Prepare data and operate Smart Appeals

For school administrators using GiveCampus Outreach. Controls can differ between the classic email editor and the newer Composer editor.

Open Online Giving → Smart Appeals and confirm the intended Smart Appeals type is available for your school. Administrator access depends on the predefined roles below; viewing the donor list does not by itself allow sending. Anniversary recommendations depend on school-level constituent/gift imports: maintain stable constituent identifiers, current contact/restriction data and gift dates, amounts and designations. In the current workflow, a qualifying imported gift falls in the 11–13-month anniversary window; later online/imported gifts affect eligibility and conversion. A platform gift alone is not the anniversary qualification source. Recurring renewal is separately entitled. Review the donor table, approved templates, batch audience and active giving destination before sending. Personalized links can prefill donor details; they do not charge automatically. Keep imports and restrictions current, and inspect solicitation, unsubscribe and conversion reports. Exact availability and sending schedule require the saved configuration; conversion is not proof of click-through attribution.

Administrator roles for Smart Appeals

• View anniversary/recurring donor lists: Superadmin, Fundraising Superadmin, Advanced Campaign Admin, Advanced Form Admin, Gift Management Admin, Finance Admin, Communications Admin, Reporting Admin, Crowdfunding Admin.
• Send emails and manage Smart Appeals email templates: Superadmin, Fundraising Superadmin, Communications Admin.
• Export donor data: Superadmin, Fundraising Superadmin, Gift Management Admin, Finance Admin, Communications Admin, Reporting Admin.
• View reporting: Superadmin, Fundraising Superadmin, Advanced Campaign Admin, Advanced Form Admin, Communications Admin, Reporting Admin, Crowdfunding Admin.

A Superadmin or Fundraising Superadmin can review Online Giving → Administrators → select the person → Role(s), choose Add Another (or Add), and save the appropriate selection with Update Role(s). The capabilities within a role are fixed; do not attempt to enable an individual Smart Appeals permission. Assign the role needed for the person’s duties rather than broadening access merely to investigate missing data.