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.

Screen Element Description

Appeal Definition

Appeal Text box. A unique code for the appeal. Maximum length is 24 characters.
Description Text box. The description of the appeal. Maximum length is 50 characters.
Appeal Class Drop-down. The classification of the appeal. For example, Email, Follow-up, Initial Appeal, or Phone.
Campaign Link. The campaign to which the appeal is being linked. An appeal can only be used with one campaign.
Active Checkbox. When checked, indicates the appeal is active. Only active appeals can be associated with products.
Goal Amount Text box. The target amount of money the appeal wants to raise.
Suggested Text box. The suggested amount of money for each contribution made on behalf of the appeal.
Begin Date Drop-down. The start date of the appeal. If a date is entered, the appeal is restricted to donations received on or after a certain date. If an end date is entered as well, the appeal is restricted to donations received between a specific date range.
End Date Drop-down. The last date of the appeal. If a date is entered along with a begin date, the appeal is restricted to donations received between a specific date range.

Appeal Activities

Add Button. When clicked, an activity is added to the appeal.
Delete Button. When clicked, the highlighted activity is deleted from the appeal.
Activity Date Drop-down. The date the activity occurred.
Appeal Activity Drop-down. The method by which the appeal activity occurred. For example, Email, Mailing, Phone, Telethon.
Description Text box. The description of the activity for the appeal.
Contact Count Text box. The number of customers contacted when the MKT800 batch process was run.
Campaign Link. The campaign associated with the activity for the appeal. The campaign will default to the campaign selected at the top and cannot be changed.
Mail Plan Link. An activity can be associated with a list code, and thus to individuals included in the appeal activity.

Premiums

Add Button. When clicked, a premium is added to the appeal and the Product Chooser displays to add a premium.
Delete Button. When clicked, the highlighted premium is deleted from the appeal.
Product Link. The product that will be given as a premium for a contribution made on behalf of the appeal.
Description Link. The description of the product added as a premium. Click the link to open the product in the Product Maintenance screen.
Quantity

Text box. The number of premium products to be given to the donor based on the amount that the donor donates. The value entered here will set the Quantity field on the premium product order line.

As of 7.4.1SP1, the quantity is part of the primary key of the premium. This allows multiple premiums to be defined for the same product, assuming that the quantity differs.

Qualifying Amount Text box. The minimum donation to the appeal that is required for the donor to be eligible to receive the premium product.
Rate Structure Drop-down. The rate structure that is used when an order line is created for the premium product when a donor makes a contribution linked to the appeal. This information is used for reporting options and not for pricing.
Rate Code Drop-down. The rate code that is used when an order line is created for the premium product when a donor makes a contribution linked to the appeal. This information is used for reporting options and not for pricing.
Total Fair Market Value

Text box. When a premium is given to donors, a portion of the amount donated is not considered tax deductible. An organization must state how much of the donation is for the premium and thus how much can be claimed as a donation to the organization for tax purposes. This field stores the value of the premium product or gift. The tax deductible amount of the donation would equal the amount of the donation minus the fair market value amount.

This value is not reflected in any financial transactions, but is used for reporting purposes, such as donor contribution receipt reports.

Automatically add to order Checkbox. When checked, an order line is automatically created for the premium product for all donors who make the donation that meets the minimum donation criteria.

Tribute To

Tribute Type Drop-down. If this appeal is in tribute to a person, company, or group, select the Tribute Type. For example, In Honor Of or In Memory Of. The acknowledgement letters and appeal summary reports differ based on the code entered here.
Description Text box. The description of the tribute.
Tribute To Link. The customer to whom this appeal is a tribute.
Primary Contact Link. The contact for the customer to whom this appeal is a tribute. An appeal donation summary report can be generated for the primary contact.
Address Link. The link of the contact to whom this appeal is a tribute. This address will be used when the appeal summary report is sent to the primary contact.

Thank You Letter Defaults

Default Thank You Hard Credit Standard Letter Code Drop-down. The letter codes that are available for hard credits.
Default Thank You Soft Credit Standard Letter Code Drop-down. The letter codes that are available for soft credits.
Default Salutation Drop-down. The default salutation code for the selected Letter Code. Values are populated based on the non-fixed CUS "CUS_SALUTATION" system type.
Default Signor Drop-down. The default signor code for the selected Letter Code. Values are populated based on the non-fixed FND "ACK_LETTER_SIGNOR" system type.