To track the progress of your campaign, go to Campaigns → Overview and click on the campaign that is 'Live.'
A new page will open up containing all details on the campaign, as well as a list of returned fees and donations logged so far. You may also refer to the terms of the SOW agreement associated with the campaign by clicking on the contract on the top of the page.
Campaign details include:
Status: Scheduled, Live, Needs Reconciliation, Ended
Campaign type: Gross, Net (OCF), or Net (PF)
Launch / Close Date: date range of campaign
Description: the title of the campaign
Total amount: the total funds processed for the given campaign
Returned fees: total expenses reconciled after the campaign has ended. This only applies to the Net campaign types.
The campaign statuses are defined as follows:
Scheduled - Campaign has been created and set to launch on start date
Live - Campaign is live
Ended - Campaign has ended per its end date
Needs reconciliation - Funds need to be reconciled to determine the amount retained by the Professional Fundraiser and the amount going to the charity
Grant scheduled - Campaign has been reconciled and a grant date has been selected. Funds will be initiated to the nonprofit on the scheduled grant date.
Refunded - The campaign has been cancelled and all funds have been returned back to the merchant.
You may also track the flow of funds for each campaign. The payment statuses include:
Pledged: Funds will be charged on the next invoice
Charged: The professional fundraiser has been charged for the donations granted to the designated nonprofit
Sent: We have received the charged funds and are processing before sending to the nonprofit
Received: The funds have been processed and sent over to the end nonprofit
Additionally, you have the ability to add custom metadata to share with nonprofits. Under Details, just click "View" next to Shared Metadata and then "Edit." Use this space for any extra campaign context or data points you want the nonprofit to see.
Lastly, you can monitor campaign activity, including when a new campaign is created or when details are updated.
If you'd like to download a full CSV report of all of your campaigns, click on "Export"
For guidance on how to manage donations for your professional fundraiser, refer to this help article.