PowerUp Challenge: Task #2 - Review & Add Categories to Campaigns, Funds, and Appeals

Crystal Bruce
Crystal Bruce admin
Tenth Anniversary Kudos 5 PowerUp Challenge: Data Health #3 First Reply
in (Open) PowerUp Challenge: Data Health

Maintaining accurate and consistent Campaign, Fund, and Appeal Categories is an essential part of strong data hygiene. These categories not only keep your records standardized, but they also ensure that your web view dashboards, reporting tools, and segmentation workflows display meaningful, organized insights.

  • Create a Campaign, Fund, or Appeal Query. This allows you to quickly identify records missing categories or containing outdated or inconsistent category values.
    • Add relevant fields to the output, including:
      1. Campaign, Fund, or Appeal Name
      2. Category
      3. Any additional fields useful for segmenting or auditing

Review and update category values to align with your current naming conventions and organizational structure.

  • Repeat this process for Campaigns, Funds, and Appeals to ensure full data consistency across your fundraising framework.
  1. You can add new table entries directly from a record in database view
  2. Or add/update them in web view, Settings, Tables under the appropriate category table

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