code URLs in Education
Track and evaluate the success of marketing, communication, and outreach efforts in digital channels with outreach source code URLs. - Attribute a Donation to an Outreach Source Code in Education
Attribute a donation to an outreach source code from any gift entry page. - Assign an Interest Tag to a Campaign in Education
Add interest tags to a campaign to provide at-a-glance information on what the campaign is for. - Track Outreach Trends With Rollups in Education
Get data on individual campaigns in Fundraising.
