Creating and managing campaigns | FundCentre Fundraising

  • Updated

Applies to: Fund managers (GPs)
 

A campaign lets General Partners (GPs) market an investment opportunity, track its status and manage all the related details in FundCentre Fundraising.

Each campaign links to a landing page. Landing page is the page investors see when they click a link in a teaser email. A teaser is used to notify limited partners (LPs) about new opportunities. You can send teasers to any contact from the Contacts page. 

Landing pages can be public or private:

  • Public pages: Any LP can view these, regardless of whether they have an Intralinks account. 
  • Private pages: Only LPs registered in the LP portal can view these. LPs without an account can request access to campaign level information. GPs decide whether to grant access. For more information on granting access, see Responding to approval requests.

Video - create and manage a campaign

Watch this tutorial video for details on how to create and manage campaigns in the Fundraising application. For outlined steps, see below.

Icons_Approved.svgHow to create a campaign

  1. From the Marketing menu, select Campaigns.
  2. Click Add Campaign.
  3. In the Name field, enter the name of the campaign. The name appears in the Investor Portal.
  4. Enter the campaign information. Fields marked with an asterisk (*) are required.
  5. Click Save.

Icons_Approved.svg How to update a campaign

  1. From the Marketing menu, select Campaigns.
  2. Click the name of the campaign you want to update.
  3. Select a tab to view or edit specific details.
  4. (Optional.) To activate, view or edit a landing page, click one of the following options in the Landing Page section on the Dashboard tab,
    • Activate Landing Page - This option is available when no landing page has been published or made active for the campaign. All landing pages associated with the campaign are displayed. In the Active column for the landing page that you want to activate, toggle the page to On and click Confirm.
    • View All - Displays all landing pages associated with the campaign. You can toggle the active landing page off and toggling the new page on to change it. Only one landing page can be active at a time.
    • Landing Page Link and Preview - Shows you how the landing page appears to other users.
    • Edit - Displays the landing page editor so you can make changes to the landing page.

Icons_Approved.svg How to view campaign details

  1. From the Marketing menu, select Campaigns.
  2. Click the name of the campaign you are interested in. The following tabs let you view, update, and manage campaign information: 
    • Dashboard - Displays insight information so you can gauge interest in the campaign. You can also edit and preview landing pages associated with this campaign from here.
    • Details - Displays details about the campaign. You can make and save changes to the details here.
    • Teasers - Shows the teasers associated with the campaign and the contacts who received them. You can resend teasers from this tab.
    • Landing Pages - Lists all landing pages associated with the campaign and shows which one is published. You can preview and copy the landing page here.
    • Contacts - Lists all contacts associated with the campaign.
    • Notifications - Lists all notifications that have been sent for this campaign.
    • Funds - Lists all funds associated with this campaign.
    • Investors - Lists all investors associated with this campaign.
    • Documents - Lists all documents associated with the campaign. Click a document to preview it.
    • Notes - Lists all notes associated with the campaign.

    • Consents - Shows consent responses from users. 

      Note: You cannot accept a consent on behalf of an LP.

    • Activity Log - Shows all activities that are associated with the campaign. You can choose to view LP or Admin activity.

Icons_Approved.svg How to add contacts to a campaign

  1. From the Entity menu, select Contacts.
  2. Click the contact that you want to add to a campaign.
  3. Click the Permissions tab.
  4. Click Add Permission.
  5. In the Role field, select Limited Partner.
  6. In the Permission Type field, click Campaign.
  7. In the Campaign field click the campaign to which you want to add the user.
  8. Click Save.

Icons_Approved.svg How to export campaigns

You can export campaign data in CSV format and then download it from the Exported Items page. Exporting the data allows you to customize reports in Microsoft Excel.

  1. From the entity grid of the entity that you want to export, click Export. 
  2. In the Exported Items page, click the name of the export that you want to download.

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