Tips, Tricks and Fabulous Prizes

Tiffany Getch

Happy Wednesday!


This week I won't be posting a #WIIFM blog...
  

... instead, I want to hear from YOU! 


Here's the idea:


We're putting together a blog for next week that focuses on the 'Add to RE' button in Online Express and want to inlcude your tips, tricks and workarounds. We'll take those and turn them into an AMAZING post.

But what about the fabulous prizes I read about in the title?! 


Don't worry, I didn't forget-  here's how to enter:

1. Share your best tips for using the 'Add to RE' button in the comments below
2. Click 'LIKE' on the posts that you find the most useful
3. That's it!

We'll include the Top 5 posts in our #WIIFM blog next Wednesday AND send the member with the most votes a fabulous prize!

Post your best tips, tricks or workarounds below and don't forget to vote for your favorites!

Jen Claudy

I like to use the [Add to RE] button to create the Appeal Record, then edit that record to include other relevant information.  For example: the Date, Type, Attributes that show what OLX List was used, etc.  I would always include a generic in-house email address, which I can access to print a pdf version of the message.  (In NXT, I believe those can now be uploaded as an Attachment to the Appeal Record.)


I also keep a query to find those who have unsubscribed, so I can update the Phone Type appropriately.  And a more-complex-and-difficult-to-use query of bounces, to try and match up with the Unuseable Emails list and determine which are hard bounces and which are soft bounces.  Soft bounces are ignored, hard bounces get a change in Phone Type.

Tiffany Getch

Fantastic tips, Jen! 

 

Karen Stuhlfeier

I was just thinking about how to best use that information after the appeal is added to RE. What is the best way to report on it when it has nothing to do with a gift? It would be great if there were a way to export just the  number of appeals that were added to a record during the course of a FY. Even if each appeal doesn't result in receiving a gift. How do we easily determine the number of emails sent to a constituent each FY? Am I missing how to do this? We send emails for many different reasons and a lot of them aren't asking for a gift. It would ideal to also be able to put actions and events on records from the OLX email.


After the appeal is added from the OLX email I also go in and rename the appeal and put more information on the record.

 

Lauren Short

For, OLX, don't forget that you can copy e-mails that worked well in the past & make tweaks instead of starting from scratch each year.

In addition, for informational e-mails, we use the list of users who clicked as a prospect list for our major gift officers or planned gift officers depending on the newsletter content!

Tiffany Getch

Great tips and suggestions, everyone!


I'll leave the deadline open until the end of today for posts and voting on favorite tips- so there's still time! I'll tally up votes and compile everything for Wednesday's #WIIFM blog.


Keep the ideas coming!