Promoting Invitations (lists that are reviewed)

Former Member
Former Member $organization

Hey all, so a fun riddle - when preparing for a save the date or invitation mailing, our special events team will often edit the list after it has been pulled (adding and removing names).  As a result, we can't promote at time of extraction.  We could promote the list as a whole (what used to be done), but I want to promote the segments as separate sources.

As of now, I re-run the extraction - I find the difference between the original list and the final list, add any additions and suppress any removals.  Because there is also a time lag, I also re-extract the list and find the differences between the original list and the re-extracted list to see who to suppress or add.

Does anyone know of/has anyone found a better way to handle this?

Thanks in advance!

 

Carla Moy

Development Manager, 92nd Street Y

Parents
  • Hi Carla,

    We important the final list and promote that to the record and add the activity/event invites.  We also retain the original extraction in case we want to isolate the source of the patron's addition to the list. 

    Is there a reason or business practice that you want to promote their invitation from different sources?  Event levels or something of that nature that could be managed another way?

    Amber

    _______________________________________________________

    Amber Newsome

    Manager of Special Campaigns
    Segerstrom Center for the Arts

    600 Town Center Drive, Costa Mesa, CA 92626

    T (714) 556-2122 x 4259   F (714) 755-2712
    E ANewsome@SCFTA.org

     

Reply
  • Hi Carla,

    We important the final list and promote that to the record and add the activity/event invites.  We also retain the original extraction in case we want to isolate the source of the patron's addition to the list. 

    Is there a reason or business practice that you want to promote their invitation from different sources?  Event levels or something of that nature that could be managed another way?

    Amber

    _______________________________________________________

    Amber Newsome

    Manager of Special Campaigns
    Segerstrom Center for the Arts

    600 Town Center Drive, Costa Mesa, CA 92626

    T (714) 556-2122 x 4259   F (714) 755-2712
    E ANewsome@SCFTA.org

     

Children
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