--- schema_version: "1" id: e604fd8b9ac972687ad3c60f5b153dabbc817678cd2152c401a817884e6b587a title: Configure Campaigns collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/npsp_configure_campaigns.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.npsp_configure_campaigns.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: fa72a886649c19acc22839d6d6b0c0953d73cb93edf9c8fcb5067f624d375457 description: Configure campaigns so that they combine data from different sources and determine the success of the call to action. products: - Nonprofit release: "264" --- # Configure Campaigns Configure campaigns so that they combine data from different sources and determine the success of the call to action. - **[About Campaigns](https://help.salesforce.com/s/articleView?id=sfdo.npsp_configure_campaigns.htm&release=264.0.0&type=5)** Campaigns combine several sources of data in one place to make it easier to analyze the results of a call to action. - **[Customize Campaign Types](https://help.salesforce.com/s/articleView?id=sfdo.npsp_configure_campaigns.htm&release=264.0.0&type=5)** Types help you categorize your Campaigns. - **[Define Record Types](https://help.salesforce.com/s/articleView?id=sfdo.npsp_configure_campaigns.htm&release=264.0.0&type=5)** Record types indicate what kind of Campaign you're creating. - **[Configure Campaign Types for each Record Type](https://help.salesforce.com/s/articleView?id=sfdo.npsp_configure_campaigns.htm&release=264.0.0&type=5)** Choose campaign types that correspond with the associated record types and that best serve the activities of your org. ## About Campaigns Campaigns combine several sources of data in one place to make it easier to analyze the results of a call to action. For example, a Campaign could summarize the number of people targeted in a fundraising appeal, how many responded, and the amount of money raised. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_note.png) Note The following configurations simply align your Campaign record types with what is provided in the latest NPSP trial. If you're looking for more advice on how to use and implement Campaigns, see the [Campaigns for Fundraising Implementation Guide](https://help.salesforce.com/s/articleView?id=sfdo.npsp_campaign_guide.htm&release=264.0.0&type=5 "This guide is intended to help nonprofit administrators plan and implement Campaigns and Campaign hierarchies to support fundraising. Learn how Campaigns can be used to track fundraising appeals, event invitations, and key performance metrics."). ## Customize Campaign Types Types help you categorize your Campaigns. For example, within a fundraising Campaign, you might have a direct mail appeal, an email appeal, and a gala. The NPSP Trial includes several Campaign types: ![A list of the Campaign Type picklist values: Conference, Webinar, Trade Show, Public Relations, Partners, Referral Program, Advertisement, Banner Ads, Direct Mail, Email, Telemarketing, Social Media, Training, Networking, Social Event, Workshop, and Other.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/nonprofit_success_pack/images/campaign_types.png) You may choose to add more or remove Campaign types that aren't relevant to your business. 1. Click ![Setup icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/setup.png), then click **Setup**. 2. Click the Object Manager tab. 3. From the list of objects, click **Campaign**. 4. Clicks **Fields & Relationships**. 5. Click the **Type** field. 6. In the Campaign Type Picklist Values list, click **New**. 7. Enter new picklist values (one per line). 8. Click **Save**. Be sure to associate the Campaign types with the appropriate record types. ## Define Record Types Record types indicate what kind of Campaign you're creating. For example, you may use Campaigns to track fundraising efforts, events, or volunteer activities. The NPSP trial comes with these Campaign record types. - Event - Fundraising - General - Marketing Feel free to create additional record types that meet the needs of your organization. 1. Click ![Setup icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/setup.png), then click **Setup**. 2. Click the Object Manager tab. 3. From the list of objects, click **Campaign**. 4. Click **Record Types**. 5. Click **New**. 6. Enter a Record Type Label. For example, Fundraising. 7. Enter a description that will help your users figure out which record type to choose. For example, Use this record type for fundraising activities. 8. Select **Active**. 9. Choose the profiles who should have access to this record type. 10. Click **Next**. 11. Choose the layout where this profile should appear. 12. Click **Save**. Next, select the Campaign Types associated with this record type. ## Configure Campaign Types for each Record Type Choose campaign types that correspond with the associated record types and that best serve the activities of your org. NPSP comes with these record types and associated Type picklist values: We'll use Fundraising as an example of how to select the Type values for your record type. | Record Type | Type Picklist Values | | --- | --- | | Event | Conference, Networking, Other, Social Event, Training, Webinar, Workshop | | Fundraising | Direct Mail, Email, Networking, Other, Social Media, Telemarketing | | General | Email, Other, Social Media, Telemarketing, Training | | Marketing | Direct Mail, Email, Other, Networking, Social Media, Telemarketing | 1. Click ![Setup icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/setup.png), then click **Setup**. 2. Click the Object Manager tab. 3. From the list of objects, click **Campaign**. 4. Click **Record Types**. 5. Click **Fundraising**. 6. In the Picklists Available for Editing list, click **Edit** next to Type. 7. Move these values to the Selected Values list: - Direct Mail - Email - Networking - Other - Social Media - Telemarketing 8. Click **Save**. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_note.png) Note You may choose to add more or remove Campaign types that aren't relevant to your business. To add or remove types, simply edit the Campaign Type Picklist Values on the Type field.