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Quick Campaign Wizard

Compass CRMâ„¢ for Fundraisers provides a Quick Campaign Wizard that allows fundraising and marketing professionals to follow a step-by-step guide for launching a solicitation or promotion to a group of donors.

Who this feature is designed for:

  • Fundraising, service, and marketing professionals
  • Marketing managers

Business Value:

  • Quick, five-step process for launching a campaign to a target group of donors
  • Simplified donor prospecting and cultivation
  • Quickly create letters, e-mails, faxes and phone calls to propel fundraising efforts

Integration areas:

  • Detailed account, contact, and lead views
  • Advanced Find query results

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