Use Smart Appeals for anniversary and recurring-renewal audiences

Tags: product:online-giving intent:smart-appeals intent:anniversary-donor intent:recurring-renewal intent:audience

Go to Online Giving > Smart Appeals. The workspace provides audience tabs for anniversary donors and recurring renewals when the institution is eligible. Filter the displayed statuses, select the intended constituents, and review any restriction or rejection explanation before exporting, emailing, or texting.

Smart Appeals is driven by School Dashboard constituent and gift data. Set the institution's fiscal-year start and gift-type choices under School Dashboard > Settings > General Settings. That page also maps solicit codes to Smart Appeals; a constituent with a suppressing code must not be sent merely because they appear in a broader audience.

Use Online Giving > Smart Appeals > Reporting > Anniversary Donors, Recurring Donors, or Unsubscribed Donors to review the corresponding populations. Exported audience data is a point-in-time result; review it again before a later send.