Customize your appeal

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You can add custom categories and attributes to your appeal so that you can easily track things like total giving last year, last year's gift, and even requested followup method (for example, email, phone call, or letter).

To customize the appeal, click on the Customize button from either the Fundraising > Appeals page, or from Appeal Details:

Add categories and attributes

From the Customize page, you can add new categories and attributes that will be available for tracking extra information about each constituent you contact about your appeal. These categories and attributes are appeal-specific:

Customize the appeal status dropdown list

You can customize the appeal status dropdown list by going to Settings > Menu Items > Other menu items.

Note that these appeal statuses are global in your account, so they will apply to all appeals in the same way.

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