Add an Appeal to Membership and Donation Forms

Appeals are the solicitations your organization uses to ask supporter for help in your fundraising efforts, such as direct mailings. After a supporter gives through a form, the appeal appears on the gift record.

Add an Appeal to a Donation Form

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

    Note: For new forms, complete the required fields on the Get started tab (Standard Donation Forms) or Donation tab (Optimized Donation Forms) before you select the Hidden fields tab.

  2. From the Hidden fields tab, select an appeal.

  3. Continue to edit the form and save it.

Add an Appeal to a Membership Form

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

    Note: If you create a new form, complete the required information on the Get started tab before you select the Hidden fields tab.

  2. From the Get started tab, select an appeal under Hidden fields.

  3. Continue to edit the form and save it.