Creating a solicitation
A solicitation is a series of source codes that requests a response from contacts and prospects (such as a reply, donation, or purchase). Using source codes, you create solicitations to target a specific marketing appeal for different groups of contacts and prospects. Solicitations can be in the form of letters, phone calls, personal conversations, or other methods of contact.
Tips for creating a solicitation
- Combine multiple source codes and list sources into a single solicitation.
- Use consistent naming conventions when creating solicitations.
To create a solicitation
- Select a campaign and appeal.
- Select Solicitations.
The Solicitation Portfolio opens.
- Click Add Solicitation.
- Define the solicitation:
- Enter a Name.
- (optional) Enter a Description, Reminder Date, Start Date, and End Date.
- (optional) Enter a Status (Active or Inactive).
- If the status is changed from Active to Inactive, the status of all child entities is set to Inactive.
- If the status is changed from Inactive to Active, the status of child entities is not affected.
- The status of a child entity cannot be changed to Active if any parent entities have an Inactive status.
- (optional) Enter a Predicted Response Rate (the estimated percentage of contacts that will respond to the solicitation).
- Click Save.