1.1. Why Am I Receiving an Enable Cookies Error?

This Enable Cookies error is received by clients when they select certain cookie settings when visiting websites. It can be resolved by clearing the Flags in Chrome by following these instructions:

1. Go to chrome://flags/

(you can copy and paste it into the search bar in Chrome)

2. Select Reset All at the top of the page

3. Check if the browser is up to date go to the menu (3 dots in the upper right corner) > help > about Google Chrome. RELAUNCH the browser if needed.

4. To clear browser cache and cookies complete the following steps:

Log out of Campaign Manager

Press CTRL+SHIFT+DELETE while in your browser

Set the Time Range to ALL TIME

Select "Cookies and other site data" and "Cached images and files"

Press Clear Data Log back into Campaign Manager

After clearing your data, please let us know if you are still experiencing issues. Also, please let us know which browser you are using.

1.2. FEC Password: What is my FEC Electronic Filing Password?

FEC Passwords

FEC filing passwords are not provided by Aristotle and we unfortunately have no way of viewing or retrieving your password. If you can't remember your filing password or don't have one yet there are a few options available to you on the FEC's site:

How do I get a FEC password for electronic filing (e-filing)?
You can apply for a password on the FEC's website.  

But I already have a password.  How do I find out what it is?
You can retrieve your FEC Password by filling out the "Forgotten Password" form on the FEC Website. https://webforms.fec.gov/psa/forgot.htm

The Forgetting Password Won't Find me, or I no longer have access to the previous email on file.

You will have to apply for a new one.

 

**Due to enhanced security requirements, we do not store third-party passwords in any Aristotle software product.

Some internet browsers or add-on extensions may store your password, however this is independent and Aristotle is not responsible for these functions.

1.3. How Do I File a Termination Report with the FEC?

The FEC Form 3 and 3x are still used to report your campaign's final financial activity but you'll want to choose Termination in the Current Period field on the parameters page before generating the report.

 

 

Selecting Termination for the Current Period will indicate to the FEC that this is your campaign's final filing.

 

1.4. Can I Export a Spreadsheet of Aristotle's "Donor Insights" Data?

Aristotle's "Donor Insights" is a powerful tool to automate donor research - using enhanced voter, giving, and consumer data - however many states limit the use of this data to research only, which prohibits fundraising list purposes, which includes directly querying/searching on the data and exporting it as a spreadsheet.
     **FEC Data is not used in any way for Aristotle Donor Insights.

We are permitted to use the aggregate of that data however, so in Campaign Manager there is a field called "Suggested Ask Amount" where we provide a suggested amount this donor would be willing to donate. The amount shown here is calculated by us and is based on their donation history to other committees. We cannot provide full committee donation lists however as this would be categorized as fundraising purposes.

The "Suggested Ask Amount" can be viewed on each of your records in the upper left corner. It can also be exported into a spreadsheet using either the Contacts Search tool or the Query Builder search tool. See below screenshots for further clarification on utilizing this feature!

Viewing On the Individual Record

 

Contacts Search Export

 

 

Custom Format Field Gallery (Used When Exporting From Query Builder)

 

1.5. How Do I Enter a "Primary Contact" for an Organization or Committee Record?

1.1 How to Enter a "Primary Contact" for an Organization or Committee

1. If the primary contact does not have a record create a new individual record for the primary contact.

2. Open the record for the Organization/Committee record and click on the Connections tab.

3. Select a connection type from the connection type drop-down and search for the Primary Contact from the field labeled Connect With.  Next, mark the connection as primary by marking the checkbox Mark as Primary and click Add.

 

 

Note:

You can also create this connection from the Primary Contact's record. If you do so search for the Organization/Committee from the Connect With field in Step 3 instead of searching for the Primary Contact.

1.6. How do I link spouses and create households?

1.7. How do I Import Intermediary/Conduit Contributions?

How do I Import Intermediary/Conduit Contributions?

To Import Intermediary/Conduit Contributions you will use the Advanced Contribution and Memos Import template that is found in Import Manager.

 

How do I download the template?

To download the template navigate to Tools >> Import Manager >>Advanced Contribution and Memos Import

 

Next, select click Download Template

 

 

Once the template downloads open it and begin to enter the contribution information. Then in the Intermediary RecordID column, enter the Record ID of the Intermediary/Conduit.

Please note the record must exist in Campaign Manager prior to importing. If the record does not exist in Campaign Manager create it now.

 

After filling in the Intermediary RecordID column with the appropriate Record ID in each transaction, fill in the Receipt Type column with Contribution.

The file should look something like this. This is only for example purposes only.

 

When you file is ready for importing, go back to Tools >> Import Manager >> Advanced Contribution and Memos Import and use the upload button to upload your file. Then select any additional parameters you would like applied and select a batch or create a new batch and select Start Import.

Once the import completes the transaction will be imported as Intermediary/Conduit Contributions.

1.8. How do I convert my FEC Form 3 or 3X .fec data file into a spreadsheet?

Create a spreadsheet from your Form 3 or Form 3x electronic report file

Save the electronic report file from CampaignManager by running the report and then clicking on the link named Click here to view your file in electronic format.
Save the file to your computer.  It will have a file name with the extension .FEC

Click the following link http://fecload-update.fec.gov/dl/FECConvertTools.zip
This will open a download session window. Left click once on the "Save" button, select the desired  location for saving the file, your Desktop for instance, and start the download.
Once the download has completed, double click on the file to extract the contents.

Converting FEC Filings Delimited from the ASCII 28 delimiter to Comma Separated Variable (CSV)
Drag and drop any Form 3 or Form 3X report .FEC file onto the fs2comma.exe file and a CSV file will be generated.
Command Line Usage:
fs2comma 123.fec [out.csv]
If the second parameter is specified, that will be used as the output. if not, 123.csv will be the output
Open the .csv file in Excel.

Explanation of Rows and Columns
The first line beginning with HDR is header information for the report.
The line beginning with F3 includes filing committee information and totals.
The line beginning with TEXT is a memo that appears just below the summary information on the report.

Rows beginning with SA in column A are income items.
Rows beginning with SB in column B are expense items.
Rows that begin with H, D, SL etc. refer to items listed in Schedules H, D, SL, etc.

The descriptions below pertain to lines that have transactions appearing in various report schedules.
Column A denotes on what schedule the line itme appears.
Column B is the committee's FEC ID.
Column C contains unique transation IDs.
Columns D and E contain misc. transaction information.
Column F denotes the type entity the record represents. Individual, organization, etc.
Columns G, H, I and J contatin entity name information.
Columns M through Q contain address information.
Column R contains additional transaction information.
Columns S and T contain transation Dates.
Column U contains the current amount of the contribution or expense on the report.  
Column V contains the year to date or cycle to date amounts.
Column W contains expense details.
Column X contains Employer information.
Column Y contains Occupation information.
Other columns contain various details about the transactions.
If Column AP or Column AQ have an X in them, this denotes that those are memo items whose amounts do not effect the totals on the report.

Contributions
If you would like a spreadsheet with just income items listed, delete any lines that do not begin with SA in the Column A.
Then sort the remaining lines on column AQ to sort the lines that are memo items.
Delete any rows that have an "X" in column AQ.
Column U represents the current contribution amount on the report.  
Column V represents the year to date or cycle to date amount.
From here you can sort on column U to compare to your spreadsheet of contributions by amount.

Expenses
If you would like a spreadsheet with just expense items listed, delete any lines that do not begin with SB in the Column A.
Then sort the remaining lines on column AP to sort the lines that are memo items.
Delete any rows that have an "X" in column AP.
Column U represents the current expense amount on the report.  
From here you can sort on column U to compare to your spreadsheet of expenses by amount.

-----------------------
Create spreadsheet of just entity names and amounts
After creating a spreadsheet of just income items or expenses as described above, do the following:

Go to cell J1
Type: =(G1&I1&" "&H1)
Press Enter
Copy and paste the contents of cell J1 to the rest of the cells in Column J of rows that contain data.

Highlight Column J
Right click and choose Copy
While Column J is still highlighted, right click again and choose Paste Special
Choose any of the Paste Values options.

Delete columns V though AZ
Delete columns K though T
Delete columns A through I

Highlight columns A and B.
Click on the Data tab in Excel
Click on the Sort button
Sort on Column B (lowest to highest), then Column A (A to Z).

Now you have a two column spreadsheet with all the income items sorted by amount (lowest to highest) and then by entity name (A to Z).

Into columns C and D paste the contents of the spreadsheet you are comparing the data to.
Sort by amount and entity name.
From there you can compare the rows to see which items do not match.

1.9. Committee Records - Linking Committee Staff

Linking Committee Staff - Walkthrough

(Before linking committee staff, both the committee and the committee staff records need to be added to the system. See Individual Records or Committee Records for more information about these records.)

1. Find your committee record using the quick search at the top of Campaign Manager or Contacts search

2. While viewing the committee record, select the Connections tab.

3. Select the Connection Type that you want to add from the dropdown menu

4. In the Connect With field type the name of the individual to search for and select their record

5. If this is the primary contact for the committee, click the Mark As Primary button

6. Click the green Add button to save the connection.

 

 

This connection will appear on both the committee record as well as the connected individual record.

Once the connection is in place, you can choose to mark it as primary so that letters created within Campaign Manager can be addressed accordingly. The Delete button also appears in case it needs later removed.

 

 

 

1.10. Why are my PDFs not auto-downloading?

When using Google Chrome

Google Chrome is automatically set to view PDF within the browser window.

File names in Campaign Manager are always the exact same every time, and if Chrome already finds that file name in your downloads folder it will just append a (1), (2), (3), etc. on the end of the file name. When this gets to 100, Chrome will force you to rename it because the auto-incrementing naming scheme stops at 99.

To resolve this, go into your downloads folder and delete all the old copies of the file you are trying to download. Then attempt to download it again and it typically will auto-download.

 

When using Firefox

To set the way PDF are handled in Firefox, go to Tools >>> Options >>> Applications and set PDF to "Preview in Firefox".

 

When using Edge

To view PDF in Microsoft Edge, you must either download the Adobe Reader extension or change your Windows 10 settings to always open PDF in Edge. Note that this will apply to all PDF, not just those created by Campaign Manager.

Reader in Edge:

Windows 10 Default PDF Viewer:

 

1.11. Personal PAC Integration

 

Connecting Your Personal PAC account to your Aristotle Campaign Manager database:

Step 1: Contact Aristotle Support at support@aristotle.com and ask them for your database API token key code so that you can connect Personal PAC to Campaign Manager.

When you receive your key, go to your campaign’s PersonalPAC dashboard and click the “Settings” icon on the lower-left side of the page. Note: If you're unable to complete this process, please contact Personal PAC at AristotleCS@PersonalPAC.us for assistance.

 

Step 2: Click on the button labeled “Connect Aristotle.”

Step 3: In the box labeled “Aristotle Account,” enter the Campaign Manager key that
you got from Aristotle.

Step 4: Your screen should look something like this. Click on the “Connect Aristotle”
button.

Step 5: If the initial connection was successful, you will see this message. Follow the
instructions and check your Campaign Manager account to see if you have a record from
Personal PAC in your queue. Delete that test record from Campaign Manager and then
click “Yes.”

Step 6: You should now see this message. Congratulations! All the donation information
you collect through Personal PAC will now be entered directly into your Campaign
Manager database. You will also receive a daily summary of those donations by email.

 

PersonalPAC.us

 

 

1.12. Winred Integration

 

State level campaign's WinRed integrations are set up by WinRed using an API token, please email support@aristotle.com to request this.

The default Bank Account, Category, and Election Period are assigned with API connections, check each setting to be sure you have the appropriate option flagged as default.

 

---

 

Federal level campaign's Winred integrations are set up by Aristotle, please email the following preferences to support@aristotle.com:

 

1. What START DATE would you like to use for the sync process? (ex: you have all receipts thru 12/31/20 entered already so you'd want it to start 1/1/21)
2. What BANK ACCOUNT should the WinRed contributions be assigned?
3. What ELECTION PERIOD should the WinRed contribution be assigned?
   
4. What CATEGORY should be assigned to WinRed contributions?
5. What is the filing committee's FEC COMMITTEE ID (begins with C00...)?.
6. What is WINRED'S RECORD ID NUMBER on their committee record in your database? (we can create one for you if needed)

 

Here’s how it works:

• It runs each morning, roughly around 5:30am EST - the integration is run daily, not ‘real-time’.

• The previous days WinRed receipts will populate into the Import Queue on the Fundraising Menu

• The Import queue will display possible record matches to avoid duplicates.

• Upon Approval/Import, CM will create both the non-directed earmark contribution + the conduit memo LINKED together.

 

Click Here for instructions on using the Import Queue.

 

*Please note that this info only pertains to Winred integrations for FEDERAL level campaigns/committees. Winred integrations for state/local level committees will be set up in the same manner as other integrations — using an API token to perform the setup on the Winred side. Also note that Winred's pre-written instructions may advise that you reach out to Aristotle for integration setup — again, this is in reference to Federal level committees. If you are setting up a Winred integration for a state/local committee, Aristotle can provide an API token, which you will then need to bring to Winred for setup.

 

 

1.13. Anedot Integration - Importing Records and Transactions using an API token

If you are looking to integrate Anedot using API, send an email to support@aristotle.com requesting an Access Token. There is nothing extra to do on the Campaign Manager side once we send you back the Access Token!

All the setup of the API is on the Anedot side of things. Here is the help file produced by Anedot explaining the process of setting up the API:

https://help.anedot.com/en/articles/9039235-aristotle

 

Once the set up is complete, the incoming contributions will be tagged with the default election period and default account automatically. As the contributions are pushed from Anedot, they appear in the Campaign Manager Import Queue found in Fundraising > Import Queue. Each contribution will automatically appear in the queue and users can choose to Import, Delete, or Skip processing each transaction.

 

1.14. NationBuilder Integration - Importing Records and Transactions using an API/webhook token

If you are looking to integrate NationBuilder using API/webhook, send an email to support@aristotle.com requesting an Access Token. There is nothing extra to do on the Campaign Manager side once we send you back the Access Token!

All the setup of the API/webhook is on the NationBuilder side of things. See below for some screenshots and steps on what needs to be entered into your NationBuilder account:

1) Go to Settings > Developer > Webhook Token
2) In the "Webhook Token" field, enter the access token provided by Aristotle Support
3) Click the "Save Webhook Token" button
4) Go to Settings > Developer > Webhooks
5) Set "When to POST" to "Donation Succeeded"
6) Set "Endpoint URL" to "https://vendor.aristotle.com/v1/nationbuilder
7) Click the "Save Webhook" button

Once the set up is complete, the incoming contributions will be tagged with the default election period and default account automatically. As the contributions are pushed from Anedot, they appear in the Campaign Manager Import Queue found in Fundraising > Import Queue. Each contribution will automatically appear in the queue and users can choose to Import, Delete, or Skip processing each transaction.

