Message sync

Jim

How do I coordinate the various campaign messages to achieve delivery to the appropriate audience? I have crafted the campaign to include three messages; 1. launch the appeal, 2. reminder, and 3. last chance to donate. 1 goes to entire audience, 2 and 3 go the those who have not donated. How do I remove the donors from the audience and make sure they receive a thank you message? Delivery Filtering seems to apply but I am not sure of its use. Jim.

Patrick Hansen

Hi Jim - That's a great question! It's really satisfying to see that you're continuing to use the kind of audience segmentation and campaign structure that we modeled together in the Go! program.

As with almost anything in Convio, there are several different ways to accomplish the setup you described. Using audience filters is one possible approach - I won't go into that in detail here (you can check Convio's contextual help documentation and/or post back here if you want to follow that route). I'll describe the way we typically do it in the Go! program ...

Unless a client specifically requests additional suppression groups or criteria, we would use a query-based group to identify individuals on your list who have donated during the time period in question. The reason for this is that we don't necessarily just want to exclude individuals who we can specifically track back to having donated in response to the first message or who we can specifically track back to having donated via a specific donation form. For our end-of-year campaigns, we suppressed everyone who had donated at any time during the month of December from receiving the third and final solicitation of the campaign.

Here's how to create a suppression group based on giving history:

1. Go to Data Management > Query

2. Click "Create a new Query"

3. Give your query a name and description for future reference. The security category should stay unchanged ("Administrators Only"). Click "Save" to continue.

4. Use the Query builder to identify recent donors. First choose "Field Type: Transaction Information", then "Field: Last Transaction Date" then click "Add Field Clause".

5. In the pop-up box that appears, set the transaction date to "falls on or after" then choose a "Fixed" date equal to either the launch of your first campaign message, or any other relevant date. Click "Save".

6. This may be all you need for your query. You can set additional criteria if you'd like, however, and use and/or statements to define your query logic. Click "Save Query" when your done.

7. Click "Run Query" once you've saved your final query. This will apply your criteria to your entire email list and generate a subset of individuals who meet your criteria.

8. Once your final query results appear, click "Use Query" and, in the pop-up box that appears, "Create a Group" to add these results to a query-based group.

9. Once you've labeled and saved your query-based group, you can use it as a suppression group when you set up messages 2 and 3 of your campaign to be sent out.

Any query-based group that you define can be rebuilt when you deliver an email message to ensure that you have the most up-to-date list possible based on your query criteria. Meaning, if you initially build your group today, then rebuild it tomorrow, it will contain additional constituents who have donated in the interim.

I haven't gone into the details of actually configuring the delivery of your messages, but if you get that far and have additional questions, please post them here and we'll follow up.

-patrick

Jim

Patrick Hansen:

Hi Jim - That's a great question! It's really satisfying to see that you're continuing to use the kind of audience segmentation and campaign structure that we modeled together in the Go! program.

As with almost anything in Convio, there are several different ways to accomplish the setup you described. Using audience filters is one possible approach - I won't go into that in detail here (you can check Convio's contextual help documentation and/or post back here if you want to follow that route). I'll describe the way we typically do it in the Go! program ...

Unless a client specifically requests additional suppression groups or criteria, we would use a query-based group to identify individuals on your list who have donated during the time period in question. The reason for this is that we don't necessarily just want to exclude individuals who we can specifically track back to having donated in response to the first message or who we can specifically track back to having donated via a specific donation form. For our end-of-year campaigns, we suppressed everyone who had donated at any time during the month of December from receiving the third and final solicitation of the campaign.

Here's how to create a suppression group based on giving history:

1. Go to Data Management > Query

2. Click "Create a new Query"

3. Give your query a name and description for future reference. The security category should stay unchanged ("Administrators Only"). Click "Save" to continue.

4. Use the Query builder to identify recent donors. First choose "Field Type: Transaction Information", then "Field: Last Transaction Date" then click "Add Field Clause".

5. In the pop-up box that appears, set the transaction date to "falls on or after" then choose a "Fixed" date equal to either the launch of your first campaign message, or any other relevant date. Click "Save".

6. This may be all you need for your query. You can set additional criteria if you'd like, however, and use and/or statements to define your query logic. Click "Save Query" when your done.

7. Click "Run Query" once you've saved your final query. This will apply your criteria to your entire email list and generate a subset of individuals who meet your criteria.

8. Once your final query results appear, click "Use Query" and, in the pop-up box that appears, "Create a Group" to add these results to a query-based group.

9. Once you've labeled and saved your query-based group, you can use it as a suppression group when you set up messages 2 and 3 of your campaign to be sent out.

Any query-based group that you define can be rebuilt when you deliver an email message to ensure that you have the most up-to-date list possible based on your query criteria. Meaning, if you initially build your group today, then rebuild it tomorrow, it will contain additional constituents who have donated in the interim.

I haven't gone into the details of actually configuring the delivery of your messages, but if you get that far and have additional questions, please post them here and we'll follow up.

-patrick

Thanks Patrick, your answer was right on and I have made the Query and Supression Group. I am now configuring the delivery. As I have been in and out of the delivery application I have inadvertently created a large number of extra messages. How do I delete them, Archive? I also want to apply a specific Donation Thank You Form and assume that is done in the WYSIWYG. How do I restrict the Campaign "Thank You from a regular "Thank You"?

Patrick Hansen

Jim :

Thanks Patrick, your answer was right on and I have made the Query and Supression Group. I am now configuring the delivery. As I have been in and out of the delivery application I have inadvertently created a large number of extra messages. How do I delete them, Archive? I also want to apply a specific Donation Thank You Form and assume that is done in the WYSIWYG. How do I restrict the Campaign "Thank You from a regular "Thank You"?

Hi Jim - You should be able to remove all the "partially configured" deliveries from your delivery list by using the "archive" link in the delivery list.

The Donation Thank You Form you mention makes it sound to me like you're looking to create a donation form specifically for this campaign, with customized giving information, acknowledgment pages, and thank-you autoresponders. The way to do this is to go to Fundraising > Donation Management. From here, you can either copy and edit an existing campaign (which duplicates all donation forms within that campaign), or manage a specific campaign and within that campaign copy a specific donation form to make your customized landing pages and thank-you's.

Once you've created and published your donation form specifically for this campaign, you can link to it from your appeal messages. Keep in mind, however, that some constituents are likely to navigate to your homepage and from there make their donation. With this in mind, and in the interest of promoting this campaign to all of your site visitors, you'll most likely want to create a feature link on your homepage pointing directly to the donation form for this campaign.

-patrick