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Add Leads to Your Campminder System

Learn how to add a camper, staff, and adult lead to your system.

Updated over a week ago

In Campminder, you can manually add leads for campers, adults, and staff, in addition to any collected through inquiry forms.

Partitions—like Camper, Staff, or Adult—come with different fields, applications, and reports. Choosing the right partition ensures the lead is tracked and followed up with in the way that makes the most sense for your camp.

Note: Creating a lead simply adds a record to your system—it does not trigger any communication or follow-up on its own. No emails are sent, and access to CampInTouch is not granted unless you, or the individual, take additional action.

For more on how to grant CampInTouch access, see the last section of this article.

Add Camper Lead

You can add camper leads by starting with either the camper’s details or the parent’s, depending on what information you have.

  1. Navigate to the Camper menu. You’ll see two options:

    Add Camper Lead: Start with camper details. You can add principals (parents) later—or not at all.

    Add Camper Lead (by Parent): Start with the adult/parent info, and add the camper later if needed.

Add Camper Lead

  1. Navigate to Camper > Add Camper Lead.

  2. Choose the partition. The default is usually the LD tile under the camper partition. You can select more than one tile if needed.

    Note: Use "Parent" for a parent of a camper, and "Adult" only if someone 18+ is attending an adult session.

    💡Tip: Use the C tile in the “Other” partition for volunteers, vendors, or other roles that don’t fit neatly.

  3. Fill out the camper's first name and last name. All other fields are optional.

  4. (Optional) Enter the camper's address on the right side of the screen.

  5. When you've entered all the info you know, click Continue.

    Note: If a similar lead exists, the Duplicate Check screen will appear. You can click Create new Record for X to proceed.

  6. On the next screen, there are three sections:

    • Optional Info: Contact and social details

    • Lead Info: Session interests, lead date, notes

    • CampBot Bulletin: Set a follow-up reminder

  7. Click Continue.

  8. If you know the camper's parent(s), you can click Add New Principal on this screen. This opens the parent lead screen:

  9. Important Fields to Fill Out:

    • Partition:Usually PL (Parent of a Lead)

    • First and Last Name

    • Relationship: (e.g., mother, father, aunt)

    • Login/Email: if available

  10. Add siblings with Add New Child, or enter home/summer address using the buttons on the right.

  11. Click Save or Save & Add to input additional leads.

Add Camper Lead by Parent

  1. Navigate to Camper > Add Camper Lead (by parent)

  2. Normally, you'll leave the partition as PL, but you can also add a "Contact" C from this screen.

  3. Enter First Name, Last Name, and if you have it, the Login/Email. You can also enter an address, if you have it.

    Note: Adults are assigned to a Principal Household, and children are assigned to a Primary Household. Connecting a child to a parent’s household makes it the child’s primary.

  4. On the next screen, fill in any optional info.

  5. Use Add New Principal to enter a spouse/partner, or Add New Child to add the camper.

  6. ClickSave or Save & Add to input additional leads.

Add Staff Lead

Use this to manually add a potential staff member before they apply.

  1. Navigate to Staff > Add Staff Lead.

  2. Select the partition, typically the LD tile in the Staff partition.

  3. Enter the first and last name and household type. Other fields are optional.

  4. (Optional) Add address and contact info.

  5. Click Continue.

    Note: As with other lead types, the Duplicate Check will appear if a similar name exists.

  6. On the next screen:

    • Optional Info – Add relevant contact details

    • Staff Lead Info – Set department interest, availability, or status

  7. Click Continue and use the Note field as needed.

  8. Select a season of interest. Other info is optional.

  9. Click Save or Save & Add to input additional leads.

Add Adult Lead

Only use this option if your camp uses the Adult & Family application.

Adult and Family User Permissions

  1. Navigate to Admin > Logins and Permissions > User Groups, then edit the applicable User Groups.

  2. Scroll down to the UPR - Add Person section

  3. Make sure all of the "adult" permissions are set to Authorized.

Adult and Family Add a Lead

  1. Navigate to Camper > Add Adult and Family Lead.

  2. Choose the partition. The default is typically LD under the adult partition.

    Note: Parent means parent of a child camper, but Adult means someone 18+ is willing to attend an adult/family session.

    💡Tip: Use the C tile for volunteers, vendors, or others who don't fit standard roles.

  3. Fill in:

    • First and last name

    • Household type: (usually Principal)

    • (Optional) Address info.

  4. Click Continue.

    Note: You’ll see a Duplicate Check if there's a name match. You can leave this screen, or click Create new Record for X to proceed anyway

  5. On the next screen you'll find:

    • Optional Info: Social handles, phone numbers

    • Adult Lead Info: Season of interest, notes

  6. Click Continue.

  7. Use Add New Principal to enter a spouse/partner, or Add New Child to add the camper.

  8. Click Save or Save & Add to input additional leads.

Bulletin Board Default Reminder

You can automatically create a follow-up reminder for new leads on your homepage bulletin board.

  1. Navigate to Admin > Camper Setup > Module Settings.

  2. Under Default Lead Reminder, enter what you'd like the bulletin to say.

  3. Choose when the bulletin should appear using the dropdown.

  4. To hide the bulletin from all users, uncheck the visibility box.

  5. Click the Save Settings button at the bottom of the page.

Grant Access To CampInTouch

Creating a lead adds someone to your system for follow-up, but it does not automatically give them access to CampInTouch.

If you need to grant access to CampInTouch later, you have a couple of options.

  1. Parents can create their own account by clicking Sign Up on the CampInTouch login page. You can copy this link from CampInTouch > Setup > Links.

    Note: Parents/Caregivers may sign up using a different email address than the one entered on the lead record. This can result in duplicate records in your system.

    📖Related Help Materials:

  2. You can also send a Reset Invite directly from the individual’s profile. This creates their login and sends them an email with instructions.

    • Navigate to the individuals record and click the green Send Reset Invite link to generate in invite.

    💡Tip: Make sure you are on the parent/adult record. Camper records will not display the green Send Reset Invite link.

  3. You can send a mass email with instructions that guide families to sign up for CampInTouch on their own using the Sign Up link.

    💡Tip: Use merge fields to add the Dashboard Link to communications!

👉This flexibility allows you to decide when and how families are invited to access their accounts.

📖Related Help Materials:

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