How to Add/Edit/Remove an Appeal Mailing in Trax

Why is this important to me?

Create mailings to help fund your fundraising efforts.

Step 1: Click Marketing and Communications on the navigation bar.

Step 2: Click Appeal mailings in the Appeal task group.

Step 3: Click Add on the Appeal mailings action bar.

Step 4: Enter information in the General tab.

Note: Yellow-shaded boxes are required fields.

Note: Refer to the How to Search for an Appeal in Trax to help select an appeal in the Appeal field.

Note: Click the green arrow icon in the Label template field to search/select a document to use to generate labels for the mailing.

Step 5: Enter information in the Exclusions tab.

Note: Select the date to exclude constituents in the Consider exclusions as of field.

Note: Decide whether to include deceased/inactive constituents.

Step 6: Enter information in the Processing Options tab.

Note: If you select Use the following address processing and name formatting options, you must choose the addressing option, whether to use seasonal addresses, and the name format option.

Step 7: Enter information in the Output tab.

Note: If you decide to create a selection from results, you must enter a name for the selection.

Note: If applicable, select the Overwrite existing selection checkbox to overwrite a selection with the same name.

Step 8: Click the Save button.

Edit an Appeal Mailing:

Step 1: Click Marketing and Communications on the navigation bar.

Step 2: Click Appeal mailings in the Appeal task group.

Step 3: Click the expand icon next to the appeal mailing you want to manage. Click Edit.

Step 4: Configure information in the Edit appeal mailing window.

Step 5: Click the Save button.

Remove an Appeal Mailing:

Step 1: Click Marketing and Communications on the navigation bar.

Step 2: Click Appeal mailings in the Appeal task group.

Step 3: Click the expand icon next to the appeal mailing you want to remove. Click Delete.

Step 4: Click Yes on the pop-up screen.

Details

Article ID: 3378
Created
Thu 1/28/21 5:37 PM
Modified
Fri 1/29/21 10:05 AM