What is raiser's edge database,provide first aid in an education and care setting quotes,survivalist darkest dungeon jester - PDF Books

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Manager of Marketing and Finance at Specialty Iron Works, LLC and Specialized Services, Inc.
Are you respecting the wishes of your donors and prospects by observing their rules or preferences for communicating with them? Are you making the most of the tools within The Raiser’s Edge (RE) by using the system to exclude some constituents from communications based on their preferences?
Over the years, I have been involved in numerous data cleanup projects and they almost always include cleaning up the solicit code table.
Conditions may be set by your organization to avoid over solicitation of a donor or ensure that you are targeting the donor when they are most likely to give. Solicit codes can be used to exclude event attendees from regular solicitation letters or only invite them to the event they participated in the previous year. Solicit codes should NOT track conditions that are repetitive to other fields in the system. Another thing that should be avoided if possible, is creating solicit codes that encompass multiple variables.



In The Raiser’s Edge, solicit codes are found on the Bio 1 tab of a constituent record. When solicit codes are used effectively, they enhance the functionality of RE’s Mail module. Another question that often surfaces is determining the right number of solicit codes for a given organization. The bottom line is that effective use of solicit codes in The Raiser’s Edge creates a win-win situation for your organization and your constituents. This can include not phoning them at work, not calling them too late in the evening, or only soliciting them once per year. It’s always best practice to make your customizable solicit codes easy to understand by anyone who may read them now or in the future. While this is a fair question, it is difficult to pinpoint a particular range for the right amount of solicit codes because they can depend on lots of variables like the number of events, appeals, or campaigns. At the least, you will save time and resources by not making unnecessary or unwelcome solicitations.
One of the great things about solicit codes is the ability to apply multiple codes to the same constituent.


I encourage you to take a step back and review the solicit codes being used by your organization.
Having said that, my advice is always to limit the number of solicit codes (along with other things) to what is absolutely necessary to be effective. More importantly, you’ll gain the trust of your supporters by communicating with them in the manner in which they prefer to engage with your organization! Therefore, you can have separate solicit codes for calls, emails, and newsletters and apply each as needed to your constituents.
Your queries and reporting are more easily managed with fewer variables but, at the same time, you may not be fully leveraging The Raiser’s Edge if solicit codes are not being used properly. If it is time to revisit your solicit codes or do any type of database clean-up, help is available.



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