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V4 Advanced Mailing

November 20 @ 9:30 am - 4:30 pm

This course has been designed primarily for mailing and tracking campaigns.

  • Learn how to clean the database merging duplicate records and exporting contacts to Excel, cleaning the data and reimporting.
  • Create Source and Destination Codes to track each segmented mailing of a campaign.
  • Create Word Templates for the campaign and also create Receipt Templates using Field Rules and Text Rules which have conditions attached so you can personalise the wording of the receipts.
  • Learn how to access and add/edit Mailing Preferences.
  • Create a mailing campaign using Power searches and Standard searches.
  • Segment each search loaded in the mailing so you can send a different letter and link each segment to its own source code for tracking.
  • Enter donations into a batch and create Receipts using Text Rules that have conditions associated to them so the receipts can be personalised accordingly.
  • Look at some reports that can be used for tracking purposes.
  • Get an Overview on the Recently/Frequently and Monetary feature.
  • Use the Next Ask feature to calculate the amount you could be asking the contact to increase their payments to.
  • Search Next Ask scores and create a mailing requesting the increased amount.

 

Prerequisite:

  • Basic knowledge of Windows systems
  • Basic knowledge of Word
  • Basic knowledge of Excel
  • thankQ Essentials

Approximate Duration:

6 hours

Enquiry and Booking

Details

Date:
November 20
Time:
9:30 am - 4:30 pm

Organizer

Margaret Kamstra
Phone:
+61 2 8904 9755
Email:
training@thankQ.com.au

Venue

Sydney Training Centre
L14, 275 Alfred St
NORTH SYDNEY, NSW 2060 Australia
+ Google Map
Phone:
+61 2 8904 9755
Website:
www.thankQ.com.au

 

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