Appeals

Appeals are the solicitations your organization uses to ask donors for gifts, such as direct mailings. To view your CRM's appeals from Contributions, select Appeals.

  • After you configure the connection between Online Giving and your CRM, appeals from your CRM populate in Contributions so you can select them when you create donation forms and manage gift records. Appeals automatically refresh every day in Online Giving.

  • After a donor gives through a donation form, Online Giving appends the appeal from the form to the payment record or recurring gift plan.

    Note: The appeal associated with a donation form doesn't display to donors.

To help your organization track how they ask donors for gifts, you can add an appeal to a Blackbaud Donation Form.

  • For an Optimized Form, create or edit a form. Under Optional fields, Hidden fields, select an appeal.

  • For a Standard Form, create or edit a form. Under Get started, Hidden fields, select an appeal.

To learn more about donation forms, see Optimized Donation Forms and Standard Donation Forms.

To view the appeal on a gift,

  1. From Contributions, select:

    • Payments to find a one-time or recurring gift payment.

    • Recurring gift plans to find a recurring gift plan.

  2. From the list find the payment or plan.

  3. To open the gift, select its gross amount.

  4. View the appeal under Purpose.

Tip: To view the list of appeals from your CRM, from Contributions, select Appeals.

You can add, edit, or delete an appeal on a recurring gift plan if its status is on hold or active. These changes only apply to future payments.

  1. From Contributions, Recurring gift plans, select the plan's amount.

  2. Edit Purpose, to add or change an appeal.

  3. Select Save.