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Need Campaign Setup

Here's everything you need to know about setting up a Need Campaign to use in Need Connect.

You can display one Need Campaign in the Need Connect application at a time. To do so, the Need Campaign record must have Is Default set to Yes.

You should only have one default campaign at a time. If multiple Need Campaigns have Is Default set to Yes, Need Connect displays the one with the lowest ID number. So, anytime you add a new Need Campaign, we recommend you check any existing campaigns and change that option to No.

Need Campaign Fields

Campaign Title
The friendly name that describes this campaign. This displays at the top of the screen in Need Connect.
Campaign Guid
A unique identifier assigned to this campaign. This is for internal reference purposes and cannot be edited.
Description
A brief explanation of this campaign's primary purpose. This displays below the campaign title in Need Connect.
Is Default
Determines whether the Need Types associated with this campaign are available in Need Connect.
Expected Days to Complete
The amount of time you expect needs to be completed for this campaign.
Allow Other Need Types
Determines whether an "Other" Need Type option displays in Need Connect. When set to Yes, a text box displays so both requesters and providers can describe their own need type. For example, if someone needs or can provide pet care, but that isn't an option that you defined, they can add it.

Note: If requesters submit an "Other" type need, you'll need to assign it to a provider. If providers submit an "Other" type of assistance, you'll need to review and approve it.

Create a Need Campaign

A sample Need Campaign is provided at install. You can edit or delete this one, or add your own.
  1. In the navigation menu, click Needs Management > Need Campaigns.
  2. Click New Campaign.
  3. Enter the Campaign Title and Description, which will display at the top of Need Connect.
  4. Set Is Default to Yes.
  5. Click Save.
  6. Review any existing campaigns, and set Is Default to No.
  7. Go to Need Connect and make sure the expected Campaign and Need Types display.