How to set RE NXT Campaigns, Funds, and Appeals for your Fundraising Drivers

Campaigns, Funds, and Appeals allow you to keep track of gifts synced from Trellis to ensure they are coded appropriately. They must be set for every new fundraiser you run on Trellis.

If you are new to RE NXT, learn more about Campaigns, Funds and Appeals here.

Watch this quick video or continue reading to learn how.

How to Set Campaigns, Funds, Appeals and Packages

Open your fundraiser builder
In the left-hand menu, under the Admin section at the bottom, click Integrations
Select Campaigns, Funds, Appeals and Packages
Choose the correct Campaign, Fund, Appeal and Package settings and click Save.
Once complete, click Validate Settings to ensure that Fund, Campaign, Appeal and Package are all linked correctly with no errors.

Important Details:

When searching for a Fund, Campaign or Appeal, you must type the entire name/description. Partial searches are not supported.
Fund is required for a gift to sync. If Fund is missing, the gift will fail to sync. Campaign, Appeal and Package are not required.
Packages must be linked to an Appeal.
To search for Packages, you must first scroll to the very bottom of the dropdown, then type in the package name.

About your Configuration Levels

Trellis offers three distinct configuration levels to optimize your settings:

Entire Fundraiser - this option is ideal when all fundraising drivers for your event share the same Fund, Campaign, Appeal, or Purchase.
By Fundraising Driver - opt for this option when different fundraising drivers for your event require distinct Funds, Campaigns, Appeals, or Purchases.
If you select By Fundraising Driver, you have the option to further customize your settings and configure them for specific ticket, donations, auction items and items for sale.
1. By toggling on Configure for each [fundraising driver], you’ll see every purchasable item available for your fundraiser, along with options to select the appropriate Fund, Campaign, Appeal, or Purchase

Frequently Asked Questions

Q: Do Campaigns, Funds and Appeals need to be linked in RE NXT in order to sync a gift?

Generally no, however it depends on your settings in RE NXT. If you have selected that a Campaign, Fund, or Appeal must be linked together for a gift to sync, then any gifts synced by Trellis must follow those requirements.

Learn more from RE NXT

Q: What does it mean if the Appeal/Package combination is incorrect?

In Raiser's Edge NXT, a package is a subset of a specific appeal. If you have the error that the Appeal/Package combination is incorrect, that means you have selected a package for a specific driver that does not correspond to the appeal you selected for that driver.

To avoid this, we recommend renaming the Packages or Appeals in Raiser's Edge to make them time-specific (ex. by adding "-[date]" at the end).

Q: Why can't I find a Package that exists in our database in the dropdown?

The package dropdown works a bit differently than the others, due to how Raiser's Edge NXT lets us access your packages. You must scroll to the very bottom of the dropdown to load all results, then try searching by the package description.

If that still does not work, or if you do not see any packages in the dropdown, it is most likely a permissions issue. Check out this article to ensure you have permissions set up correctly.

Q: We forgot to set up Campaigns/Appeals and some transactions already synced. Can you update the gift with the new settings?

Unfortunately it is not possible for us to edit a gift after it has been synced, you will need to make the updates manually from RE NXT.

Q: Is there a way to set default Fund, Campaign, Appeal and Package settings?

In order to prevent gifts from syncing with the wrong labels, Fund, Campaign, Appeal and Package settings must be set up for every fundraiser.

Did this answer your question? If not, please reach out to the Trellis Support team via the blue chat icon or email support@trellis.org.