Add an Appeal Screen

The following table explains the items on the Add an appeal screen. For information about how to access this screen, see Add Appeals.

Screen Item

Description

Name

Enter a unique name to help identify the appeal, such as on an appeal mailing or for analysis.

Description

To help further identify the appeal, enter a unique description.

Category

To group the appeal with similar appeals, select an appeal category. For example, you can group annual appeals and membership appeals separately.

When you search for an appeal, you can filter the search results by category.

Report code

To enhance analysis of your appeals, enter the type of information to track for the appeal. For example, you can perform analysis to determine the effective of the appeals for a specific cause.

Membership

If this appeal supports a membership renewal campaign, select the applicable membership program.

Start date and End date

Enter the duration of the appeal. For an appeal that occurs on a single day, enter only a start date.

Goal

Enter the monetary amount you hope to raise through the appeal. You can use the goal to help analyze the effectiveness of the appeal.