How to Add an Appeal Category

These are the steps for adding an appeal category to the Gift Settings area in your Eleo database:

1) Click on your profile icon, which represents your Settings, in the upper right-hand corner of your screen in Eleo. Then click Site Settings.

2. Click on Gifts at the top to jump to the Gift Settings.

3. Click on the pencil icon to the right of Appeal Categories to Edit/Add.

4. Click on 'Add Appeal Category'.

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

1. Appeal Category Name: Name of your appeal category to encompass a groups of appeals.
2. Description: The details about this appeal category.
3. Active: This indicates whether this appeal category appears as an available option to use in gift entry, the Gift Search, Web Forms, and other parts of the database. To inactivate an appeal category, 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.