Managing Appeals

Contents

1 Overview
2 Adding Appeals to a Campaign
3 Coordinating with Appeal Manager
4 Setting up Campaign Appeals

Overview

One of the powerful ways to make campaigns more effective is to utilize Appeals. Appeals provide you a way to involve your existing supporters in a new way. You can ask existing Supporters, Board Members, Volunteers, Alumni or Clients to tell their story of why they support your organization and specifically why they are involved in helping to make the campaign a success. These personalized stories can then help reach specific segments of your supporters and the personal networks of the Appeal writers.

The great thing about the Appeals is that they bring a personal voice to the goals of the campaign. In some cases you may even want to allow the Appeals to have their own goals like in the case of a Match Challenge or Alumni Appeal. Appeals also provide a way to let you supporters get involved in a deeper way beyond their own financial support for the organization and tell about what has motivated them to get involved with the organization.

Adding Appeals to a Campaign

There is not a limit on the number of Appeals that can be added to a specific campaign, nor is there a requirement that they be defined all at one time. Adding Appeals can be very organic or you can choose to plan it very specifically. You can have all of the Appeals in place at the time you Launch the campaign or you can stage them over time to keep the campaign fresh and growing.

To add Appeals to a Campaign select the Appeal tab for the Campaign.

From that tab you can select the option to enable Appeals for the Campaign and also if you want the Appeals to have their own specific goals. As mentioned previously, you may want to have goals for Appeals if you are promoting a Match Challenge or Targeting specific groups and want to encourage competition between Appeals.

The next step is to define the Names of the Appeals and who will be in charge of each Appeal. You don't have to have the Appeals assigned to others, but involving others is what adds to the personalized ask. The Campaign Manager always has privilege to edit Appeals, so if Campaign Manager either wants to help out with some initial content or correct a misspelled word later, they can always do so.

Coordinating with Appeal Manager

Once the Appeals are set up to the liking of the campaign manager, the campaign manager can send a email to invite the Appeal owners to login and add the content to their Appeals. If the Campaign manager just puts a check mark next to each Appeal owner that they would like to send a message to and then select the link below that says: Send a notification email to the selected Appeal Managers

The campaign manager will then get a page like the one below that allows them to type a note with any specific instructions to the Appeals Managers. The Appeal Managers will get the email with a link to their specific Appeal so that they can login and add the desired content.

Setting up Campaign Appeals

How to setup an Appeal is detailed in the Campaign Appeals Section

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