Add Constituent Appeal Screen

The table below explains the items on the Add constituent appeal screen. For information about how to access this screen, see Add Appeal Mailings for a Constituent.

Screen item	Description
Constituent	For a constituent household, this field appears. Select the constituent that receives the appeal.
Appeal	Appeals are planned efforts your organization undertakes to contact constituents and generate gifts. They usually are bound by a time period and have a monetary goal. You can set up appeals such as direct mailings, phonathons, dinners, and auctions. Search for and select the appeal to add to the constituent.
Mailing	If the appeal is associated with an appeal mailing, select the mailing the constituent receives.
Date sent	Select the date you send the appeal to the constituent.
Package	Packages are the various pieces of mail available for a mailing. For example, your organization may have a glossy calendar package for the best donors and prospects, as well as a glossy brochure, standard brochure, and postcard. To associate a package with the appeal, search for select the package the constituent receives.
Source code	To help track the effectiveness of the appeal, enter a source code to identify the appeal. A source code is a series of letters or numbers included on a mailing to identify the list, offer, package, segment, and media used with the appeal.
Comments	Enter any additional information to associate with the appeal.