Previous Topic

Next Topic

Creating an appeal

After creating your campaign, the next step is to create the campaign's appeals. An appeal is a series of related solicitations generated within a relatively short period for a single marketing campaign. These solicitations target an appeal for different but specific groups of contacts and prospects. Each appeal can consist of multiple independent solicitations. Avoid assigning the same product to an appeal multiple times. You must define an appeal before you can define a solicitation.

An appeal is also the level of a campaign where you link specific products, such as event functions, gifts, and pledges, to the campaign.

Make sure that all products are created in the appropriate iMIS modules before you link them to an appeal. The purchase of these products will be tracked to help you measure the campaign's success.

Fundraising events

  1. On the Event Function Detail window, check the Fund Raising box.
  2. Populate the Appeal and Campaign fields with the appropriate appeal and campaign codes after you create the campaign.
  3. Enter a source code in the Appeal field.

    Note: When you delete an event function after is has been linked to an appeal, the Appeal Product tab displays only the Function Code of the deleted function.

Fund raising products, such as gifts and pledges

Order products

To create an appeal

  1. Open a campaign.
  2. Select Appeals.
  3. Click Add Appeal.
  4. Define the appeal:
    • Enter a Name.
    • (optional) Enter a Description, Start Date, and End Date.
    • (optional) Enter a Status (Active or Inactive).

      If the status is changed from Active to Inactive, the status of all child entities is set to Inactive.

      If the status is changed from Inactive to Active, the status of child entities is not affected.

      The status of a child entity cannot be changed to Active if any parent entities have an Inactive status.

    • (optional) Enter a Predicted Response Rate (the estimated percentage of contacts that will respond to the appeal).
  5. If budgets are tracked at the appeal level:
    • Enter the Costs.
    • Enter the Target Revenue (the monetary goal for the appeal).
  6. Click Save.

To assign a product to an appeal

  1. Open a campaign.
  2. Select Appeals.
  3. Click the Products tab.
  4. Select the View Method:
    • All Products
    • By Code
  5. Select the desired products.

    The added products display in the list of Selected Products.

  6. Click Save.

    Note: When you delete a product after it has been assigned to an appeal, the Appeal Product tab will display only the Product Code of the deleted product.

To edit an appeal

  1. Select a campaign and appeal.
  2. Click the Definition tab.
  3. Enter your edits.
  4. Click Save.

To delete an appeal

  1. Select a campaign and appeal.
  2. Click Delete.

See Also

Managing Campaigns

Planning a campaign

Defining a campaign

Creating a solicitation

Creating a source code

Creating a source list

Creating an insert

Defining costs

Managing responses

Monitoring and measuring performance

Example: Creating a fundraising campaign


ASI logo 10.6 Production Release. Updated 12/2/2005 7:30:54 PM
© 2009 by Advanced Solutions International, Inc. All rights reserved.