How to capture a gift appeal response properly.
I was hoping someone could help me with this. We sent out an appeal in the fall and the appeal code was added to all recipient records. When a gift was received, the appeal code was recorded on the gift but it's not reflecting that they gave on the appeal list.
Do I need to manually update the appeal? Do you just not add the appeal before hand so it adds it to the record for you? How do you record your appeal mailing list recipients?
If anyone could share with me what works for them, I would very much appreciate it.
Thank you!
Alana
Comments
-
Alana Bianco Cruz:
Hello!
I was hoping someone could help me with this. We sent out an appeal in the fall and the appeal code was added to all recipient records. When a gift was received, the appeal code was recorded on the gift but it's not reflecting that they gave on the appeal list.
Do I need to manually update the appeal? Do you just not add the appeal before hand so it adds it to the record for you? How do you record your appeal mailing list recipients?
If anyone could share with me what works for them, I would very much appreciate it.
Thank you!
AlanaBy "the appeal list" I'm assuming you mean the Appeal tab on a Constituent record and not a Report.
Does the Gift record have the exact same Appeal AND Package codes? If so, then the "Total Given" field should display correct information. If it isn't then you should contact support to find out what's wrong.
6 -
Error comment.0
-
John Heizer:
Alana Bianco Cruz:
Hello!
I was hoping someone could help me with this. We sent out an appeal in the fall and the appeal code was added to all recipient records. When a gift was received, the appeal code was recorded on the gift but it's not reflecting that they gave on the appeal list.
Do I need to manually update the appeal? Do you just not add the appeal before hand so it adds it to the record for you? How do you record your appeal mailing list recipients?
If anyone could share with me what works for them, I would very much appreciate it.
Thank you!
AlanaBy "the appeal list" I'm assuming you mean the Appeal tab on a Constituent record and not a Report.
Does the Gift record have the exact same Appeal AND Package codes? If so, then the "Total Given" field should display correct information. If it isn't then you should contact support to find out what's wrong.Hi John,
Thank you for your response! Yes, I did mean the list of appeals under the Appeal tab, thank you. I went back to check the information and you were correct. The "Total Given" fields were populating. I was afraid that because the response wasn't updated it wasn't capturing the data.
I appreciate you taking time to help
4 -
Alana Bianco Cruz:
John Heizer:
Alana Bianco Cruz:
Hello!
I was hoping someone could help me with this. We sent out an appeal in the fall and the appeal code was added to all recipient records. When a gift was received, the appeal code was recorded on the gift but it's not reflecting that they gave on the appeal list.
Do I need to manually update the appeal? Do you just not add the appeal before hand so it adds it to the record for you? How do you record your appeal mailing list recipients?
If anyone could share with me what works for them, I would very much appreciate it.
Thank you!
AlanaBy "the appeal list" I'm assuming you mean the Appeal tab on a Constituent record and not a Report.
Does the Gift record have the exact same Appeal AND Package codes? If so, then the "Total Given" field should display correct information. If it isn't then you should contact support to find out what's wrong.Hi John,
Thank you for your response! Yes, I did mean the list of appeals under the Appeal tab, thank you. I went back to check the information and you were correct. The "Total Given" fields were populating. I was afraid that because the response wasn't updated it wasn't capturing the data.
I appreciate you taking time to helpAh! The Response field is configurable to contain any information you want ("New donor," "Renewal," "Requested to be removed," etc.), so it doesn't update automatically.
3 -
It seems weird that the response field is not updating to 'Gave' if that's what you mean. But part of your post "When a gift was received, the appeal code was recorded on the gift..." makes me think the appeal is not listed on their record unless you get the gift. So not sure what you mean by: "...and the appeal code was added to all recipient records."
If the appeal is being added on the appeal tab when you enter a gift, I think I know why field is not being updated to "Gave".
