Appeals & Events

As with campaigns and funds, each gift can also be assigned to an appeal and/or an event. You can also build custom lists of constituents to send your appeal to or invite to your event. The same basic process, which utilizes the List Manager functionality described above, applies in both cases (see the Appeal and event segmentation section below). However, before you can get started on that, you need to create the basic appeals and events.

Appeals

To view, edit, and add new appeals, click on the Appeals link in the sub-navigation. This will bring up a listing of all your appeals, and from here you can add new appeals, edit existing appeals, or delete any appeals that are no longer needed.

Adding new appeals

To add a new appeal, click on the Add appeal button.

Then you can fill out the Appeal form and save it. You can optionally assign a appeal to a campaign, in which case appeal assignments made during gift entry can be restricted by campaign.

After this point, it is available for use in gift entry and reporting on the Fundraising tab.

Editing and deleting appeals

Just like with campaigns and funds, appeals can be edited or deleted from the Appeals page by clicking on the Edit or Delete  icons next to each appeal name. If you delete an appeal, it will be hidden from view entirely.

Inactive appeals

All appeals are active by default. You can make a appeal inactive by editing the appeal and deselecting the Is Active check box. Inactive appeals are still usable in gift querying and reporting, but will no longer appear when you are entering new gifts.

Events

To view, edit, and add new events, click on the Events link in the sub-navigation. This brings up a listing of all your events, and from here you can add new events, edit existing events, or delete any events that are no longer wanted.

Adding new events

To add a new event, click on the Add event button.

Now you can fill out the event form and save it. You can optionally assign an event to a campaign, in which case event assignments made during gift entry can be restricted by campaign.

After this point, it will be available for use in gift entry and reporting on the Fundraising tab.

Editing and deleting events

As with campaigns, funds, and appeals, events can be edited or deleted from the Events page by clicking on the Edit or Delete icons next to each event name. If you delete an event, it will be hidden from view entirely.

Inactive events

All events are active by default. You can make an event inactive by editing the event and deselecting the Is Active check box. Inactive events are still usable in gift querying and reporting, but will no longer appear when you are entering new gifts.