Creating and managing campaigns | FundCentre Fundraising

  • Updated

Applies to: Fund managers (GPs)
 

A campaign is how the GP markets an opportunity and keeps track of its status and all the details related to the campaign. A landing page is associated with a campaign and is what the investors see when they click on the link in the teaser email. The teaser is used to send emails to the LPs about new opportunities that they may want to invest in. Teasers can be sent to any contact in the contacts page.

Landing pages can be public or private. Public pages can be viewed by any LP, regardless of whether they have an Intralinks account. Private pages can only be viewed by users who are registered in the LP Portal. If an LP does not have an account, they can request access to campaign level information. GPs can decide whether to grant access. For more information on granting access, see Responding to approval requests.

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 will be displayed in the Investor Portal.
  4. Enter the information about the campaign. Required fields are indicated by an asterisk next to the field name.
  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 are interested in.
  3. Click on the tabs to view 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 a landing page has not been published/activated for the campaign. All of the 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 of the landing pages associated with the campaign. You can change the active landing page by toggling the active page off and toggling the new page on. Only one landing page can be active at a given time.
    • Landing Page Link and Preview - Lets you see how the landing page will look to other users.
    • Edit - Displays the landing page editor for the landing page where 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 are available for viewing and updating campaign details. In addition, you can add teasers, landing pages, contacts, funds, investors, documents, and notes directly from these tabs.
    • Dashboard - Displays insight information so you can gauge interest in the campaign. You can also edit and preview landing pages associated with this campaign.
    • Details - Displays details about the campaign. You can make and save changes to the details.
    • Teasers - Shows the teasers associated with the campaign and who they have been sent to. You can resend teasers.
    • Landing Pages - Lists the landing pages associated with the campaign and the shows the landing page that is published. You can preview and copy the landing page.
    • Contacts - Lists the contacts associated with the campaign.
    • Notifications - Lists the notifications that have been sent for this campaign.
    • Funds - Lists the funds associated with this campaign.
    • Investors - Lists the investors associated with this campaign.
    • Documents - Lists the documents associated with the campaign. Click a document to preview it.
    • Notes - Lists notes associated with the campaign.
    • Activity Log - Shows the 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 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.

Additional information

Was this article helpful?

We'd love your feedback.

Please tell us how we can improve this article.