Defining and Managing Appeals

To access this page, users must have access to the Fundraising.Appeals security application.

An appeal is a specific fundraising initiative that consists of one or more activities (e.g., a mailing, telemarketing activities, a blast email). 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. In addition, appeals can be defined to be in tribute to an individual, company, or group. Appeals can be linked to one or more premium products. You can track expenses of appeals.

Using the Manage Appeals page, you can manage appeals and link them to campaigns, as well as view their links to products and/or gift codes.

You can access the Manage Appeals page in several ways:

• From the left navigation, select Manage Appeals from the Fundraising menu.
• From the Fundraising Central page, select Manage Appeals.

You can use the filters at the top of the Manage Appeals page to filter the results in the grid below.

From the contextual menu within the results grid, you can perform the following:

• View product and/or gift codes that are linked to an appeal
  
  To access this page, users must have access to the Fundraising.LinkedGiftCodes security application.
• View and add Appeal Activities
• View and add Premiums
• Delete an appeal

To define an appeal:

1. From the Manage Appeals page, select +New Appeal at the top right of the results grid.
   The Add New Appeal page displays, as shown below.
   
2. Enter the Appeal name.
   Appeal names cannot contain special characters or spaces.
3. Enter the appeal Description.
4. Select the Class from the drop-down.
5. Search for and 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-downs, if necessary.
9. From the Tribute Information section, perform the following to add a tribute element to the appeal:
   1. Select the Tribute Type from the drop-down.
   2. Enter the Description of the tribute.
   3. Use the Tribute To lookup field to search for a customer who this appeal is a tribute to.
   4. Use the Primary Contact lookup field to search for a customer who is the primary contact for the tribute.
10. From the Thank You Letter Information section, perform the following to select default letters:
    1. Select the Hard Credit Letter Template from the drop-down.
       This is the letter for all hard credit acknowledgement merge letters if this appeal is selected for the donation.
    2. Select the Soft Credit Letter Template from the drop-down.
       This is the letter code for all soft credit acknowledgement merge letters if this appeal is selected for the donation.
    3. Select the Default Salutation from the drop-down.
    4. Select the Default Signor from the drop-down.
11. Select Save to save your appeal and return to the Manage Appeals page.

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.
Class	Drop-down. The classification of the appeal. For example, Email, Follow-up, Initial Appeal, or Phone. Values in the drop-down are populated based on the non-fixed codes defined for the FND "APPEAL_CLASS" system type.
Campaign	Lookup field. The campaign to which the appeal is being linked. An appeal can only be used with one campaign.
Active Status	Toggle. When set to YES, 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 Amount	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.
Tribute Information
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. Values in the drop-down are populated based on the codes defined for the non-fixed FND "TRIBUTE_TYPE" system type.
Description	Text box. The description of the tribute.
Tribute To	Lookup field. The customer to whom this appeal is a tribute.
Primary Contact	Lookup field. The contact for the customer to whom this appeal is a tribute. An appeal donation summary report can be generated for the primary contact.
Use Address	Drop-down. The address 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
Hard Credit Letter Template	Drop-down. The letter codes that are available for hard credits.
Soft Credit Letter Template	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.