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What is the purpose of appeal tracking in TntConnect?


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First published by:
falcon112358
on 21 May 2013
Last revision by:
Troy Wolbrink
on 18 May 2016
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What is the purpose of appeal tracking in TntConnect?

The purpose of the Appeal feature in TntConnect is to help you track special ask letters and their effectiveness.  Let's say you're raising special gifts for a summer project.  You'd create an appeal called "Summer 2013".  You might send out a letter to 100 people.  When you log that letter in the history, you associate those letters w/ that appeal.  When gifts come in from that letter, you associate gifts with that appeal as well.  This way you can see how much money was raised for that project.

When you do a consistent appeal, like an annual end-of-year ask, it's sometimes helpful to look at historical trends.  This might give you an idea of what to expect for this appeal this time around.  TntConnect provides an "Appeal Giving Trends" report that is helpful to visualize this.  With Excel, you can improve upon it.

Under the "Tools" menu, click on "Special Gift Appeal Tracking".  Then click on "View Giving Trends".

Then arrange your columns in Excel from left to right in order of years:

Turn on Excel's auto-filter option:

 Then, from left to right, sort each year from Largest to Smallest:

What you'll end up with is a list of previous givers, with the most recent givers on top:

The closer the contact is to the top, the more likely they are to give this year.  As you move down the list, you encounter contacts who haven't given in a while, but might this year.

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