From the Campaigns Module, select the campaign you want to duplicate. Right click and select Copy Campaign… C360 will create a duplicate version of the campaign, which…
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Compass-360
Help Docs, Job Aids & Frequently Asked Questions
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Managing Campaigns
Multi-Session Ticketing
Multi-Session ticketing is allowing attendees/donors/registrants to purchase tickets to multiple “sessions” of an event that can take place over the course of one or more days. Multi-Session…
Read moreCanceling Scheduled Emails
If you have scheduled an email to be sent out, but need to cancel it or make adjustments to the asset, you can cancel the scheduled email…
Read moreEmail Address Clean-Up
When sending out email messages from Compass, you may notice that you consistently see destinations failing to send. From the Message Management Module, you can view failed…
Read moreClosing a Campaign Portal
You can close a campaign portal so anyone who visits the page can no longer donate. Campaign Closed Settings Select the campaign that you would like to…
Read moreEmail Types & Unsubscribing
Every email must be designated by usage/type, essentially selecting what type of communication is being sent by. The usage/type is selected when creating an email asset. If a…
Read moreInviting Constituents
If you are inviting constituents from anywhere else besides the event’s guest list, you need to ensure that the email asset is linked to the event, so…
Read moreLogging in to Bid
To access the bidding portal, from the Manage tab in your event, select Mobile Bidding from the left side bar. Accessing Bidding Site From the bottom bar,…
Read moreBatch Income Recording
The batch entry tool allows you to quickly enter income, individually or in batches. New Batch First you’ll want to fetch the newest batch number. Batch numbers…
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