Plans Setup Help! Indiv Annual Fund

I would set up one plan per fiscal year--assuming that your membership program operates on a yearly cycle.

I would then add a Step when their renewal mailing goes out. I wouldn't do more than that ahead of time, because ideally they are going to respond to you as soon as they see that letter, and you won't need more follow-up steps. So that when you do need to follow up with your second month-after mailing to your people that haven't renewed,you can add a new step that says "month-after mailing sent". And then those people will come back, and whoever doesn't, that's the time you add the phone call step. As time goes on, when you're looking at a constituent's profile, you can look through previous fiscal years and start to get a sense of when they tend to respond to your renewal mailings--whether they renew after the first mail piece, or they always need the phone call.

I hope that answers your question. 

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I would set up one plan per fiscal year--assuming that your membership program operates on a yearly cycle.

I would then add a Step when their renewal mailing goes out. I wouldn't do more than that ahead of time, because ideally they are going to respond to you as soon as they see that letter, and you won't need more follow-up steps. So that when you do need to follow up with your second month-after mailing to your people that haven't renewed,you can add a new step that says "month-after mailing sent". And then those people will come back, and whoever doesn't, that's the time you add the phone call step. As time goes on, when you're looking at a constituent's profile, you can look through previous fiscal years and start to get a sense of when they tend to respond to your renewal mailings--whether they renew after the first mail piece, or they always need the phone call.

I hope that answers your question. 

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!