Appeals and events

In this article:


As with campaigns and funds, each gift can also be assigned to an appeal and/or an event. In addition, you can 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  Appeal and event segmentation). 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 an appeal to a campaign, in which case appeal assignments made during gift entry can be restricted by campaign. You can also assign an appeal type, which allows you to classify your appeals as solicitations, mailings, or surveys, for example. You can set up your appeal types by going to Settings Menu items Other menu items and adding them there.

After you save your appeal, it becomes 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.

man_edit_appeal.png

Inactive appeals

All appeals are active by default. You can make an 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.

man_set_inactive.png

Cloning Appeals

Once you've created an appeal, you have the ability to clone it and can choose to preserve the custom categories and attributes you've created, as well as any segment descriptions. To clone an appeal, click on the name of the appeal and choose the Clone Appeal button located in the top-right corner of the page.

clone_appeal_button.png

Now you can name your new appeal; choose to retain previous custom attributes, categories, and appeal segments; and save.

Merging Appeals

Occasionally, you may want to merge two or more appeals together into one. To merge appeals, you can go to your Fundraising > Appeals page. From there, find the appeal you want to keep and click the Actions button, and then choose Merge gifts.

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Note that this merges the gifts from one appeal into another but not any other appeal info; it won’t remove the merged appeal, since there might be data you need in there. But you can delete the merged appeal if you want to, by clicking “Delete appeal” from the Actions button menu.

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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. 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. You can also assign an event type, which allows you to classify your events as courses or performances, or differentiate fundraising events from friend-raising events, for example. You can set up your event types in Settings Menu items Other menu items and adding them there.

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.

man_edit_event.png

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.

man_set_inactive.png

Cloning events

You have the ability to clone existing events and can choose to preserve the existing custom categories, attributes, and segments from the previous event. To clone an event, click on the name of the event and choose the Clone Event button located in the top-right corner of the page.

clone_event_button.png

Now you can name your new event; choose to retain previous custom attributes, categories, and appeal segments; and then save.

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