 

1.15. Targeted Victory Integration - Importing Records and Transactions using an API token

If you are looking to integrate Targeted Victory using API/webhook, send an email to support@aristotle.com requesting an API Access Token. There is nothing extra to do on the Campaign Manager side once we send you back the Access Token!

All the setup of the API/webhook is on the Targeted Victory side of things. See below for some screenshots and steps on what needs to be entered into your Targeted Victory account:

1) Go to Client Admin > Donation Page > Analytics
2) In the "Aristotle API Token" field, enter the API Access Token provided by Aristotle Support
3) Click the "Save Aristotle API Token" button

That's it! Two important pieces of information to keep in mind when you integrate your Targeted Victory account with your Campaign Manager database:

• Source Code from Victory Passport fills into the "Category" field of the transaction in Campaign Manager
• Refunds and chargebacks are NOT sent to Campaign Manager by Targeted Victory - those need to be kept track of and entered into Campaign Manager manually

1.16. Final MDB Export Tables/Key Fields Schema

1.17. How do I display record names in a Final .MDB Export Excel sheet?

How do I display record names in a Final .MDB Export Excel sheet?

This HelpFile will walk you through the process of matching names in your Final Export .MDB Excel table to their GUID number. You must first convert your Final Export .MDB file into Excel tables. Once you have converted your file into Excel, you'll notice that the records within the spreadsheets are identified by their GUID number. You can use Excel's VLOOKUP tool to match GUID numbers to the name data on another spreadsheet. In addition to the following step-by-step instructions, here is a link to a short video on how to use Excel's VLOOKUP tool.

 

VLOOKUP function basics:

The VLOOKUP function looks for a value [lookup_value] in the leftmost column of a table [table_array], and returns a value in the same row from a column you specify [col_index_num]. By default, the columns must be sorted in ascending order. The [range_lookup] returns an approximate match if you type in the word "true," or an exact match if "false."

 

VLOOKUP definitions:

• [lookup_value] is the value you are looking up.
• [table_array] is the selection of cells you want Excel to match to or search by. The leftmost column is what's being matched
• [col_index_num] corresponds to the column within the [table_array] you want displayed. To display Column A, type "1." Column B=2, Column C=3, etc.
• [range_lookup] is either the word TRUE or FALSE. Type TRUE for an approximate match, and FALSE is an exact match. 

 

Step-by-step instructions using individual records as an example:

1 . Find and make note where your tab with all the individual records name information. This will have ind_GUID, ind_FirstName, ind_LastName, etc. as Column headers. This will be the information we'll be using in Step 5 as the [table_array] selection.

2. Now go to the sheet to which you'd like to match the name information. For this example, we'll match names to the individual phone numbers sheet.

3. Scroll to the very end of the table and select the first cell, one row down (in this example Cell G2). Making sure that this cell is highlighted, type "=VLOOKUP(" into the formula bar (type an equal sign, the text VLOOKUP and an open parenthesis symbol), as pictured below:

.

4 . Now select the [lookup_value] by clicking on Cell A2. Type a comma into the formula after you have clicked Cell A2, and move on to the next step where will select the [table_array].

5. The [table_array] is the range of cells to which we are matching, so without clicking anywhere outside of the formula bar, click on the Individuals sheet to select the columns, or table of data, to compare. To select the [table-array], hover your mouse over the tops of the columns, so hover your mouse over "A," and you'll see a down arrow appear (highlighted below). Click and hold down your mouse, and select all the columns with the data you need (Hint: Columns A through F should contain all the name information, see below).

6. After you have highlighted these columns, type another comma in the formula bar, and we will now enter the [col_index_num], or the number of the column that you'd like displayed. For this example, type in the number "4" to display the content of the cells in Column D (or the individual's first name). [Note: to display the last name, move one column to the right and repeat these steps but type in the number "6" to display the contents of the cells in Column F, or the individual's last name.]

7. Type another comma into the formula bar, and now we will enter the [range_lookup]. This requires entering either the word TRUE or FALSE. TRUE will give an approximate match, and typing in FALSE will return an exact match. In this example, we want an exact match, so now type into the formula bar the word "FALSE."

8. Now we will finish the formula with a close parenthesis, so type into the formula bar ")" and hit enter. The first name should now display in the column for all the records on this page.

 

Your formula should appear similarly to the example below:

 

 

1.18. How do I Amend FEC Reports?

Here are the steps for generating an FEC report amendment and e-filing it in Campaign Manager.

1. make the necessary data corrections (the Data Integrity Report can help with that as well)
2. click Open on the originally filed report from the previous reports list (or click Load Parameters from the History screen)
3. check the Amend box
   • for the Amended Report ID, enter the original report FEC ID number (FEC-1234567)
   • for Amendment Number, enter a 1 if this is the first, 2 if it's the second, etc.
   • 
4. click Generate Report in the top-right
5. from the History screen, click Reload to check progress of the report
6. once ready, review the validation text for errors or warnings and download and review the PDF for accuracy
7. when ready, click E-file Report
   • 
8. in the pop-up window complete the Committee ID, Password, and Email address 
9. enter the original report ID into the Amended Report ID box (FEC-1234567)
10. click Efile

1.19. How Do I File My FEC Report with a Backdoor Password?

This is fully supported in Campaign Manager for all FEC report types (Form 3, Form 3X, Form 1, etc.)!

---

1. Parameters Page:

Check the Amend box, then Enter the FEC ID of the report being amended on the criteria page where it says Amended Report ID, and enter the Amendment Number (if this is the first amendment- enter a 1)

Be sure there are no spaces or extra characters and that the FEC ID number is entered in the same format as pictured below..

 

---

2. Previous Reports List or History

Once the generated report meets your expectations, click E-File This Report

---

3. E-File Screen

The backdoor password needs to be entered on the final upload page after clicking E-file This Report, immediately after the original report's ID number. See below screenshot.

You'll also need to enter your Committee ID, Password, and Email. Leave connection type as TCP/IP.

 

If you need any assistance in getting this done please call the Aristotle support team at 888-217-9600 or email support@aristotle.com.

1.20. Index

1. Frequently Asked Questions!

• 1.1. FEC Password: What is my FEC Electronic Filing Password?
• 1.2. Can I Export a Spreadsheet of Aristotle's "Donor Insights" Data?
• 1.3. How Do I Enter a "Primary Contact" for an Organization or Committee Record?
• 1.4. How do I link spouses and create households?
• 1.5. How do I Import Intermediary/Conduit Contributions?
• 1.6. How do I convert my FEC Form 3 or 3X .fec data file into a spreadsheet?
• 1.7. Committee Records - Linking Committee Staff
• 1.8. Why are my PDFs not auto-downloading?
• 1.9. Anedot Integration - Importing Records and Transactions using an API token
• 1.10. NationBuilder Integration - Importing Records and Transactions using an API/webhook token
• 1.11. Targeted Victory Integration - Importing Records and Transactions using an API token
• 1.12. Final MDB Export Tables/Key Fields Schema
• 1.13. How do I display record names in a Final .MDB Export Excel sheet?
• 1.14. How Do I File My FEC Report with a "Backdoor" Password?

2. Video Tutorials

• 2.1. Logging In, Changing Datasets, Hot Keys, Updating Your Dashboard
• 2.2. Adding and Editing Users
• 2.3. Adding Records (Individuals, Organizations, or Committees)
• 2.4. Adding Transactions (Contributions, Expenses, etc.)
• 2.5. Generating and Filing Compliance Reports
• 2.6. Linking Staff to Your Filing Committee (Candidate, Treasurer, etc.)
• 2.7. Using the FEC ID Lookup Tool
• 2.8. Building Custom Report Searches
• 2.9. Building Your Custom Format
• 2.10. Custom Financial Reports
• 2.11. Sending a Mass Email Blast
• 2.12. Creating a Direct Mail/Mail Merge Letter
• 2.13. Creating and Utilizing Custom Fields
• 2.14. Tags and the Tag Management Tool
• 2.15. Using the Merge Tool
• 2.16. Bank Reconciliation

3. Getting Started

• 3.1. Welcome to Campaign Manager
• 3.2. What You Need to Get Started
• 3.3. Navigation
• 3.4. Navigation in Detail
• 3.5. Moving Around and Keyboard Shortcuts
• 3.6. The Dashboard Page
• 3.7. Customer Support Policy

4. Call Sheet Manager

• 4.1. What are Call Sheets? Where can I find them?
• 4.2. Call Sheet Manager
• 4.3. Header/Footer
• 4.4. Entity Information
• 4.5. Contact Information
• 4.6. Biography
• 4.7. Donation Summary
• 4.8. Recent Donations
• 4.9. Contributions to Other Committees
• 4.10. Notes
• 4.11. Logged Activities
• 4.12. Tags
• 4.13. Call Results
• 4.14. Text Box

5. Online Donation Pages

• 5.1. What are CM's online donation pages for?
• 5.2. How do I import the donations submitted on my online donation page?
• 5.3. Tab #1 - "Setup"
• 5.4. Tab #2 - "Content"
• 5.5. Tab #3 - "Design"
• 5.6. Tab #4 - "Notices"
• 5.7. Tab #5 - "Admin Notices"

6. User Settings

• 6.1. Adding New Users
• 6.2. Permission Settings

7. Contacts

• 7.1. Updated Contacts Page - Filters
• 7.2. Updated Contacts Page - Search Results
• 7.3. Updated Contacts Page - Actions
• 7.4. Adding a New Individual or Candidate
• 7.5. Individual Records
• 7.6. Candidate Records
• 7.7. Adding a New Committee
• 7.8. Organizational Records
• 7.9. Committee Records
• 7.10. Setting-up Joint Fundraising Committees
• 7.11. Sub-Files - Transactions
• 7.12. Sub-Files - Pledges
• 7.13. Sub-Files - Connections
• 7.14. Sub-Files - Events
• 7.15. Sub-Files - Communications
• 7.16. Using Attachments

8. Financial - Transactions

• 8.1. Transaction Types - Which One Should I Choose?
• 8.2. Contributions
• 8.3. Contributions to Third Parties
• 8.4. In-Kind Contributions
• 8.5. Misc. Income
• 8.6. Memo Contributions
• 8.7. Reportable Pledges
• 8.8. Accrued Misc. Income
• 8.9. Loan Received
• 8.10. Expenses
• 8.11. Unpaid Bills & Pending
• 8.12. In-Kind Expenditures
• 8.13. Loan Made
• 8.14. Adding a Loan Interest, Loan Payment, or Loan Forgiveness
• 8.15. Internal Transfers
• 8.16. Contributions from an Intermediary (Conduit) or Earmarked Contributions
• 8.17. Receipts from Joint Fundraising Committees
• 8.18. Adding LLC or Partnership/Split to a Contribution

9. Financial - Functions

• 9.1. Register
• 9.2. Accounts
• 9.3. Batches and Deposits
• 9.4. Budgets
• 9.5. Events
• 9.6. Allocations
• 9.7. Reconciliation

10. Financial - Operations and Frequently Asked Questions

• 10.1. Deleting a Transaction
• 10.2. Adding a Soft Allocation
• 10.3. Refunding Contributions
• 10.4. Redesignating a Contribution
• 10.5. Reattributing a Contribution
• 10.6. Adding Sub-Vendors to an Expense
• 10.7. Adding Sub-vendors to a Bill Repayment
• 10.8. Making Political Contributions to Other Candidates/Committees
• 10.9. Reversing an Expense
• 10.10. Check Printing

11. Custom Reports and Custom Financial Reports

• 11.1. Custom Reports
• 11.2. Custom Report Export Options
• 11.3. Custom Report Export Options - Exporting to Spreadsheet
• Custom Report Map
• 11.4. Custom Financial

12. Frequently Used Custom Reports

• 12.1. All Records
• 12.2. All Individuals
• 12.3. All Organizations
• 12.4. Records by City
• 12.5. Records by Street
• 12.6. Records by Zip Code
• 12.7. All Contributors
• 12.8. Donated Last Cycle but not This Cycle
• 12.9. All Records With Non-Standardized Addresses
• 12.10. Records With an Email Address
• 12.11. Records With One Code but not Another

14. Tools

• 14.1. Web Forms: Overview
• 14.2. Web Forms: Walkthrough
• 14.3. Web Forms: Importing Submissions
• 14.4. Merge
• 14.5. Import Manager
• 14.6. FAQ: How do I Import JFC/Partnership Contributions?
• 14.7. Find and Link Spouses
• 14.8. Address Standardization
• 14.9. Mass Email
• 14.10. Thank You Manager
• 14.11. FAQ: Permissions needed to use Thank You Manager

15. Settings

• 15.1. Categories
• 15.2. Template Editor
• 15.3. Custom Formats

16. Compliance

• 16.1. Getting Ready For Your First Report
• 16.2. Adding District Information to a Candidate Committee
• 16.3. Government Reports
• 16.4. Form 1M
• 16.5. Transaction Limits
• 16.6. Election Periods
• 16.7. Best Effort Manager
• 
  
  

17. Joint Fundraising Committee Tools

• 17.1. How to Use
• Set Up Process

  Add Page Edit Chapter

18. FEC Form 1 Compliance

• 18.1. 15.1. How to Complete Page 1
• 18.2. 14.2. How to Complete Page 2
• 18.3. 14.3. How to Complete Page 3
• 18.4. 14.4. How to Complete Page 4
• 18.5. FAQ: How do I enter my leadership PAC sponsor so that the name and address appear on line 6?

