Adding Text as an Action Category

Helen Stauder · March 2018

Our gift officers are using texting more and more to communicate with their prospects. It would be great if Text was added as an Action Category.

We currently capture these using Phone Call.

Ryan Hyde · March 2018

Indeed, that does make sense. You should add this to the idea bank! I would vote for it if you did.

Melissa S Graves · March 2018

Let us know when you post this to the Idea bank so we can vote for it.

For now we would use email as the type.

Helen Stauder · March 2018

Hi Melissa,

I just added this to the Idea Bank (I thought
that’s what I was doing before!)

Helen
Stauder P’22

Director
of Research and Advancement Services

Williston
Northampton School

19 Payson
Avenue

Easthampton, MA 01027

(413)
529-3309

www.williston.com

Make a gift to the Williston
Northampton Fund by June 30 – thank you!

Helen Stauder · March 2018

Hi Ryan,

Thanks for your message--I just added this to
the Idea Bank. (which is what I thought I was doing before!)

Helen
Stauder P’22

Director
of Research and Advancement Services

Williston
Northampton School

19 Payson
Avenue

Easthampton, MA 01027

(413)
529-3309

www.williston.com

Make a gift to the Williston
Northampton Fund by June 30 – thank you!

Ryan Hyde · March 2018

Awesome, I voted for it

Jessica Smith 2 · March 2018

Helen Stauder:

Our gift officers are using texting more and more to communicate with their prospects. It would be great if Text was added as an Action Category.

We currently capture these using Phone Call.

I voted for this too in the Idea Bank. Thanks all for bringing this up and getting it out there!

Melissa S Graves · March 2018

This is the link to the idea for anyone who wants to vote.

https://re7.ideas.aha.io/ideas/RE7-I-4872

Adding Text as an Action Category

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