Hi everyone,
How do you track non-specific donor communications? Not for things relating to specific development campaigns (like a lunch to discuss a potential donation to Capital Campaign), but for general cultivation/keeping in touch. We use a combination of notes and reminders, but I’d love to get it all in one place that’s reportable. Would a general ‘Cultivation’ catch-all campaign and plan work, do you think?.... Let the hive mind brainstorming commence!
Cheers,
Kathleen
Hi Kathleen,
We use CSI's for some of these types of communications. We've created different Category of 'Relationship Management) for Advancement, Membership and Groups with different Activity Types underneath each category.
This then allows you to create reminders, add actions etc. and can easily be reported on using the canned Customer Service Issue Tracking report and Tools>View Reminders.