Add a Package to Donation Forms

Packages let you evaluate the performance of individual components within an appeal. By assigning each solicitation, such as donor‑specific mailings, to a separate package, you can track historical and statistical results for each component instead of reviewing the appeal as a single unit. This approach helps you identify which solicitations perform most effectively during or after an appeal.

Note: To add packages to an appeal in the database view, select Appeals from Records.

To add a package to a donation form:

  1. From Online Giving, Donation forms, select a donation form to edit or create a new one.

  2. From Hidden Fields, select the appeal associated with the package.

  3. Select the package.

  4. Continue to edit the form and save it.