The Campaigns page (CRM Management — it moved there from Sales Management in November 2026, because campaigns belong with the rest of your front-office work, and charities run them as much as traders do) is your register of marketing campaigns. Each entry carries a name, the channel it ran on (social media, search ads, email, events, radio, print, influencer, or other — the channel list is yours to edit, under System Setup → Sales → Campaign Channels), the dates it ran, what it was aiming at, and the spend you enter for it, in the campaign's own currency — pick the currency on the entry (your company's own, unless you say otherwise). The register also freezes the spend's equivalent in your functional currency at the rate of the day you enter or change it, and it is that frozen figure the governed reads use, so recorded spend never drifts when exchange rates move. In this version the spend is typed in by you — no advertising platform feeds it automatically.
A campaign can also carry a numeric target — the amount you are aiming to raise or sell, in the campaign's currency, entered beside the target territory text (which stays what it always was: words about who and where, never a figure). Like the spend, the target's functional equivalent is frozen at the rate of the day you enter or change it, so progress against it never drifts when rates move. A campaign with no numeric target simply has no target progress to read — none is invented for it.
Ask AI can then read two honest figures per campaign: the spend, exactly as recorded, and the sales associated with the campaign — the orders stamped with the campaign on the order itself, plus the unstamped orders whose dates fall inside the campaign's run. Read that second figure carefully: it says which sales ran alongside the campaign, never that the campaign caused them. A busy season, a price change and a campaign all overlap in real life; the register shows you the overlap and leaves the judgement to you.
Where the Donations module is on, there is a second association: the donations associated with the campaign — every posted gift with the campaign written on the donation itself (typed in at entry, or carried there when a CRM opportunity converts — see Chapter 17). Ask AI reads the associated total in your functional currency, each gift at the rate frozen on it, the same gifts grouped by their own currencies, the count, the average gift, how the gifts split across designations, how many of the donors were giving for the first time, and progress against the numeric target. The headline efficiency figure is cost per dollar raised — the campaign's spend divided by its associated donations. If no spend is recorded for a campaign, that figure reads spend not recorded rather than a flattering zero. Associated is still the word: a gift stamped with a campaign was recorded under it, not proven to be caused by it.
Open a campaign's record and the Associations section shows both sides together — sales on one line set, donations on the other — each labelled with its module. If a module is off for your company, its side says so instead of going missing, and if analytics is unavailable the section says no figure is shown rather than showing an ungoverned one.
Beneath the figures, the Associated record chain lists the CRM records stamped with the campaign itself: the leads recorded under it and the opportunities they qualified into, the opportunities recorded under it, and the quote or donation each opportunity converted into — every name a link to the record. A campaign with nothing stamped yet says so. The chain walks only what was recorded; a channel signal's campaign name never joins it.