thankQ Help

When embarking on a Mailing Campaign you need to consider what you want to target in the database. For example: Current and lapsed donors. Donors that have attended events, are members etc.

Planning such as Budgets, Mailing Houses, Art Work, Stationery etc should be considered so different types of mailings can be created. You may want to include a small gift in certain segmented campaigns and not in others.

Generate reports from thankQ to analyse your data such as New Existing and Recovered, High Value Donors.

Use the marketing tool RFM (Recency, Frequency, Monetary) under Canvassing and Prospecting to identify and measure the performance of your contact database.

Mailing Preferences will need to be set so contacts can subscribe or unsubscribe to that particular type of mailing.

Create and save Standard and/or Power Searches to load into a mailing.

The result of any searches will be dependent upon how clean the database is. If this will be an email campaign then the contacts in the database will require email addresses. If you know the database has duplicate records these should be deduped as much as possible.

Mailings can be linked to Source Codes so when contacts donate to the campaign you can report on these.

Text Rules can be used so if a contact donates to a particular campaign and over a certain amount, text in the receipt can be inserted to align with this.

Word Templates will be required to be setup for the campaign.

If using a barcode scanner setup barcode purpose ids for any returned mail.

Once the mailing has been sent, run reports and send follow up mailings.

After donors have been giving on an ongoing basis for a while you may want to ask them if they can increase their giving by a nominated percentage.