Linking Appeal Actions to A Group of donor records automatically or through query within the appeal

Potique Johnson

I took a class and I have read the Appeals User Guide. I was told that you can add actions to the main appeal record and those actions would record onto the Donor Records under their action/appeal tabs. What I can't figure out is How? How do I link the Actions I put in the main appeal to the donor records that I sent the appeal?

Thanks

Potique Johnson (Tiki) (she)

Ryan York 2

@Potique Johnson

Interested in the answer. I am currently adding the appeal to all constituents in the list. Then, globally adding an action using the query of the constituents with a specific appeal.

Darlene LeVielle

I am also interested in answer as I have a list of constituents that pulled into a query based on Criteria of Appeal Code = ‘XXXXX" and they are contactable by Postal Mail. I need to do 2 actions for the IDs in this query List: 1. create an export of all of their active primary mailing addresses 2. Add a new appeal code to each of their constituent records. Is this possible by way of ’Linking Appeal Actions to A Group of donor records automatically or through query within the appeal', if yes are their steps listed in a KB article. Thank you!

Karen Diener 2

@Potique Johnson:

I took a class and I have read the Appeals User Guide. I was told that you can add actions to the main appeal record and those actions would record onto the Donor Records under their action/appeal tabs. What I can't figure out is How? How do I link the Actions I put in the main appeal to the donor records that I sent the appeal?

Thanks

Potique Johnson (Tiki) (she)

Hi Tiki -

Not quite. You can add actions to an appeal record, but that is just a way to track the steps required for the appeal. In the example of a direct mail piece, you might add actions to identify when it the draft needs to completed, when it needs to be finalized, when a mailing list needs to be run, etc. I've never known any organization that used it, to be honest.

If you use the Quick Letters (or I think Appeal Cards) function in Mail, there is an option to add the Appeal to constituent records at the time you generate the list. There is no option to add an Action. Most organizations make a distinction between the two, saving the Actions tab for interactions that staff have with a constituent, and the Appeals tab identify constituents who received a fundraising communication.

Karen