 

19. FEC Form 2 Compliance

• 19.1. 15.1. How to Complete the Form 2
• 19.2. 15.2 Adding Additional Text to the Form 2

20. FEC Form 24 Compliance

• 20.1. How to Populate the "Date of Public Distribution/Dissemination" Field
• 20.2. How to Populate the "Date of Disbursement or Obligation" Field
• 20.3. How to Populate the "Name of Federal Candidate" and "Office Sought" Fields

21. FEC Form 3 Compliance

• 21.1. FEC Form 3 Line by Line
• 21.2. FEC Form 3 Line by Line - Types and Subtypes
• 21.3. Form 3 - Reportable Fields in Individual Records
• 21.4. Form 3 - Reportable Fields in Organization/Committee Records
• 21.5. Form 3 - Reportable Fields in Contributions
• 21.6. Form 3 - Reportable Fields in Expenses
• 21.7. Form 3 - Line 11: Contributions
• 21.8. Form 3 - Line 12: Transfers From Other Authorized Committees
• 21.9. Form 3 - Line 13: Loans (a and b)
• 21.10. Form 3 - Line 14: Offsets to Operating Expenditures (Refunds, Rebates, etc)
• 21.11. Form 3 - Line 15: Other Receipts (Dividends, Interest, etc)
• 21.12. Form 3 - Schedule B Reporting Descriptions
• 21.13. Form 3 - Line 17: Operating Expenditures
• 21.14. Form 3 - Line 18: Transfers to Other Authorized Committees
• 21.15. Form 3 - Line 19(a): Loan Repayments (a and b)
• 21.16. Form 3 - Line 20: Refunds of Contributions (a, b, and c)
• 21.17. Form 3 - Line 21: Other Disbursements
• 21.18. Form 3 - Schedule C
• 21.19. Form 3 - Schedule C-1
• 21.20. Form 3 - Reporting Transactions on Line 9 (Schedules C & D)
• 21.21. Form 3 - Reporting Transactions on Line 10 (Schedule C/D)
• 21.22. Form 3 - Generating and Filing in Campaign Manager
• 21.23. Using Memo Group ID to link Debts to the same Entity together.

22. Form 3 Compliance FAQs

• 22.1. What Does the "Load From Last Filing" Button Do?
• 22.2. How do I add reattributions and redesignations for a single large contribution?
• 22.3. How to Enter a Refund for a Contribution You Received in the Previous Cycle?
• 22.4. FEC Guidelines pg. 99 - How to enter non-travel advances made and reimbursed in different reporting periods
• 22.5. How to Add a "Credit" to a Loan to Reverse an Erroneously Reported Payment
• 22.6. 18.3 How to get sub-vendor memos dated outside the reporting period to itemize

23. FEC Form 3X Compliance

• 23.1. Form 3x Criteria
• 23.2. Form 3X - Reportable Fields in Individual Records
• 23.3. Form 3X - Reportable Fields in Organization/Committee Records
• 23.4. Form 3X - Reportable Fields in Contributions
• 23.5. Form 3X - Reportable Fields in Expenses
• 23.6. Form 3X - Creating Accounts for Federal and Non-Federal Money
• 23.7. Form 3X - Line 11: Contributions (other than loans)
• 23.8. Form 3X - Line 12: Transfers from Affiliated/Other Party Committees
• 23.9. Form 3X - Line 13: All Loans Received
• 23.10. Form 3X - Line 14: Loan Repayments Received
• 23.11. Form 3X - Line 15: Offsets to Operating Expenditures (Refunds, Rebates, etc.)
• 23.12. Form 3X - Line 16: Refunds of Contributions Made to Federal Candidates & Other Political Committees
• 23.13. Form 3X - Line 17: Other Federal Receipts (Dividends, Interest, etc.)
• 23.14. Form 3X - Line 18a: Transfers from Non-Federal Accounts (Schedule H3)
• 23.15. Form 3X - Line 18: Transfers from Levin Funds
• 23.16. Form 3X - Schedule B Reporting Descriptions
• 23.17. Form 3X - Line 21a: Operating Expenditures - Joint Activity
• 23.18. Form 3X - Line 21b: Operating Expenditures
• 23.19. Form 3X - Line 22: Transfers to Affiliated or Other Party Committees
• 23.20. Form 3X - Line 23: Contributions to Federal Candidates/Committees & Other Political Committees
• 23.21. Form 3X - Line 24: Independent Expenditures (use Schedule E)*
• 23.22. Form 3X - Line 25: Coordinated Party Expenditures (use Schedule F)*
• 23.23. Schedule F, Cont'd: How to Mark the "Has Your Committee Been Designated...?" Checkbox*
• 23.24. Form 3X - Line 26: Loan Repayments Made*
• 23.25. Form 3X - Line 27: Loans Made*
• 23.26. Form 3X - Line 28: Refunds of Contributions To: (28a, 28b, and 28c)
• 23.27. Form 3X - Line 29: Other Disbursements*
• 23.28. Form 3X - Line 30: Federal Election Activity (30a and 30b)
• 23.29. Form 3X - Schedule C*
• 23.30. Form 3X - Schedule C1*
• 23.31. Form 3X - Reporting Transactions on Line 9 (Schedule D)*
• 23.32. Form 3X - Reporting Transactions on Line 10 (Schedule D)*
• 23.33. Form 3X - Schedules H1 and H2
• 23.34. Form 3X - How to Revise An H2 Ratio
• 23.35. Form 3X - Schedule H4
• 23.36. Schedule H4 Cont'd - How to Show In-Kinds on Schedule H4
• 23.37. Schedule H4 Cont'd - How To pull a Previous Year's Allocation Ratio to H4 Disbursements
• 23.38. Form 3X - Schedule H5
• 23.39. Form 3X - Schedule H6
• 23.40. Schedule H6 Cont'd - How to Enter Transactions into Your Levin Account, Not Your Federal Account
• 23.41. Schedule H6 Cont'd - How to Show an Unpaid Bill Repayment on Schedule H6
• 23.42. Form 3X - Schedule L (Levin Funds)
• 23.43. Form 3X - Schedule L, Line 5
• 23.44. Schedule L, Line 5 cont'd - How do I show an internal transfer on this line?

24. Form 3X Compliance FAQs

• 24.1. Why is my Candidate's record missing their district number?
• 24.2. How to Enter a Refund for a Contribution You Received in the Previous Cycle?
• 24.3. What Does the "Load From Last Filing" Button Do?
• 24.4. 23.4. Why Isn't My Transaction Being Split With the Allocation Ratio I Saved to It?
• 24.5. How Do I Get A Memo To Appear For an In-Kind?
• 24.6. 23.6 How Do I Force the H1 to Pull to the Form 3X
• 24.7. 23.7 How to Get An Allocation to Populate Schedule H1B

25. FEC Form 3L Compliance FAQs

• 25.1. Form 3L Schedule A
• 25.2. I Have Both an Intermediary and a Soft-Allocation Saved to a Contribution - Why Does This Not Pull to My Form 3L?

26. Alabama State Report

• 26.1. 22.1 Candidate Cover Page Weekly Monthy
• 26.2. 22.2 Form 2: Contributions
• 26.3. 22.3 Form 3: In-Kind Contributions
• 26.4. 22.4 Form 4: Receipts from Other Sources
• 26.5. 22.5 Form 5: Expenditures

27. Alabama State Report FAQs

• 27.1. How Do I E-File My Alabama Report?

28. Alaska State Report

• 28.1. 23.1 Cover Page
• 28.2. 23.2 Income
• 28.3. 23.3 Expenses
• 28.4. 23.4 Debts
• 28.5. 23.5 Summary Page

29. Arizona State Report

30. Arizona State Report FAQs

31. Arkansas State Candidate Report

32. Arkansas State Party Report

• 32.1. Completing the Arkansas State Report Cover Page
• Schedule 7 Loans
• 32.2. Data entry for Schedule 9 Contributors of more than $50
• 32.3. Data Entry for Schedule 14 Itemized Non-Money Contributions of More Than $50 Received By Party
• 32.4. Data Entry for Schedule 19. Itemized Disbursements of More then $100

33. Arkansas State Report FAQs

• 33.1. How Do I E-File My Arkansas Report?

34. California Form 410

• 34.1. 23.1 How to complete page 1
• 34.2. 23.2 How to complete page 2
• 34.3. 23.3 How to complete page 3

35. California Form 460

• 35.1. What Does the "Load From Last Filing" Button Do?
• 35.2. Completing the Form 460 Cover Page
• 35.3. Completing the Form 460 Summary Page
• 35.4. Completing the Form 460 Schedule A (Monetary Contributions Received)
• 35.5. Completing the Form 460 Schedule B, Part 1 (Loans Received)
• 35.6. Completing the Form 460 Schedule B, Part 2 (Loan Guarantors)
• 35.7. Completing the Form 460 Schedule C (Nonmonetary Contributions Received)
• 35.8. Completing the Form 460 Schedule D (Summary of Expenditures Supporting/Opposing Other Candidates, Measures and Committees)
• 35.9. ↳ Schedule D Cont'd (Marking the "Monetary" and "Non-Monetary" Boxes)
• 35.10. Completing the Form 460 Schedule E (Payments Made)
• 35.11. Completing the Form 460 Schedule F (Accrued Expenses/Unpaid Bills)
• 35.12. Completing the Form 460 Schedule G (Payments Made by an Agent or Independent Contractor [on Behalf of This Committee])
• 35.13. Completing the Form 460 Schedule H (Loans Made to Others)
• 35.14. Completing the Form 460 Schedule I (Miscellaneous Increases to Cash)
• 35.15. Grouping Transactions by Aggregate Group
• 35.16. Entering IKEM Memos for 460 Reports
• 35.17. QUICK TIP - Installment Payments
• 35.18. QUICK TIP - Sponsor's Contributions
• 35.19. QUICK TIP - How to Add Memo Text to the 460 Report

36. California Form 497

• 36.1. Completing the Form 497 - Filer Information
• 36.2. Completing the Form 497 - Contributions Received
• 36.3. Completing the Form 497 - Contributions Made
• 36.4. QUICK TIP - What Activity Triggers the Requirement to File the Form 497?
• 36.5. QUICK TIP - Including Specific Transactions

37. California State Report FAQs

• 37.1. How Do I E-File My California Report?
• 37.2. How To File My CA Report To Netfile
• 37.3. How to Enter a Loan Made Forgiveness Transaction
• 37.4. How to Enter a Candidate Seeking Local Office
• 37.5. How to Enter a Contribution to a Ballot Measure Committee
• 37.6. What causes the "Duplicate or Invalid Transaction ID" Error?
• 37.7. San Diego County filers - Why are my sub-vendor memos appearing on Schedule E instead of Schedule G?

38. Colorado State Report

• 38.1. Colorado State Report - Cover Page
• 38.2. Schedule A - Itemized Contributions Statements ($20 or more) Data Entry
• 38.3. Schedule B - Itemized Expenditures Statement ($20 or more) Data Entry
• 38.4. Schedule C - Loans

 

39. Colorado State Report FAQs

 

40. Connecticut State Report

• 40.1. Schedule A: Total Contributions from Small Contributors - Received this Period ONLY
• 40.2. Schedule B: Itemized Contributions from Individuals
• 40.3. Schedule C1: Contributions from Other Committees
• 40.4. Schedule C2: Reimbursements or Surplus Distributions from other Committees
• 40.5. Schedule D: Loans Received This Period
• 40.6. Schedule H: Personal Funds of the Candidate Received This Period
• 40.7. Schedule J: Interest from Deposits in Authorized Accounts
• 40.8. Schedule K: Miscellaneous Monetary Receipts not Considered Contributions
• 40.9. Schedule L1 - Fundraising Event Information
• 40.10. Schedule L4: In-Kind Donations Not Considered Contributions
• 40.11. Schedule L5: In-Kind Donations Not Considered Contributions Associated with a House Party
• 40.12. Schedule M: In-Kind Contributions
• 40.13. Schedule P: Expenses Paid by Committee
• 40.14. Schedule S: Expenses Incurred by Committee but Not Paid During this Period
• 40.15. Schedule T: Itemization of Reimbursements and Secondary Payees
• Schedule L5 Addendum
• 40.16. Section P. ADDENDUM PAGE

41. Florida State Report

42. Florida State Report FAQs

• 42.1. How Do I E-File My Florida Report?
• 42.2. How to pull Organization Description
• 42.3. 34.2 - How to file an Amendment

 

43. Georgia State Report

• 43.1. Georgia State Report Cover Page
• 43.2. Georgia State Report Itemized Contributions
• 43.3. Georgia State Report Itemized Expenditures
• 43.4. How do I get in-kind contributions to pull as in-kind expenditures?

 

44. Georgia State Report FAQs

• 44.1. How Do I E-File My Georgia Report?
• 44.2. How to Mark Boxes 5 and 6 on the Cover Page

45. Hawaii State Report FAQs

46. Idaho State Report

• 46.1. Idaho State Report Cover Page
• 46.2. Data Entry for Schedule A Itemized Contributions.
• 46.3. Data entry for Schedule B Itemized Expenditures

47. Idaho State Report FAQs

• 47.1. How Do I E-File My Idaho Report?

48. Illinois State Report

• 48.1. IL State Report - Cover
• 48.2. IL State Report - Schedule A - Part 1 - Individual Contributions
• 48.3. IL State Report - Schedule A - Part 2 - Transfers In
• 48.4. IL State Report - Schedule B - Part 6 - Transfers Out
• 48.5. IL State Report - Schedule B - Part 8 - Expenditures

49. Illinois State Report FAQs

50. Indiana State Report

• 50.1. IN State report Cover Page
• 50.2. IN State Report Schedule A-1
• 50.3. IN State Report Schedule A-1 Cont.
• 50.4. IN State Report Schedule A-2
• IN State Report Schedule A-3
• 50.5. IN State Report Schedule A-4
• 50.6. IN State Report Schedule A-5
• 50.7. IN State Report Schedule B
• IN State Report Schedule C
• IN State Report Schedule D
• IN State Report Schedule E

51. Indiana State Report FAQs

52. Iowa State Report

• IA - Cover Page
• 52.1. IA - Schedule A: Monetory Receipts
• 52.2. IA - Schedule B: Monetory Expenditures
• 52.3. IA - Schedule D: Incurred Indebtedness
• 52.4. IA - Schedule E: In-Kind Contributions
• 52.5. IA - Schedule F1: Loans Received
• 52.6. IA - Schedule F2: Loans Repaid

53. Iowa State Report FAQs

• 53.1. How Do I E-File My Iowa Report?

54. Kansas State Report - State Office

• 54.1. Kansas State Report Cover Page
• 54.2. Kansas State Report Schedule A
• 54.3. Kansas State Report Schedule B
• 54.4. Kansas State Report Schedule C
• 54.5. Kansas State Report Schedule D

55. Kansas State Report FAQs

• 55.1. How Do I E-File My Kansas Report?

