Caution
If the campaigns were going to different G/L entries in your accounting system, you may want to make a manual G/L entry in your accounting system to reflect the merged numbers.
The following steps walk you through merging two campaigns together:
Open the Campaign List Window
- Go to Setup >> System Tables >> Donation Campaigns to open the Campaign List Window
Campaign List Window
Select the campaigns to merge
- Single-click to select the campaigns to merge (control-click on Windows or option-click on a Mac)
Multiple Selected Campaigns on List Window
Start the merge process
- Click the Merge button, which opens the Merge Donation Window
Merge Button
Choose which campaign to merge the others into
- Select the campaign that the others should be combined into
Campaign Merge Window
click Merge to confirm your choice
- Click the Merge button
Merge Button
Review your choice on the confirmation popup
- A confirmation popup appears describing what will happen if you proceed
- Review this carefully as this action cannot be undone
- Except for the campaign you select to move the others into, campaigns are deleted after the procedure is complete
Campaign Merge Confirmation Popup
Conform your choice and complete the merge process
- Click the Merge button
Merge Button