Creating an Appeal
Contents
Overview of FR032UPD
Once you have added a campaign to the Connect FR system, you can add an appeal or multiple appeals. To do so:
- From the DDI Connect main menu, double-click Connect FR
- Double-click Campaigns & Appeals
- Double-click Campaign Explorer. You will see a screen similar to this one:
To add an appeal to a campaign, locate the campaign and click ONCE to highlight it. Then, click the Add button on the toolbar and select Add new appeal:
The Appeal setup screen will launch. You have 4 tabs on this screen, each with different information to add.
Appeal Setup Tab
You have the following fields available on this screen:
| Field | Description |
|---|---|
| Appeal ID | Enter a unique, alphanumeric appeal ID. This field is upper case, and is limited to 10 characters |
| Region | If you are associating this appeal with a particular region, you can type the region code or click the list icon to select from a list of active regions in the system. Leave this field blank if inheriting region from the campaign |
| Title | A brief description of the appeal |
| Dates/thru | Enter the beginning, ending or date range for the appeal. You can type the date(s) in a mm/dd/yyyy format or click the calendar icon(s) to select the date(s) you wish to use |
| Prior appeal ID | If you wish to reference a prior appeal, you can do so by typing that appeal code in this field |
| Approach | Click the drop down arrow to select from a list of active approach types in the system |
| Promo type* | Enter the promotion type code or click the list icon to select from a list of active promotion types in the system. Leave this field blank if you do not wish to associate a code |
| Country* | Country is the Desig 1 field. You can type the Desig1 code that you wish to use, or click the list icon to select from a list of active designation 1 codes in the system. Leave this field blank if you do not wish to associate a code |
| Program* | Program is the Desig 2 field. You can type the Desig2 code that you wish to use, or click the list icon to select from a list of active designation 2 codes in the system. Leave this field blank if you do not wish to associate a code |
| Purpose | Enter a brief description of the purpose of this appeal |
| Theme | Select from a list of active theme codes in the system |
| Audience | Select from a list of active audience codes in the system |
NOTE: Fields marked with an * could have different labels, depending on how your organization configured them
If you choose, you can manually edit the statistics for this appeal. In the Statistics area of the screen, click the edit icon:
This will launch the Appeal Costs screen:
To add a new cost type, click the New button. The fields will activate for editing:
You have the following fields available:
| Field | Description |
|---|---|
| Cost type | Click the drop down arrow to select from a list of active cost types in the system |
| Fixed amount | If the cost is a fixed amount, enter the dollar amount in this field |
| Var. amount | If the cost is a variable amount, enter the cost per here |
| Variable units | Click the drop down arrow to select the unit to associate with the variable amount |
When you have entered the information for this cost item, click OK. You can now add additional cost items, or click Exit to return to the Appeal Setup screen. The statistics area will now update the Total Cost field:
The other fields in the statistics area will update as the appeal progresses.
Packages Tab
When you click the Packages tab, you will see this screen. Packages is the term used by DDI Connect to define the item that the recipient will receive. A package could be a letter, a post card, a packet, or whatever your organization decides to send. Setting up each piece in the system as a package will allow you to track and report on the success of each individual piece.
To add a new package, click the New button on the toolbar. The fields now become available for editing:
You have the following fields available to you:
| Field | Description |
|---|---|
| Package code | Enter a package code. This should be a unique, alphanumeric, 4 character code |
| Description | Description of the package |
| # Contacted | You can manually enter the number of recipients for this package. You can also leave it blank so that the system automatically updates when you extract names using the Information Query |
| # Responses | If you wish to manually update this field, you can do so. This field tracks the number of responses per package, so that you can report on the success of a particular piece. If the appeal is set up properly, however, and as gifts are entered, this field will be updated by the system |
| Revenue | If you wish, you can manually enter the revenue for the package (total dollar amount received for this package). As gifts are entered, if they are tracked properly, this field will be updated by the system |
There are additional fields on this screen that will be updated as responses are received and gifts entered into the system. They are:
| Field | Description |
|---|---|
| Response rate | This number is the percentage of recipients who have responded to the package. The number is calculated by dividing the number of responses by the number contacted |
| Net revenue | Total amount raised minus total expenses |
| Cost per $ raised | Amount spent for each dollar contributed by respondents |
| Cost per contact | Amount spent for each contact for this package |
| Yield per 1,000 | Dollar amount raised for each 1,000 contacts |
| Average response | Average dollar amount of all respondent gifts. |
| Net Yield per 1,000 | Dollar amount raised for each 1,000 contacts, minus the amount spent for these contacts |
| Median response | Median (middle) dollar amount of all respondent gifts |
You can have multiple packages per appeal.
