Appeals and events

In this article:


NOTE: For basic information about using appeals and events in Little Green Light, please view these LGL videos:

You can also read more about how to manage an LGL event step by step.

As with campaigns and funds, each gift you enter into your LGL account 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 uses the List Manager functionality, applies in both cases (see Appeal and event segmentation). Before you can get started on that, your appeal or event first needs to be created. Please follow the instructions below for how to do this.

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.

Now 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.

(The "Code" field above can be used to provide a unique short name, or code, for the Appeal. An example might be if you have an Appeal named "September 20XX Mailing" you might have a code of "SEPXX". The Code you create can be used in imports to match import data to the correct Appeal. The Code is completely optional.)

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.

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 and once their "Active" box is unchecked you'll be able to access them from the Archived tab.

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.

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.

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.

Viewing your appeal data in sortable columns

You can choose to view the constituents in your appeal in a column view, which you can customize to show any appeal-related fields you want. 

Customize the columns you can see here by clicking the "Customize columns" button. To sort the columns that are sortable, click the small arrow next to the column name.

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.

(The "Code" field above can be used to provide a unique short name, or code, for the Event. An example might be if you have an Event named "May 20XX Gala" you might have a code of "XXGALA". The Code you create can be used in imports to match import data to the correct Event. The Code is completely optional.)

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 Active check box. Inactive events are still usable in gift querying and reporting but will no longer appear when you are entering new gifts. They will also no longer appear among the active events once this box is unchecked.

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.

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

Viewing your event data in sortable columns

You can choose to view your event's attendees in a column view, which you can customize to show any event-related fields you want. 

In the screenshot below, for example, we're showing RSVP status, attendance status, and meal preference for the event. Note that each of the available columns is sortable.

Column view

You can compare the new column view above to the previous (classic) view below. ( Note: The giving information shown below is for the constituent overall, not just for the event.)

Classic view

Adding constituents in bulk to appeals or events

It is possible to add constituent appeal records or constituent event invitations in bulk by searching for the records you want to update in either the appeal, the event, or the  Constituents tab and then selecting either the Add/edit appeal or Add/edit event option from the Bulk Updates dropdown menu, as shown here, to add them:

You can also select to bulk add data to any field in the appeal record or in the event invitation:

The final step in each case is to review and save your changes by clicking on step 3, as shown in the above screenshots, and then click the  Update records button to save the change:

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