Note: Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup solution.
Globally change (or delete) the campaign, globally change the fund and appeal and globally add the package.
Note: Depending on your data and what you may need to do, you may need to do some additional steps such as globally deleting the appeal, etc. We offer customized services that may be able to do the cleanup for you. If interested, contact your account manager for more information.
For example, the current appeal is Mailing 1, the current campaign is Annual Fund, and the current fund is Direct Mail.
- Create three static gift queries:
- Query A: Filter on Appeals, Appeal Description equals Mailing 1
- Query B: Filter on Campaigns, Campaign Description equals Annual Fund
- Query C: Filter on Funds, Fund Description equals Direct Mail
- Ensure that the campaign, fund, and appeal records exist and that the package is added to the appeal record
- Globally change or delete the campaign using Query B
- Globally change the fund to Annual Fund using Query C
- Globally change the appeal to Direct Mail using Query A
- Globally add the package of Mailing 1 using Query A