56. Louisiana State Report

• 56.1. LA State Report - Cover Page
• 56.2. LA State Report - Cover Page Cont. - Affiliated Persons
• 56.3. LA State Report - Schedule A-1
• 56.4. LA State Report - Schedule A-2
• 56.5. LA State Report - Schedule A-3
• 56.6. LA State Report - Schedule E-1
• 56.7. LA State Report - Schedule E-3
• 56.8. LA State Report - Schedule E-4

57. Louisiana State Report FAQs

• 57.1. How Do I E-File My Louisiana Report?
• 57.2. Louisiana State Report - Name of Person Preparing Report

58. Maryland State Report

• 58.1. MD Schedule 1 - Contributions
• 58.2. MD Schedule 1B - Other Receipts and In-Kind Contributions
• 58.3. MD Schedule 2 - Expenditures
• 58.4. MD Schedule 3 - Outstanding Obligations
• 58.5. MD Summary Sheet

59. Maryland State Report FAQs

• 59.1. How Do I E-File My Maryland Report?
• 59.2. Maryland Custom Fields
• 59.3. Setting Employer and Occupation Information for Maryland State Reports

60. Michigan State Report - Candidate

• 60.1. MI Cover Page
• 60.2. MI Summary Page
• 60.3. MI Schedule 1A - Itemized Contributions
• 60.4. MI Schedule 1A-1 - Itemized Other Receipts
• 60.5. MI Schedule 1B - Itemized Expenditures
• 60.6. MI Schedule 1B IK - Itemized In-Kind Expenditures
• 60.7. MI Schedule 1C - Incidental Office Expense Disbursements
• 60.8. MI Schedule 1E-By - Debts and Obligations
• 60.9. MI Schedule 1E-To - Debts and Obligations
• 60.10. MI Schedule 1F - Fund Raiser Schedule
• 60.11. MI Schedule 1-IK - Itemized In-Kind Contributions

61. Michigan State Report - Party

• 61.1. MI Cover Page
• 61.2. MI Schedule 2A - Contributions
• 61.3. MI Schedule 2A-1 Other Receipts
• 61.4. MI Schedule 2-IK In-Kind Contributions
• 61.5. MI Schedule 2B - Expenditures
• 61.6. MI Schedule 2B-1 Independent Expenditures
• 61.7. MI Schedule 2E - Debts and Obligations

62. Michigan State Report FAQs

• 62.1. How to E-File Your MI Report
• 62.2. Schedule 1F - How do I enter the "Number of Individuals Attending or Participating"?
• 62.3. Schedule 1F - How do I mark the "Private Residence" box for my events?

63. Minnesota State Report

• 63.1. MN - Cover Page
• 63.2. MN - Schedule A1 CR - Contribution Received
• 63.3. MN - Schedule A2 LP - Receipts from Loans Payable (Owed by Committee or Fund)
• 63.4. MN - Schedule A2 MISC - Receipts from Miscellaneous Income
• 63.5. MN - Schedule B2 CAN - Contributions to Principal Campaign Committees
• 63.6. MN - Schedule B2 PCF - Contributions to Political Committees and Political Funds
• 63.7. MN - Schedule B2 PTY - Contributions to Political Party Units
• 63.8. MN - Schedule B3 IND - Independent Expenditures
• 63.9. MN - Schedule B4 BQ - Ballot Questions
• 63.10. MN - Schedule C - Outstanding Loans Receivable

 

64. Minnesota State Report FAQs

65. Mississippi State Report

• 65.1. MS State Report - Cover Page
• 65.2. MS State Report - Itemized Receipts
• 65.3. MS State Report - Itemized Disbursements

 

66. Mississippi State Report FAQs

• 66.1. How Do I E-File My Mississippi Report?

67. Missouri State Report

• 67.1. How to Complete the Cover Page
• 67.2. Summary Page
• 67.3. CD1A - Itemized Contributions Received
• 67.4. CD1B - Non-Itemized Contributions Received
• 67.5. CD1C-2 - Loans Received Over $100
• 67.6. CD1C-3 - Loans Repayment
• 67.7. CD2A - Investments Made
• 67.8. CD2B - Investment Interest or Dividends
• 67.9. CD3A - Expenditures of $100 or Less
• 67.10. CD3B - Itemized Expenditures Over $100
• 67.11. CD3C - Contributions Made Regardless of Amount

68. Missouri State Report FAQs

• 68.1. How Do I E-File My Missouri Report?
• 68.2. How to generate a CD8 Schedule
• 68.3. How to generate an Addendum Schedule

69. Montana Candidate State Report

• 69.1. 43.1 How to Complete the Cover Page
• 69.2. 43.2 Schedule A1 A2 - Receipts Summary
• 69.3. 43.3 Schedule A3 - Loans
• 69.4. 43.4 Schedule A4 - Interest, Rebates, Refunds, Fundraisers, and Other Miscellaneous Income
• 69.5. 43.5 Schedule A5 - Political Action Committee Contributions
• 69.6. 43.6 Schedule A6 - Political Party Committee Contributions
• 69.7. 43.8 Schedule A8 - Other Political Committee Contributions
• 69.8. 43.9 Schedule A9 - Individual Contributors of $35 or More
• 69.9. 43.10 Schedule B1 - Petty Cash Expenditures
• 69.10. 43.11 Schedule B2 - All Other Expenditures
• 69.11. 43.12 Schedule C - Debt and Loans Not Yet Paid

70. Montana State Report FAQs

• 70.1. How Do I E-File My Montana Report?
• 70.2. Generating the Montana Pre-Election (C7) Report

71. Nebraska State Report - Candidate

• 71.1. Nebraska State Report Cover Page
• 71.2. Nebraska - Schedule A
• 71.3. Nebraska - Schedule B
• 71.4. Nebraska - Schedule C1
• 71.5. Nebraska - Schedule C2
• 71.6. Nebraska - Schedule D1
• 71.7. Nebraska - Schedule D2

72. Nebraska State Report - Party

• 72.1. Nebraska State Report Cover Page

73. Nebraska State Report FAQs

• 73.1. How Do I E-File My Nebraska Report?

74. Nevada State Report

75. New Hampshire State Report

• 75.1. NH - Cover Page
• 75.2. NH - Itemized Expenditures
• 75.3. NH - Itemized Receipts

76. New Jersey State Report - C3

• 76.1. 47.1 NJ C3

77. New Jersey State Report - E3

• 77.1. New Jersey State Report E3

78. New Jersey State Report - R3

• 78.1. New Jersey State Report R3

79. New Jersey State Report FAQs

• 79.1. How Do I E-File My New Jersey Report?

80. New Mexico State Report

• 80.1. 50.1 NM Monetary Contributions
• 80.2. 50.2 NM In-Kind Contributions
• 80.3. 50.3 NM Loans Made or Loans Received
• 80.4. 50.4 NM Expenditures
• 80.5. 50.5 NM Anonymous Contributions

81. New Mexico State Report FAQs

• 81.1. How Do I E-File My New Mexico Report?

82. New York State Report (Disclosure Statement)

• 82.1. Cover Page
• 82.2. Reporting Transactions on Schedule A
• 82.3. Reporting Transactions on Schedule B
• 82.4. Reporting Transactions on Schedule C
• 82.5. Reporting Transactions on Schedule D
• 82.6. Reporting Transactions on Schedule E
• 82.7. Reporting Transactions on Schedule F
• 82.8. Reporting Transactions on Schedule G
• 82.9. Reporting Transactions on Schedule H
• 82.10. Reporting Transactions on Schedule I
• 82.11. Reporting Transactions on Schedule J
• 82.12. Reporting Transactions on Schedule K
• 82.13. Reporting Transactions on Schedule L
• 82.14. Reporting Transactions on Schedule M
• 82.15. Reporting Transactions on Schedule N1
• 82.16. Reporting Transactions on Schedule N
• 82.17. Reporting Transactions on Schedule O
• 82.18. Reporting Transactions on Schedule Q
• 82.19. Reporting Transactions on Schedule R
• 82.20. How To Allocate The Same Expense To Multiple Candidates on Schedule R
• 82.21. How to Link a Refund to the Original Expense Date

83. New York State Report FAQs

• 83.1. How Do I E-File My New York Report?
• 83.2. What is this "Unitemized" listing on my Schedule F?

84. North Carolina State Report

• 84.1. 52.1 CRO-1000 - Cover Page
• 84.2. 52.2 CRO-1100 - Detailed Summary
• 84.3. 52.3 CRO-1205 - Aggregated Contributions from Individuals
• 84.4. 52.4 CRO-1210 - Individual Contributions
• 84.5. 52.5 CRO-1220 - Political Party Committee Contributions
• 84.6. 52.6 CRO-1230 - Other Political Committee Contributions
• 84.7. 52.7 CRO-1240 - Refunds and Reimbursements Received
• 84.8. 52.8 CRO-1250-1 - Other Receipt Sources (Interest)
• 84.9. 52.11 CRO-1270 - Legal Expense Fund
• 84.10. 52.12 CRO-1310-1 - Disbursements (Operating Expenses)
• 84.11. CRO-1310-1 Cont'd - How Do I Get My Internal Transfer Transactions to Show on this Line?
• 84.12. 52.13 CRO-1310-2 - Disbursements (Contributions to Candidates/Political Committees)
• 84.13. 52.14 CRO-1310-3 - Disbursements (Coordinated Party Expenditures)
• 84.14. 52.15 CRO-1315 - Aggregated Non-Media Expenditures
• 84.15. 52.16 CRO-1320 - Refunds and Reimbursements Made
• 84.16. 52.18 CRO-1410 - Loan Proceeds
• 84.17. 52.19 CRO-1420 - Loan Repayments
• 84.18. 52.20 CRO-1430 - Outstanding Loans
• 84.19. 52.21 CRO-1440 - Forgiven Loans
• 84.20. 52.22 CRO-1510 - In-Kind Contributions
• 84.21. 52.23 CRO-1610 - Debt Owed by the Committee

85. North Carolina State Report FAQs

• 85.1. How Do I E-File My North Carolina Report?
• 85.2. North Carolina 48 Hour Report

86. Ohio State Report

• 86.1. Schedule 30A: Ohio Campaign Finance Report Cover Page
• 86.2. OH - Schedule 31A - Contributions Received
• 86.3. Schedule 31A2 - Statement of Other Income
• 86.4. Schedule 31B: Statement of Expenditures
• 86.5. OH - Schedule 31C - Statement of Loans Received
• 86.6. Schedule 31E: Statement of Contributions Received at a Social or Fund-Raising Event
• 86.7. Schedule 31F Event: Statement of Expenditures for Social or Fund-Raising Event
• 86.8. Schedule 31G Event: Contributors in Officeholder's Employ
• 86.9. Schedule 31G Non Event: Contributors in Officeholder's Employ
• 86.10. Schedule 31J1: In-Kind Contributions Received
• 86.11. Schedule 31K: Statement of Loans Made
• 86.12. Schedule 31N: Statement of Outstanding Debts
• 86.13. Schedule 31U: Independent Expenditures Made by a Campaign Committee, PAC, Political Contributing Entity, Political Party or Legislative Campaign Fund

87. Ohio State Report FAQs

88. Oklahoma State Report

• 88.1. OK - Candidate Committee Contributions and Expenditures Report Cover Page
• 88.2. OK - Candidate Committee Contributions and Expenditures Report Schedule D
• 88.3. OK - Candidate Committee Contributions and Expenditures Report Schedule I
• 88.4. OK - Candidate Committee Contributions and Expenditures Report Schedule J

89. Oklahoma State Report FAQs

90. Oregon State Report

91. Pennsylvania State Report

• 91.1. PA Cover Page
• 91.2. 53.1 PA Schedule I Part A, Contributions Received from Political Committees $50.01 to $250.00
• 91.3. 53.2 PA Schedule I Part B, All Other Contributions $50.01 to $250.00
• 91.4. 53.3 PA Schedule I Part C, Contributions Received From Political Committees Over $250.00
• 91.5. 53.4 PA Schedule I Part D, All Other Contributions Over $250
• 91.6. PA Schedule IE - Other Receipts
• 91.7. PA Schedule IIF - Small $ In-Kind Contributions
• 91.8. 53.5 PA Schedule II Part G, In-Kind Contributions Received Over $250
• 91.9. 53.6 PA Schedule III, Statement of Expenditures
• 91.10. 53.7 PA Schedule IV, Unpaid Debts and Obligations

92. Pennsylvania Compliance Report FAQs

• 92.1. How Do I E-File My Pennsylvania Report?

93. South Dakota State Report

• 93.1. SD - Cover Page
• 93.2. SD - Contributions from Individuals
• 93.3. SD - Direct Contributions from Organizations
• 93.4. SD - Contributions from Political Parties
• 93.5. SD - Contributions from South Dakota Political Action Committees and South Dakota Candidate Committees
• 93.6. SD - Itemized Contributions from Out of State and Federal Political Action Committees
• 93.7. SD - Direct Contributions From Candidate Committees
• 93.8. SD - Other Income
• 93.9. SD - In Kind Contributions
• 93.10. SD - Expenditures
• 93.11. SD - Debts and Obligations Owed by Committee
• 93.12. SD - Loans Owed to Committee
• 93.13. SD - Loans Owed by the Committee
• 93.14. SD - Summary Page

94. Tennessee State Report

• 94.1. TN - Cover Page
• 94.2. TN - Contributions
• 94.3. TN - In-Kind Contributions
• 94.4. TN - Expenditures
• 94.5. TN - Independent Expenditures
• 94.6. TN - Debts
• 94.7. TN - Loans
• 94.8. TN - Summary Page

95. Texas State Report

• 95.1. 55.1 TX State Report - Cover Page 1
• 95.2. 55.2 TX State Report - Cover page 2
• 95.3. 55.3 TX Schedule A1
• 95.4. 55.4 TX Schedule A2
• 95.5. 55.5 TX Schedule F1
• 95.6. 55.6 TX Schedule K
• 95.7. How Do I E-File My Texas Report?

96. Utah State Report

• 96.1. UT - Cover Page
• 96.2. UT - Schedule A
• 96.3. UT - Schedule B
• 96.4. UT - Summary Page

97. Virginia State Report

• 97.1. 78.1. VA - Cover Page
• 97.2. 78.2. VA - Schedule A
• 97.3. 78.3. VA - Schedule B
• 97.4. 78.4. VA - Schedule C
• 97.5. 78.5. VA - Schedule D
• 97.6. 78.6. How to Show a Contribution Refund on Schedule D?
• 97.7. 78.7. VA - Schedule E
• 97.8. 78.8. VA - Schedule E-2
• 97.9. 78.9. VA - Schedule F
• 97.10. 78.10. VA - Schedules G and H

98. Washington State C3 Report

• 98.1. 56.1 WA Line 1a Anonymous Monetary Contributions
• 98.2. 56.2 WA Line 1b Candidate's Personal Funds Deposited in the Bank
• 98.3. 56.3 WA Line 1c Loans, Notes, Security Agreements (Schedule L)
• 98.4. 56.4 WA Line 1d Misc Rreceipts (Interest, refunds, auctions, other)
• 98.5. 56.5 WA Line 1e Small Contributions $25.00 or less
• 98.6. 56.6 WA Line 2 Contributions Over $25.00

99. Washington State C4 Report

• 99.1. Schedule A - Cash Receipts
• 99.2. Schedule A - Expenditures
• 99.3. Schedule B - In Kind Contributions, Pledges, Orders, Debts, Obligations

100. Washington State Report FAQs

• 100.1. How Do I E-File My Washington Report?
• 100.2. Entering Anonymous Contributions on the C3 Report
• 100.3. Entering Sub-vendors for the Campaign Summary Receipts & Expenditures (C4) report
• 100.4. FAQ: Why is my Treasurer information missing from my report?

