How are you coding/naming all of the variations for Mail, Phone, and eMarketing RESTRICTIONS? We think we should be using the following:
Have we missed anything? Are we trying to cover too many bases?
Wording in the drop-down menu's might change slightly for the type of contact (e.g. for Phone: Send NOTHING might say DO NOT CALL and for Mail: SEND NOTHING might say DO NOT MAIL).
Grateful for your expertise.
Elizabeth
_____________________________
Elizabeth Weisser Director of CRM 92nd Street Y | 1395 Lexington Avenue | New York, NY 10128 | P: 212.415.5596 | http://www.92Y.org
We use ‘Do Not Contact’ .
Sabina
From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Elizabeth WeisserSent: Tuesday, October 04, 2011 3:43 PMTo: Sabina SpilkinSubject: [Tessitura Technical Forum] Mail/Phone/eMail Restrictions: What categories?
· No Marketing Information (for those who don't want information about future events and programming)
· No Donation Information (for those who don't want to be solicited for $$$/gifts)
· No External Rental (for those who don't want their information sold, exchanged, or rented to third-parties)
· Send NOTHING (all encompassing restriction -- for those who don't want ANY communications of any type from 92Y)
· No Marketing or External Use (for those who Donate but do not want any other communications ... relevant Corporations or Foundations)
· No Donation or External Use (for those interested in our programming but do not want to be solicited for donations/contributions)
· Bad Contact Information (for wrong information and undeliverables)
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Hi,
Not sure if it is a lot of help but we basically do similar to what you’ve suggested above.
So for example on our mail restrictions we have:
· No restrictions
· Annual mailing (for those who want to receive our season brochure)
· No Philanthropy Mailings
· Philanthropy Mailings (receive mailings as part of donation campaigns but no marketing).
· No unsolicited Mailings
· Not at address (this is how we track returns, I can then easily track which accounts need their addresses cleaned or checked urgently).
We have played around with different wording or other options but find these 6 work really well. We used to have a tickets only option but it wasn’t working well so we dropped that and send tickets regardless of what their mail restrictions may be.
The only thing is on our website we only offer the option of receive info from us or receive no info from us. So that translates into “no restrictions” or “no unsolicited mailings”. We potentially miss people who may want to be in a different category by just giving them “no unsolicited mailing” but we don’t want to overwhelm patrons by offering them too many options online.
Mail indicators:
No List Trade/Mkt Restricted –default VIP/major member setting
No Valid Address
No Mail/Customer Request
No Mail/Staff, Inhouse
Marketing/Limited –get one brochure a year
Phone Indicators:
No Telemarketing
No Telefunding
No Valid Phone
E-Market Indicators:
No E-Marketing
No E-Mkt TMS Unsubscribe
While we have a couple of e-mrkt indicators, and some accounts are globally set to No E-Marketing (usually with a CSI to explain why), we rely on mail purpose settings at the eaddress level, one of which is No E-Mail to This Address. (When an account is set to no e-marketing a result of hard bounces or unsubscribes, I run a procedure to update the eaddress involved, then set the indicator back to None.
Here are our eaddress purposes:
All E-Mails
FGO News
Special Events
Special Offers and Discounts
Volunteer Opportunities
Young Artist Studio Events
No E-Mail from Partners of FGO –sent by us; offers to our patrons from partners
No E-Mail to This Address
________________
Lucie Spieler
IT Development and Training Manager
Florida Grand Opera
8390 NW 25th Street
Miami, FL 33122
305-854-1643 ext 1521
www.FGO.org