If you want the Appeal Response field for records that don't have the appeal listed to automatically populate with "Gave" this can be set up via a business rule. You'll need someone with user rights to business rules to set it. It's found under Configuration > Business Rules > Constituent options/General options > third heading: if a constituent gives to an appeal not... Enter Gave in second box.
Maybe this is your issue... ????4
Categories
- All Categories
- Shannon parent
- shannon 2
- shannon 1
- 21 Advocacy DC Users Group
- 14 BBCRM PAG Discussions
- 89 High Education Program Advisory Group (HE PAG)
- 28 Luminate CRM DC Users Group
- 8 DC Luminate CRM Users Group
- Luminate PAG
- 5.9K Blackbaud Altru®
- 58 Blackbaud Award Management™ and Blackbaud Stewardship Management™
- 409 bbcon®
- 2.1K Blackbaud CRM™ and Blackbaud Internet Solutions™
- donorCentrics®
- 1.1K Blackbaud eTapestry®
- 2.8K Blackbaud Financial Edge NXT®
- 1.1K Blackbaud Grantmaking™
- 527 Education Management Solutions for Higher Education
- 1 JustGiving® from Blackbaud®
- 4.6K Education Management Solutions for K-12 Schools
- Blackbaud Luminate Online & Blackbaud TeamRaiser
- 16.4K Blackbaud Raiser's Edge NXT®
- 4.1K SKY Developer
- 547 ResearchPoint™
- 151 Blackbaud Tuition Management™
- 61 everydayhero
- 3 Campaign Ideas
- 58 General Discussion
- 115 Blackbaud ID
- 87 K-12 Blackbaud ID
- 6 Admin Console
- 949 Organizational Best Practices
- 353 The Tap (Just for Fun)
- 235 Blackbaud Community Feedback Forum
- 55 Admissions Event Management EAP
- 18 MobilePay Terminal + BBID Canada EAP
- 36 EAP for New Email Campaigns Experience in Blackbaud Luminate Online®
- 109 EAP for 360 Student Profile in Blackbaud Student Information System
- 41 EAP for Assessment Builder in Blackbaud Learning Management System™
- 9 Technical Preview for SKY API for Blackbaud CRM™ and Blackbaud Altru®
- 55 Community Advisory Group
- 46 Blackbaud Community Ideas
- 26 Blackbaud Community Challenges
- 7 Security Testing Forum
- 3 Blackbaud Staff Discussions
- 1 Blackbaud Partners Discussions
- 1 Blackbaud Giving Search™
- 35 EAP Student Assignment Details and Assignment Center
- 39 EAP Core - Roles and Tasks
- 59 Blackbaud Community All-Stars Discussions
- 20 Blackbaud Raiser's Edge NXT® Online Giving EAP
- Diocesan Blackbaud Raiser’s Edge NXT® User’s Group
- 2 Blackbaud Consultant’s Community
- 43 End of Term Grade Entry EAP
- 92 EAP for Query in Blackbaud Raiser's Edge NXT®
- 38 Standard Reports for Blackbaud Raiser's Edge NXT® EAP
- 12 Payments Assistant for Blackbaud Financial Edge NXT® EAP
- 6 Ask an All Star (Austen Brown)
- 8 Ask an All-Star Alex Wong (Blackbaud Raiser's Edge NXT®)
- 1 Ask an All-Star Alex Wong (Blackbaud Financial Edge NXT®)
- 6 Ask an All-Star (Christine Robertson)
- 21 Ask an Expert (Anthony Gallo)
- Blackbaud Francophone Group
- 22 Ask an Expert (David Springer)
- 4 Raiser's Edge NXT PowerUp Challenge #1 (Query)
- 6 Ask an All-Star Sunshine Reinken Watson and Carlene Johnson
