How can we encode the topic/campaign of an appeal?

David Wanless · July 2020

We would like to record on an Appeal record (or possibly a Mailing record), a categorised topic of the appeal – which of our environmental campaigns it relates to. What options do we have?
We are already using Category, 'Report code' and 'Business unit' for other things. As far as I know there are not Attributes on Appeal records.
Is there a way of linking an Appeal or a Mailing to a Campaign record (https://www.blackbaud.com/files/support/howto/coveo/crm/FRCampaigns.html)?
We could try to standardise on some text in the Description field, but that would be messy and error prone.

What other possibilities are there?

Lois Smith · July 2020

There is an appeal attribute category. Once you create an appeal attribute, the tab will show up on the appeal.

Liz Hackett · July 2020

Hi David,

What Lois Smith‍ said

We set up an Appeal Topic attribute on the Appeal record a year or so back, it works well

Attribute Record Type = Appeal. Then using the code table we can have standard topic options.

David Wanless · July 2020

Thanks, Liz and Lois.

How can we encode the topic/campaign of an appeal?

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