Add an appeal

1. From Marketing and Communications, select Add an appeal. The Add an appeal screen appears. For information about the items on this screen, see Add an Appeal Screen.

2. Enter a unique name and description to help identify the appeal.

3. For Business units, select the methods used to deliver the appeal to potential donors, such as Annual Programs, Direct Marketing, and e-Marketing.

   Under % credit for revenue, enter the amount of credit each unit receives for revenue received in response to the appeal. To split the credit evenly between all units, select Split evenly. To assign 100% credit to each unit, select Split fully.

4. To group the appeal with like appeals, in the Category field, select the category of the appeal.

5. In the Report code field, enter a code to help identify the appeal for analysis.

6. To restrict access to the appeal to a specific site at your organization, in the Site field, select the site to use the appeal.

7. If the appeal supports a membership renewal campaign, in the Membership field, select the applicable membership program.

8. Enter the start and end dates for the appeal. If the appeal occurs on a single day, enter only a start date.

9. In the Goal field, enter the monetary amount you hope to raise through the appeal.

10. Select Save. The record of the appeal appears. From the appeal record, you can associate the appeal with fundraising designations. For information about the record, see Appeal Record.