Entering Appeal/Package information:
  1. From Mail > Appeal Card, select the Format tab
  2. Highlight Output Options
  3. Enter the Appeal and Package information

Note: In order for the appeal or package to be inserted into the batch, the appeal and/or package field must be included and visible in the Batch.


Entering Fund information:

  1. From Mail > Appeal Card, select the General tab. At the top, make note of the Card type of either Standard or Create custom data file
  2. Select the Fields to Include tab and locate/move the appropriate field in/to the right list:
    • For card type Standard, highlight Gift barcode
    • For card type Create custom data file, highlight Gift barcode (Scannable)
  3. Click Options button in upper right
  4. Enter the Fund information
  5. Click OK