Greetings, We're trying to figure out data entry procedures for inactive appeals. Specifically, for direct mail, we inactivate appeal codes 120 days after the mailing dropped. Any examples or suggestions on an appeal code to use if we receive a gift from an (inactive) appeal after 120 days? Do you...

Is there a way to get a report that compares the date an appeal went out with the date of the gift made because of that appeal? I'm trying to decide whether it matters WHEN I send membership renewals or whether people are renewing on their own schedule no matter what.

I am curious what "industry standards" are (aka, what most organizations do!) when a check comes in without a pledge card. Do you enter a gift appeal of "Unknown/Other" (or whatever generic term you use), or do you go into the constituent's assigned appeal history to see what...

Rene, Hi, I am using appeals as well to track event attendance, ticket sales etc. I am new at this, though, and would like to ask you how you update constituent records to indicate "attended." I have the sign in sheet from the event. For people who purchased tickets, when entering the gifts...

Gift Appeal codes. However, since it's an acquisition mailing, I'm assuming that the people you mailed to are not in your database, yet, until they dontate. Therefore make sure you enter the No. Solicited for each Appeal and/or package. No. Solicited will show up on your appeal analysis report...

I'm tied in knots. My excel export says that we mailed an appeal to, say, 10,000 people. (That's what is in the organization's shared file for everyone to see.) I noted the appeal on these constituent's Appeal tab as well. However, when the records were merged and husbands and wives received...

If they are a different solicitation, they have a different appeal. Each mailing or solicitation has a new appeal so that the appeal response can be tracked and expenses applied according. If we have an appeal that is the exact same every year that we don't track expenses and response rates I don't...

I would use the appeal as an all encompassing like Golf Sponsor I would then link the actual gifts to the annual event like 09Golf, 10Golf, etc. as registration fees or other donations as appropriate. I wouldn't use attributes at all if I had the event module. Attributes CAN be used in the Gift Detail...

Our development officer has decided she would like to track the success of different mailings/contacts of our invite to participate in a certain event. We've never done this before but I set up different packages for each invite (our mail outs, different email blasts, faxed invite, etc.) and thought...

I would suggest that you maybe explore Moves Management and action track strategies. I think there has been discussion and maybe some white papers and examples here on Blackbaud's site and their forums. There are also some fields relevant to solicitors, etc. on a campaign where you can trak goals...