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Quick Guide: Create and Use Special Gift Appeals


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Quick Guide: Create and Use Special Gift Appeals

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Creating and using special gift appeals is one of the more complex features of TntConnect, but it is also one of the best kept secrets. The easiest way to describe all of the appeals components and tasks is to walk you through an example of creating and using an appeal, including receiving and recording gifts.

Tutorial: Create and Use a Special Gift Appeal

1.Create the Special Gift Appeal (Tools | Special Gift Appeal Tracking).

Note: You can also create a Special Gift Appeal from the Add/Edit Gifts box, and from the Tasks/History log. But the most common place to do it is from the Tools menu.

2.Press Setup.

3.Press Add to add a new special gift appeal to the list.

4.Type the name of your appeal; for easier sorting later, you may want to put the year and month first, such as "2013-12 Year-end Ask".

5.When you send your letter, use a Group Log History to record sending the Support Letter. Select the special gift appeal on the Details tab.

6.When the gifts are downloading from the web, double-click on any gift that you know is a special gift appeal response, and assign the gift to the appeal there; or, if you are manually entering the gift, select the special gift appeal when entering the gift. In both cases, if the appeal is assigned before the gift is in your database, then the automatic thank you will say "SPECIAL" gift.

If the gift is already in your database, you can Edit the gift and assign the appeal later. Alternatively, you can select the gift from the Gifts list on the TNT Tab. (The advantage of doing during the download is that the automatic thank you task will always mark as a SPECIAL gift.)

Review Special Gift Appeal results

One of the great benefits of Special Gift Appeal tracking is that you can see God's provision for your special gift appeals over time. By going to Tools | Special Gift Appeal Tracking, you can see every appeal you have sent, how many letters went out, how many gifts were given, and the total of those gifts.

Exporting to Excel:

The Appeal Tracking box has an Excel button that performs two different functions depending on what you are doing at the moment.

No appeals selected

Export the list of appeals and the summary results to Microsoft Excel

Appeal double-clicked, History tab showing.

Export a list of all appeal recipients.

Appeal double-clicked,
Gifts tab showing.

Export a list of all gifts given in response to the appeal.

You can also export appeal giving trends to Excel.

1.Press View Giving Trends

2.Select the Appeal(s) you want to export.

3.View the results, then press the Excel button to export.

Amount in appeal column

The amount of this contact's giving in response to the appeal.

.00 in appeal column

You sent a letter to this contact, but they did not give a gift.

Blank in appeal column

You did not send a letter to this contact.

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Automatic Actions for New Gifts

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