Fundraising Appeals Setup

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

*Before March 2019, Appeals were named Campaigns. 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 here.

Getting Started:

To create a new appeal, simply click on your Giving tab at the top of your screen and select Appeals in the dropdown menu. Once you are on your Appeals page, click on the plus button () in the top right hand corner of your appeal page.

Basic Info: 

From there you can create a Title for your appeal and add a description in the About section. This section provides more contextual information about your fundraising goal. Providing a detailed description helps your donors understand more about what you are hoping to accomplish. You have the option to add additional information in the More Details to provide all the information your donors need to know about this appeal!

Fund Info:

The next step is to enter your fund info. Simply select your Campus and Fund you want to be associated with your appeal. Next you will want to enter your goal amount you want to raise for this appeal. The Manual Adjustment section is to account for gifts accepted outside of the aware3 system - e.g., 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). Manual Adjustment is great for entering a large amount received outside of the aware3 system if you don't want to enter transactions individually via the manual Cash and Check entry feature.

You will also need to select a start and end date and time for your appeal in the fields below Campus/Fund in this section. The last step within the Fund Info section is to decide if you’d like to allow recurring donations for this appeal.

Update:  the ability to choose the precise start and end time is now available via an enhanced calendar picker. The timezone indicated here is not editable, but is dictated by what is configured in your client's setup.

Logos Headers and Footers: Within your appeal, you can upload several different images. You are able to upload two different logos in the appeal header that are both 340 x 100 and can be either a PNG or JPEG file. One logo is required. 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 will both be 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. 

How do I add an Appeal to my app?

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

1. Add the Appeals feature. Adding the Appeals feature to your app will automatically pull in all of your active Appeals. Users will be able to browse all of your active appeals by swiping through them in-app.
   
   

2. Add the link to a single Appeal to a Link, Link List, or Feature Hub feature. The URL for an Appeal can be found by hovering over your Appeal and clicking the "View Appeal" button. A new window will open and you can copy the URL from the URL field at the top of your browser. After copying the URL onto your clipboard, paste it into a Link, Link List, or Feature Hub feature on your App tab.

Can my Appeal be shared on sites outside of my app?

Of course! Every Appeal you create produces a URL. This URL can be found by hovering over your Appeal and clicking the "View Appeal" button. A new window will open and you can copy the URL from the URL field at the top of your browser.

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

What does my public Appeal page look like?

The page will show:

• Image 
• Description
• Total amount raised
• Percent raised towards the goal
• Number of donations that have been processed for this Appeal
• Total Goal
• Give button 
• Date/time/timezone of when 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 Giving > Transactions. From there, select the Filter button and apply the filter 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!