To globally add an appeal response to a group of appeal records:

1.To query on the constituents who have an appeal with a gift associated, but no response, create a constituent query. Criteria: (Assigned Appeal ID not blank AND Assigned Appeal Response blank) AND Gifts > Appeal ID not blank.

2. Create a Constituent Appeal export
3. Export the below fields:
       Constituent Information > Import ID
       Appeal > Import ID
            For each Constituent, enter the number of Appeals to export: 1 
            Include these Appeals (only select the appeal that you are updating the response for)
       Appeal > Response

4. Open the exported CSV. file and adjust desired fields to be updated in Raiser's Edge 
  • Your import file with required fields (ImportID, CAPImpID, CAPAppealID, CAPResponse).
  • Save and close the CSV. file

5.  Import the fields back in as a new constituent appeal import, 

  • Click Admin > Import > Constituent Appeal > New 
  • Click update existing records.
  • Include import file
  • Select Delimited
6. Click Update Now when ready to update your records


Create a Gift User-defined Business Rule that will prompt a user to go back and manually update the Appeal Response after adding a new gift.