Campaign Mapping

Campaign Data Mapping

This document details the field-level mappings between WeGive campaign records and Blackbaud Raiser’s Edge NXT campaign records.

Object Overview

WeGive Campaign Object

Purpose: Represents fundraising campaigns and appeals in the WeGive platform
API Endpoint: /campaigns/{campaign}
Unique Identifier: WeGive campaign ID
Marketing: Controls donation attribution and campaign tracking

Blackbaud Campaign Object

Purpose: Represents fundraising campaigns and appeals in Raiser’s Edge NXT
API Endpoint: fundraising/v1/campaigns/{campaign_id}
Unique Identifier: Blackbaud campaign ID
Fundraising Management: Controls campaign goals, appeals, and attribution

Core Campaign Mapping

Basic Campaign Information

WeGive Field	Blackbaud Field	Data Type	Direction	Required	Notes
`id`	Correlation ID storage	String	Both	No	Stored in custom field or external reference
`name`	`description`	String	Both	Yes	Campaign display name
`code`	`lookup_id`	String	Both	No	Short campaign identifier
`type`	`category`	String	Both	No	Campaign type classification
`status`	`status`	String	Both	No	Active, Inactive, Planned, Completed
`goal`	`goal.value`	Decimal	Both	No	Fundraising goal amount
`description`	`notes`	Text	Both	No	Detailed campaign description

Campaign Lifecycle

WeGive Field	Blackbaud Field	Data Type	Direction	Required	Notes
`start_date`	`start_date`	Date	Both	No	Campaign launch date
`end_date`	`end_date`	Date	Both	No	Campaign completion date
`created_at`	`date_added`	DateTime	Both	No	Campaign creation timestamp
`updated_at`	`date_modified`	DateTime	Both	No	Last modification timestamp
`active`	`status` = “Active”	Boolean	Both	No	Campaign accepting donations

Financial Information

WeGive Field	Blackbaud Field	Data Type	Direction	Required	Notes
`target_amount`	`goal.value`	Decimal	Both	No	Fundraising target
`raised_amount`	Calculated field	Decimal	Pull Only	No	Total raised to date
`participant_goal`	`participant_goal`	Decimal	Both	No	Individual participant goal
`minimum_gift`	`minimum_gift`	Decimal	Both	No	Minimum gift amount

Campaign Type Mapping

Standard Campaign Types

WeGive Type	Blackbaud Category	Description
`annual`	`Annual Fund`	Annual giving campaigns
`capital`	`Capital Campaign`	Building and capital projects
`major_gifts`	`Major Gifts`	High-dollar donor cultivation
`planned_giving`	`Planned Giving`	Estate and legacy gifts
`special_event`	`Special Event`	Fundraising events and galas
`emergency`	`Emergency`	Crisis response and disaster relief
`endowment`	`Endowment`	Endowment building campaigns
`membership`	`Membership`	Membership drives and renewals

Campaign Status Values

WeGive Status	Blackbaud Status	Description
`active`	`Active`	Currently running campaign
`planned`	`Planned`	Future campaign in planning
`completed`	`Completed`	Successfully completed campaign
`cancelled`	`Cancelled`	Cancelled before completion
`suspended`	`Suspended`	Temporarily paused campaign
`archived`	`Inactive`	Historical campaign data

Appeal Integration

Appeal Hierarchy

WeGive Field	Blackbaud Field	Data Type	Direction	Required	Notes
`appeals`	`appeals`	Array	Both	No	Associated appeals within campaign
`default_appeal`	`default_appeal_id`	String	Both	No	Primary appeal for campaign
`appeal_count`	Calculated	Integer	Both	No	Number of appeals in campaign

Appeal Information

WeGive Appeal Field	Blackbaud Appeal Field	Data Type	Direction	Required	Notes
`appeal_id`	`id`	String	Both	Yes	Appeal unique identifier
`appeal_name`	`description`	String	Both	Yes	Appeal display name
`appeal_code`	`lookup_id`	String	Both	No	Short appeal identifier
`appeal_type`	`type`	String	Both	No	Direct mail, email, phone, etc.
`appeal_goal`	`goal.value`	Decimal	Both	No	Appeal-specific goal

Marketing and Attribution

Source Tracking

WeGive Field	Blackbaud Field	Data Type	Direction	Required	Notes
`source_code`	`source_code`	String	Both	No	Marketing source identifier
`utm_campaign`	`campaign_code`	String	Both	No	UTM campaign parameter
`utm_source`	`source_detail`	String	Both	No	UTM source parameter
`utm_medium`	`medium`	String	Both	No	UTM medium parameter
`package_code`	`package_id`	String	Both	No	Direct mail package code

