Import Constituents IDs to an Appeal

@Ryan Moore You can actually add the Appeal to the Constituent record three ways.

1. Import - using the Constituent ID, you can create an import file and add the Appeal (and a Package if needed) to the Constituents.
2. Global Add - Using a Query of the Constituents (you can use the “One of” on the Constituent ID field), you can add the same Appeal, date, etc. to all of the Constituents
3. Mail - Using the Quick Letter function, you can link to a Query of these Constituents and assign Appeals/Packages. You can also do this with the Appeal Card function in Mail.
   

@Ryan Moore You can do Option 2 of Christine IF you do not have 1000's of Constituent ID since you can can Copy the ID from Excel by doing click Ctrl C after highlighting the ID's in the spreadsheet, going to the query and doing “of of” and moving to the last row of the

The clicking Ctrl V and you will see the ID's once you move back to the top of that. But as I said this only works for a set number of 500.

Save that query and attach it to the Global Add.

@Ryan Moore So that will leave that option out, so your choice is the Import. The original query would be great to use, but since your team seemed to have removed records from it, that leaves that out of using the original query.

Congratulations @Ryan Moore! This is a great step for you. I recently did the same thing with an appeal. I just @Christine Robertson's option #2. I also use @SmartTHING Developers SmartPASTE, which allows you to get around the one of limit. It's a free plugin and a total time saver. I use smartpaste to copy my IDs and create a static query. I then use the query as the basis for my Global Add. It's easier than an import as there's no other fields to enter. All of the appeal options are set in the global add. It's worth noting that with the global add, all of the appeal information is uniform, so if you have different send dates or other variables, you might want to use import.