How to Add an Appeal Record to a Fund
What Is an Appeal?What Is an Appeal?
An appeal is an approach or a solicitation method an organization uses to attract donors and persuade them to give financial support to a program or an initiative. To solicit gifts toward a campaign or fund's goals, an organization typically uses a variety of methods. Direct mailings, donation request letters, auctions, benefit dinners, and phone call campaigns are examples of appeals commonly used to promote gift giving.
The Appeals setup lets you define the methods your organization uses to generate giving to specific funds. After appeals are defined, you can track and manage the contributions and pledges associated with them. The application provides special reports that you can run to determine the effectiveness of an appeal and its success in helping you achieve the giving objectives of a program or initiative.
On the Home page, you can open the Funds page by selecting Funds in the navigation
bar or by clicking the Go to Funds link at the bottom of the Funds card.
- Open the Funds page.
- Locate the fund to which you want to add an appeal. To quickly find the desired fund, use the Search or Filter function.
To find out what content a search accepts, hover your mouse over this input hint: 
.
- Select the fund's name link to open the fund's record.
- Click the Appeals tab to open the Appeals Setup page.
This page lists all appeals currently set up for the selected fund.
- In the upper-right, click
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Add Appeal.
A new (blank) appeal record is displayed.
- Enter details into the appeal record's fields. Note that an asterisk indicates a required field. For descriptions of the fields, go to Fields in the Appeal Record.
- Click
to save the record.
The appeal you added is now associated with the fund and appears in the list on the fund's Appeals tab.
Related Topics
How to Edit an Appeal for a Fund
How to Remove an Appeal from a Fund