Track Reporting to Donors

Hi Ryan,

At the Public, we do exactly as you’ve suggested with our e-mail newsletters and season info mailings (promote an appeal and then mark it as Inactive).

It helps us keep track of the many ways we contact our donors and helps us gauge whether or not we really are overwhelming them with information or not keeping them up-to-date enough. Devo staff can simply click on Contacts > Promotions to see how we’ve contacted them and when.

One recommendation, if we’re doing something regularly I just build a single appeal for the entire year and then do a series of sources/promotions. For example, our current appeal for our monthly e-mail newsletters  is named 10 Indv Part E-mail, and the sources are named 09.09 E-news, 10.09 E-news, 10.09 Casting announcement, and so on. Since there are no gifts to track, making multiple appeals seems unnecessary.

Rey

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A. Rey Pamatmat

Development Database Coordinator

The Public Theater

425 Lafayette Street

New York, NY 10003

(212) 539-8739

Hi all,

Our devo forefathers here had originally set up some CSI activity types to handle recording
things like annual "where we're at" non-ask related correspondence but I'm
thinking these might be better suited living in some sort of reference only appeal that we could then promote and inactivate.

I'm curious if anyone out in turaland has any opinions on this either way they would care to share.

Cheers!

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Hi Ryan,

At the Public, we do exactly as you’ve suggested with our e-mail newsletters and season info mailings (promote an appeal and then mark it as Inactive).

It helps us keep track of the many ways we contact our donors and helps us gauge whether or not we really are overwhelming them with information or not keeping them up-to-date enough. Devo staff can simply click on Contacts > Promotions to see how we’ve contacted them and when.

One recommendation, if we’re doing something regularly I just build a single appeal for the entire year and then do a series of sources/promotions. For example, our current appeal for our monthly e-mail newsletters  is named 10 Indv Part E-mail, and the sources are named 09.09 E-news, 10.09 E-news, 10.09 Casting announcement, and so on. Since there are no gifts to track, making multiple appeals seems unnecessary.

Rey

---

A. Rey Pamatmat

Development Database Coordinator

The Public Theater

425 Lafayette Street

New York, NY 10003

(212) 539-8739

Hi all,

Our devo forefathers here had originally set up some CSI activity types to handle recording
things like annual "where we're at" non-ask related correspondence but I'm
thinking these might be better suited living in some sort of reference only appeal that we could then promote and inactivate.

I'm curious if anyone out in turaland has any opinions on this either way they would care to share.

Cheers!

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!