Communications Data Support

All articles relating to data used for communications and marketing efforts.

Articles (8)

Commonly Used Name Formats

Provides names, definitions, and examples of commonly used address processing (name format) options in DART Marketing Efforts.

DART Query Tool - Add Cumulative Giving Filter to Revenue / Recognition Queries

Steps to create an aggregated filter for DART queries.

DART Query Tool - How to Create New Queries / Segments by Copying Existing Ones

Step-by-step guide to using existing queries/selections to create new ones as well as the accompanying segment, to be used in a marketing effort.

How to Create/Request a Trackable Giving Link

Provides instructions on how to create a trackable giving link for Leaders and Best and Community Funded using a simple to use form.

Remove Members from a Marketing Effort

How to remove constituents from a DART marketing effort after it has been activated.

What is a Marketing Effort?

Provides an overview of DART Marketing Efforts, how they are used for communications, the components within them, and a link to request one.

Commonly Used Marketing Effort Exclusions

Provides names and descriptions of commonly used Marketing Effort exclusions. This provides standard Marketing Effort solicit codes as well as standard Annual Giving-level exclusions for solicitations.

Marketing Effort Exclusions Report Codes

Provides names and descriptions of constituent exclusions in the Marketing Effort Exclusions Report.