Would anyone be willing to share their wording on Email, Phone and Mail Retrictions on the General Tab?Our wording doesn't seem to be very effective and was wondering what others are doing out there.
Hi Natasha,
We have the same settings for email and postal, and phone is left blank because we don't call out for marketing. It's worth saying that we have a radio button on the website that feeds to an attribute so customers can say that they would prefer to receive everything by email if possible.
We have; no emails (or 'no post' if it's postal etc. etc!),
all Glyndebourne,
Glyndebourne and other arts organisations - which means we could then send out from the two orchestras that we have, the local summer arts festival who sometimes use us as a venue, etc.
and, Glyndebourne and all other associated organisations - we've had luxury car companies sponsor the festival in the past and this option is for any similar non-arts company who may request a mailing list.
There's a link to our website in my profile if you wanted to have a better look at any of the wording.
Hope that helps.
We use a ranking system for all three restrictions on the General tab:
1 - Do Not Share
2 - No $$$ Solicitations and DNS
3 - No Marketing and DNS
4 - Bad Address
5 - No Address
6 - Foreign Address
The first three appear on all three the last three are mailing specific. If we pull a list that is for marketing we would suppress patrons who have numbers 1 or 2 or 3 but if the mailing is for Development we would suppress using only numbers 1 and 2.
Numbers 4, 5 and 6 are used only for the mailing restriction. Number 4 is put on when we get a piece of mail back and then removed when we get a corrected address. Number 5 came about when we went live on the web and patrons were registering but not including an address. It is added both manually and through a stored procedure. Number 6 we added just recently as many of our recent ticket buyers are from overseas and we wanted to make sure that they were suppressed from many of our shared lists.
This layered approach has worked very well for us.
Ours are
Do Not Mail
No Fundraising Mailing
Bad Address
No Marketing Mailing
No Trade
No Gala/Events Mailing
and
No Telefundraising Calls
Do Not Call
Bad Phone Number
No Marketing Calls
We'll probably be revising this now that our website has more functionality and we'll be getting more details on how our constituents want to be contacted.
Dale
With this sort of set up, what do you do if people don't want fundraising and don't want events mails, but are happy to receive marketing regarding performances? Does this ever happen?
Suzanne,
Obviously its not a perfect system but it mostly works.
People who are coded as "No Fundraising" do not get events mail but would get all other kinds of mail. In this situation Gala/Events mailing refers only to Development Special Events. "No Marketing Mail" assume that they are ok with receiving fundraising mail. If they don't want either then they would be "do not mail".
I know, clear as mud right?
Thanks everyone! Quick question - what does DNS stand for?
We use attributes instead of the dropdowns on the general tab, which allows us to assign multiple values to a customer when needed. All of our fields on the general tab are set to "SEE ATTRIBUTES" as a reminder to the users.
Just saw your question.
DNS = Do Not Share
(it was how patrons were marked in our old system so we kept it due to the space limitations.)
Here's one more variation on the theme: for email we have a "No E-Renewals" set up on the general tab.