To create a solicitation

Before you begin

You must define one or more appeals before you define solicitations.

To create a solicitation

1. From Marketing, select Campaign management.
2. Select a campaign and then select an appeal.
3. Click the Solicitations tab.
4. Click Add a Solicitation.
5. Define the solicitation:
   • Enter a Name.
   • Select a Status (Active or Inactive).
     • If the status is changed from Active to Inactive, the status of all child entities is set to Inactive.
     • If the status is changed from Inactive to Active, the status of child entities is not affected.
     • The status of a child entity cannot be changed to Active if any parent entities have an Inactive status.
6. (optional) Enter a Start Date and an End Date.
7. (optional) Enter a Display Predicted Response Rate (the estimated percentage of contacts that will respond to the appeal), Description, Reminder Date, and Last Response Date.
8. Click Save.

   The system displays the status on the Summary tab. Click on the link for more details.

Tips

• Combine multiple source codes and list sources into a single solicitation.
• Use consistent naming conventions when creating solicitations.