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How to View Projections for Automated Campaigns
How to View Projections for Automated Campaigns

How to view a projection for the year for your anniversary or birthday campaigns

Updated over 7 months ago

You may view Projections for automated Anniversary, Birthday, or New Hire campaigns.

Please Note: These projections are based on the automated campaigns you have set up and the recipients you've included in the campaigns.

On the Campaigns tab, hover over your campaign β†’ select the three dots button to the right β†’ select "View Projections."

This will take you to the Projections page where you can see upcoming or past milestones (by month or year), and estimated spending based on gift budget and tax & fee estimates. You can also export this information as needed.

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