Hello,
I'm looking for a bit of help when it comes to promotions.
The development team send out a lot of thank you letters to donors, and additional one-off letters. Currently this is recorded in the notes section on the constituent record, and the document itself is stored on the research tab. Other departments, such as marketing, undertake mail outs whereby they exclude anyone who has been mailed in the last two weeks. I was wondering if there is a way that I can promote individual letters so that they will be excluded from anyone else's mail out within the two weeks that it was sent?
Any help is much appreciated.
Jess
Jess,
I echo Marie and Ryan. We used to promote all of our mailings including pledge reminders, tax letters, invites, etc. Though I caution it can be very time consuming, which is why it fell by the wayside for us in development.
Amber
_______________________________________________________
Amber Newsome
Manager of Special CampaignsSegerstrom Center for the Arts
600 Town Center Drive, Costa Mesa, CA 92626
T (714) 556-2122 x 4259 F (714) 755-2712E ANewsome@SCFTA.org