Reusing a Fundraising Source Code for an Appeal

Once a source code has been created, it can be reused for other appeals.

To assign a source code that has already been created to an appeal, complete the following steps:

1. Follow the steps outlined in the Adding an Appeal to a Campaign online help topic to add an appeal to your campaign.
2. Click the Appeal tab on the campaign profile to view the Appeal child form.
3. Expand the Appeal child form to view the list of appeals added to the campaign.
4. Click the GoTo icon next to the appeal name of the appeal to which you will be adding the source code. This will open the appeal profile page.

5. Click the Source Code button located on the appeal profile page.
6. Deselect the Generate New checkbox.

This will update the Source Code pop-up window and change the Source Code text field to a drop-down menu. This drop-down menu contains all of the other source codes that have previously been created.

 

7. Choose the desired source code from the Source Code drop-down menu.
8. Enter the text that will be hyperlinked in the messaging template in the Link Text field.
9. Click the Save button.

The appeal profile will update and display the selected source code in the Source Code field on the appeal profile.