You can track the effectiveness of your giving promotion by creating a marketing effort to track giving by source. Please note: this is a multi-step setup process. This article contains steps for the following:

Create a reporting-only campaign
Create a marketing effort using the report-only campaign
Create new sources (if needed)
Associate sources with the marketing effort

Create a reporting-only campaign

In the V2 admin portal, navigate to: Finance > Designations > Campaigns > Add a new Campaign
In the Name text box, type a name that reflects this is a reporting-only campaign
Copy the Name of the campaign and paste it in the Short Description and Long Description text box fields.

Click the Fund search drop down box and select any fund. Please note: You will not be reporting against this selected fund, but the fund field is required to create a campaign.
In the Start Date and End Date boxes, make sure you use a wide enough date range to capture the giving to be included in this report. For example: we will start reporting today and extend the reporting campaign out 10 years
You can enter anything into the Designated Account Segment and DesignationCode, as this campaign is report-only
You don't need to upload a photo, as this campaign is for internal use only
Click Save & I'm Done
You will be returned to the Campaign index view. Scroll down to the campaign you just created and click the X to archive the campaign.

Click OK to confirm your choice

Please note: Archiving the report prevents any payments from accidentally being attributed to this report-only campaign

Create a marketing effort using the report-only campaign

In the V2 admin portal, navigate to: Marketing tab > Efforts > Add a New Effort (+)

Give the effort a name
In the Purpose of this Effort text box, provide a description of the effort
In the Campaigns section, click the drop-down box and select your reporting only campaign
Click Save & I’m Done

Create new sources (if needed)

To create an offline source for data entry

In the V2 admin portal, navigate to Marketing tab > Offline Sources > General Sources > Add a new General Source (+)

Provide a name and description of the source
In the Marketing section, click the Channel drop down list and select the channel this source will be tracking
Provide a unique source code for data entry purposes. You’ll want to keep the code short with no spaces.
Click Save & I’m Done

To create an online source for email campaign or separate web button

In the V2 admin portal, navigate to Marketing tab > Web Sources > Giving Sources > Add a new Online Giving Source (+)

Provide a name and description of the source
In the Marketing section, provide a unique source code for data entry purposes. You’ll want to keep the code short with no spaces. Example: for food bank donations from a web page button that is separate from your regular promotion list, you could use: FoodBankButton as the source code.
Click the Designation drop down list to select the designation that will be associated with this new source
If you use ask ladders, click the Default Ask Ladder drop down to select the ask ladder you wish to use. Otherwise, leave this setting as the default.
Click Save & I’m Done

Associate sources with the marketing effort

In the V2 admin portal, navigate to: Marketing tab > Efforts
Click the pencil to the left of your new performance tracking effort
In the Associated Marketing section, click the +Add Associated Marketing button

Use the Marketing Source drop down to select a source you wish to track
Click the Save button
Continue adding each source you wish to track with this effort
When finished selecting sources, click Save & I’m Done