Add Fundraising Appeal Codes
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:
- Go to . The Add – Fundraising Appeal Codes page opens.
- 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. - 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.