 

101. Wisconsin State Report

• 101.1. WI State Report - Cover Page
• 101.2. WI State Report - Schedule 1-A
• 101.3. WI State Report - Schedule 1-B
• 101.4. WI State Report - Schedule 1-C
• 101.5. WI State Report - Schedule 2-A
• 101.6. WI State Report - Schedule 2-B

102. Wisconsin State Report FAQs

• 102.1. How Do I E-File My Wisconsin Report?
• 102.2. How Do I E-File My Wisconsin 72-Hour Report?
• 102.3. How Do I E-File My Wisconsin Report Amendment?

103. IRS Compliance Reporting

• 103.1. IRS 1099 - How to Populate the "Tax ID#" Column?

104. Troubleshooting

• 104.1. Printing from Internet Explorer
• 104.2. Adding Additional Reattributions

1.21. How do I use the Import Queue?

The Import Queue is located on the Fundraising menu and is where contributions that are processed thru the online donation pages or web pages land. WinRed and Anedot API integrations also deliver contribution data to the Import Queue.

Please use recommended browser Google Chrome and limit the number of open Campaign Manager tabs to just 1 tab. 

Just 1 user should work in the Import Queue at a given time.

Refer to the below screenshot corresponding to these functions:

1. Filters: use to limit the contributions displaying for import, maybe you just want to work with one day at a time, notice you can verify your expected total as well

2. Match Found: first name, last name. and zip code are used to match contributions to existing records. If one of these fields does not match exactly then a new donor record will be created for the contribution. 

3. Search Icon: When there is not a match found on a contribution, you may want to perform a search to see if a typo, nickname, or change of address is preventing the match.

4. Selection Check Box: Use the header check box to select the entire page if they all are ready for import. Use the individual check boxes to import one or a few at a time.

5. Optional Fields: Fill in the Intermediary Date if it differs from the contribution date, Select a Batch and/or Deposit to easily group the contributions together for reconciling. Check the Thanked box if the contributions will not need to appear in Thank You Manager to receive a thank you letter

6. Import Queue: When you have contributions selected and optional fields populated as needed, click this button to perform the import (cannot be undone)

7. Delete: If for any reason you do not want to continue with the import of selected contributions, click Delete to remove them (cannot be undone)

8. Download: Export the entire import history of the Import Queue here, also see details like what date something was imported or deleted and which user performed it.

9. Import Manager Settings: Used to update the election period, category, or account of a WinRed integration (Anedot uses the Default election period, category, or account of your database)

1.22. SPF information

What is an SPF record?
SPF (Sender Policy Framework) record is a type of DNS (Domain Name Service) record that identifies which mail servers are authorized to send email on behalf of your domain. In essence it's a way of announcing to other mail servers that the entity sending email on your behalf is trusted.


Why is it important that I create an SPF entry for Aristotle and my Domain?
If you specify a 'sent from' email address from an external mail server without a proper SPF record the likelihood of the recipient's mail server flagging or rejecting the message as spam is increased.

If you attempt to create and send a mass email via Campaign Manager, you may get a message like the one below. If that happens, an SPF entry/record will need to be setup in order to successfully send mass emails.

 
How can I check my SPF records?
You can use the following tool to check your SPF record: http://www.mxtoolbox.com/spf.aspx

Simply enter your domain name in the field provided (Your domain name is the text that occurs after the @ in your email address.)

If your setup is correct it should show 'include:spf.aristotle.com' in it somewhere when tested with the tool above.

Who can edit my SPF entry?
In order to change your SPF record you will need access to the account that you registered your domain with.  For example, if you registered your domain with GoDaddy then you will need to log into your GoDaddy account to manage your SPF records.
 
What do I need to enter?
The steps to reach the administration area for your SPF records will vary depending on your domain registrar. Consult your registrar directly for step by step instructions.

The SPF record type should be : TXT

The entry that you need to add is: include:spf.aristotle.com


This will allow Aristotle's mail servers to send email on behalf of your domain name without being flagged as suspicious.
 

What if my email address ends in @yahoo.com, @gmail.com, or some other common free email domain?
Modifying the SPF records for free email accounts such as Yahoo or Google is not possible since these domains are shared by many thousands or sometimes millions of users.

 
I'm sending email on behalf of a group that uses one of the above services. If I can't set an SPF record what can I do?

You can use any email address in the 'reply to' area of your email, only the 'sender' line needs to use an email address from a domain with the correct SPF record to avoid being marked as spam.

 
Links to instructions on setting SPF records for the most common domain providers:

1. GoDaddy: http://www.mail-tester.com/spf/godaddy

2. Google Apps: https://support.google.com/a/answer/33786?hl=en

3. YahooDomains: https://help.yahoo.com/kb/index?page=content&id=SLN22170

4. Tell us who you use for your domain and we'll do our best to include instructions here.

 

We don't support DKIM, as we do SPF.  While they aren't the same, we feel that SPF is more than good enough.

1.23. How do I track Bundlers/Fundraisers?

Campaign Manager can track the progress of your campaign's fundraisers (aka bundlers) through the Soft-Allocation Linking of a transaction.

To use this feature in CM, follow these steps:

1. Create an individual record in your database for each fundraiser. It's recommended to create a fundraiser tag and assign it to fundraiser records to easily include/omit them in lists when needed.

2. When a contribution comes in that a fundraiser facilitates, while entering the contribution into CM, click the Linking tab and select Soft Allocation  to search for and add the fundraiser plus the amount/date they should be credited for.   

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3. Once a fundraiser is added to the soft-allocation tab of a contribution, it appears on the fundraiser's record- on the Transactions tab when Show Soft Allocations is selected.

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4. Add the Top Bundlers Widget to your Homepage to track fundraiser stats

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5. There are also two Standard Reports on the Reports menu for tracking the sift-allocations of fundraisers.

1.24. Two Factor Authentication in Campaign Manager

To enable Two Factor Authentication, hover over the settings tab and then select "users" from the options. At the top right of your screen should be an "enable two factor authentication" option, check this box to enable two factor authentication.

Note: This enables two factor for the whole database. This means that if anyone else wants to log into the database, they will need to go through two factor authentication before they can log in themselves. 

When the box has been checked for Two Factor, the next time you log in you will confirm how you want to setup your two factor login.

You can verify by mobile phone number or you can verify by email.

If you select the mobile phone option, a new box will pop up where you type in your phone number, and then click the arrow to continue.

Once you verify by one of the two methods, you should see this screen:

You can select to send a code to your phone number, or you can verify by email if you would rather use that option.

If you verify by phone, you will get this screen below. You will receive a text message from us with your 6 digit code to login.

Enter in the code in the box, click on verify, and then you will log into Campaign Manager.

The verify by email option is the same way, except you will receive an email from us with your six digit code.

Click on the verify by email option, and then follow the prompts by email. Set your email, and then the next time you log in you should be able to verify by email by receiving a code.

Open up the email you received, copy your six digit code, and then enter it into the verification box.

Select verify and then you will log into Campaign Manager. 

1.25. How do I import check numbers with import manager?

When using our Advanced Contribution and Memos import template, you can import check numbers into Campaign Manager through the import manager!

If you decide to use a custom template, the field you need to map to your custom spreadsheet is the "payment method" field.

In our Advanced Contribution and Memos import template, open it up and then scroll over to column T, "payment method".

Type in your check numbers for each donor contribution. 

Save your Excel file, and make sure all other data is entered in.

When you go to import your file, the payment method will default to check and then the check number field will be autofilled in with the check numbers that were entered into the spreadsheet.

See screenshot below of an example: Import manager will import these as checks, and then the first contributor's check number will be 100, the second contributor's check number will be 12, and so on.

1.26. Why aren't my undeposited contributions appearing for deposit?

There's likely 2 reasons that your undeposited contributions are not showing up for selection on a new deposit:

1) The same Account that was assigned to those contributions needs to be selected in the Account dropdown at the top of the new deposit.

2) The undeposited contributions are outside of the default date range, which is 6 months ago thru today/ the current date. This range updates daily. To adjust the date range select the Filter icon and edit or remove the dates then click Apply to see contributions before or after the default date range.

 

2.1. Logging In, Changing Datasets, Hot Keys, Updating Your Dashboard

Video Tutorial

2.2. Adding and Editing Users

Video Tutorial

2.3. Adding Records (Individuals, Organizations, or Committees)

Video Tutorial

2.4. Adding Transactions (Contributions, Expenses, etc.)

Video Tutorial

2.5. Generating and Filing Compliance Reports

Video Tutorial

2.6. Linking Staff to Your Filing Committee (Candidate, Treasurer, etc.)

Video Tutorial

2.7. Using the FEC ID Lookup Tool

Video Tutorial

2.8. Building Custom Report Searches

Video Tutorial

2.9. Building Your Custom Format

Video Tutorial

2.10. Custom Financial Reports

Video Tutorial

2.11. Sending a Mass Email Blast

Video Tutorial

2.12. Creating a Direct Mail/Mail Merge Letter

Video Tutorial

2.13. Creating and Utilizing Custom Fields

Video Tutorial

2.14. Tags and the Tag Management Tool

Video Tutorial

Tags and the Tag Management Tool

 

2.15. Using the Merge Tool

Video Tutorial

2.16. Bank Reconciliation

Video Tutorial

3.1. Welcome to Campaign Manager

Welcome to the documentation of Aristotle Campaign Manager. We hope these help files will assist you in your operations.

 You can get started by clicking the "-->" button at the bottom of this page to go on to the next helpfile in this chapter OR you can use one of the Jump Links below.

 

 Helpful | Not Helpful

Help us make instructions that help you. If you find a helpfile particularly useful, let us know by clicking the "Helpful" button on the page. Do you feel more confused than when you started? Click "Not Helpful" to let us know that a file needs review. We're always improving so be sure to check back to see what's new.

 

Jump Links

• Creating New Users
• Searching for Records
• Get started with Compliance Reporting

 

3.2. What You Need to Get Started

Campaign Manager is a browser-based application, and using a compatible web browser is essential to getting the most out of Campaign Manager.

Supported Web Browsers:

(Campaign Manager functions in these browsers and Aristotle Support can provide browser-specific support)

Google Chrome (recommended)

Mozilla Firefox (current version)

Microsoft Edge

Non-Supported Web Browsers: 

(Campaign Manager functions in these browsers but Aristotle Support cannot provide browser-specific support)

Internet Explorer (Version 9 or later)

Apple Safari

3.3. Navigation

The Navigation Bar

Navigation of the site is performed using the navigation bar along the top. This bar will persist as you move around and perform operations, giving you a quick way to jump to your next task.

 

Using the Menu

You may find it helpful when first learning to use the navigation bar to think of it as a spectrum.

 

Return to the homepage

You can return to the home page of cm.aristotle.com by clicking either the home icon or the words "Campaign Manager" at the top left.

 

3.4. Navigation in Detail

You'll find the menu in light blue text along the top of your Campaign Manager screen.  We've designed our menu system to be intuitive and easy to navigate.  If you get lost, clicking the home icon will always bring you back to the initial Welcome screen.  Here's a brief summary of what you'll find in each menu.

Contacts

The Contacts menu is where you go to search and add Individuals or Organizations.

• Search/Add Individual: This is where you go to search the database for Individuals or to add new records.
• Search/Add Organization: This is where you go to search the database for Organizations or add new records.

Financial

The Financial menu is where you will find features to track and maintain financial data.

• Add Receipt: Here you can add a Contribution, In-Kind, Misc. Income, Reportable Pledge, Accrued Misc. Income, or Loan Received. As another option, you can create these transactions from the dropdown (i.e. directly click "Contribution").
• Add Disbursement: By clicking "Add Disbursement," you can add an Expense, Unpaid Bills, In-Kind Expenditure Mode, or Loan Made. Again, each option can be directly accessed by clicking the appropriate transaction.
• Other: An Internal Transfer and Third Party Contribution can be entered here.

• Other Functions:
• Accounts: This will show any bank accounts currently setup in the database.
• Batches/Deposits: Allows you to create Batches and Deposits for your transactions.
• Budgets: Plan out your estimated receipts and expenses according to financial categories you specify.
• Events: Create, edit, and plan your events.
• Allocations: Set allocation percentages.
• Reconciliation: Compare the balance on your organization's bank statement with the amount your register indicates.

Fundraising

• Online Donation Page: This option allows you to create and manage donation pages.

Compliance

• Government Reports: Automatically create government compliance reports according to FEC or state finance reporting standards, or for the IRS.  Your database will reflect the specific type of financial reporting your organization needs.
• Election Periods: Here you can edit the election periods in your database by type and year.
• Transaction Limits: This option allows you to set transaction limits by individuals and/or organizations.
• Best Effort Manager: Lets you create and send emails or letters to contributors asking for their occupation and employer data.

Reports
The Reports menu is where you will find methods for displaying and analyzing sets of information from your database.

• Custom Financial: Sort your financial transactions with the same level of detail that the Custom Reports generator gives you with your contact data.  Run your reports by Individual or Organization, for any time frame, for any election, and according to the category you specify.
• Custom Reports: This page allows you to select whatever group of records you want to use in whatever export format you choose.  Create highly targeted labels, lists, call sheets, reports, faxes, emails and other exports.
• Standard Reports:  Select from a list of pre-formatted reports for the most frequently requested combinations of data.

Tools

• Merge: This option allows you to merge duplicate records into a single record.
• Import Manager: Allows you to import data from an excel file, either to add new records or update existing records, and import records from Online Donation Pages/Web Forms
• Web Forms: Here you are able to configure externally facing forms allowing visitors to contribute, make pledges, etc.
• Find and Link Spouses: Allows you to search for possible matches for spouses and link them as such.
• File Library You can upload files and organize them.
• Address Standardization This tool lets you standardize the addresses of the records in your entire database.
• Mass Email: This allows you to send an email to multiple recipients at once.
• Direct Mail You can create letters for multiple recipients
• Calendar: This calendar gives you a visual on upcoming events and filing deadlines linked to your database.
• Thank You Manager: Creates a list of records that have contributions that have not yet been thanked. Also allows you to use Mass Email, Direct Mail tools , mark them as thanked, and also export the list into an excel file.
• FEC ID Lookup: Here you can enter a Candidate or Committee name to lookup a FEC ID.

