Managing Campaign Contributions & Payments

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

1. Go to Accounting > Campaign Contributions
2. Use the Filter module to find the contribution(s). You can filter/search by:
   1. Campaign (Property address)
   2. Date range
   3. Paid By (set when contribution was first added)
   4. Payment Method (set when contributions was first added)
   5. 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