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Add Fundraising Appeal Codes

Modules>Fundraising>More...>Find Appeal>Appeals>Add Appeal

An Appeal Code helps you track Appealsfor charitable gifts and donations, such as direct mailers, telethons, or door-to-door. Add an Appeal Code to track each appeal, how much it is raising, and whether it is active.

To add an Appeal Codes, use the following steps:

1. Go to Modules>Fundraising>More...>Find Appeal>Appeals>Add Appeal. The Add – Fundraising Appeal Codes page opens.
2. Fill in the fields for the Appeal Information section, as described in the table below:

   Fields	Required	Description
   appeal code	Required	Enter a code that is descriptive of the appeal's purpose so it can be easily recognizable in a drop-down menu.
   active check box	Optional	If this is a current appeal, select the active check box. Only active appeals appear in the appeal code drop-down when adding a fund.
   description	Optional	Enter a description of the appeal.
   start and end date(s)	Optional	Enter or select the appeal's start date and end date if applicable.
   campaign code	Required	Select the campaign that the appeal will be linked to and, subsequently, part of once linked. This appeal will then appear on the Related Appeals child form of the specific campaign you choose here.
   appeal goal	Optional	Enter the financial goal of the appeal.
   call to action	Optional	Select a call to action that the appeal is a part of.
   notes	Optional	Enter additional notes about the appeal.

3. Click the Save button to save your changes and go to the Appeal Code Profile page. Once you save the appeal code, it is available for selection in the appeal code drop-down when you are setting up a Fund. Click the Cancel button to return to the previous page without saving your changes.