 

Settings

• Connections: Allows you to create general connections to be used to link your records together.
• Categories: Classify your receipts and expenditures according to your own custom descriptions for your internal budgeting.
• Template Editor: Allows you to create templates that you can use for Mass Email, Direct Mail, and Online Pages.
• Codes: Use codes to track specialized information about Individuals and Organizations, i.e. age, special interests.  You can use codes to run detailed Custom Reports.
• Custom Fields: Allows you to create a custom field that will appear in your Records.
• Unsubscribe Manager: This will show a list of any entity that has unsubscribed from receiving correspondence through Campaign Manager.
• Custom Formats: Allows you to customize your Excel exports from Custom Reports.
• Briefing Book: Allows you to customize your Briefing Book exports from Custom Reports.

• Communications: : Log all of your conversations and correspondence using the default communication types we provide, or add your own custom communications.

System
The System menu is where you will control and monitor system users, find help for any questions you may have and log out.

3.5. Moving Around and Keyboard Shortcuts

3.6. The Dashboard Page

The Dashboard Page

The Dashboard page is the main menu of your database, which shows important statistics, your notes and tasks, etc., without having to go into your database and search. This page can be personalized by each user, by allowing them to choose what items that they would like to appear on this page.

How to get to The Dashboard Page

You can go back to The Dashboard Page anytime by simply clicking the Home Icon or the name "Campaign Manager."

How to personalize The Dashboard Page 

1. On The Dashboard Page click on the Manage Widgets button.

2. A new pop-up box will appear. Here is where a user will choose which items they want to appear on The Dashoboard Page.

3. Some of the Widgets that the user can select are listed below:

• Outstanding Pledges: Will advise a user how many outstanding pledges exist in the database.
• Cash On Hand: Will list the Cash On Hand running total. You can also check out the Cash On Hand in the Register.
• General Statistics: Gives a quick glance at amount raised this cycle, a breakdown of money raised by election period, and statistics from the current election cycle in your database.
• Election Countdown: Displays a countdown by days to the next election in your database.
• Online Import Queue: If an integration is present, it will display how many transactions are in the import queue and are ready to be imported.
• Thank You's Needed: Dispalys how many contributors need to be thanked. You can see them through the thank you manager in the tools tab too.

4. Each option to its right has a grey slider icon. Click on the slider to change it to blue to enable the widget.

5. Next when done, click "Close" to exit from the Widgets pop-up window

Can I rearrange the boxes on The Dashboard Page?

Certain widgets will have an icon that looks like three parallel lines at the top right of the widget. Click the three parallel lines, and there is an option to move the widget up or down depending on where you want to place it on your dashboard. The option will appear as "Move Row Up" or "Move Row Down" to move the widget to where you want it to be on your dashboard.

Can I suggest new ideas for The Dashboard Page? 

Of course! We love hearing ideas from our clients. If you have an idea for something that you think would be helpful to have appear on The Dashboard Page, email your suggestions to support@aristotle.com. We will then pass on your idea to our programmers for future development. 

3.7. Accessing Campaign Manager from a Mobile Device

Campaign Manager can be accessed on any mobile device by navigating to cm.aristotle.com on any web browsing app. Functionality is limited on the mobile version of CM, it's recommended mostly just for looking up and noting donor records when you're on the go.



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Once at cm.aristotle.com on your web app, you'll click the red menu button in the top-right and use your same login information.



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When you login, it opens to your dashboard/home page that contains any widgets you've selected from the Widget Library. The Widget Library can be accessed by clicking the 4 square icon in top-right.

There is a quick search button to find records and a log-out button in the top-right dark colored header that appears on each page of the mobile version.

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The next tab at the bottom of the page is for tasks that you generally see on your PC's home page.



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The final tab at the bottom of the page is for Contacts so you can search and navigate to donor records or run lists. The Simple search, Filter options, and Saved Filters are available just like on the PC version.



3.8. Customer Support Policy

Customer Support Policy

During Business Hours

From 6 AM to 5 PM PST, Monday through Friday, Customer Support is available by telephone with any of our client support staff. Support request emails sent to support@aristotle.com shall receive an e-mail acknowledgement within 15 minutes. We strive to resolve all client user and technical problems as quickly as possible.

 

Evenings, Weekends and Holidays

In off-hours and on Holidays, an immediate response to non-emergency technical support is not guaranteed. Support request e-mails shall receive an acknowledgement of receipt via auto-responder, and will receive a response from live support via e-mail or telephone at or before 8 AM on the next business day.

Emergency requests should be submitted through the emergency support paging extension:

(888-217-9600 x1)

  

Emergency Technical Support

Requests for emergency technical support should be left on x1 of our main office number if the call is not answered by a live support staff member outside of regular business hours. Emergency Support messages page technical support staff at home, and should be used only in critical emergency situations. Such requests will receive a response from support staff via e-mail or telephone within 15 minutes.

4.1. Updated Contacts Page - Actions

Contacts Page — Actions

The Actions menu in the search results consists of different ways you can manipulate or view your search results:

1. Edit Columns: Select this option to add or remove columns. The list on the left are the available columns that you can add, while the list on the right are columns that are already selected. Note that there are some default columns that cannot be removed.

2. Export: This option will allow you to download the search results as a spreadsheet that can be opened in Excel.

3. Mass Update: This option will allow you to update the profiles of all records in the search results

1. Tag: Apply or remove a tag to the records. Note that the tag must already exist in order for it to appear.

2. Note: Apply a note to all records.

3. Event: Add event info to all records.

4. Mass Email: Clicking this option will bring your to the mass email tool, where you can use the results of this search as the recipients of a mass email.

5. Mail Merge: Similar to the previous option, but using the Direct Mail option instead.

6. Map It: This option will bring up a map of the US and mark the address of each record present in the search results. 

4.2. Updated Contacts Page - Search Results

Contacts Page - Search Results

Once filters have been created, the search results will appear to the right. From here, there are multiple options:

1. Record Info: Info pertaining to the records found in the system based on the filter options selected. Note that the first nine columns are the default columns; additional columns will need to be added by going into Actions > Edit Columns.

If you check the box next to a record (or at the top to check off all the boxes on this page), then an additional Actions menu will appear. From this menu, you can merge the selected records, mass update them, or download call sheets for them.

Also, if you hover your cursor in the name box of a record, you'll see a Preview button appear. Clicking on it will bring up a small snapshot of their profile along the right side, with their contact info and donation history. Clicking the Previous/Next button will allow you to cycle through your various election periods to see the record's donation history for each period.

2. Search for a Contact: typing a record name or part of a record name will pull up any records that match with what is entered.

3. Actions: this menu consists of different actions you can take pertaining to the records that appear in your search results. Please see the help file Updated Contacts Page - Actions for more info.

4. + Create: this option will allow you to create new records.

5. Loading Results: the drop-down menu here will allow you to select how many records appear on each page. Note that the more records you want to display per page, the longer it may take to load. Also, displayed here are the total number of records found by the search.

4.3. Updated Contacts Page - Filters

Contacts Search

The updated Contacts Search page will allow you to search for records within the the system based on the filters that you select from the left side of the screen. The filters search can be saved in order to run the search at a later time.

To save a filter, enter a name and description, and then click + Add Filter Options at the bottom to select your search parameters.

When you select a search parameter, you will be presented with options to specify what you are looking for. For example, if you select Record Name, you can then enter values for Starts with, Ends with, Contains, or Does not contain; the system will then search for records based on what you enter. Note that you'll have to click the Add button for each search parameter that you want to add.

The Save button will allow you to save the filter and then run the search, while the Fetch Results button will load search results without saving first. If you do not intend to save the filter, you can use this second option, which will automatically set the name and description to the current time and date.

  

 

The Saved Filters tab will bring you to a list of every saved filter. Clicking on one will immediately run the search based on the options selected in that filter.

 

4.4. Contacts Overview (for building lists)

 

Contacts can be used to search for records when Quick Search isn't enough.

Contacts is also your go-to for list building, here's how it works:

 

1. select Simple search criteria if any (ex: record type, zip)

2.  

   click Filters for additional criteria (ex: phone is known)

3.  

   click Add Filter Option in bottom-left to scroll through filters

4.  

   click Fetch Results and the list appears to the right

5.  

   see record count and adjust number of records per page if needed

6.  

   check the boxes to select records or select all in header 

7.  

   use small Actions button in header to print Call Sheets, Merge Records, or Mass Update (applies to selected records on current page only)

8.  

   use large Actions button in top-right to Add/Edit Columns, Export the list, send a Mass Email, etc. (applies to entire list, all pages)

9.  

   to save this list, type over the first date/time field and click green Save Filter button, notice the Saved Filters tab to open saved lists.

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Contacts will only list a donor record once. Contribution history and statistics can be filtered upon as well as added as columns in Contacts results.

Use Financial Search to build itemized contribution lists in which a donor could appear in the list several times with the data from their contribution records.

 

5.1. All Records

Searching for All Records in Your Database

Pulling a list of all records in your database is best done via Contacts. Just follow these steps:

1. Click on Contacts.
2. Click on Filters.
3. Click on Add Filter Option.
4. Scroll down to or search for Record Type and then click on it.
5. Select is any of.
6. From the drop-down, select Individual.
7. Click Add Option (your screen will look like the screen shot below). This search filter will target all individual and organization records, i.e. all records in the database.
8. Click Fetch Results or Save Filter. Doing so will run the search, and when the results load, you will have all records in the database.

5.2. All Individuals

Searching for All Individual Records in Your Database

Pulling a list of all individual records in your database is best done via Contacts. Just follow these steps:

1. Click on Contacts.
2. Click on Filters.
3. Click on Add Filter Option.
4. Scroll down to or search for Record Type and then click on it.
5. Select is any of.
6. From the drop-down, select Individual.
7. Click Add Option (your screen will look like the screen shot below). This search filter will target all individual records in the database.
8. Click Fetch Results or Save Filter. Doing so will run the search, and when the results load, you will have all individual records in the database.

 

5.3. All Organizations

Searching for All Organization Records in Your Database

Pulling a list of all organization records in your database is best done via Contacts. Just follow these steps:

1. Click on Contacts.
2. Click on Filters.
3. Click on Add Filter Option.
4. Scroll down to or search for Record Type and then click on it.
5. Select is any of.
6. From the drop-down, select Organization.
7. Click Add Option (your screen will look like the screen shot below). This search filter will target all organization records in the database.
8. Click Fetch Results or Save Filter. Doing so will run the search, and when the results load, you will have all organization records in the database.

5.4. Records by City

Searching for All Records in Your Database by City

Pulling a list of all records in your database with an address in a specific city is best done via Contacts. Just follow these steps:

1. Click on Contacts.
2. Click on Filters.
3. Click on Add Filter Option.
4. Scroll down to or search for City and then click on it.
5. Select Contains and then type in the name of the city.
6. Click Add Option (your screen will look like the screen shot below).
7. Click Fetch Results or Save Filter. Doing so will run the search, and when the results load, you will have all records in the database that have an address in the city you entered in step 5.

Additional Notes

• In addition to Contains, you can use the other option is any of to target records by city. However, the is any of option typically requires use of another filter, such as one specifying state, in order for the Contacts tool to load city choices into the drop-down menu. Therefore, Contains will typically be the easiest way to pull records by city.
• Note that steps above do not specify a state, just the name of a city, so if you have two records with addresses in different states but in cities with the same name, they will both pull to your search results. You can always add more filters to your search to make it more specific.

5.5. Records by Street Address

Searching for All Records in Your Database by Street Address

Pulling a list of all records in your database with a specific street is best done via Contacts. Just follow these steps:

1. Click on Contacts.
2. Click on Filters.
3. Click on Add Filter Option.
4. Scroll down to or search for Street Address and then click on it.
5. Select Contains and then type in the name of the street.
6. Click Add Option (your screen will look like the screen shot below).
7. Click Fetch Results or Save Filter. Doing so will run the search, and when the results load, you will have all records in the database that have an address in the street you entered in step 5.

Additional Notes

• Be aware that adding "st" versus "street" during step 5 will also affect the results of the search. If you have not run an Address Standardization, then the street addresses in your database may not be consistent across all records. You can always either run that standardization, or simply leave that portion of the street address out in step 5.
• Similar to the note above, you can also leave out the address number if you want to target an entire street rather than a specific address.

5.6. Records by Zip Code

Searching for All Records in Your Database by Zip Code

Pulling a list of all records in your database with an address in a specific zip code is best done via Contacts. Just follow these steps:

1. Click on Contacts.
2. Click on Filters.
3. Click on Add Filter Option.
4. Scroll down to or search for Zip and then click on it.
5. Select Contains and then type in the desired zip code.
6. Click Add Option (your screen will look like the screen shot below).
7. Click Fetch Results or Save Filter. Doing so will run the search, and when the results load, you will have all records in the database that have an address in the zip code you entered in step 5.

Additional Notes

• Similar to searches by city, you can use the option is any of to target records by zip code. However, the is any of option typically requires use of another filter, such as one specifying state, in order for the Contacts tool to load zip code choices into the drop-down menu. Therefore, Contains will typically be the easiest way to pull records by zip code.

5.7. All Contributors

Searching for Contributor All Records in Your Database

Pulling a list of all records in your database with contributions is best done via Contacts. Just follow these steps:

1. Click on Contacts.
2. Click on Filters.
3. Click on Add Filter Option.
4. Scroll down to or search for Total Contribution Amount and then click on it.
5. Select Is More Than and then type .01.
6. Click Add Option (your screen will look like the screen shot below).
7. Click Fetch Results or Save Filter. Doing so will run the search, and when the results load, you will have all records in the database that have one cent or more in total contributions saved to their profile.

5.8. Donated Last Cycle but not This Cycle

Searching for All Records that Donated Last Cycle but not in the Current Cycle

Pulling a list of all records in your database that donated in the last election cycle but not in the current one is best done via Contacts. Just follow these steps:

1. Click on Contacts.
2. Click on Filters.
3. Click on Add Filter Option.
4. Scroll down to or search for the green Election Period filter and then click on it.
5. Select Is Any Of and then type and select all of the election periods that make up the previous election cycle.
6. Click the Add Option button.
7. Now find the red filter called Cycle-To-Date Total Amount and click on it.
8. Set the bubble to Is Less Than, and then type in $.01.
9. Click the Add Option button.

Your contacts search should now look like the below screenshot. Finally, click Fetch Results. Campaign Manager will now generate a list for you of any record that donated in the previous cycle, but has not yet donated in the current cycle!

