V4 Advanced Mailing

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

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