Hi all,
Our devo forefathers here had originally set up some CSI activity types to handle recordingthings like annual "where we're at" non-ask related correspondence but I'mthinking 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!
Ryan,Like Rey we use sources/appeals to record contacts with a group of constituents - especially where no detailed explanation is required. For example an invitation to a reception or committee meeting or the emailing a press release.
I have two main appeals I use to record these contacts: "Misc. Event Invitations" for non-gala, non-fundraising event mail/email and "Stewardship Mail/Email" for things like special devo newsletters or donor benefit information. These appeals are specific to a fiscal year.
We mostly add CSIs one at a time to record personal interactions with constituents. Occasionally however I will import a CSI for a group of constituents where we want to record specifically what was sent to a group of individuals such as a special email message sent to all board members.
Dale