How to Add an Appeal

1. Click on the profile icon in the upper right-hand corner of your screen, and then on Site Settings.

2. Click on 'Gifts' in the 'Jump to' menu at the top of the page. Or scroll down to the Gift Settings Section.

   

3. Click on the pencil icon to the right of Appeals to add/edit.

4. Click on 'Add Appeal'.

5. Enter the corresponding information for your appeal. Anything with a red asterisk (*) is required, while all other fields are optional. When you're done, click on ‘Save’.

1. Appeal Name: name of the request for a donation (Ex. Annual Appeal).
2. Description: details about this appeal.
3. Start Date and End Date: the dates for this appeal (if applicable)
4. Active: whether this appeal appears as an available option to use in gift entry, Gift Search, Web Forms, and other parts of the database. To inactivate an appeal, navigate back here, toggle this to off, and ensure that you click on 'Save' so that it is no longer an option throughout your account.
5. Default Appeal Categories: select one if you would like to list this appeal within a specific Appeal Category (optional)