A talk for the Melbourne Nonprofit User Group
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Are you fanatical about entering your households? Do you enter household email addresses? Do you want to ensure that only one person from the household gets an email? (I'm not sure about this - postal mail yes, but maybe each person should get an email, and Household Email is not a feature in NPSP3). If yes, you are going to want to do separate reports for individuals and households. How do you know that a person is in a household? It's difficult in NPSP2. Do you have a field whereby you know that that means the person is in a household? Use the Contacts & Organisations and Household Report Type . for NPSP2 and just Contacts & Organisations for NPSP3 For NPSP 2 NPSP2 you may be able to filter where Informal Greeting contains " and " but then you get all Andrews. Or Contact > Household Naming Order is not blank, but that doesn't get set unless you specifically say which person is first by editing the household. In NPSP 2 NPSP2 there is a button you can add to the campaign for Household Mailing List but it does nothing of the sort! . It does not bring in the household address or household greetings. Useless. |
You are going to need reports for
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. It needs lots of modifications. When adding to a campaign, the NPSP automatically takes care of duplicated household members and marks them as Duplicated. This is good. In NPSP3 once you have moved everything to the Household Account Model there is a field on the Account saying how many Household members there are. In NPSP3 the Household Mailing List report is a bit more useful but still needs to be modified to have the salutations. |
You are going to need reports for
| Send Type | Individuals | Org Contacts | Households |
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| Email Marketing |  | | NA |
| Mailing | | | |
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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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You are only using these reports to find the people to add to your appeals.
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Last Year's Appeal
You may also want to include people that were in last year's appeal. That would be easy if you have a status of Sent for all people in last year's appeal. If you only have an excel spreadsheet, you can import them into your Campaign Members with a Status of Sent and ensure you DO NOT OVERRIDE the Status, as the donors will be in there with a status of Donated.
Step 4 - Add to Campaigns
Now you can add the contacts to your campaigns.
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You don't need any email address or any other fields other than you will send you will send to the mailing house.
Export this report to CSV.
Open it in Excel
Use the Remove Duplicates to remove all the household duplicates.
Save this as a CSV and send it off to the mailing house.
Mailing using aiEasyLabel
Export this report to CSV.
Open it in Excel
Use the Remove Duplicates to remove all the household duplicates.
Save this as a CSV and send it off to the mailing house.
Mailing using aiEasyLabel
For this one, I created a field on the Contact as a Lookup to Campaign and called it Current Appeal.
Then I did a Declarative Lookup Rollup Summary to add the campaignMember's CampaignID to the Contact if it was an Appeal
Then I could create a view on Contact to include where Latest Appeal IS NOT BLANK and use that View to create the mailing list reports.
Sync with Mailchimp or Campaign Monitor
Follow the steps in the Mailchimp or Campaign Monitor apps to query all the Campaign Members that should be in your List to send the appeal to.
When you add them, choose to add them to a Static Segment for 2016 Christmas Appeal, that way you can ignore all the newsletter subscribers that are on your list. Try to not create a new list because then you will pay for subscribers twice.
For this one, I created a field on the Contact as a Lookup to Campaign and called it Current Appeal.
Then I did a Declarative Lookup Rollup Summary to add the campaignMember's CampaignID to the Contact if it was an Appeal
Then I could create a view on Contact to include where Latest Appeal IS NOT BLANK and use that View to create the mailing list reports.
Sync with Mailchimp or Campaign Monitor
Follow the steps in the Mailchimp or Campaign Monitor apps to query all the Campaign Members that should be in your List to send the appeal to.
When you add them, choose to add them to a Static Segment for 2016 Christmas Appeal, that way you can ignore all the newsletter subscribers that are on your list. Try to not create a new list because then you will pay for subscribers twice.
After sending
After you send do a bulk update of the Campaign Member Status to be Sent.
Note: There is no Field History Tracking on Campaign Member so you will loose which group they came from. If this is an issue there are other ways to do it, like rolling up the Status to Contact if it is not Sent or Responded, or just relying on the reports.