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Appeal Code Overview

An Appeal is a solicitation, such as obtained through direct mailers, telethons, or door-to-door, for money or other charitable gifts.

You can have multiple appeals for a campaign or an appeal can also be used for multiple campaigns. Appeals are easily tracked through the Overview group item in the Fundraising module.

The five standard Group Item Links (Add, Find, List, Run Query, Query Central), are available in the Appeal Code group item.

Adding an Appeal Code

Appeals are created from the Overview group item in the Fundraising module.

To create a new Appeal, complete the following steps from the Fundraising module:

  1. In the Overview group item menu, select the Overview and Setup group item link. The Overview and Setup page displays. Select the Appeal hyperlink to list all previously created appeals. You may then click the Add icon in the upper right corner of the page, to create a new appeal.
  2. This will launch the Add - Fundraising Appeal Codes form.
  3. Complete the fields on the Add - Fundraising Appeal Codes form as follows:
    Field Name Required? Description
    appeal code Required This code should be somewhat 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. Otherwise, it will not appear in the appeal code drop-down when adding a fund.
    description Optional Enter a description for the appeal if needed.
    start and end date(s) Optional Enter the appeal's start date and end date if applicable. You can either enter the dates manually, or click on the calendar icon to launch a pop-up calendar that will allow you to select the dates.
    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 If desired, you may enter the financial goal of the appeal.
    call to action Optional If desired, you may also link a specific call to action that the appeal will part of as well.
    notes Optional Enter any additional notes about the appeal that may be needed.
  4. Click the Save button.

    Once the appeal code is saved, it will be available for selection in the appeal code drop-down when setting up a Fund.

Finding Appeal Codes

Find vs. Query

The Find page is setup with a pre-defined set of columns (fields) versus a Query which allows you to select from ANY column in the search Table.

Navigating to the Appeal Code Profile

To navigate to an Appeal Profile page, complete the following steps:

  1. Go to the Fundraising Module.
  2. Expand the More group item located on the left-navigation bar.
  3. Select the Find Appeal group item link.
  4. You may also select the Appeal hyperlink on the Overview page to view a list of previously created appeals.

The Appeal Codes Profile

The Fundraising Appeal Code Profile page shows the appeal code, start and end date for the appeal, and the active check box status. It also lists the campaign the appeal has been linked to as well as the goal of the appeal and the funds raised to date.

Click the Add Call to Action button to link a call to action with this appeal or the Edit button to edit the appeal attributes.

Appeal Code Profile Child Forms

The Appeal Code Profile Info tab contains an appeal cost child forms that allow you view how much it cost to set up a call to action for the appeal and associated costs.

Appeal Cost

The Appeal Cost child form displays any costs associated with the call to action and subsequent appeal that is associated with the call to action. It includes the:

You must link the appeal to a call to action when you add an appeal before associated costs will appear under this child form.

Further, you must also have a Cost Package set up for the call to action itself.

Related Functionality