Manage Appeal Mailings

To reach the goals of your fundraising efforts, you can create mailings for the appeals used in support of those efforts. You can add multiple mailings to support your appeals. When you add a mailing, you specify its universe, or the constituents eligible to receive the mailing. You can base the universe on a specific selection of constituents. To view and manage the appeal mailings your organization uses, from Marketing and Communications, select Appeal mailings. The Appeal Mailings page appears.

Under Appeal mailings, you can view the mailings your organization uses to request donations from your constituents. For each mailing, you can view its name and description, mail date, and activation status. You can also view the appeal associated with each mailing. To update the information in the grid, select Refresh List. The Activated column displays a green checkmark for appeal mailings that have completed their most recent process. For appeal mailings that have not run or are in process, the Activated field is blank.

You can select whether to display only mailings with a specific status or mail date. You can also select whether to display mailings that do not have a mail date assigned. To filter the grid, select Filters, select the criteria of the mailings to view, and select Apply. To remove the filter, select Reset.

To view additional information about an appeal mailing, select it in the grid and select Go to mailing. The record of the mailing appears. On the record, you can view summary information about the mailing, such as its package, mail date, and fixed and total costs. You can also manage information about the mailing such as its universe or recipients. For information about the items on the record, see Appeal Mailing Record.

From the grid, you can also add and manage appeal mailings as necessary.