Defining Appeals

An appeal can be a letter, a phone call, a mass email, or any number of activities that solicit gifts for campaigns, funds, and memberships. Appeals can be linked directly to a campaign. You are not required to link a campaign to an appeal, but if the appeal is linked to a campaign, it can only be linked to one campaign.

The Marketing subsystem plays a significant role in the appeal activity. Using the Appeal Definition and Maintenance screen, you can manage appeals and link them to campaigns, funds, recognition structures, and solicitation teams.

An appeal can have related activities that are, in turn, linked to marketing lists.

Premiums can be defined with appeals. If the appeal is referenced in the donation and the amount of the donation falls within the range that qualifies for the premium product, then the premium will automatically be added to the donation.

To define an appeal:

1.    Select Maintain Appeal and Premium from the Fundraising Setup task category.

2.    Enter the Appeal name.

When entering the appeal name, if you tab out of the field and the name is removed, you have entered an invalid code. Appeal names cannot contain special characters or spaces.

3.    Enter the appeal Description.

4.    Select the Appeal Class from the drop-down menu.

5.    Select the Campaign associated with the appeal, if necessary.

6.    Select whether this appeal is Active.

7.    Enter the Goal Amount and Suggested amount.

8.    Select the Begin Date and End Date from the drop-down menus, if necessary.

9.    On the Linked Donation Codes tab, review the products linked to the appeal.
This includes donations and pledges entered into Personify or combined with products related to the appeal.

Double-click a product to open it in the Product Maintenance screen.

10.  On the Appeal Activities tab, perform the following to add activities to the appeal:

This tab is automatically populated when the Blast Email and Fax (MKT800) batch process is run.

11.  Click Add.

a.    Select the Activity Date from the drop-down menu.

b.    Select the Appeal Activity from the drop-down menu.

c.    Enter the Description of the appeal activity.

d.    Enter the Contact Count.

e.    Select the Campaign associated with the appeal activity.

f.      Select the Mail Plan associated with the appeal activity.

g.    On the Premiums tab, perform the following to define a premium for the appeal:

12.  Click Add.
The Product Chooser displays.

a.    Search for and select the product to add as a premium.

b.    Enter the Quantity.

c.    Enter the Qualifying Amount.

d.    Select the Rate Structure and Rate Code from the drop-down menus.

e.    Enter the Total Fair Market Value.

f.      If necessary, select Automatically add to order.

g.    On the Tribute To tab, perform the following to add a tribute element to the appeal:

13.  Select the Tribute Type from the drop-down menu.

a.    Enter the Description of the tribute.

b.    Click the Tribute To link and search for a customer who this appeal is a tribute to.

c.    Click the Primary Contact link and search for a customer who is the primary contact for the tribute.

d.    On the Thank You Letter Defaults tab, perform the following to select default letters to use to create thank you letters for this Fund:

14.  Select the Default Thank You Hard Credit Standard Letter Code from the drop-down.
This is the letter code for all hard credit acknowledgement merge letters if this fund is selected for the donation.

a.    Select the Default Thank You Soft Credit Standard Letter Code from the drop-down.
This is the letter code for all soft credit acknowledgement merge letters if this fund is selected for the donation.

b.    Select the Default Salutation from the drop-down for the selected Letter Code.

c.    Select the Default Signor from the drop-down for the selected Letter Code.

d.    Click Save.