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Campaign Switcher Doubles as Total Resource Campaign History Lesson

The new TRC Campaign Switcher and Total Resource Campaign Historical Reporting Feature

The new TRC Campaign Switcher and Total Resource Campaign Historical Reporting Features are live everywhere [CLICK TO VIEW LARGER]

New Campaign Switcher Feature Now Available

Now that we have so many Chambers that have used EasyTRC for multiple years, we heard requests for a few new features.

First, users wanted an easier way of switching campaigns so they could go back and look at contracts and details from previous campaigns.  This was always available if you knew how to change the URL, but now it is as easy as 2 clicks.


TRC Campaign Summaries All in One Place

Second, users were asking to see a summary of all their campaign totals in one place.  As staff changes, some history is lost. We made it easy to show how successful historical total resource campaigns were.  And if the grand total isn’t enough, just click it and you’re transported to the last leaderboard for that campaign. Find out who your top 5 salespeople were 3 years ago. Need to know which teams sold more than $10,000 last year?  Who was the campaign chair in 2011?  It’s all here.



How To: Add Contracts But Don’t Count Them in the Campaign Totals


Can you give us advice on how to handle sponsorships that get sold but are not going to count in the campaign? We want to be able to mark the sponsorship sold, but not to have the total show up in our campaign total. Please advise. Thanks.



Any contract that is marked with a Date Sold that falls OUTSIDE any of the campaign weeks is not counted in the campaign total.

This is by design since several Chambers have requested to ‘hide’ or ‘not count’ some contracts as part of the campaign – but still want to use the system to track contracts.


Example 1: Update Contract to Sold, then change the Date Sold

Campaign runs Mar 1 through April 30.

If you mark a contract as sold with a Sold Date of May 1 (or later), then that contract will not be included in the campaign total since “technically” that contract was not sold during the campaign.

To mark a contract as sold and then set the date sold, edit the contract, click Update Contract Status. If you change the status to “Approved (SOLD!)” then you will see the date there.  It will default to today. Update the date as needed.

TIP: Run the Leaderboard to find which contracts are not being counted in the campaign total.

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Example 2: Contract already marked as sold, change the Date Sold

If a contract already has a status of “Approved (SOLD!)” then you can also update the Date Sold by editing the contract and scrolling down to the Date Sold field.

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