Campaign Contributions are a way of tracking who’s paying for a marketing campaign.
Contributions can be made against a campaign:
Directly by users (if permissions allow) within a campaign via Quoting & Finance > Quoting
Automatically from Xero when payments are recorded against an invoice
Via Finance Providers such as CampaignAgent, utilising the CampaignAgent Realhub integration
To learn more about manually adding Contributions to a campaign, see ##{{link to Sophie’s page witin Campaign Manager}}.
Managing Contributions & Payments
Go to Accounting > Campaign Contributions
Use the Filter module to find the contribution(s). You can filter/search by:
Campaign (Property address)
Date range
Paid By (set when contribution was first added)
Payment Method (set when contributions was first added)
Payment Received (Yes / No)
To mark a contribution as being received, click Mark As Received.
You can also Delete Contribution (if not received)
Manage Contribution to go to the campaign and edit amount, payment method etc
