Campaigns

What it is

A campaign is a theme that holds several activities together for a period of time. Think of National Volunteering Week in May or a Christmas food appeal. You give the campaign a name, dates and an optional goal in volunteer hours, then link activities to it.

The campaign page adds up the results of its activities for you: approved hours, number of activities and people helped.

To save time, start from a template: National Volunteering Week (mid-May; the dates are set each year, so check them), Christmas giving (a food appeal collection and hamper packing), Back to school, World Environment Day, International Volunteer Day or a Blood donation drive. Each comes with suggested dates, an hours goal and suggested activities with their logistics checklists.

What you can use it for

• Run National Volunteering Week with a team challenge with a local charity and a skills clinic for charities, with one shared hours goal.
• Collect food for a food charity and pack Christmas hampers for families in a Christmas giving campaign.
• Run a back-to-school collection or a World Environment Day clean-up with a shared goal.
• Compare campaigns year on year by approved hours and people helped.

How to do it

Start from a template

1. Pick a templateGo to CSR workspace → Campaigns and open Start from a template. Each card shows the suggested dates, the hours goal and the suggested activities.
2. Choose what to createKeep Also create the suggested activities as drafts ticked to add the activities with their logistics checklists, then select Use this template.
3. Check and publishCheck the dates (National Volunteering Week moves each year), then open each draft activity, set its charity, place and time, and publish it.

Create a campaign

1. Open CampaignsGo to CSR workspace → Campaigns. Existing campaigns show as cards with dates and progress.
2. Fill in the New campaign formAt the bottom of the page, enter the Campaign name, Starts, Ends, Goal (volunteer hours) and Description.
3. SaveClick Create. The campaign page opens.

Add activities to a campaign

1. Create or edit an activityGo to CSR workspace → Activities → New activity, or open an existing activity and click Edit. The campaign page also has a + New activity button.
2. Choose the campaignIn the Campaign field, pick your campaign. Save the activity.
3. Check progressOpen the campaign again. The activity now appears in its table with sign-ups, approved hours and status.

Edit or delete a campaign

1. Open the campaignClick its card on the Campaigns page.
2. Change the detailsUse the Edit card at the bottom and click Save.
3. Delete if neededClick Delete and confirm. Linked activities are kept; they are simply no longer in a campaign.

Tips and good practice

• Only approved hours count towards the goal. Clear the queue in Hours approvals before you share campaign results.
• If a campaign includes giving, your company pays the charity directly and records the donation in the budget. CorpHands does not collect money from employees or the public.
• A Christmas food appeal is volunteering and in-kind giving; a cash donation to the charity is recorded separately in the budget, as a donation.
• Fill in People helped on each activity after it ends, so the campaign total is complete.

Questions