Grid Tab
The Grid tab is where you establish the lists or recipients of an appeal. You can identify by package, or by overall appeal. To add a new grid, click the New button on the toolbar. The fields will now activate for editing:
You have the following fields available to you:
| Field | Description |
|---|---|
| Description | Enter a brief, alphanumeric description of the package list |
| Package | Enter the package ID to be associated with this grid item |
| 3rd Party list | If you acquired the mailing list for a source other than the Connect-FR database, you can enter the list name here |
| List codes | Source codes that determine which recipients are to receive this package. For values in square brackets, Connect-FR will select recipients identified by any of these values (“[5AB]” means “5” or “A” or “B”, for example). The asterisk (*) indicates to select recipients with any character in this position. “[5AB]*”, for example, would select recipients with “5”, “A”, or “B” in the first position and any character in the second position. Separate code selections with a comma |
| Allow editing of # contacted and cost | Selection indicating if # Contacted and Cost fields should be enabled for editing |
The rest of the fields are display only, and will reflect updated information as responses are received to the appeal:
| Field | Description |
|---|---|
| # Contacted | Number of recipients for this package. Enabled for editing if Allow editing of # contacted and cost field is checked |
| # Responses | Number of gifts received from recipients for this package. Display only |
| Response rate | Number of responses divided by the number contacted. Display only |
| Cost | Total expense of all mailings sent with this package. Enabled for editing if Allow editing of # contacted and cost field is checked |
| Revenue | Total raised from all mailings sent with this package. Display only |
| Net revenue | Total revenue minus the total cost. Display only |
| Cost per $ raised | Amount spent for each dollar generated by this package. The total cost divided by the total revenue. Display only |
| Cost per contact | The total cost divided by the number contacted. Display only |
| Yield per 1,000 | The total revenue for every 1,000 contacts. Display only |
| Average response | The average revenue for each respondent. Total revenue divided by the number of responses. Display only |
| Net Yield per 1,000 | Total revenue for every 1,000 contacts minus the total expense for every 1,000 contacts. Display only |
| Median response | The median or middle response dollar amount. Display only |
Statistics tab
The Statistics tab will display the results of this appeal:
As the appeal progresses, this information will be updated to reflect the changing numbers. The fields on this screen are:
| Field | Description |
|---|---|
| # Contacted | Number of contacts from this appeal. Display only |
| # Responses | Number of responses (donations) generated by this appeal. Display only |
| Response rate | Number of responses divided by the number of contacts for this appeal times 100. Display only |
| Total revenue | Total dollar amount generated by the selected appeal. Display only |
| Total cost | Total expense associated with the selected appeal. Display only |
| Net revenue | Total response amount minus the total cost for the appeal. Display only |
| Cost per $ raised | Total cost for the appeal divided by the total response amount (to four decimal places). Display only |
| Cost per contact | Total cost for the appeal divided by the number of contacts (to four decimal places). Display only |
| Average response | Average dollar amount contributed in response to this appeal. Takes the total response dollar amount and divides by the number of responses. Display only |
| Median response | Rounds each donation amount under the appeal and calculates the median (or middle) based on rounded amounts. Display only |
| Mode | Rounds each donation amount under the appeal and calculates the mode (or value occurring most commonly) based on rounded amounts. Display only |
| Yield per 1,000 | Revenue dollar amount generated for each 1,000 contacts. Display only |
| Net Yield per 1,000 | Revenue dollar amount generated for each 1,000 contacts, minus the cost for each 1,000 contacts. Display only |
As responses to the appeal are received, the numbers and graph will update to reflect those changes.
Copy Existing Appeal
Once you have added a new appeal, you have the option of copying the package and grid from an existing appeal. From the Appeal Setup screen, click Actions and select Copy Packages and Grid:
Select the appeal that you wish to copy from and click OK, or double-click the appeal. When the copy is complete, you will see this message:
Click OK. The package and grid information have now been copied.
