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  • 1.  Selecting No Contact/Mail/Email for Re-Engagement

    Posted 12-10-2022 09:47 AM

    Hello.
    We are looking for your input on how best to
    select Constituents that have indicated NOT
    to be Contacted/Mailed/Emailed ( Contact
    Restriction ) for re-engagement.

    DATE of when they elected a particular Contact
    Restriction would have been the obvious choice.
    Unfortunately, our CRM does not provide recording
    of DATE data associated with Contact Restrictions.

    What other datapoints would you recommend we
    look at to make a determination or not of
    qualification for re-engagement.

    Thank you in advance for your feedback.

    SC Lam
    Ohio University Advancement
    Advancement Data Management



    ------------------------------
    Sau-Chun Lam
    Director, Advancement Data Managemen and Analytics
    Ohio University
    steelhdr@gmail.com
    ------------------------------


  • 2.  RE: Selecting No Contact/Mail/Email for Re-Engagement

    Posted 12-10-2022 09:59 AM
    I would look at other dates - gift, address changes, or others. If it has been over three years since you touched the record, I would send a thoughtful letter.

    And while your CRM might not automatically capture status changes, you could create a move or comment on these records to indicate when you made the change and why.

    John

    John H. Taylor 
    919.816.5903 (Cell/Text)

    Big Ideas; Small Keyboard





  • 3.  RE: Selecting No Contact/Mail/Email for Re-Engagement

    Posted 12-10-2022 11:00 AM
    Thank you, John!

    - SC Lam @ Gmail