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How to Set Your Raiser’s Edge Campaign, Fund, Appeal and Package Settings for a Specific Fundraiser

In this article, we’ll walk you through customizing the Campaign, Fund, Appeal, and Package Settings for the Raiser’s Edge integration, tailored specifically for each fundraiser you host.

Prefer learning through video? We've got you covered!

 

How to Set Campaigns, Funds, Appeals and Packages

  1. Open your fundraiser builder 
  2. In the left-hand menu, under the Admin section at the bottom, click Integrations
  3. Select Campaigns, Funds, Appeals and Packages



  4. Choose the correct Campaign, Fund, Appeal and Package settings and click Save.

  5. Once complete, click Validate Settings to ensure that Fund, Campaign, Appeal and Package are all linked correctly with no errors. 

 

Important Details:

  1. 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.
  2. Funds, Campaigns, and Appeals no longer have to be linked together in RE NXT in order to sync gifts. Appeals and Packages must still be linked.

 

About your Configuration Levels

Trellis offers three distinct configuration levels to optimize your settings:

  1. Entire Fundraiser - this option is ideal when all fundraising drivers for your event share the same Fund, Campaign, Appeal, or Purchase.

  2. By Fundraising Driver - opt for this option when different fundraising drivers for your event require distinct Funds, Campaigns, Appeals, or Purchases.



  3. 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: 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.

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.