Appeals

Appeals are special fundraising pages with target dates, live progress bars, images, and descriptions that help bring your fundraising efforts to life.

*Note: Before March 2019, appeals were named campaigns on the aware3 portal. As of March 2019, campaigns are now separate features that provide roll-up reporting to see the progress towards a fundraising goal that includes multiple appeals. You can read more about campaigns and how to set them up in this article.

Create an Appeal

To create a new appeal, go to the Giving > Appeals page in your portal. Click on the + Create Appeal button in the top right-hand corner of your Appeal page.

Basic Info

From there, create a title for your appeal and add a description in the About section. This section provides more contextual information about your fundraising goal. Give a detailed description, so your donors understand more about what you want to accomplish. You have the option to add additional information in the More Details section. This section is a good place to provide all the information your donors need to know about this appeal!

Fund Info

The next step is to enter your fund information. Select the campus and fund you want to be associated with your appeal. Next, enter the goal amount you wish to raise for this appeal. The Manual Adjustment section accounts for gifts accepted outside the aware3 system - for example, checks and cash given that haven't been entered on the Transactions page. If you enter check/cash donations on the Transactions page, they will be reflected directly in the total raised, not the Manual Adjustment section. Manual Adjustment is great for entering a large amount received outside the aware3 system if you don't want to enter transactions individually via the manual Cash and Non-Cash entry feature.

You will also need to select a start and end date and time for your appeal in the Date and Time section. The ability to choose the precise start and end time is available via an enhanced calendar picker. The timezone indicated here is not editable, but is dictated by what is configured in your portal's setup.

The last step within the Fund Info section is to decide if you’d like to allow recurring donations for this appeal.

Logos Headers and Footers

Within your appeal, you can upload several different images. You can upload two different logos in the appeal header that are both 340 x 100 and can be either a PNG or JPEG file. These images will display at the top of your appeal page. You can also upload up to two logos in the footer if you’d like. These images are both 155 x 75 and can be either a PNG or JPEG file. Your footer images will display at the bottom of your appeal.

Image Carousel

With the Image Carousel section, you can upload up to three different images that your donors will be able to scroll through and view on your appeal page. These images will need to be 430 x 360 and can be either a PNG or JPEG file. 

Add an Appeal to Your App

An appeal can be added to your app in one of two ways: 

Add the Appeals Feature

The Appeals feature will automatically pull in all of your active appeals and show them all in one place on your app. Users will be able to swipe through all of your active appeals in-app. Read this article to learn how to add features to your app.

Add the Link to Another Feature

Add the link to a single appeal to a Link, Link List, or Feature Hub feature. To find the URL for an appeal, hover over the appeal and click the diagonal arrow button. A new window will open, and you can copy the URL from the URL field at the top of your browser. Then paste the URL into a Link, Link List, or Feature Hub feature on the App >  Features + Content page in your portal. Read this article to learn how to add features to your app.

Share an Appeal Outside of Your App

Every Appeal you create produces a URL. Share that URL via email, text, social media, or on your website. To find the URL for an appeal, hover over the appeal and click the diagonal arrow button. A new window will open, and you can copy the URL from the URL field at the top of your browser.

This allows you to include the URL on your website or other public sites to help you reach your goals. 

Public-Facing Page for an Appeal

The page will show:

• Image 
• Description
• Total amount raised
• Percent raised toward the goal
• Number of donations that have been processed for this appeal
• Total goal
• Give button 
• Date/time/timezone of when the appeal will start, will end, or has ended
• Facebook and Twitter share links to share the appeal on these social media sites

Appeals Reporting

You can view and report on appeals that had a start date within the last two years by going to the Giving > Transactions page in your portal. From there, click the Filter By dropdown menu, hover over Appeals, then select the appeal for which you'd like to view transaction data. 

The page will update and show only the transactions that were part of that appeal. Any appeal from the last two years (based on start date), regardless of whether it is currently active or not, will appear in the Appeals filter on the Transactions page.

Check out our short video below on Appeals!

If you have any questions or need help, send us a note at support@aware3.com!