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!
Hey Ryan -
We split the difference, similar to what Dale does. We mostly keep our customer correspondence in appeal/promotions area. We have different appeals like 'Customer Correspondence' and 'Subscriber Mailing' which we use for a variety of things such as enewsletters, Christmas cards, state of the union letters, surveys, etc.
We also have a CSI that we use for correspondence where we either want to follow up or want to really make sure we've reached the customer. For example, if we have to kill seats in a show we will use the CSI for all customer contact dealing with that issue to make sure that we've actually contacted and dealt with each patron.
HTH,
Heather
Thanks for the feedback all!I think I may go for three appeals, one for devo related contact, ticket related contact and misc related contact.Since the promotions get inactivated at the time they are promoted do you all just link them to whichever campaign makes the most sense or do you have a specific campaign set up to link all these too. If the latter is true do you bother with a fiscal year in the campaign or just leave it ongoing?
Ryan,
I didn't see a reason why campaign would affect anything in this situation so I was lazy and just used an existing campaign - In-kind Gifts. The Fiscal Year on the campaign matches the Appeals.
I think your idea of creating a new campaign without fiscal year is a good one. I don't see why that wouldn't work, especially if you are inactivating the sources right away so gifts/orders cannot be applied to those sources.
Dale