The Membership Appeal Headers Lookup is used to search for an Appeal Header based on criteria such as Appeal Code, Group, Appeal Type, etc.
How Do I Perform a Template Lookup?
How Do I Perform an Advanced Lookup?
Note: If you are performing a template lookup, some of the fields described below may not appear on the form.
Data Fields:
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Appeal Code |
The appeal code. Press F2 to perform a context-sensitive lookup. |
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Unit |
This code is used to identify the school or unit. Values in this drop-down list are validated against tms_unit_code (UU). |
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Group |
The group. Drop-down list; values are validated against the tms_memb_appeal_group table (MI). |
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Appeal Type |
The appeal type. Drop-down list; values are validated against the tms_memb_appeal_type table (MJ). |
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Memb Type |
The membership type. Drop-down list; values are validated against the tms_memb_type table (M2). |
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Campaign |
The campaign. Drop-down list; values are validated against the tms_memb_campaign table (M7). |
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Description |
The description of the appeal code. |
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Segment |
The segment of the appeal code. |
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Contact ID |
The contact ID number of the membership appeal header. |
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Active |
This field indicates whether the appeal header is active, independent of the start and stop dates. Hard-coded values include ‘Active’, ‘Not Active’ and ‘All’. |
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Start |
The start date for the appeal header. This date uses the format DD/MM/YYYY. |
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Stop |
The stop date for the appeal header. This date uses the format DD/MM/YYYY. |
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Mail Date |
The mail date for the appeal header. This date uses the format DD/MM/YYYY. |
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Year |
The year to which the appeal applies. |
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Month |
The month to which the appeal applies. |
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Exp Year |
The year in which the appeal expires. |
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Exp Month |
The month in which the appeal expires. Values in this drop-down list are hard-coded. |
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Memb Cmpn |
The overall membership campaign assigned to the membership appeal header, utilized by Membership Appeal Statistics Dashboard functionality. Values in this drop-down are validated against the tms_memb_appeal_overall_camp (JQ) view. |
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Effort # |
This code indicates the number of reminders typically necessary to remind members about the appeal. Values in this drop-down list are validated against the tms_memb_appeal_effort (JA) view. |
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Package |
This code indicates what package is associated with the appeal. For example, a new membership appeal might include a welcome package with a sticker album and a stuffed toy, whereas package 2 for a longstanding annual donor appeal might include a yearly calendar, coffee mug, free admission to the annual alumni dinner and a yearly parking pass to the facility. Values in this drop-down list are validated against the tms_memb_appeal_package (JB) view. |
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Member Recency |
This code indicates the typical amount of time before memberships to this appeal lapse. Values in this drop-down list are validated against the tms_memb_appeal_recency (JC) view. |
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Mbr Tenure |
This code indicates the typical amount of time individuals are members. Values in this drop-down list are validated against the tms_memb_appeal_member_tenure (JD) view. |
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List Source |
This code indicates the source of the list that contains the individuals to be solicited for membership. Values in this drop-down list are validated against the tms_memb_appeal_list_source (JE) view. |
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Charter Mbr |
This code indicates whether the appeal includes charter members. Values in this drop-down list are validated against the tms_memb_appeal_charter_member (JF) view. |
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Geographic |
This code indicates the geographic location (state, region, location, etc.) of the individuals to be solicited for membership. Values in this drop-down list are validated against the tms_memb_appeal_geographic (JG) view. |
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Multi-Donor |
This code indicates whether the appeal includes individuals that are members of multiple programs or members and donors. Values in this drop-down list are validated against the tms_memb_appeal_multi_donor (JH) view. |
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Misc1 |
This is a site-specific code that can be configured to fit the needs of your institution. Values in this drop-down list are validated against the tms_memb_appeal_misc1 (JI) view. The label for this field can be modified via the Forms and Controls Maintenance Window in the Advance Configuration Utility. For additional information, please refer to the Advance Web Configuration Examples. |
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Misc2 |
This is a site-specific code that can be configured to fit the needs of your institution. Values in this drop-down list are validated against the tms_memb_appeal_misc2 (JJ) view. |
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Misc3 |
This is a site-specific code that can be configured to fit the needs of your institution. Values in this drop-down list are validated against the tms_memb_appeal_misc3 (JK) view. |
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Applies to Giving |
This field allows you to specify whether you wish to search for membership appeals that can be applied to giving. Hard-coded values in the drop-down include All, None, Yes and No. |
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Discount |
The discount code associated with the membership appeal header. Values in this drop-down list are validated against the tms_memb_discount (JL) view. |
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Rec Project |
The name of the physical recognition project. Values in this drop-down are validated against the tms_prp_project table (PR1). |
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Dedicated |
This code indicates that the organization, group or individual for which dedicated space has been assigned. Values in this drop-down are validated against the tms_prp_dedicated_location table (PR2). |
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Event ID |
<new field for 2015> Event ID, if the membership was generated from an event. |
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Comment |
This is a free-text comment about the appeal header. |
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Operator Name |
This is the name of the operator that entered the appeal header. |
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User Group |
This is the user group associated with the operator that entered the appeal header. |
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Date Added |
This is the date on which the appeal header was added. |
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Date Modified |
This is the date on which the appeal header was most recently modified. |