Action Types - What's in your list?

Cristy Dearaujo
Cristy Dearaujo
Fourth Anniversary Participant Facilitator 1
in Blackbaud Altru® General Discussions

We are in the process of revamping our Actions process and wanted to get a sense from the community what kind of Action Types are in your system. Would you all mind sharing? I know I am opening Pandora's Box but I am very intrigue to get a sense of what sort of types live in your worlds.

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Comments

  • Alison Sheffer
    Alison Sheffer
    Tenth Anniversary Facilitator 1 Loyalty Badge

    We have a few action types: the main ones we use are solicitation/administration/stewardship/mailing. We find if you get too many as you say opening a Pandora's box. We are a foundation that fundraises for our hospital.

  • Donna Hren
    Donna Hren
    Ninth Anniversary Kudos 1 Participant Facilitator 1

    We use the following action codes: Communications Dept, Event Invitation, General Solicitation, Greeting Card, Personal Solicitation, Presentation, Solicitation, Thank You and Followup. The Communications Dept we use for things like our monthly e-newsletter etc.

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