Direct Mail Tracking

Jessica Pierce
Jessica Pierce
Third Anniversary Kudos 1 Participant Facilitator 1
in Blackbaud Altru® General Discussions

Hi all,

We are about to begin a membership acquisition campaign via direct mail. We are using a mail house and we are mailing to a combination of internal and external lists. I was wondering how you all track response codes (list segments) within an appeal in Altru? I am inclined to create a Response Category for the campaign and add the list codes there, but I'm not sure if it would be better to create a “letter” for each code within the appeal mailing. The mail house will be generating a report on the performance of each list for us, but I'd still like to track this in Altru if possible.

Thank you!

Comments

  • Regina Holten
    Regina Holten
    Tenth Anniversary Kudos 5 Name Dropper Participant

    An appeal ID is generated when I run a Mail Renewal Campaign - have you used that?

  • Chris Nungesser
    Chris Nungesser
    Fifth Anniversary Kudos 3 Name Dropper Participant

    Hi @Jessica Pierce,

    I think you're on the right track. I do like creating a different Letter for the various segments (especially if we have different messaging for those segments so we can see how those different messages performed).

    And we can measure that a couple of ways depending on the campaign.

    • Response Category is one thing we use.
    • Another thing we'll do is to later pull some action (like who signed up for a membership) within some amount of time following the appeal mailing.
    • And if you're processing the memberships (versus the patron going to your website), you might be able to tie the Membership Transaction to the Appeal (you can do that in Back Office. I don't think you can do that in Daily or Advance Sales, but I could be wrong). So depending on your processes, you might be able to do that.

    Chris

  • Jessica Pierce
    Jessica Pierce
    Third Anniversary Kudos 1 Participant Facilitator 1

    Hi Regina,

    Yes, thank you! I already have an appeal but I need to be able to track responses for different list segments within the appeal. Some of these are new members from external lists, not renewing members.

  • Regina Holten
    Regina Holten
    Tenth Anniversary Kudos 5 Name Dropper Participant

    I'm learning while following this thread - thank you! A question - where do I find the field Response Category?

  • Regina Holten
    Regina Holten
    Tenth Anniversary Kudos 5 Name Dropper Participant

    duh, I think I know what this is - I used to use it more to track renewals via online due to the shortcomings of the system in tracking my online member renewal campaigns but i've never segmented it or gone beyond asking Y or N via Altru Online Renewal…

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