Manage Appeal Mailings

To reach the goals of your fundraising efforts, you can create mailings for the appeals used in support of those efforts. You can add multiple mailings to support your appeals. When you add a mailing, you specify its universe, or the constituents eligible to receive the mailing. You can base the universe on a specific selection of constituents. To view and manage the appeal mailings your organization uses, from Marketing and Communications, click Appeal mailings.

Under Appeal mailings, you can view the mailings your organization uses to request donations from your constituents. For each mailing, you can view its name and description, mail date, and activation status. You can also view the appeal associated with each mailing. To update the information in the grid, click Refresh List. The Activated column displays a green checkmark for appeal mailings that have completed their most recent process. For appeal mailings that have not run or are in process, the Activated field is blank.

You can select whether to display only mailings with a specific status or mail date. You can also select whether to display mailings that do not have a mail date assigned. To filter the grid, click Filters, select the criteria of the mailings to view, and click Apply. To remove the filter, click Reset.

To view additional information about an appeal mailing, select its name. On the record, you can view summary information about the mailing, such as its mail date, processing options, and anticipated recipient count and net revenue. You can also manage information about the mailing such as its recipients and letters. For information about the items on the record, see Appeal Mailing Record.