Appeal Records

The modernized Appeal record gives you a focused, visual way to understand how a specific solicitation is performing — from gift and donor metrics to packages, expenses, and linked campaigns and funds. Use the appeal record to monitor performance, manage appeal details, and act on what you see, all without leaving the page.

Whether you’re reviewing a single email appeal or a multi‑package direct mail effort, the updated layout helps you quickly understand what’s working, what needs attention, and where to focus next.

This topic introduces what’s available in the new Appeal record, what you can do in each area, and how to make the most of its insights — whether you’re using the standard experience or the enhanced premium features available with Analysis.

What You Can Do From The Appeal Record

From the Appeal record, you can:

• Edit existing appeal details

• Delete an appeal

• Mark an appeal active or inactive

• Add or update a summary note

• Review gifts and donors attributable to the appeal

• Manage packages, expenses, and fundraisers

• Analyze appeal performance across campaigns and funds

Use the appeal’s Summary note to capture important context — such as messaging strategy, key mailing dates, audience focus, or known performance considerations — so anyone reviewing the appeal understands what it represents and how it’s being used.

Visual Insights Into Appeal Performance

With Analysis, the Appeal record surfaces near real-time visual insights that update dynamically as you adjust filters such as Gift date or Revenue type.

Tiles are interactive:

• Hover to reveal details

• Select values to open underlying records

• Expand, collapse, and reorder tiles to match how you work

This lets you move fluidly from high-level results to supporting detail without rebuilding reports or navigating elsewhere.

Use the following topics to explore each area in more detail:

• Overview

• Details

• Gifts

• Donors

• Analysis

• Packages (Only appears when at least one package exists)

Permissions And Security

Raiser’s Edge NXT applies role-based access controls throughout the Appeal record:

• Users see only the data their security role allows

• Tile interactions respect record-level security

• Editing and management actions require appropriate permissions

If you don’t see certain tiles or capabilities, check with your admin.

Extending The Appeal Record

If your organization builds customizations, developers can extend the campaign record using SKY API.

Developers can:

• Add custom tiles to the appeal record layout

• Add page-action add-ins to the appeal toolbar

• Rely on full compatibility with existing SKY API integrations