What action must be taken to include a donor as a Campaign Member automatically?

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To include a donor as a Campaign Member automatically, enabling Automatic Campaign Member Management in NPSP settings is essential. This feature allows the system to automatically manage the association between Opportunities and Campaigns without requiring manual intervention. When this feature is enabled, the system can automatically enroll donors as campaign members based on their contributions. This streamlines the process of tracking donor engagement and facilitates the overall management of campaigns by ensuring that all relevant donors are aligned with the campaigns they support.

While the other options may pertain to aspects of managing data or opportunities, they do not specifically address the automation of adding donors to Campaigns. For instance, using the Data Import Wizard is helpful for uploading bulk data, but it won’t automatically enroll donors into campaigns. Creating an automated trigger can be an effective way to manage processes, but it requires custom setup and isn't a built-in feature specific to campaign membership management. Populating the Primary Campaign Source on Opportunity is important for tracking purposes but does not directly cause automatic enrollment of donors as Campaign Members. Thus, enabling Automatic Campaign Member Management is the most effective and direct method for achieving this goal.

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