Channel Attribution

WeGive Channel	Blackbaud Channel	Description
`email`	`Email`	Email marketing campaigns
`direct_mail`	`Direct Mail`	Print mail campaigns
`phone`	`Phone`	Telephone fundraising
`online`	`Online`	Website and digital campaigns
`social`	`Social Media`	Social media campaigns
`event`	`Special Event`	Event-based fundraising
`peer_to_peer`	`Peer-to-Peer`	Grassroots fundraising

Segmentation and Targeting

Donor Segmentation

WeGive Field	Blackbaud Field	Data Type	Direction	Required	Notes
`target_segments`	`constituent_query_id`	Array	Both	No	Target donor segments
`exclusion_segments`	`exclusion_query_id`	Array	Both	No	Excluded donor segments
`geographic_targeting`	`geographic_filter`	Object	Both	No	Geographic targeting rules
`demographic_targeting`	`demographic_filter`	Object	Both	No	Demographic targeting rules

Communication Preferences

WeGive Field	Blackbaud Field	Data Type	Direction	Required	Notes
`email_frequency`	`email_frequency`	String	Both	No	Email communication frequency
`mail_frequency`	`mail_frequency`	String	Both	No	Direct mail frequency
`phone_frequency`	`phone_frequency`	String	Both	No	Phone call frequency
`suppress_appeals`	`suppress_appeals`	Boolean	Both	No	Suppress appeal communications

Performance Tracking

Campaign Metrics

WeGive Field	Blackbaud Field	Data Type	Direction	Required	Notes
`total_donors`	Calculated	Integer	Pull Only	No	Total unique donors
`total_gifts`	Calculated	Integer	Pull Only	No	Total number of gifts
`average_gift`	Calculated	Decimal	Pull Only	No	Average gift amount
`response_rate`	Calculated	Decimal	Pull Only	No	Response rate percentage
`cost_per_dollar`	`cost_ratio`	Decimal	Both	No	Fundraising cost ratio

Conversion Tracking

WeGive Field	Blackbaud Field	Data Type	Direction	Required	Notes
`solicitations_sent`	`solicitations`	Integer	Both	No	Total solicitations sent
`responses_received`	`responses`	Integer	Both	No	Total responses received
`conversions`	`gifts_received`	Integer	Both	No	Actual gifts received
`conversion_rate`	Calculated	Decimal	Both	No	Conversion percentage

Budget and Financial Planning

Campaign Budget

WeGive Field	Blackbaud Field	Data Type	Direction	Required	Notes
`budget_total`	`expense_budget`	Decimal	Both	No	Total campaign budget
`budget_allocated`	`expenses_allocated`	Decimal	Both	No	Budget already allocated
`budget_spent`	`expenses_actual`	Decimal	Both	No	Actual expenses to date
`budget_remaining`	Calculated	Decimal	Both	No	Remaining budget

Cost Categories

WeGive Field	Blackbaud Field	Data Type	Direction	Required	Notes
`printing_costs`	`printing_expense`	Decimal	Both	No	Printing and materials
`mailing_costs`	`postage_expense`	Decimal	Both	No	Postage and shipping
`staff_costs`	`staff_expense`	Decimal	Both	No	Staff time allocation
`vendor_costs`	`vendor_expense`	Decimal	Both	No	External vendor costs

Custom Fields and Attributes

Extended Campaign Information

WeGive Field	Blackbaud Field	Data Type	Direction	Required	Notes
`custom_fields`	`attributes`	Object	Both	No	Organization-specific fields
`tags`	`campaign_codes`	Array	Both	No	Campaign categorization tags
`keywords`	`search_keywords`	Array	Both	No	Search and filtering keywords
`priority_level`	`priority`	String	Both	No	Campaign priority ranking

Stewardship and Recognition

WeGive Field	Blackbaud Field	Data Type	Direction	Required	Notes
`thank_you_template`	`acknowledgment_template`	String	Both	No	Thank you message template
`receipt_template`	`receipt_template`	String	Both	No	Tax receipt template
`recognition_levels`	`recognition_tiers`	Array	Both	No	Donor recognition levels
`stewardship_plan`	`stewardship_schedule`	Object	Both	No	Ongoing stewardship activities

Data Transformation Rules

Name and Description Handling

Campaign Names

Preserve original formatting and capitalization
Maximum length: 255 characters
Special characters allowed and preserved
Duplicate name detection within same year

Campaign Descriptions

HTML markup removed for compatibility
Maximum length: 4000 characters
Line breaks preserved where possible
Rich text formatting converted to plain text

