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            Create Outreach Source Codes for a Campaign in Nonprofit

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            3. Nonprofit Cloud

            Create Outreach Source Codes for a Campaign in Nonprofit

            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.

            Required Editions

            REQUIRED EDITIONS
            Available in: Lightning Experience

            Available in: Enterprise, Unlimited, and Developer Editions with Nonprofit Cloud
            User Permissions Needed  
            To create a outreach source codes:

            FundraisingAccess permission set

            Create a Single Outreach Source Code

            Track the effectiveness of a campaign message by using an outreach source code attached to the message.

            1. Create a campaign or open an existing campaign.
            2. From the campaign page, click Show more and select New Outreach Source Code. Or, go to Outreach Source Codes, and click New.
            3. Enter details for the new outreach source code.
              1. Give a descriptive name.
              2. If source code generation isn't enabled, enter a unique source code.
                If source code generation is enabled, the source code can't be edited.
              3. In Campaign, search for and select the campaign that the source code is tied to.
              4. In Usage Type, specify the usage of the outreach source code. This field defaults to Fundraising.
              5. Indicate if the source code is active.
              6. In Audience Count, enter the number of person accounts, contacts, and businesses in the audience.
                Note
                Note If you performed segmentation in Data Cloud, the focus segment appears in the Outreach Source Code, and it shows a lookup to the market segment.
                Note
                Note Person accounts were not built to work with Nonprofit Success Pack and therefore, are not supported for use with NPSP. If Person Accounts are not already enabled in your org, don't enable them. Once you turn on Person Accounts in your organization, you can't turn the feature off. See NPSP and Person Accounts in NPSP FAQ.
            4. Save your work.
              The outreach source code is now available to be applied to the donations received via this fundraising effort.

            Create Multiple Outreach Source Codes

            Save time and effort by creating the outreach source codes for all campaign messages at once.

            1. From the Campaign page, in the Bulk Outreach Source Code pane, click Create Bulk Outreach Source Codes.
            2. Select the type of message you intend to use for this batch of outreach source codes.
            3. Enter the number of messages you plan to send via the selected channel type.
            4. To create source codes for different types of messages for the campaign, click Add Message Channel and repeat the previous steps.
              There's a limit of 200 messages per batch.
            5. When all message types and number of messages for each message channel are listed, click Next.
            6. In the table, double-click any empty cells to enter the outreach information.
              1. To add, remove, or change columns in this table, adjust the columns in the Bulk Outreach Source Codes component in the Lightning App Builder. Save and activate the page as an app default.
              2. If the Bulk Outreach Source Codes component is configured to include Message Title and Message Content, enter the message text into the table before you generate the source codes.
              3. To see any change made to the Bulk Outreach Source Codes component in the Lightning App Builder, refresh the Campaign page.
            7. Click Generate Source Code.
            8. If all rows of the table are completed correctly, click Save.
            9. On the Campaign page, scroll to find the Outreach Source Codes pane.
              This lists the codes you created for this campaign. You can also create source codes and edit or delete the source codes in this pane. If you don’t see this pane, add the Bulk Outreach Source Codes component to the Campaign page layout in the Lightning App Builder.

            Add the Outreach Source Code Message

            To keep your campaign messaging organized and well-documented, add your message content to the outreach source code.

            Creating the source code is only the beginning of using outreach source codes with a campaign. These codes serve as identifiers that help you track the performance of each message. After you create the outreach source codes for a campaign, add the message that's associated with each code. Or, if you're creating outreach source codes in bulk, add the message, title, content, and channel information by filling out those cells in the bulk creation table.

            1. From the Outreach Source Codes pane on the Campaign page, click the source code that you want to craft a message for.
            2. On the outreach source code page, under the Message Details heading, enter the message content.
              1. Enter the message title.
              2. Enter the message content.
              3. Enter the message channel platform account.
                For example, enter your Facebook account for a Facebook digital ad outreach message.
              4. Enter the date that this message is sent.
            3. Save your work.

            Add Interest Tags to Outreach Source Codes

            Enhance donor segmentation by assigning interest tags to outreach source codes. Interest tags improve the visibility and organization of audience information.

            Note
            Note If you’re unable to add interest tags, check if interest tags are enabled on the Outreach Source Code object. To use interest tags with source codes, the interest tags must be enabled.
            1. From the Outreach Source Code record page, in the Interest Tags pane, search or browse for interest tags.
            2. Add the relevant interest tags to the source code.
             
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