- 4 Raiser's Edge NXT PowerUp Challenge: Events
- 14 Ask an All-Star (Elizabeth Johnson)
- 7 Ask an Expert (Stephen Churchill)
- 2025 ARCHIVED FORUM POSTS
- 322 ARCHIVED | Financial Edge® Tips and Tricks
- 164 ARCHIVED | Raiser's Edge® Blog
- 300 ARCHIVED | Raiser's Edge® Blog
- 441 ARCHIVED | Blackbaud Altru® Tips and Tricks
- 66 ARCHIVED | Blackbaud NetCommunity™ Blog
- 211 ARCHIVED | Blackbaud Target Analytics® Tips and Tricks
- 47 Blackbaud CRM Higher Ed Product Advisory Group (HE PAG)
- Luminate CRM DC Users Group
- 225 ARCHIVED | Blackbaud eTapestry® Tips and Tricks
- 1 Blackbaud eTapestry® Know How Blog
- 19 Blackbaud CRM Product Advisory Group (BBCRM PAG)
- 1 Blackbaud K-12 Education Solutions™ Blog
- 280 ARCHIVED | Mixed Community Announcements
- 3 ARCHIVED | Blackbaud Corporations™ & Blackbaud Foundations™ Hosting Status
- 1 npEngage
- 24 ARCHIVED | K-12 Announcements
- 15 ARCHIVED | FIMS Host*Net Hosting Status
- 23 ARCHIVED | Blackbaud Outcomes & Online Applications (IGAM) Hosting Status
- 22 ARCHIVED | Blackbaud DonorCentral Hosting Status
- 14 ARCHIVED | Blackbaud Grantmaking™ UK Hosting Status
- 117 ARCHIVED | Blackbaud CRM™ and Blackbaud Internet Solutions™ Announcements
- 50 Blackbaud NetCommunity™ Blog
- 169 ARCHIVED | Blackbaud Grantmaking™ Tips and Tricks
- Advocacy DC Users Group
- 718 Community News
- Blackbaud Altru® Hosting Status
- 104 ARCHIVED | Member Spotlight
- 145 ARCHIVED | Hosting Blog
- 149 JustGiving® from Blackbaud® Blog
- 97 ARCHIVED | bbcon® Blogs
- 19 ARCHIVED | Blackbaud Luminate CRM™ Announcements
- 161 Luminate Advocacy News
- 187 Organizational Best Practices Blog
- 67 everydayhero Blog
- 52 Blackbaud SKY® Reporting Announcements
- 17 ARCHIVED | Blackbaud SKY® Reporting for K-12 Announcements
- 3 Luminate Online Product Advisory Group (LO PAG)
- 81 ARCHIVED | JustGiving® from Blackbaud® Tips and Tricks
- 1 ARCHIVED | K-12 Conference Blog
- Blackbaud Church Management™ Announcements
- ARCHIVED | Blackbaud Award Management™ and Blackbaud Stewardship Management™ Announcements
- 1 Blackbaud Peer-to-Peer Fundraising™, Powered by JustGiving® Blogs
- 39 Tips, Tricks, and Timesavers!
- 56 Blackbaud Church Management™ Resources
- 154 Blackbaud Church Management™ Announcements
- 1 ARCHIVED | Blackbaud Church Management™ Tips and Tricks
- 11 ARCHIVED | Blackbaud Higher Education Solutions™ Announcements
- 7 ARCHIVED | Blackbaud Guided Fundraising™ Blog
- 2 Blackbaud Fundraiser Performance Management™ Blog
- 9 Foundations Events and Content
- 14 ARCHIVED | Blog Posts
- 2 ARCHIVED | Blackbaud FIMS™ Announcement and Tips
- 59 Blackbaud Partner Announcements
- 10 ARCHIVED | Blackbaud Impact Edge™ EAP Blogs
- 1 Community Help Blogs
- Diocesan Blackbaud Raiser’s Edge NXT® Users' Group
- Blackbaud Consultant’s Community
- Blackbaud Francophone Group
- 1 BLOG ARCHIVE CATEGORY
- Blackbaud Community™ Discussions
- 8.3K Blackbaud Luminate Online® & Blackbaud TeamRaiser® Discussions
- 5.7K Jobs Board