A talk for the Melbourne Nonprofit User Group
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Why are you still using Mail in 2016? That is a discussion for another time. But if you do send mail, at least have a really quick and easy way for people to opt out of mail and into emails. At least have both options. I hate mail so much. I do understand why you do it though.
How do you create the labels - no do not try and attempt a word mail merge - use Easy Label or aiEasyLabel to create them directly out of Salesforce.
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- Email Appeals = true OR Valid Mailing Address = true (depending on how you set up your helper formulas)
- AND Latest Gift Date > THIS YEAR (or THIS FISCAL YEAR if you want to go back to the beginning of your financial year). See https://help.salesforce.com/apex/HTViewHelpDoc?id=custom_dates.htm
Donors Last Year
Organisations & Contacts report Types (or Accounts & Contacts)
- Email Appeals = true OR Valid Mailing Address = true
- AND Latest Gift Date = LAST YEAR (or LAST FISCAL YEAR).
Donors in past 5 years
Organisations & Contacts report Types (or Accounts & Contacts)
- Email Appeals = true OR Valid Mailing Address = true
- AND Latest Gift Date < LAST 2 YEARS (or LAST 2 FISCAL YEARS).
- AND Latest Gift Date > LAST 6 YEARS (or LAST 6 FISCAL YEARS).
High Value Donors
Organisations & Contacts report Types (or Accounts & Contacts)
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