Best place to add mailed appeal details

Question

I'm just wondering where most people add information on mailed appeals? The options appear to be a Contact in the Journal section, or a line item in the Mass Interactions section.

For reporting and tracking stats for past mailings, which method would work best?

Thanks in advance!

F Omer · Answer

@Geoff Arbuckle Thank you very much for the feedback! I'll pass along these comments.

Geoff Arbuckle · Answer

Hi

My recommendation would be to use the Mass Interactions. There are a few reasons why I would go with this option:

* This is something you can create direct from the communication process of either creating documents or sending mass emails.
* This is something that would be stored in the Mass Interactions section of an account and, therefore, not clutter the Journal.
* There are ways to still query on who received a mass interaction, what date, etc. You can even report these fields out beyond the query.

So that would give you lots of tracking and logging options for those types of actions when sending communications. For anything you had not done Mass Interactions on before, you can even do a Mass Update to add those to accounts as well.

This would also free up the Journal to enter Contacts for very specific interactions with individuals (direct communications with the donor or prospect, interactions like attendance at events, volunteering, etc.).

Crystal Bruce · Answer

Hi  - I've reached out to my team on this to see if there are any resources that can help you. Thanks for posting!