Date and Time Processing

Campaign Timeline

Start dates can be in the future for planned campaigns
End dates must be after start dates
Timezone conversion for international campaigns
Automatic status updates based on dates

Duration Calculations

Campaign length calculated automatically
Progress tracking updated daily
Milestone date tracking
Extension handling for ongoing campaigns

Financial Data Processing

Goal and Target Amounts

Goals rounded to nearest dollar
Percentage completion calculated automatically
Progress tracking updated with each gift
Historical goal changes maintained

Budget Calculations

Cost-per-dollar-raised calculated automatically
ROI calculations updated in real-time
Variance analysis between budget and actual
Efficiency metrics tracked over time

Sync Behavior

Create Operations

New WeGive Campaign → Blackbaud Campaign

Validate campaign data and requirements
Check for duplicate campaign names or codes
Create campaign record in Blackbaud
Set initial status and configuration
Store correlation ID for future updates
Create default appeal if specified

New Blackbaud Campaign → WeGive Campaign

Extract campaign information and attributes
Map to WeGive campaign format
Preserve campaign classification and status
Create WeGive campaign record
Store correlation ID and external references

Update Operations

Bidirectional Updates

Campaign name and description changes
Status updates (active/inactive/completed)
Goal and target modifications
Date range adjustments
Budget and expense updates
Performance metric updates

Restricted Updates

Campaign codes typically immutable after creation
Start dates may be restricted once campaign begins
Historical data preservation for completed campaigns
Approval required for major goal changes

Completion and Archive Operations

Campaign Completion Process

Status change to “Completed”
Final performance metrics calculation
Success/failure assessment against goals
Archive campaign data for historical reporting
Transfer learnings to campaign template library

API Examples

Create Campaign Record

WeGive to Blackbaud Campaign Creation

POST /fundraising/v1/campaigns
{
  "description": "Annual Giving Campaign 2024",
  "lookup_id": "ANN2024",
  "category": "Annual Fund",
  "status": "Active",
  "goal": {
    "value": 250000.00,
    "currency": "USD"
  },
  "start_date": "2024-01-01",
  "end_date": "2024-12-31",
  "notes": "Supporting general operating expenses and program expansion",
  "source_code": "AN24",
  "appeals": [
    {
      "description": "Spring Appeal 2024",
      "lookup_id": "SP24",
      "type": "Direct Mail",
      "goal": {"value": 75000.00, "currency": "USD"}
    },
    {
      "description": "Fall Appeal 2024",
      "lookup_id": "FA24",
      "type": "Email",
      "goal": {"value": 50000.00, "currency": "USD"}
    }
  ]
}

Update Campaign Progress

Blackbaud to WeGive Campaign Progress Sync

PUT /campaigns/{campaign_id}
{
  "name": "Annual Giving Campaign 2024",
  "status": "active",
  "goal": 250000.00,
  "raised_amount": 87500.00,
  "progress_percentage": 35.0,
  "total_donors": 145,
  "total_gifts": 178,
  "average_gift": 491.57,
  "response_rate": 12.3,
  "updated_at": "2024-03-15T10:30:00Z",
  "blackbaud_campaign_id": "12345678-1234-1234-1234-123456789abc"
}

Campaign with Appeals and Segmentation

Complex Campaign with Multiple Appeals

{
  "description": "Capital Campaign - New Arts Center",
  "lookup_id": "ARTS2024",
  "category": "Capital Campaign",
  "status": "Active",
  "goal": {"value": 2000000.00, "currency": "USD"},
  "start_date": "2024-01-01",
  "end_date": "2026-12-31",
  "appeals": [
    {
      "description": "Leadership Gifts Phase",
      "lookup_id": "ARTSLEAD",
      "type": "Major Gifts",
      "goal": {"value": 1000000.00, "currency": "USD"},
      "minimum_gift": 25000.00
    },
    {
      "description": "Public Phase",
      "lookup_id": "ARTSPUB",
      "type": "Direct Mail",
      "goal": {"value": 750000.00, "currency": "USD"},
      "minimum_gift": 100.00
    },
    {
      "description": "Online Campaign",
      "lookup_id": "ARTSWEB",
      "type": "Online",
      "goal": {"value": 250000.00, "currency": "USD"}
    }
  ],
  "attributes": [
    {
      "attribute_category": "Project Type",
      "string_value": "Building Construction"
    },
    {
      "attribute_category": "Architect",
      "string_value": "Johnson Architecture Firm"
    }
  ]
}

