
To understand how best to acquire new donors, it is important to determine what methods have been most successful in doing so already. This task is precisely why the Campaigns object exists in Salesforce. With it, you can define an unlimited number of efforts and associate Donation records with those efforts. From direct mailings to peer-to-peer fundraising to email appeals to individual online donation forms to much more, creating Campaigns for each can help you track their results.
This step-by-step recipe is an ode to the power of Campaign, demonstrating how you can create a chart that shows new donor acquisition by Primary Campaign Source so you can understand what's working - and what's not - for your nonprofit.
For other new donor Salesforce recipes along with a discussion of donor acquisition strategies, watch our free webinar, Win New Donors this End-of-Year Fundraising Season.