Solicitation Tracking

Adam Eggert

How does everyone track how a gift is obtained (face to face, phone, direct mail, events)?


We track solicitor, appeal, etc but what is the best way to track how the gift is obtained?


Thanks,


Adam Eggert

Horizon Health Foundation

John Heizer

That's what Appeals are for.

Mary Maiden Mueller

We use a gift attribute to track whether the gift was received in-person, over the phone, through the mail, or online. This gives us more detail than just the campaign and appeal.