Total Resource Campaign Grand Totals Can Be Hidden at the End of the Campaign
When a TRC is getting near the end, campaign administrators can now choose to hide the grand total from all the salespeople. This can help build suspense and keep volunteers focused on selling instead of laying back when the campaign goal has been reached.
The best part is that the salespeople can still login, manage their sales, and see their individual sales totals – so they’ll know if they have qualified for incentives and trips. Simultaneously, the campaign administrator can still see the grand total in the admin only area to make sure everything adds up for the big reveal at the victory celebration.
How To Hide Total Resource Campaign Totals
- Login as an admin; Click the Admin link in the upper right corner to go to the admin area
- Click Edit This Campaign (show me)
- Under “Hide Campaign Totals From Salespeople?“, Choose YES. (show me)
- Scroll Down to bottom; Click Save Changes
A Little Backstory on How This Feature Came To Be
Near the end of a TRC, everyone wants to know if they’ve hit the big goal. But it’s pretty anticlimactic if people show up to an event already knowing that they’ve hit 102% of the campaign goal. At one of the first TRC celebration events we attended, as the campaign leadership made their way onto the stage, people in the crowd were abuzz with wonder on whether or not they had hit their goal. Seconds before the campaign chairperson was to announce the grand total, a volunteer screams out from the crowd, “$259,418.33” WHAAAT? Several turn to look in the volunteer’s direction and there they were, cell phone in hand, and on easytrc.com looking at the total. Sigh. While we’re glad they crushed the goal, we knew we needed to do something to prevent this.
What Numbers and Totals are Hidden?
- Login Screen
- Reports Tab
- Leader Board – Progress Meter
- Leader Board – Totals
hidden summary total
This is another feature requested directly from our great chamber of commerce clients!