Appeals

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

Campaigns are separate features that provide roll-up reporting to see the progress towards a fundraising goal that includes multiple Appeals. For more information, visit Giving Campaigns.

If you would like to add appeals and campaigns to your account, send us a note at communitysupport@factsmgt.com.

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 Appeals page.

Basic Info

Create a title for your appeal and add a description in the About section. This section provides more contextual information about your fundraising goal. A detailed description helps your donors understand more about what you hope to accomplish. In the More Details section, enter all the information your donors need to know about this appeal.

Fund Info

Select the campus and fund you want to be associated with your appeal. Then select a fund from the list of funds associated with the campus. If you change the campus, the list of associated funds changes too.

Enter the goal amount you wish to raise for this appeal. The Manual Adjustment section accounts for gifts accepted outside the FACTS system, such as checks or cash which were not entered on the Transactions page.

*Note: Donations that are manually entered on the Transactions page and associated with this appeal will appear in the total raised and should not be included in the Manual Adjustment section. Manual adjustment is great for entering a large amount received outside of the system if you don't wish to manually enter transactions individually. For more information, visit Manual Entry - Cash and Non-Cash Transactions.

Select the start date and time and the end date and time for your appeal. To choose the precise start and end time, use the enhanced calendar date picker. You cannot change the time zone indicated here; that is configured in your client's setup.

Should you decide not to allow recurring donations for this appeal, click the Allow Recurring Donations toggle button to turn this option off. To add recurring donations to your plan, contact communitysupport@factsmgt.com for more information!

Logos: Headers and Footers

Your appeal can show as many as four JPG or PNG images. You can show one or two different logos at the top of your appeal page. The required image size is 340 x 100. One logo is required. You can also show zero, one, or two logos at the bottom of your appeal page. The required image size is 155 x 75.

Image Carousel

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

Add an Appeal to Your App

You can add an appeal 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 opens in your browser. In the URL field at the top of your browser, copy the URL into your clipboard. 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 opens in your browser. In the URL field at the top of your browser, copy the URL.

Now you can paste the URL into your website or other public sites to help you reach your goals. 

View an Appeal

The page shows:

• Image 
• Description
• Total amount raised
• Percent raised toward the goal
• Number of donations that have been processed for this appeal
• Total goal
• If the appeal is still active, the Give button and links to Facebook and Twitter (to share the appeal on these social media sites)
• If the appeal has ended, the date, time, and time zone of when the appeal ended.

Appeals Reporting

View and report on Appeals with a start date within the last two years by going to the Giving > Transactions page in your portal. 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.

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