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Managing responses

The response management feature of Campaign Management automatically captures responses to solicitations. All tracking areas (registrations, gifts, pledges, orders, billings) are synchronized, upon command, to consolidate responses. This allows your organization to:

To create a response stage

You can define response stages in the source code so a contact moves through campaign stages (solicitations) as they respond to solicitations.

  1. Open the campaign and source code.
  2. Click the Definition tab.
  3. From the List Type drop-down list, select Solicitation Response.
  4. Click Add.
  5. Select a campaign.
  6. For each campaign-response stage:
    1. Select an Appeal.
    2. Select a Solicitation.
    3. Select a Source Code.
    4. Select a Comparison value (Equal or Not Equal).
    5. Select a Response state:
      • Solicited - Contact has been solicited but has not responded.
      • SolicitedResponse - Contact has responded to a solicitation.
      • UnsolicitedResponse - Contact has responded but was never solicited.

        Note: If a source code is provided with the response, the assumption is that the contact was solicited, regardless if they received output.

      • OptOut - Contact has opted out of the solicitation.
    6. Click the Add icon.
    7. Select a Global Operator that applies to all solicitation-state expressions (And or Or).
  7. Click Continue.

    The solicitation response displays in the Source Lists.

  8. Click Save.

Example: Response stages

The following campaign is defined so that a response to Stage I automatically moves the contact into Stage III. After a period of time (or a non-response to Stage I), the contact automatically moves into Stage II. A response to Stage II automatically moves the contact into Stage III. Contacts continue to move through a campaign's stages until the end of the campaign.

Campaign

Appeal 1

Appeal 2

Solicitation A (Stage I, initial correspondence)

Source code A (message for members)

Source code B (message for non-members)

Solicitation II (Stage II)

Source code C (reminder)

Solicitation III (Stage III)

Source code D (Thank-you letter)

Solicitation IV

 

See Also

Managing Campaigns

Planning a campaign

Defining a campaign

Creating an appeal

Creating a solicitation

Creating a source code

Creating a source list

Creating an insert

Defining costs

Monitoring and measuring performance

Example: Creating a fundraising campaign


ASI logo 10.6 Production Release. Updated 12/27/2005 3:49:39 PM
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