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How do I set-up Consent to reflect current Solicit Codes?

Chris Zello

While I understand that an integration with NetCommunity will allow a Business Rule to add a Solicit Code to a record, I would like to know if I need to do something with current Solicit Codes?

Also, I'm wondering how many different Consent Categories are needed? It seems like these are the "groups" that are sent, but there should be several different ones in place if planning to differentiate an Annual Giving Solicitation from a Newsletter.

Has anyone seen any free webinars on the use of this that they can share?

Thanks,

Chris

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Comments

Beth Romano

I started using consent for our various email lists and found the following knowledgebase solutions to helpful on configuring solicit codes and business rules. #120868 and 188752

Aimee Annichiarico

Hello Chris,

I'm from Bennington College in Bennington, Vermont and I gave a presentation last year at a Raiser's Edge User's Group meeting in my region (mostly educational institutions and small nonprofit orgs) about how to configure Consent to add Solicit Codes. This presentation also introduces some ideas about how to think about your organization's past use of solicit coding and current needs. Here's a link to the presentation: https://docs.google.com/presentation/d/1FYeVKd3hY2QtYNj8pUkPQa146GdZisbLPc2MCJXGJ1g/edit?usp=sharing

Feel free to reach out if you have any questions. Hope this is helpful for you!