 

5.9. All Records With Non-Standardized Addresses

Searching for All Records with a Non-Standardized Address

Pulling a list of records with an address where USPS standardization was not checked, or has failed standardization, is best done via Query Builder. Just follow these steps: 

1. Go to the Reports tab and click Query Builder.
2. Click New Query.
3. Click New Clause.
4. In the first dropdown, you should see "General." Click the downward arrow to expand the list and select Address.
5. Click on Field, and in the window that opens, click on the Field drop-down and select Standardized.
6. Set the operator  to Equal To.
7. Set the value drop-down to False.
8. Click Done. You'll end up with a search query like the screen shot below.
9. Use the Export Options below to run the report. Your search results will consist of every record that has a non-standardized address.

 

5.10. Records With an Email Address

Searching for All Records with a Known Email Address

Pulling a list of all records in your database with an email address is best done via Contacts. Just follow these steps:

1. Click on Contacts.
2. Click on Filters.
3. Click on Add Filter Option.
4. Scroll down to or search for Email and then click on it.
5. Select Is Known.
6. Click Add Option (your screen will look like the screen shot below).
7. Click Fetch Results or Save Filter. Doing so will run the search, and when the results load, you will have all records in the database that have at least one email address saved to their profile.

5.11. Records With One Code but not Another

Searching for All Records that Have One Tag, but Not Another

Pulling a list of all records in your database that have one tag but not another is best done via Contacts. Just follow these steps:

1. Click on Contacts.
2. Click on Filters.
3. Click on Add Filter Option.
4. Scroll down to or search for Tag and then click on it.
5. Select Is Any Of and check off the desired tag(s) from the drop-down
6. Click Add Option.
7. Click Add Filter Option again.
8. Scroll down to or search for Tag Suppression and then click on it.
9. Select Is None Of and check off the tag(s) you want to avoid.
10. Click Add Option (your screen will look like the screen shot below).
11. Click Fetch Results or Save Filter. Doing so will run the search, and when the results load, you will have all records in the database that have any of the tags from the first filter, but do not have any of the tags selected in the second filter.

6.1. What are Call Sheets? Where can I find them?

What are Call Sheets?

Call sheets are essentially print-outs of record profiles. By going to Settings > Call Sheet Manager, you can create templates with different levels of detail to tailor call sheets to your desired specifications - you can include as little or as much detail as you want.

 

Where do I go to access Call Sheets?

Call sheets can be accessed a few different ways:

 

From a Record Profile:

1. Go to the profile page for the record you would like to view a call sheet for.
2. In the top right-hand corner, click on the Call Sheets button, select the template you want, and then select the method you wish to receive the call sheet (PDF, email, or meeting).

From Contacts:

1. Search for the records you would like to pull call sheets for 
2. Select all of the records you would like to pull call sheets for
3. Once you make a selection there will be an "Actions" dropdown menu that will appear
4. Select "Call Sheets"
5. Select the Template you would like to use
6. Select Download
7. This will prompt a pop-up window to appear and it will begin generating the call sheets
8. Once the call sheets are complete you will be able to open the file from the pop-up window.

From Custom Reports:

1. You can also pull multiple call sheets at one once from Custom Reports. Go to Custom Reports, and build a query that searches for all the records that you want a call sheet for.
2. Next, go down to the Export options section. Here, select Call Sheets from the first drop-down, and the desired format from the second drop-down, and click the green View button. 
3. (Optional) Make any adjustments to the header and footer that you like.
4. Select an Order by option.
5. Select how many call sheets to pull, based on the order determined by the previous option. Note: due to the high volume of information included in the call sheets, pulling more than 100 will likely cause the system to timeout before the call sheets finish generating.
6. (Optional) You can add or a remove a tag from the records that the call sheets are pulling for. This comes in handy when you are attempting to pull more than 100 call sheets. See the example below for more info.
7. Click the submit button. The system will open the download in a new window, so you can navigate away from the page while the call sheets generate. When they are finished, you will be able to download them from that new window.

 

Example: if you wanted call sheets for 500 individuals, apply a tag to all of them at the beginning. When you go to pull call sheets for the first 100, remove the tag. When you re-run the query, those first 100 will be excluded since they no longer have the tag, and you will be able to pull the next 100. Repeat the process until you have all 500 call sheets.

6.2. Call Sheet Manager

Call Sheet Manager

This page is where you will be able to create and edit Call Sheet templates. You can find the manager page by going to Settings > Call Sheet Manager. On the left side of the page will be a list of all call sheet templates that exist on the system. You can click on one to edit it, or click the New Template button to create a new one.

1. Section Order: Click on the up or down arrows to the left of a section to move it up or down. This allows you to reorder the sections however you want.
2. Include Section: Click the check mark in the circle to highlight that section. Any section that is highlighted will be included when that template is used. This allows you to add or remove sections as needed and give you call sheets with more or less information. NOTE: the more information is included in a template, the longer the call sheets will take to generate.
3. Template Name
4. Template Preview: Any changes made in the options in this left-hand sidebar will be reflected in the preview of the template on the right-hand side. Some changes, such as uploading a logo, may not be visible in the preview, and will only be visible when a call sheet is downloaded.
5. Save/Delete/Copy: Save and delete the template as necessary. If you want to base a new template off an existing one, but do not want to make any changes to the one that already exists, you can make a copy.

6.3. Header/Footer

Header/Footer

In the Call Sheet manager, the Header and Footer sections will modify the top and bottom of the sheet. The header section has a more robust selection of options, while the footer section just allows for a single line of text to be added.

The numbered items below will modify the boxed portions of the call sheet.

1. Header content
2. Logo upload

6.4. Entity Information

Entity Information

This portion of the call sheet contains the record's personal information. This is the only section of the call sheet that is mandatory.

1. Profile picture: if the record has a profile picture, it will be displayed by checking this box.
2. Primary Phone/Email: the contact info that has been marked as primary on the record profile (blue star).
3. Spouse/Org Primary Connection: If the record has been linked to another individual as spouses, or to an organization/committee as the primary connection.
4. Voter & District Info: Based on address, pulled directly from profile.
5. Suggested Ask: a suggested contribution amount, based on data in the system of past contributions, along with a number of other factors, and then calculated by the system.
6. Connections: if the record has been connected to other records.
7. Custom Fields: If any custom fields are being used, they will pull to the call sheet if selected here.

6.5. Contact Information

Contact Information

This portion of the call sheet focuses on contact information that has been saved to the record's profile. You can select between Address, Email Address, and Phone Numbers. For each form of contact, you can either select to display all, display just the options marked as preferred on the profile with a blue star, or to display none of that contact method.

1. Address
2. Email Address
3. Phone Number

6.6. Biography

Biography

This section pulls from the Bio section of the profile, located between the Suggested Ask Amount and the social media links on the left side of the page.

1. Character Limit: Enter a number in this field to limit the amount of characters that pull to the call sheets. This can be done to avoid having the full text pull to the call sheet in the event that a record has a lengthy bio.

6.7. Donation Summary

Donation Summary

This portion of the Call Sheet focuses on past donations made by the record.

1. Limit to X Election Periods: Only include data from the the number of election periods indicated here - if you enter 2, only include data from the 2 most recent election periods.
2. Election Periods: Here, you can specify which election periods to include.
3. Total: the total dollar amount of all donations.
4. CTD: Cycle to date - the donation total since the start of the election cycle.
5. YTD: Year to date - donation total since the start of the calendar year.
6. Most Recent: date of the record's most recent donation.
7. Highest: Dollar amount of the record's largest donation.
8. First: Date of the record's first donation.

At the bottom of this section is a break down of the record's contributions by election period, including columns for the record's individual donations, a household column for the total donations from the record and their spouse combined, and a column for donations attributed to the record (donations given by their spouse, but are attributed to them).

6.8. Recent Donations

Recent Donations

This portion of the Call Sheets focuses on the record's most recent donations.

1. Limit to last X of: Limit the amount of data that is pulled to the call sheet. You can limit the call sheet to only include the most recent donations, most recent election periods, or the most recent time range (in years).
2. Election Periods: Limit the  the call sheet to only display donations to specific election periods.
3. Filing Committee: If you have multiple filing committees on your database, you can limit the call sheets to only display contributions to the selected filing committee. 

6.9. Contributions to Other Committees

Contributions to Other Committees

This portion of the call sheet includes data from the Donor Insights feature that is present on the record's profile. This feature focuses on the record's contributions to other committees, and that data is pulled from the profile and displayed on the call sheet.

1. Limit # of: limit the number of donations that are included on the spreadsheet, or limit the time range so only donations within that range are displayed.

6.10. Notes

Notes

This portion of the call sheet includes any notes saved to the record's profile.

1. Limit to last #: set the template to only show a specific amount of notes, or only notes within the last few years.

6.11. Logged Activities

Logged Activities

This portion of the call sheet pulls logged activities from the record's profile.

1. Limit to last #: limit the number of activities that appears on the call sheet based on a specified number of activities, or a specified number of years.
2. Include Tasks: Select to include tasks or not.
3. Users: include only activities logged by specific users.

6.12. Tags

Tags

This portion of the call sheets focuses on any tags that may be applied to the record.

1. Limit to # most recent Tags: Limits the call sheet to only include the most recently applied tags.
2. Tag Type: Limits the call sheet to only include tags of the specified type - all other will not be included, regardless of when they were applied.

6.13. Call Results

Call Results

This portion of the call sheets focuses on the actual call to the record, and thus is best used with hard copies after the fact. Here, the caller can log any information pertaining to the call.

1. Add: This field allows you to add more options to the call results section (see below).
2. Call Results Options: This section determines what appears in section 3 below. Anything added in this setting will be visible on the call sheet. Default options are available, but custom options can be added as well.
3. Call Results: After the call is made to the record, the caller can use this section to keep track of what happened. The caller can mark of the option used on a hard copy and add any additional relevant information.
4. Notes: an empty space for hand writing notes on the hard copy.

6.14. Text Box

Text Box

This portion of the call sheet is just a miscellaneous field for adding any additional information that you may want, if there is no existing option.

7.1. What are CM's online donation pages for?

The Online Donation pages in Campaign Manager allows you to create an online donation form, which can be linked to your campaign website via the code provided when you click the "Embed on Site" button.

The following help documents will show you how to:

• Import donations submitted on my online donation page
• Setup the Online Donation page
• Add content to the Online Donation page
• Design the Online Donation page
• Add notices to the Online Donation page
• Add admin notices to the Online Donation page

The numbered items below are found on the Online Donation Page screen.

 

1. New: New button is used to create a new Online Donation Page.

2. Publish: Indicates whether or not the page is active. Can be clicked to make page inactive.

3. View Page: Lets the user view the page in a website window.

4. Embed on Site: The Online Donation page can be linked to your campaign website via the code provided when you click the "Embed on Site" button.
Once the "Embed on Site" button has been clicked a window will open. You will then copy and paste the code into your website

5. Add to Facebook: Lets the user add the Online Donation Page to Facebook. When clicked a window will pop-up and prompt the user to login to Facebook.

6. Edit: Lets the user edit the Online Donation Page.

7. Copy: Lets the user copy the Online Donation Page to create a new page.

8. Delete: Lets the user delete the Online Donation Page.

9. Import Queue: Send the user to the Import Queue in the Import Manager.

10. Donations by Day: This graph shows the user the amount of donation that have been giving per day.

7.2. How do I import the donations submitted on my online donation page?

The Import Queue is used to import donations that are submitted through the Online Donation page.

If there are records to be imported, you will be met with a list recent donations in the Import Queue.

The numbered items below are found in Import Queue.

 

1. Merge with Matching Record: Lets the user merge recent donation if a matching record exists in the database.

2. Import as New Record: Lets the user to import the recent donation is there are no matching records in the database.

3. Delete/Do Not Import: Lets the user delete the transaction from the Import Queue.

4. Resolve Later: Lets the user leave that recent donation in the Import Queue.

5. Amount: The amount of the donation. 

6. Donors Information: Shows the user the donor's contact information. This information is populated from the Online Donation page.

7. Donation Date: The date the donation was made.

8. Record Search: If there the system shows no match, this allows the user to double the check the database by searching for the donor's name. If no match is found after searching, Import as New Record will be used.

9. Matching Record: If there is matching record in the database it will be displayed to the right of the recent donation.

10. Mark as Thanked: When this box is checked the records will be automatically marked as thanked when imported.  *Note: A thank you letter will not be sent. The record will only be marked as thanked.*

11. Print: Lets the user print the recent donations in the Import Queue.

7.3. Tab #1 - Setup

When creating an Online Donation page or editing an Online Donation page, you will begin in the "Setup" tab. Here is where you will set the Online Donation page up. 

The numbered items below are found in the "Setup" tab.

 

1. Form Title: The name of the page.

2. URL Slug: The URL (website link) of the Online Donation page.

3. Page Type: There are 3 different types of page layouts. One-page: will show all the information on one page. Three-Page: will show the all the information throughout 3 pages, starting with "Select an Amount". Donor Insight Smart Page: will show the all the information throughout 3 pages, starting with "Contact Information". The Donor Insight Smart Page will give a donation level to the donor so that you can potentially receive the highest donation they are willing to make to the campaign. This feature uses the donor's contribution history to give a suggested amount to them.

4. Fundraising Goal: Allows the user to set a goal they wish to reach with this page.

5. Account: Allows the user to select which account the donations will go to.

6. Election Period: Allows the user to select which election period the donations will go to.

7. Category: Allows the user to add a category to all donations that come through this page.

8. Event: If the page is created for an event. This will allow the user to add all donations that come through this page to a certain event.

9. Batch: Allows the user to send all donations that come through this page to a certain batch.

10. AMP Enabled: If you have an AMP device you can enable it by clicking the "AMP Enabled" button.

11. Next: Will take you to the next tab.

7.4. Tab #2 - "Content"

The "Content" tab, in the Online Donation page, is used to add/edit the content on the page.

The numbered items below are found in the "Content" tab.

 

1. Maximum Donation: Allows the user to set the maximum donation allowed per transaction.

2. Custom Donation: Allows the user to add, remove, and edit donation amounts.

3. Additional Information: When selected, makes the information field a required section before submitting. 

4. Tags: Allows the user to add a tag to every donation that is made through this page.

5. Political Statement: Adds a Political Statement at the bottom of the page. Can set an "I have read and understand" check box by selecting Require Confirmation.

6. Legal Statement: Adds a Legal Statement at the bottom of the page. Can set an "I have read and understand" check box by selecting Require Confirmation.

