--- title: "Campaigns" slug: "pwengage-campaigns" updated: 2026-10-26T14:34:55Z published: 2026-10-26T14:34:55Z canonical: "docs.powerworker.com/pwengage-campaigns" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.powerworker.com/llms.txt > Use this file to discover all available pages before exploring further. # Campaigns A Campaign is a container for fundraising outreach and results, such as Appeals, Packages, Events, and Gifts. Each Campaign has links to create, plan, execute, and track results through its lifecycle. Records for fundraising activities require a related Campaign record. Campaigns have Campaign records that you use to capture various information about each Campaign, and to parent Appeal records and Package records. A Campaign can have multiple Appeals, which in turn can have multiple Packages, as depicted in the diagram below. Appeals or Packages cannot be created without a parent record. ![](https://cdn.document360.io/7abff6c0-4eeb-4bb0-a6a4-8718bf640435/Images/Documentation/image(331).png) ## Create a new Campaign 1. On the Change area menu, select **Fundraising**. 2. Under Manage Campaigns, select **Campaigns**. 3. On the action pane, select **New**. ![](https://cdn.document360.io/7abff6c0-4eeb-4bb0-a6a4-8718bf640435/Images/Documentation/image(270).png) Each Campaign record has these tabs: - The **General tab** contains data about the Campaign itself, such as its currency and its designation. - The **Reporting Hierarchy tab** lists appeals and Packages within the Campaign. - The **Performance tab** shows roll-up data about fundraising activities for the Campaign. - The **Administration tab** contains Campaign metadata, such as its creator, owner, and status. - The **Related** menu appears alongside the main Campaign tabs, and lets you open tabs for various fundraising elements, such as donor commitments and events. Use these tabs to add data to the Campaign, as detailed in the following sections. ### General tab ![A screenshot of a computer AI-generated content may be incorrect.](https://cdn.document360.io/7abff6c0-4eeb-4bb0-a6a4-8718bf640435/Images/Documentation/powerworker-engage_functional-capabilities_v1---copy-image-ceg1u0p8.png) There are two sections on the General tab: - Campaign - Planning Complete all the required fields on the form, and then select **Save** on the action pane to save and create the record. | **Field** | **Description** | | --- | --- | | Campaign Code | A number or tracking code to identify the Campaign. You can enter this value manually or let PowerWorker Engage generate it automatically when you save a new Campaign record. | | Name | The title for the Campaign. This value appears in reports, and in Campaign lookup fields for records that require or are parented by a Campaign. | | Campaign Type | A classification for the Campaign's fundraising. Options are: Annual Giving, Capital, Membership, Operating, Other, Planned Giving, and Restricted. | | Campaign Category | Assigned by your organisation for use in metrics and reporting. | | Designation | The default designation for fundraising activities within the Campaign. Reflects the purpose or charitable cause that benefits from the Campaign. With a value in place, select the link to review details for the designation. | | Estimated Revenue | The total target amount for fundraising in the Campaign. | | Total Cost of Campaign | The sum of the amounts entered in the Total Cost of Campaign Activities and Miscellaneous Costs fields. Used to calculate the Return on Investment (ROI) and other donor metrics. | | Total Revenue | The calculated sum of all monetary values linked to the Campaign. Updates when users process transactions within the Campaign. | | Currency | A lookup field to choose the applicable currency for this Campaign. | | Proposed Start | The estimated date gifts begin to be counted toward this Campaign. Used for planning. | | Proposed End | The estimated date gifts are no longer counted toward this Campaign. Used for planning. | | Actual Start | The date the Campaign starts accepting gifts. Used for planning. | | Actual End | The date the Campaign stops accepting gifts. Used for planning. | ### Reporting hierarchy tab The Reporting Hierarchy tab contains the Appeals and Packages associated with the Campaign. You can click on any Appeal or Package to view the details within. ![](https://cdn.document360.io/7abff6c0-4eeb-4bb0-a6a4-8718bf640435/Images/Documentation/image(333).png) ### Performance Tab The Performance Tab contains information about how the events and gifting has performed for the Campaign. You can find the collections for the Campaigns differentiated by Gifts and Events. #### Gift performance section | Field | Description | | --- | --- | | $ Donations | Sum of all related donation (transaction) records that are completed. | | $ Pledges | Sum of all pledge (donor commitments) records that are active, completed or In progress and associated to that campaign. Calculates once everyday. | | Donations Collected | Count of all related donation (transaction) records that are completed. | | Pledges Collected | Count of all pledge (donor commitments) records that are active, completed or In progress and associated to that campaign. Calculates once everyday. | #### Event performance section | Field | Description | | --- | --- | | $ Registrations | Sum of all related ticket registration records that are associated to all the events under the campaign. Calculates once everyday. | | $ Sponsorships | Sum of all sponsorship records that are paid in full and associated to all the events under the campaign. Calculates once everyday. | | $ Products | Sum of all purchased products records that are paid and associated to all the events under the campaign. Calculates once everyday. | | Registrations Sold | Count of all ticket registration records that are associated to all the events under the campaign. Calculates once everyday. | | Sponsorships Sold | Count of all sponsorship records that are paid in full and associated to all the events under the campaign. Calculates once everyday. | | Products Sold | Count of all purchased products records that are paid and associated to all the events under the campaign. Calculates once everyday. | ![](https://cdn.document360.io/7abff6c0-4eeb-4bb0-a6a4-8718bf640435/Images/Documentation/image(334).png) ## **Example** This video demonstrates how to access and explore a Campaign record within the PowerWorker Engage application. It walks through the steps to locate a Campaign, view its details, and understand its performance metrics. This guide helps users quickly get familiar with Campaign tracking and analysis features in the app. [Video](https://cdn.document360.io/7abff6c0-4eeb-4bb0-a6a4-8718bf640435/Images/Documentation/Campaign.mp4)