No, we have a few variations of a thank you letter that we send, and
wanted to make sure people weren't getting the same generic letter over
and over. I went ahead and created a pull-down list of thank you
layouts underneath the thank you date field in our payment entry screen.
Thanks,
Rachel
Carl Paulsen wrote:
> Rachel,
>
> Just curious, why were you planning on tracking who got which Thank
> You? If you want to track them b/c you have some notion that the
> different letters would have some effect on future giving or actions
> taken, etc., then you might want to use the source codes. In that case,
> I'd guess your approach for creating source codes and then contact
> records would be the "cheapest" approach. You'd still need to attach
> that source code to the future action, and since I think ebase only
> allows one source code per transaction, you'd be unable to attach a
> source code to the next solicitation letter and use it for the action.
> In addition, it's hard to imagine having confidence in a cause and
> effect for thank you letters and the next contribution (or lack
> thereof). Too many variables come into play between the Thank you and
> the next contribution.
>
> If not, then Matt's suggestion is good.
>
> Carl
>
>
> Matthew Scholtz wrote:
> >
> > Well, personally I think you'd be stretching the metaphor a bit to use source
>codes for this, since a source code should describe the source of a donation or
>action, and in this case the donation has already occurred. Perhaps what would be
>easiest would be to add a custom field to your Payments file to store the Thank You
>Letter#. Wouldn't be hard then to add it to the Thank You script.
> >
> > HTH,
> > Matt
> >
> > At 11:20 AM 7/13/01 -0700, you wrote:
> > >Is it possible to program the button for outputting a thank you letter
> > >in the Payment Entry screen to allow the user to choose a source code?
> > >We have some custom thank you letters and want to track who received
> > >which letters and make sure people don't get certain letters twice, etc.
> > >Would this be practical, or is it easier to just go into Output and
> > >create contact records by selecting labels or something else (even if
> > >we're not really printing labels)?
> > >
> > >Thanks,
> > >Rachel
> > >
> > >
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> > >
> > Matthew Scholtz
> > Database and Non-Profit Technology Consultant
> > Bellingham, WA
> >
> > Also associated with NPower, Seattle
> > www.npower.org
> >
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> --
> Carl Paulsen
> New Hampshire Rivers Council
> 54 Portsmouth Street
> Concord, NH 03301
> 603-228-6472
> 603-228-0423 Fax
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