Appeals Tab

The Appeals Tab, located in the Annual giving Layer, is a reporting layer focused on analyzing the performance of your annual giving appeals. The reporting found in the Appeals tab can help you manage, track, and analyze your annual giving performance by evaluating the dollar and donor contributions by channel (i.e. direct mail, phone, etc.), discovering which channels are most effective at engaging certain donor types, and a variety of other helpful reports. In addition, the Appeals Tab allows you to analyze individual appeal performance to track dollars and donors associated with each appeal, average gift, participation rate, and a variety of other insightful metrics that allow you to discover what is working and not working in your annual giving campaign.

There are two areas of reporting within the Appeals Tab. At the top is the Appeals Table, which displays information at the appeal level. The section below the table contains a variety of appeal related Viewports, similar to other reporting tabs in the Fundraiser Performance Management Platform.

The scope of what is included in the Appeals Table and the Appeals Tab Viewports is controlled by the fiscal year selected in the drop down found at the top of the page. By default, the reporting in the Appeals Table and Appeals Tab Viewports will be set to pull up information related to the current fiscal year. The Appeals Tab provides you with the ability of going back and analyzing up to five years of appeals information. By selecting a previous fiscal year from the drop down menu, you will limit the appeals information associated with the selected fiscal year. For the purpose of the Appeals Tab reporting the appeal is included in the selected fiscal year if the appeal was initiated in the selected fiscal year or if there is a gift transaction associated with an appeal in the selected fiscal year.

Located at the top of the Appeals Tab, you will also see a summary of how many appeal types (i.e. direct mail, phone, web, etc.) are missing on the appeals that we are receiving from the information your institution is providing to us. The vast majority of the reporting found in the viewports is dependent on having an appeal type associated with each appeal. Any appeals that do not have an appeal type will be highlighted in yellow. If you find that a high number of your appeals do not have appeal types associated with them, this will indicate that you should not read too much into the reports until the appeals have been properly classified. This can be done in your system or within the Platform. This process is explained in greater detail under the Edit Appeal section below.

Also located on the top bar within the Appeals Tab is a navigation element that allows you to collapse or expand the Appeals Table. By default the Appeals Table displays 5 appeals, but if you want to expand the Appeals Table, just click on Expand Appeals Table icon at the top right which is depicted as two arrows. In order to collapse the table, just click the icon again.