7. Back/Next: Buttons that allow you cycle through the tabs.

7.5. Tab #3 - "Design"

The "Design" tab, in the Online Donation page, is used to design the content on the page with saved templated or using Cascading Style Sheets (CSS) code. 

The numbered items below are found in the "Design" tab.

 

1. Template: Lets the user select templates that have been created and saved in Campaign Manager.

2. Header: Here if where the header can be added/edited. Images and/or text can be entered here.

3. Footer: Here if where the footer can be added/edited. Images and/or text can be entered here.

4. Custom CSS: Here is where Cascading Style Sheets (CSS) code can be entered to give the donation page a "custom" look.

5. Back/Next: Buttons that allow you cycle through the tabs.

7.6. Tab #4 - "Notices"

The "Notices" tab, in the Online Donation page, is used to add/edit thank you messages and send email receipts once a donation is submitted.

The numbered items below are found in the "Notices" tab.

 

1. Post Submit Landing Page: Here you can select what will happen after the donation is submitted. Thank You - will send the donor a thank you message screen. Redirect - will redirect the donor to a different page i.e. campaign home page.

2. Thank You Page Message: Here is where you can add/edit the thank you message that will show after a donation is submitted. Images and/or text can be used here.

3. Receipt Email Message: Here is where you can add/edit the receipt email message that will be sent after a donation is submitted. Images and/or text can be used here.

4. Back/Next: Buttons that allow you cycle through the tabs.

7.7. Tab #5 - "Admin Notices"

The "Admin Notices" tab, in the Online Donation page, is used to add/edit internal email notification(s) when a donation has been submitted.

The numbered items below are found in the "Admin Notices" tab.

 

1. Send Internal Notifications: Lets the user decided if they would like to be notified whenever a donation has been submitted.

8.1. Adding New Users

In order to add a new user account to the database, please take the following steps:

1. From the navigation bar select "Settings", then select "Users".

2. On the users screen click the "New User" button in the top right corner.

3. You must complete the required fields: First Name, Last Name, and Email Address.

4. If you have the "Do not send activation email" option checked towards the top, please also fill in the Password fields.

5. Select the proper permission levels for the new user. This will determine how much access they have to the different features of Campaign Manager.

6. Click the Save button to save the new user.

 

Do Not Send Activation Email

This option allows you to create usernames without waiting for the user to acknowledge an activation email before the account will be active. This can be used for volunteers who are not required to activate the user account via email. If this box is checked, the system will automatically activate the user account once the Save button is clicked.

8.2. Permission Settings

8.3. The "Compliance Field Modifications" Permission Setting

The "Compliance Field Modifications" Permission Setting

This feature in Campaign Manager allows you to prevent users in your database from editing or deleting any information on records or transactions that shows up on your compliance reports.

Here is a list of everything it controls:

• Editing/Deleting record Name field (Title, First, Middle, Last, Suffix OR Org Name)
• Editing/Deleting the record's Primary Address, or changing another address as the Primary
• Editing/Deleting/Updating the record's Employer/Occupation
• Editing/Deleting/Updating a committee record's Committee ID, Authority, Type, Registration ID
• Adding/Editing/Deleting/Updating a candidate record's Candidate ID, District, etc.
• Merging Records (via the Import Manager, Contacts search, the fundraising Import Queue, the mass merge tool in the Tools tab, the individual merge tool on the record screen)
• Changing any of the following fields on transactions:
  • Deleting the transaction itself
  • Entity name (Contributor/Vendor name)
  • Amount
  • Date
  • Reporting Description
  • Reporting Code
  • Support/Oppose
  • Bank Account
  • Election Period
  • Allocation/Event
  • Force Itemize
  • Force Unitemize

9.1. Individual Records - New Profile View

Individual Records store the data of donors, candidates, or other constituents that you want to manage or track data for.

There are Save Buttons in the several data entry sections that should be used to save changes made, along with clicking the master save button in the top-right of the profile to ensure updates are captured.

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9.2. Candidate Records - New Profile View

The easiest way to add an FEC Candidate record to your database is by selecting FEC ID Lookup on the Tools Menu, then searching for the Candidate, and clicking Add Candidate. This will create their record with their appropriate FEC ID, Office, Jurisdiction, etc.

Plus if they have a Committee that record can be easily created with the proper connection that's needed for FEC reports.

 

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To add Candidate's manually they should be created as an Individual record. Use Quick Search to check for an existing record first to avoid creating a duplicate, if not found choose New Individual.

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Only a first and last name are required fields to create an Individual record, however for a Candidate record the Candidate field in the About section of the profile must have a Check-Mark which reveals additional fields. Jurisdiction, Office, District State and Code are required fields when Candidate is checked.

If this Candidate is also an Incumbent, you must check the Incumbent field to reveal the additional fields in conjunction with saving the Candidate fields.

To later mark a Candidate as an Incumbent, choose X in the Candidate field and click the Save button in the About section. Then re-check the Candidate field and this time check Incumbent field and complete the Jurisdiction, Office, District State and Codes for each before Saving.

Be sure to use the Save button in the About section of the profile for those changes to stick.

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Click Here for an overview of NEW PROFILE VIEW Individual record fields and features that are also part of a Candidate Record.



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Candidate Records are distinguishable in Search by the Capital Building icon.



9.3. Committee Records - New Profile View

Committee Records are a special type of Organization Record and are distinguishable by a 3-person icon.

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The easiest way to add an FEC committee record to your database is by:

1. selecting FEC ID Lookup on the Tools Menu
2. enter the committee name (or part of) in the search filed
3. click Search Committees
4. click Add Committee when found

This method most accurately populates the required fields with the appropriate entries.

 

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NEW PROFILE VIEW OVERVIEW:

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There are Save Buttons in the several data entry sections that should be used to save changes made, along with clicking the master save button in the top-right of the profile to ensure updates are captured.

9.4. Creating New Records

There are several areas in Campaign Manager that you can select to create a new record.



1) Quick Search — you should search for the record before creating it to avoid duplicates, the option to make a new record appears with possible results, select the appropriate record type.

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2) Contacts — +Create Button, choose record type to create

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3) Transaction Entry — When entering transactions on the Register or from the Batch/Deposits screen, the option to make a new record appears as little icons on your entity name search results.

• single person icon = Individual record (also use for Candidate records)
• building icon = Organization record
• 3-person icon = Committee record

9.5. Deleting a Phone, Address, or Email from a Record

To delete a phone number from an individual or organization record click the More button in the Phones section. The More button expands the section to reveal a trashcan icon along with creation and update details. Click the trashcan next to the phone number you wish to permanently delete.

The More button is used in the same way to delete Addresses and Emails.

9.6. Adding a New Committee

How to Add a New Committee - Quick Search

1. A New Committee can be added through the Quick Search field at the top of every page by entering the name of the organization/committee and selecting New Committee from the dropdown menu:

2. After selecting New Committee, Enter the Contact Information pertaining to the new Committee.

3. Remember to Save before moving on to the next category (ie. About, Addresses, Phones, Emails) of Contact Information

4. Be sure to select Save before you leave this screen to add the committee record to your database.

 

How to Add a New Committee - Register

1. You can also add a New Organization through the Register. You can access that by clicking the link for Financial found at the top of any page. 

2. Select any transaction item under New Receipt, New Disbursement, or Other Transactions on the window on the right.

3. A new window will pop up which will allow you to input Transaction Information.

4. The first field in the new window will allow you to refer to a Record you have on file or create a New Record. Type out the name of the New Committee, then click the New Committee button which is the button with a "+" sign adjacent to 3 people grouped together.

5. Fill in the contact information and then click Save All or Save and Close.

9.7. Organization Records

Organization records in Campaign Manager hold all contact info for a specific organization and serve as a location to view related items such as communications or transactions.

 

Organizations

The organization profile record can be accessed a number of different ways:

• Opening an existing record via Quick Search or Contacts Search.
• Creating a new record via Quick Search or Contacts Search.
• Clicking a linked record name in various areas of the application.

 

Organization Record and Fields

Top-half of Profile

 

Section 1 (top-left corner)

Status: Active means this record will be included in searches and exports. Inactive means this record will be omitted from Quick Search and Contacts Searches and exports (often used for deceased or do-not-contact records)

ID: unique record ID number assigned during record creation

Profile photo: a unique photo can be uploaded otherwise the default building icon appears 

Org name, city, state, phone and email address: pulled up to the top from editable fields in the below sections. (clickable email link opens to your systems default email program enabling you to type a quick email)

Bio Description: for internal use enter any relevant info that might assist users viewing the record (example: "owned by John Doe, this company is a sponsor for many events")

Social media links - copy and paste links to quickly connect with the organization via their social media

 

Section 2 (About)

Name: assigned during record creation and continuously editable

Description: open text field to briefly describe the company

Org Type: choose from the dropdown table (this can affect how transactions appear on compliance reports)

Industry: choose from the dropdown or type to add new selection

Tax ID: if known and/or needed for expenses, enter their federally assigned tax id number

URL: copy and paste the company website

 

Section 3 (top-right)

Tags: type to search tag name, if none is found you can choose to add the tag on the fly (also created on the Settings menu, tags are used as identifiers and record groupings for searches and exports)

Call Sheets: click to export a call sheet for this record (created/edited on Settings menu)

Letters: click to export a direct mail letter for this record (created/edited in Template Editor on Settings menu)

Copy Contact Info: click to create a new record with this same contact info 

Merge: click to open a Contacts search when you suspect a duplicate record could exist (select found dupes and click little Action button to complete merge in Contacts)

Save: click to save any changes made to the record before exiting page

Delete: click to permanently remove the record from the database (irreversible- use with caution)

 

Section 4 (Sub-File Tabs)

 

Bottom-half of Profile

 

Section 5 (bottom-left corner)

Addresses: click Add to create a new address, click on an existing address to edit it, click More to reveal the trashcan/delete option plus view the date/time stamp and user who created/updated this info, click Cancel to close the More options. The blue star indicates the company's Preferred Address to be included in searches and exports. (Address type: Other is suggested for organizations which maps to compliance reports)

Phones: click Add to create a new phone number, click on an existing phone number to edit it, click More to reveal the trashcan/delete option plus view the date/time stamp and user who created/updated this info, click Cancel to close the More options. The blue star indicates the company's Preferred Phone Number to be included in searches and exports.

Emails: click Add to create a new email address, click on an existing email to edit it, click More to reveal the trashcan/delete option plus view the date/time stamp and user who created/updated this info, click Cancel to close the More options. The blue star indicates the company's Preferred Email to be included in searches, exports, and mass emails sent through Campaign Manager.

Custom Fields: when pinned by each user on the Custom Fields sub-files tab, they appear here. (create/edited on the Settings menu)

 

Section 6 (bottom-right)

 

9.8. Setting-up Joint Fundraising Committees

Setting-up Joint Filing Committees

1. Create a new committee record using FEC ID Lookup on the Tools menu which will load the info needed in steps 4-6 below.
2. Or create the new committee record manually thru Quick Search or Contacts
3. Choose AUTHORIZED COMMITTEE as the Committee Type- manually change the Type assigned if FEC ID lookup was used for record creation
4. Enter the Registration ID assigned to them by the FEC
5. Choose FEC for Registration Authority
6. Enter the address and use address type Other
   • Click Save to create the record 
7. Select the Connections tab
8. Choose Connection Type: Joint Fundraising Rep
9. In the Connect With field, search for and select your filing committee record
10. Click green Add button
11. Now the connection appears on both this committee's connection tab as well as your filing committee record.

 

 

9.9. Sub-Files - Transactions

Sub-File - Transactions

1. Click the Transactions tab on the right of the profile record to view the transactions assigned to this record

2. You can filter which transactions to view so that if there's many, you can more easily find what you're looking for. 

• All: displays all contributions and expenses (omits soft allocations)
• Contributions: displays only contributions (includes in-kinds, memo's, misc. income, etc.)
• Expenses: displays only expenses (includes in-kinds, memo's unpaid bills, etc.)
• Show Soft Allocations: displays contributions that this record was credited as a Fundraiser/Bundler for. (this must be selected in order to view contributions linked in this manner)

3. The Summary column displays the Date and Amount of the listed transactions and includes a - Pencil icon, click this to Edit existing transactions

4. The Transaction Details chart to the right of the summary column includes sort arrows so that you may view transactions in order of transaction type, election period, category, etc. (listed in date order by default)

5. The Column Options button on the far right allows you to select which transactions fields to view and sort by in the detailed list (category, account, event, etc.)

6. At the bottom of the transaction list you can view the number of transactions and scroll through them as needed

7. Click the New Transaction button to create a new transaction on this record (various transaction types will appear to choose from- contribution, expense, in-kind, etc.)

 

 

9.10. Sub-Files - Pledges

Pledge Tracking

Pledges are promises to contribute to a committee. Campaign Manager allows for Pledge Tracking so you can see who has promised to make a contribution and who has fulfilled that promise.

How to add a Pledge to an Individual or Organization:

1. Search for and select the individual or organization making the pledge.
2. Choose the Pledges tab.
3. Click the green Add button.
4. Fill in the appropriate Type, Amount, and Date.
5. If the pledge is associated with a specific event or communication, the Event and Communication drop-down boxes can be used to link them.
   
6. Click the green Save button.



How to enter contributions towards the pledge:

1. Search for and select the individual or organization that made the pledge.
2. Choose the Pledges tab.
3. Click the Fulfill.
   
4. Fill in the amount and date of the write-off.
5. Click Save/Close.

1. Alternatively, you can go to the Transactions tab of the record's profile.
2. Click New Transaction and select the proper contribution type.
3. When you are filling out the contribution details, you'll be able to select the pledge from the Pledge drop-down. Please note that this option will not appear if the record does not have any saved pledges.

9.11. Sub-Files - Connections

9.12. Sub-Files - Events

Sub-File - Events

Events are created and managed from the Financial menu, they then are available to add to records on the Event sub-file tab indicating that an invitation occurred that can later be utilized for tracking purposes.

 

1. The Events tab will display all events that the individual, organization, or committee has been invited to or is hosting

2. To add an event, first choose whether this entity record is an Attendee or a Host

3. Select the Event form the dropdown- only Events created from the Financial menu will appear for selection

4. Choose their current attendance status 

• No Response (indicating an invitation was sent)
• Maybe
• Yes
• No

5. Click the green Add button to save the event to the record

6. The attendance status is editable, so once a response is received choose Maybe, Yes, or No from the dropdown

7. Click the blue Update button to save the new attendance status (Delete can be selected to remove the entities association which the event)

 

After an entity has been invited to an event they will appear on the Event Check-in Sheet Standard Report available on the Reports menu.

 

 

9.13. Notes, Log Activities, Tasks, and Meetings

9.14. Using Attachments