Campaigns

Topics

The Campaigns Page

The campaigns section allows you to manage your capital raising campaigns. There are two different types of campaigns: individual campaigns and grouped campaigns (Groups). You can have all campaigns or all groups displayed by clicking on the respective tab. The active tab is showing in blue.

When you click the Campaigns tab a table including all campaigns of you and your team will be displayed. The table is sorted by “Campaign Title A-Z”. Closed campaigns will be displayed at the end of the table.

Campaign: Campaigns Tab

Groups can be accessed by clicking the Groups tab. Here you can view existing Groups and set up new ones. Groups are used to combine the values of multiple individual campaigns into one grouped view. When you use the Group functionality, the Target Size, Commited amount and Potential amount of all the campaigns you have selected to group will be aggregated. Therefore you can only group campaigns that use the same currency. Use groups to gain insight into multiple campaigns, e.g. different country specific campaigns, at a glance.

By clicking the little triangle next to the group you can expand a group to display all included campaigns.

Campaign: Groups Tab

Creating a Campaign

Click “New +” to create a new campaign or a new group:

Click New Campaign to create a new individual campaign. Individual campaigns are always country specific, you will need to select a country for your campaign. If you are raising capital in multiple countries, we recommend to create a campaign for each country. You can then combine all individual campaigns into one group.

The following information is mandatory :
• Manager/Company Name
• Fund/Project Name
• Year of Creation
• Country
• Detailed Campaign Description
• Start Date
• Due Date
• Currency

You can also opt to add a Target Size amount at this point or do this later.

Click Save. The campaign title will be combined out of these fields:

Manager/Company Name – Fund/Project Name – Year – Country

This way all your campaigns will use a consistent naming convention, making it easier for you to manage all of your campaigns

Campaign: Create Campaign

Click New Group to create a new group.

You need to provide the following information about your group:
• Manager/Company Name
• Fund/Project Name
• Year of Creation
• Detailed Campaign Description
• Currency
• Important: You can only add individual campaigns to a group with the same currency.

Click Save and your new group will be created. The group title will be combined out of your input from these fields:

Manager/Company Name – Fund/Project Name – Year

Campaign: Create Group

Editing a Campaign

Click “Edit” to start editing a campaign or group.

The following information is still editable after a campaign was set up :

  • Campaign Status (Ongoing / Closed)
  • Campaign Title
  • Detailed Campaign Description
  • Start Date
  • Due Date
  • Currency
  • Target Size

Even though your campaign title is editable, we recommend to stick with the following naming convention to ensure a consistent set-up and easy recognition:

Manager/Company Name – Fund/Project Name – Year – Country

Campaign: Edit Campaign

You can edit the information stored for a group by clicking the edit button. 

The following information is editable after a group was created.

  • Campaign Status (Ongoing / Closed)
  • Group Title
  • Detailed Campaign Description

Note: the currency value can be edited until you start adding campaigns to your group. After that the currency is no longer editable

Even though the title is editable, we recommend to stick with the following naming convention:

Manager/Company Name – Fund/Project Name – Year

Campaign: Edit Group

The Campaign Details Page

The campaign details page comprises of three sections:

The Campaign Details section shows you:

  • Title
  • Description
  • Investment Status
  • Campaign cycle
  • Investment Status

The Investment Status is split into Potential and Committed Investments. The amount listed for Potential and Committed Investments is aggregated from the values entered for the individual campaign members.

Campaign: Details

The Campaign Members section includes all contacts that have been added to a campaign.

When adding a new member, the member is automatically given the Level of Interest: Selected

There are 10 different values for LOI:

Campaigns: Member Status

The status MP Meeting, Strong interest, Due diligence and Soft circled will be aggregated as the Potential investment of the campaign.

You can filter all members by Packages and/or Investor Type.

You can also sort the members by:

  • LOI (Level of Interest): High-Low
  • LOI (Level of Interest): Low-High
  • Account Name: A-Z
  • Account Name: Z-A
  • AUM: High-Low
  • AUM: Low-High
  • Last-name: A-Z
  • Last-name: Z-A
  • Title: A-Z
  • Title: Z-A

To assign new contacts to the campaign, click “Add to Campaign”..

Campaign: Campaign Members

The Campaign Tasks section shows all tasks related to the campaign. You can also access tasks that were marked as DONE by clicking the History tab

You can add a new task by clicking “New +”.

You can filter the task list by team member or search for tasks.

Campaign: Tasks

Mobile Campaigns page

Due to the limited screen size of mobile devices, the advinda mobile user interface looks slightly different than the desktop version:

iOS

You can navigate between campaigns and groups using the bottom bar. Commands can be found at the top.

Campaigns: iOS

Android

You can navigate between campaigns and groups using the top bar.  Commands can be found at the bottom.

Campaigns: Android