Add Appeal Mailings for a Constituent

You can manually add an appeal mailing to a constituent record, such as if you send an appeal to a constituent outside of a larger mailing. You can add an appeal mailing from the Communications tab or Appeals tab of the Communications page for the constituent.

When you manually add an appeal mailing, you can associate it with an existing mailing or package or assign a source code to track revenue.

1. On the constituent record, select Communications under More information. The Communications page appears.

2. Select the Appeals tab.

3. Under Appeals, select Add. The Add constituent appeal screen appears. For information about the items on this screen, see Add Constituent Appeal Screen.

   Note: You can also add an appeal mailing from the Communications tab. On the action bar, select Add and select Add appeal mailing.

4. For a constituent group or household, select which constituent—the group or household, or one of its members—receives the appeal.

5. In the Appeal field, search for and select the appeal to associate with the constituent.

6. If the appeal is associated with a mailing, in the Mailing field, select the appeal mailing the constituent receives.

7. In the Date sent field, select the date you send the appeal to the constituent.

8. To associate a package with the mailing, in the Package field, search for select the package.

9. To track the appeal, in the Source code field, enter the source code to use to identify the appeal.

10. In the Comments field, enter any additional information about the appeal.

11. Select Save. You return to the Communications page.