Your current appeals can be found in the sheep settings section. Go to settings.sheepcrm.com and log in to your CRM user account if not already. From the settings section, click on the giving tab in the navigation and click on the appeals option to view your existing appeals.

To add a new appeal, click on the add appeal button located in the top right of the existing appeals list. This will bring up a blank sidepanel with the following fields:

Enter the name of the appeal, this should be clear in the goal, but as short as possible.

Enter the full description of the appeal, including the organisation or group that are behind the appeal, what they need to raise money for and how that money will be used. Use as much detail as possible to help promote the appeal.

An abbreviated version of the description to appear in results. Should be a short and clear as possible.

State what donations made towards this appeal will be used for. This will replace the default call-to-action which is defined in your general giving settings.

Optionally, enter an amount to specify the target goal for the appeal.

Optionally, enter an end or expiry date for the appeal. This will stop the appeal appearing in sheepApp once it has 'ended'.

Set this to "yes" to allow donors to set up recurring donations for this appeal, donating a set amount every month.

Upload images to showcase or promote the appeal. Ideally, these should be landscape and in JPEG format.

Please note that the primary image for the appeal will be used in donation cards inside the giving tab for contacts. If no primary image is used in the appeal, the image will be missing and there will be a letter instead of an icon - so we recommend adding images to help identify appeals quickly and easily as well as promote the appeal to users in sheepApp.

Toggle whether users should be able to make donations to the appeal. Useful if you want to still promote the appeal but already have hit the donation target.

If you do not want the appeal to appear on the self-service app, check this field. This is useful for appeals that you wish to manage internally.

If you want the appeal to be displayed more prominently in the self-service app, check this field. This will show the appeal at the top and allow for more information on the summary.
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For the featured appeals cover photo, it will still use a 16 / 9 ratio image but if you have any text then its best to include this in the safe area as outline below. You can use this image as a template.
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Main image size: 800px x 450px
Safe area: 800px x 227px centered to the above

From the existing appeals list, scroll down to the desired appeal and click on the name or the edit icon located to the right of the type to bring up a sidepanel with the current data. For more information on each field, please see the adding a new appeal topic above.

Your existing appeals can be reported on inside SheepCRM by going on the reports section. In the sidebar there are several reports for appeals: Fundraising Appeals and Fundraising Scorecard.

Appeals shows the 'live' appeals that have been running for the target time period. Each applicable appeal will appear in the card. Click on the appeal to view a a complete list of donations made for the chosen appeal.
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Donors can be clicked on to get more information, including contact information. The donations made for the time period can be exported as .XLS for managing with a spreadsheet editor tool.

The scorecard shows new and repeat donors for the target time period. Clicking on the number of donors or the amount donated to see a list of donations, along with the amount donated and the target appeal.

When creating an appeal, it is important to be aware of the rules and guidelines for Restricted and Unrestricted funding. When setting targets and goals for appeals it is important to understand the difference between restricted and unrestricted funding.

Examples of restricted funding could include beneficiary gifts, emergency appeals where the money raised will be for a specific purpose, or a grant given for a particular purpose or project.

For more information on restricted and unrestricted funding, please view the following article: https://www.institute-of-fundraising.org.uk/guidance/managing-fundraising/restricted-and-unrestricted-funding

Please note that SheepCRM is in no way affiliated with the organisation in the above link and cannot be held responsible for the suitability of content from external sources.