Managing giving opportunities 

Creating giving opportunities is just the beginning of building an engaging goodness program. It’s important to add new and remove old content to keep your site fresh and relevant for your people!  

Get notified by Action Items

You are notified if there is content waiting to be reviewed in the Action Items on the Admin Dashboard. Select Take Action next to the item to view all giving opportunity content in the Giving Bulk Manager

Reviewing giving opportunities 

You can also view all giving opportunities in your program that are in any status by going to Manage > Giving > Bulk Manager. Here, you can take action on one or more pieces of content. The typical process for reviewing giving opportunities is as follows: 

  1. Select and Apply filters to narrow your search results to the list of opportunities you want to review. 
  2. Select the opportunity Title to open the opportunity in view mode. This is how the opportunity will appear to your people when they open it in your program. 
  3. If you’d like to make changes, select Edit in the top right of the opportunity page. You also have the Edit option next to the opportunity in the review list. The opportunity is opened in edit mode so that you can update it and then Submit

In the Bulk Manager table, you have quick access to the following information for each opportunity: 

  • Title: name of the opportunity.
  • Author: user who created the opportunity.
  • Published status: Published, Unpublished or Archived.
  • Post date: date it was created.
  • Giving Opportunity Source: user or company created. The source is ‘company’ if the opportunity was created by a user with the Campaign Manager or Campaign Manager (non-admin) user role.
  • Featured: Featured or Unfeatured status. If Featured, the opportunity is displayed in the Featured Content carousel. 
  • Country: countries the opportunity is targeted to. 
  • Approval Status: Approved (approved but may not be published) or Denied.
  • Start-End date: the start and end dates of the opportunity being active.
  • Visibility: company-wide or invite-only.
  • Edit option: open edit mode to make changes. 

Approving or denying an opportunity

You can continue to review opportunities in your review list. If you have one or more opportunities that you’d like to approve or deny, select the checkbox on the left side next to each opportunity in your review list and then choose Approve User Content in the Bulk Operations dropdown. You can also Deny User Content using the same dropdown. These actions update the Approval Status. Approved content can be published so that it appears in your program. 

You can also take action from within the opportunity editor by going to the Admin Options section and choosing to Approve or Decline in the Approval Status dropdown. 

Publishing an opportunity 

Once you've approved an opportunity, you can publish it. Published, approved content will appear in your program for your people to engage with. Users can: 

  • Search for the opportunity. 
  • Donate to the opportunity. 

If you have one or more opportunities that you’re ready to publish, select the checkbox on the left side next to each opportunity in your review list and then choose Publish Content in the Bulk Operations dropdown. You can also Unpublish Content using the same dropdown. These actions update the Published Status

You can also publish an opportunity from within the opportunity editor by going to Admin Options, selecting the Publish checkbox and then Submit. To unpublish, deselect the checkbox and Submit.

Featuring an opportunity

Once you've published an opportunity, you can feature it. Featured opportunities appear in the Featured Content carousel on the Dashboard for users you have targeted it to. If you have one or more opportunities that you’re ready to feature, select the checkbox on the left side next to each opportunity in your review list and then choose Feature Content in the Bulk Operations dropdown. 

You can also Un-feature Content using the same dropdown. These options update the Featured status. If the opportunity is unfeatured and remains published, your people can still search for and donate to the opportunity.

Archiving an opportunity

When an opportunity ends or you want to remove it, you can archive it. Archived opportunities are not visible to your people but do continue to appear in the Bulk Manager. If you have one or more opportunities that you’re ready to archive, select the checkbox on the left side next to each opportunity in your review list and then choose Archive Campaign in the Bulk Operations dropdown. You can also Unarchive Campaign using the same dropdown. 

If an opportunity is archived its Published Status is updated to Archived. If you unarchive an opportunity the published status becomes Unpublished.

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