New Campaigns in Development

Jeff Lehan 0 Reputation points
2026-07-06T16:26:33.0566667+00:00

I need to add a new campaign for our organization so that we can begin entering opportunities and other donation related transactions.

Microsoft Advertising | Other
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  1. MS Advertising - Len 0 Reputation points Microsoft External Staff Moderator
    2026-07-07T00:23:01.1433333+00:00

    Hi Jeff Lehan,

    Thank you for using our Microsoft Advertising Learn Q&A Platform! 

    I understand that you would like to create a new campaign for your organization. I'd be happy to assist you further in creating a new campaign on your Microsoft Advertising account.

    To create a campaign in Microsoft Advertising, you can choose from the available campaign types that matches your advertising goal and follow the steps provided below:

    1. Sign in to your Microsoft Advertising account.
    2. From the left navigation menu, select Campaigns.
    3. Select +New Campaign
    4. Choose your campaign goal (e.g., website visits, leads, sales, or app installs).
    5. Tick the box confirming that campaign is not intended for political advertising.
    6. Click Continue
    7. Enter the required details under Campaign Settings.  
    8. Enter the required ad components
    9. Once done, review the information
    10. Click Save and Exist

    For further assistance in creating new campaign, please reply to the private message I sent. Once we receive your response, we’ll be able to continue the review and provide additional assistance.

    Our support teams are pleased to engage in more in-depth discussions about your account through phone, chat, or email to offer review assistance, please see our support page to reach out!

    Kind regards,

    Len | Microsoft Advertising Support Specialist | 800-518-5689 

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  2. AI answer

    2026-07-06T16:27:17.69+00:00

    To add a new campaign so that opportunities and donation-related transactions can be associated with it, create a campaign record in Fundraising and Engagement and then use it as the originating campaign in related records.

    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.
    4. Fill out the campaign record tabs:
      • General: Enter core details such as currency and designation.
      • Reporting Hierarchy: Review or later add related appeals and packages.
      • Performance: Used to view roll-up fundraising data once activity begins.
      • Administration: Set metadata such as creator, owner, and status.
      • Related menu: Access linked elements like donor commitments and events.
    5. Save the campaign record.

    Once the campaign exists, it can be used as the parent for appeals and packages, and as the Originating Campaign on transactions.

    Use the campaign with opportunities

    Opportunities are managed under Development:

    1. In the navigation pane, select Development from the Change area menu.
    2. Under Prospecting, select Opportunities.
    3. Create opportunities either:
      • From a contact or organization record by selecting Add to opportunity on the Summary tab, or
      • From the Opportunities view by selecting New on the action pane and completing the required fields.

    Link these opportunities conceptually to the campaign as part of your prospecting and development process.

    Use the campaign with transactions (donations)

    To record donations and other gift transactions against the campaign:

    1. On the navigation pane, select Gifts from the Change area menu.
    2. Under Gift Processing, select Transactions.
    3. Select New to open the Single Donation Form.
    4. In Gift Entry, set Originating Campaign to the campaign just created.
    5. Complete other required fields (such as Type, Donor, Amount, and Gift Type), and any additional fields like Appeal, Package, and Designation as needed.
    6. When ready, select Process to complete the transaction.

    This setup ensures opportunities, appeals, packages, and transactions are all properly associated with the new campaign for reporting and performance tracking.

    References:

    AI-generated content may be incorrect. Read our transparency notes for more information.

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