Campaign Tagging Instructions

You're now in the process of setting up your Dataro integration. Campaign tagging is a critical part of that process. The end goal of this process is that we can know how and why every gift made it into your system. To do this, we ask you to check out 'tags' for your historical campaigns and verify or update the 'category' and 'channel' for each.

 

You will now be presented with a series of cards - each one represents a 'parent campaign' (an Appeal in Blackbaud or Campaign in Salesforce).

 

At the top-level, you will see the category and channel Dataro has 'predicted' for this item. If this is incorrect, or you wish to review or make changes at the package level, you can hit 'Show Details' to see the underlying items and update them as require,  as follows:

Once you are happy with a card, you can hit 'Approve' to move on to the next. If you are unsure about a card you can 'Skip'. We recommend that you tag at least 65% of the items, but you can finish the tagging after a minimum of 30%. You can also revisit and review the tagging at any time in the future.

 

This part of the process can take some time, but trust us, it's worth it.