Campaigns

What it is

A campaign is a theme that holds several activities together for a period of time. Think of MLK Day of Service in January or a Thanksgiving food drive in November. 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: MLK Day of Service (the week up to the third Monday in January: a day on, not a day off), 9/11 Day of Service and Remembrance (September 11: care packages for first responders and a blood drive), Thanksgiving food drive (an office collection and food bank sorting shifts in November), Back to school, 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 MLK Day of Service with half-day projects with local nonprofits and a care kit session, with one shared hours goal.
• Collect food at every office and staff sorting shifts at the food bank in a Thanksgiving food drive.
• Pack thank-you kits for first responders and host a blood drive on the 9/11 Day of Service and Remembrance.
• Compare campaigns year over 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 (MLK Day and Thanksgiving move each year), then open each draft activity, set its nonprofit partner, 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 toward the goal. Clear the queue in Hours approvals before you share campaign results.
• If a campaign includes giving, your company pays the nonprofit directly and records the donation in the budget. CorpHands does not collect money from employees or the public.
• A Thanksgiving food drive is volunteering and in-kind giving; a cash grant to the food bank 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