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AudienceView Unlimited Product Guides

Once you have created a campaign, you can then create appeals for the campaign, if you have permission to do so.

To create an appeal:

1.Open Funds Management from the Desktop.

2.Select the Programs tab.
The Programs|Search page appears.

3.Search for and select the program with the campaign that you want to add an appeal to.
The Programs|Program page appears.

4.Select the campaign that you want to work with from the program section.
The Programs|Campaigns page appears.

5.Click 'New Appeal'.
The Programs|Appeals page appears.

6.Complete the page.
For more information, refer to Fundraising Goals.

7.Click 'Apply'.
A window confirms that the program was updated.

8.Click 'OK'.

The application also inserts a new Appeals section to the Programs|Campaigns page. This section contains a link to each appeal attached to the campaign.

appeals

 

Configuring the Default Appeal

Once you have created appeals, you can configure the default appeal for all roles using the Application Security - Roles|Basic page. For each role in the system, you are able to associate a default appeal. Whenever users create a donation order, the default appeal is used unless it is changed.