Error Handling and Validation

Required Field Validation

Critical Fields

Campaign name/description must not be empty
Campaign code must be unique within organization
Status must be valid enumerated value
Goal amount must be positive if specified
Date ranges must be logical (start before end)

Data Quality Checks

Name length validation (max 255 characters)
Code format validation (alphanumeric plus hyphens)
Amount precision validation (2 decimal places)
Date format validation (ISO 8601)
Appeal consistency within campaign

Common Error Scenarios

Duplicate Campaign Names

Error: Campaign name already exists for same period
Resolution: Append year or modify name
Action: Queue for administrative review

Invalid Campaign Codes

Error: Campaign code format invalid or duplicate
Resolution: Generate alternative code or modify
Action: Log warning and use system-generated code

Date Range Validation

Error: End date before start date
Resolution: Adjust dates or use open-ended range
Action: Log error and notify administrators

Retry and Recovery Logic

Temporary Failures

Network timeouts: Retry with exponential backoff
Rate limiting: Respect retry-after headers
Server errors: Retry up to 3 times with delays

Permanent Failures

Validation errors: Log and skip record
Authorization errors: Alert system administrators
Data conflicts: Queue for manual resolution

Performance Optimization

Batch Processing

Campaign Creation Batches

Process up to 25 campaigns per API call
Include appeals in campaign creation
Validate all campaign data before batch submission
Handle partial batch failures gracefully

Update Optimization

Delta sync for changed records only
Timestamp-based change detection
Bulk update operations where supported
Performance metric updates in batches

Caching Strategies

Reference Data Caching

Campaign information cached for 15 minutes
Appeal data cached for 10 minutes
Status and type lookups cached for 1 hour
Performance metrics cached for 5 minutes

Performance Monitoring

Average campaign sync time tracking
API response time monitoring
Error rate alerting by campaign type
Cache effectiveness measurement

Reporting and Analytics

Campaign Performance Analytics

Success Metrics

Goal achievement rates by campaign type
Average time to reach funding goals
Donor acquisition and retention rates
Cost-per-dollar-raised analysis
ROI calculations and comparisons

Trend Analysis

Campaign performance over time
Seasonal giving patterns
Appeal effectiveness comparison
Channel performance analysis
Segmentation effectiveness

Comparative Reporting

Cross-Campaign Analysis

Performance benchmarking
Best practice identification
Resource allocation optimization
Strategic planning insights
Future campaign planning

Best Practices

Campaign Planning

Clear Goals: Set specific, measurable, achievable goals
Realistic Timelines: Allow adequate time for campaign execution
Defined Appeals: Create distinct appeals with clear messaging
Target Segmentation: Use appropriate donor segmentation
Performance Tracking: Monitor progress regularly

Data Management

Consistent Naming: Use standardized campaign naming conventions
Code Standards: Implement consistent code formats
Regular Updates: Keep campaign data current and accurate
Historical Preservation: Maintain historical campaign data
Quality Assurance: Regular data quality audits

Integration Management

Sync Frequency: Appropriate sync timing for campaign needs
Error Monitoring: Proactive error detection and resolution
Performance Tracking: Monitor sync performance and optimization
Backup Procedures: Regular campaign data backups
Testing Protocols: Thorough testing before campaign launch

Troubleshooting Guide

Common Sync Issues

Campaign Creation Failures

Verify campaign name uniqueness
Check campaign code format and availability
Validate goal amounts and date ranges
Confirm user permissions for campaign creation

Appeal Sync Problems

Review appeal hierarchy relationships
Check appeal goal consistency with campaign
Validate appeal codes and descriptions
Verify appeal type mappings

Performance Data Discrepancies

Compare calculation methods between systems
Check date range filters for performance metrics
Verify gift allocation to correct campaigns
Review segmentation and targeting criteria

Data Quality Issues

Missing Campaign Information

Check field mapping completeness
Verify data availability in source system
Review sync scope and filtering rules
Validate required field population

Inconsistent Classifications

Review campaign type and category mappings
Check for custom field configuration differences
Validate enumerated value consistency
Confirm appeal relationship accuracy

Performance Problems

Slow Campaign Processing

Optimize batch sizes for campaign volume
Review API response times and bottlenecks
Check network connectivity and latency
Monitor system resource utilization

High Error Rates

Analyze error patterns and common causes
Review data validation rule effectiveness
Check system capacity and rate limits
Validate integration configuration settings

Support Resources

Documentation References

Support Contacts

WeGive Support: support@wegive.com
Blackbaud Developer Support: Developer Community
Campaign Strategy Consultation: Available for complex campaign planning and optimization